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HERBST GROUP, LLC 13F portfolio summary

HERBST GROUP, LLC of HERBST GROUP, LLC has 58 current stock holdings with a reported portfolio value of $161.9M. The portfolio 1 year return is +21.68%. Top holdings include SPY (0.00%), BIP (0.00%), QQQ (0.00%), XLE (4.39%), GOOGL (4.09%).

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HERBST GROUP, LLC

HERBST GROUP, LLC
Latest filing: 2026-03-31

HERBST GROUP, LLC runs HERBST GROUP, LLC and currently holds 58 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $161.91M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HERBST GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HERBST GROUP, LLC's portfolio at HERBST GROUP, LLC has delivered returns of +21.68%. Their 3-year annualized return is +67.60%. Looking at the 5-year horizon, HERBST GROUP, LLC has achieved +45.76% annualized returns at HERBST GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.68%
#0/1000
3 Year
+67.60%
#0/1000
5 Year
+45.76%
#0/1000

Portfolio Value

$161.91M

Alpha Score

42.8

#0 of 1000

Holdings

58

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change