Herold Advisors, Inc.
•CIK: 1891713•Filing: Q4 2025
**Herold Advisors, Inc.** manages $447M across a diversified portfolio of 247 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, notably holding AAPL ($22.3M), NVDA ($21.3M), and MSFT ($17.6M). Further substantial allocations include LLY ($11.2M), JPM ($9.3M), and MA ($8.8M). This structure suggests a conviction-driven, large-cap growth and value tilt.
Total AUM
$447.5M
QoQ Performance
+3.7%
Positions
192
Top 10 Concentration
28.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL5.0%
NVDA4.8%
MSFT3.9%
LLY2.5%
JPM2.1%
AVUS2.0%
MA2.0%
DFUS1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.5%
Technology21.7%
Financial10.1%
Healthcare8.0%
Consumer6.1%
Industrial2.6%
Energy1.8%
Communication1.5%
🚪 Exited Positionssold since Q3 2025
—
BLACKROCK MUNIHLDGS NY QLTY
SOLD
$353.5K
+49 more exited positions
Changes from Q3 2025
NEW6 new positions
↑79 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023