StockDriftsStockDriftsTop 50 Herold Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.3% | 81.5K | $27.1M | -1.30%(-1.07K) | $148.56(+130.84%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.69% | 105.2K | $24.0M | -7.78%(-8.87K) | $50.63(+328.82%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.64% | 36.4K | $18.7M | -2.55%(-950) | $299.50(+78.14%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.5% | 154.4K | $12.8M | +3.72%(+5.54K) | $64.43(+29.39%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.3% | 10.2K | $11.8M | -3.54%(-373) | $386.87(+220.61%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.12% | 84.6K | $10.8M | +3.96%(+3.22K) | $84.52(+52.55%) | 2026-09-30 | |
| AVLC | AMERICAN CENTY ETF TR | 2.06% | 116.8K | $10.5M | +7.51%(+8.16K) | $73.27(+23.80%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.86% | 28.8K | $9.5M | -1.52%(-445) | $162.77(+104.91%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 1.74% | 34.1K | $8.9M | -2.89%(-1.02K) | $123.33(+129.20%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 1.68% | 15.6K | $8.6M | -1.62%(-258) | $370.98(+66.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.62% | +71.15% | +12.59% | +80.95% |
| Top 20 Holdings Unweighted | +17.43% | +61.91% | +11.22% | +70.15% |
Herold Advisors INC reports $512.21M in US-listed equity holdings across 269 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), NVDA (4.7%) and MSFT (3.6%). The top 20 holdings account for 41.26% of reported assets. Its disclosed equity book has returned +71.15% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Herold Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1891713). View Herold Advisors INC’s 13F filings on SEC