Herold Advisors, Inc.
Herold Advisors, Inc. reported 273 positions worth $505.9M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: AAPL (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $23.9M | 4.72% | 82,587 | — | — | |
| ▸ 2 | NVDA | SH | $22.8M | 4.51% | 114,077 | — | — | |
| ▸ 3 | MSFT | SH | $13.9M | 2.75% | 37,327 | — | — | |
| ▸ 4 | LLY | SH | $12.7M | 2.50% | 10,550 | — | — | |
| ▸ 5 | DFUS | SH | $12.2M | 2.41% | 148,859 | — | — | |
| ▸ 6 | AVUS | SH | $10.4M | 2.06% | 81,375 | — | — | |
| ▸ 7 | AVLC | SH | $9.8M | 1.93% | 108,644 | — | — | |
| ▸ 8 | JPM | SH | $9.6M | 1.89% | 29,211 | — | — | |
| ▸ 9 | GOOGL | SH | $9.0M | 1.77% | 25,060 | — | — | |
| ▸ 10 | EXMOC | SH | $8.9M | 1.77% | 65,431 | — | — |
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Frequently Asked Questions
What stocks does Herold Advisors, Inc. hold as of Q2 2026?
Herold Advisors, Inc. reported 273 positions worth $505.9M in its Q2 2026 13F filing. Largest positions: AAPL (4.7%), NVDA (4.5%), MSFT (2.8%), LLY (2.5%) and DFUS (2.4%).
What did Herold Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Herold Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.