1y return+15.7%S&P 500 +20.9%
3y return+49.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $168 against $198 in the S&P 500.2
Herold Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $23.9M | 4.7% | −1.6% |
| NVDANvidia Corporation | $22.8M | 4.5% | |
| MSFTMicrosoft Corp | $13.9M | 2.8% | +1.9% |
| LLYEli Lilly & Co | $12.7M | 2.5% | +3.5% |
| DFUSDimensional Etf Trust | $12.2M | 2.4% | +12.7% |
| AVUSAmerican Centy Etf Tr | $10.4M | 2.1% | −3.5% |
| AVLCAmerican Centy Etf Tr | $9.8M | 1.9% | +19.9% |
| JPMJpmorgan Chase & Co | $9.6M | 1.9% | +1.1% |
| GOOGLAlphabet Inc | $9.0M | 1.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $8.9M | 1.8% | |
| ABBVAbbvie Inc | $8.8M | 1.7% | |
| MAMastercard Incorporated | $8.2M | 1.6% | |
| WMTWalmart Inc | $8.0M | 1.6% | |
| DFCFDimensional Etf Trust | $7.9M | 1.6% | +8.2% |
| AVIGAmerican Centy Etf Tr | $7.8M | 1.5% | +7.9% |
| VVisa Inc | $7.6M | 1.5% | −2.0% |
| APHAmphenol Corp | $7.2M | 1.4% | |
| IGIBIshares Tr | $5.8M | 1.2% | +13.2% |
| QLCFlexshares Tr | $5.8M | 1.1% | +14.0% |
| IBMInternational Business Machs | $5.5M | 1.1% | |
| IQDYFlexshares Tr | $5.5M | 1.1% | +13.6% |
| SKORFlexshares Tr | $5.3M | 1.0% | +11.7% |
| AMZNAmazon Com Inc | $5.2M | 1.0% | |
| CVXChevron Corporation | $4.9M | 1.0% | +8.1% |
| DFIVDimensional Etf Trust | $4.8M | 1.0% | +11.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $22.8M |
| LLYEli Lilly & Co | September 30, 2021 | +419.1% | $12.7M |
| APHAmphenol Corp | September 30, 2021 | +381.5% | $7.2M |
| Eaton Corp PLCCUSIP G29183103 | September 30, 2021 | +185.4% | $3.3M |
| GOOGLAlphabet Inc | September 30, 2021 | +167.3% | $9.0M |
| WMTWalmart Inc | September 30, 2021 | +143.8% | $8.0M |
| ABBVAbbvie Inc | September 30, 2021 | +133.3% | $8.8M |
| Exxon Mobil CorpCUSIP 30231G102 | September 30, 2021 | +132.4% | $8.9M |
| AAPLApple Inc | September 30, 2021 | +104.5% | $23.9M |
| IBMInternational Business Machs | September 30, 2021 | +102.4% | $5.5M |
Sold off last quarter
- ZTSZoetis Inc was $293K
- SHAGWisdomtree Tr was $258K
- IHDGWisdomtree Tr was $248K
- CEGConstellation Energy Corp was $248K
- GUNRFlexshares Tr was $235K
- CGCarlyle Group Inc was $218K
- COWZPacer Fds Tr was $209K
- FDXFedex Corp was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +9.0% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Herold Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1891713&type=13F-HR&dateb=&owner=include&count=40CIK 1891713
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1891713/000117266126002737/Filed July 22, 2026 · accession 0001172661-26-002737