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Home > Institutional Investor > Herold Advisors, Inc. > Profile

Instuitional Investor - Herold Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Herold Advisors, Inc.
Portfolio Value $512,208,800
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 81,516 $27,146,312 5.3%
2.
Nvidia Corp
 NVDA 105,203 $24,026,302 4.69%
3.
Microsoft Corp
 MSFT 36,377 $18,658,183 3.64%
4.
Dimensional Etf Trust
 DFAC 154,403 $12,820,100 2.5%
5.
Eli Lilly & Co
 LLY 10,177 $11,776,140 2.3%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.