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HERBST GROUP, LLC
HERBST GROUP, LLC
Latest filing: 2026-06-30
HERBST GROUP, LLC runs HERBST GROUP, LLC and currently holds 65 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $183.46M. Their top holdings are QQQ, SPY, GOOGL, GEV, GE. The top five represent 21.0% of reported portfolio weight. HERBST GROUP, LLC ranks #611 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HERBST GROUP, LLC initiated 8 new positions. They added to 26 existing positions. They trimmed 26 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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65 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 5.59% | $422.32 | $713.44 | +68.93% | Trimmed -2.31% |
 SPY STATE STR SPDR S&P 500 ETF T | 5.30% | $523.35 | $765.62 | +46.29% | Trimmed -1.73% |
 GOOGL ALPHABET INC | 3.67% | $136.96 | $344.82 | +151.77% | Trimmed -6.99% |
 GEV GE VERNOVA INC | 3.23% | $327.31 | $956.64 | +192.27% | Trimmed -15.13% |
 GE GE AEROSPACE | 3.21% | $176.47 | $348.41 | +97.43% | Trimmed -5.68% |
 XLV SELECT SECTOR SPDR TR | 2.90% | $140.82 | $174.61 | +23.99% | Added +0.01% |
 LLY ELI LILLY & CO | 2.84% | $1,010.80 | $1,254.77 | +24.14% | Added +8.67% |
 RTX RTX CORPORATION | 2.83% | $96.06 | $209.91 | +118.52% | Trimmed -0.07% |
 AAPL APPLE INC | 2.75% | $176.89 | $309.35 | +74.88% | Trimmed -4.46% |
 PANW PALO ALTO NETWORKS INC | 2.72% | $141.24 | $358.04 | +153.50% | Trimmed -8.74% |
Showing 1-10 of 65