HERBST GROUP, LLC

CIK: 0001909319Latest portfolio: $170.0M · Q4 2025

Holdings

62

Total Value

$170.0M

New Positions

19

Closed Positions

8

#StockSharesValue% PortfolioChangeType
1
NDQINVESCO QQQ TR
15,007$9.2M5.42%+1K
2
SPYSPDR S&P 500 ETF TR
11,788$8.0M4.73%+767
3
GOOGLALPHABET INC
23,789$7.4M4.38%+34
4
GEGE AEROSPACE
20,707$6.4M3.75%-300
5
XMESPDR SERIES TRUST
61,201$6.3M3.73%-175
6
MSFTMICROSOFT CORP
12,490$6.0M3.55%-161
7
RTXRTX CORPORATION
32,008$5.9M3.45%-1,840
8
AAPLAPPLE INC
20,125$5.5M3.22%+204
9
XLVSELECT SECTOR SPDR TR
34,414$5.3M3.13%+4K
10
AMZNAMAZON COM INC
22,496$5.2M3.05%+104
11
METAMETA PLATFORMS INC
7,523$5.0M2.92%-26
12
GEVGE VERNOVA INC
6,900$4.5M2.65%-3,916
13
XLFSELECT SECTOR SPDR TR
77,385$4.2M2.49%+1K
14
ITA*ISHARES TR
18,561$4.0M2.34%+1K
15
GQ9SPDR GOLD TR
9,810$3.9M2.29%+2K
16
XLESELECT SECTOR SPDR TR
84,303$3.8M2.22%+43K
17
JEPQJ P MORGAN EXCHANGE TRADED F
63,958$3.7M2.19%-580
18
LHXL3HARRIS TECHNOLOGIES INC
12,365$3.6M2.14%-240
19
XLKSELECT SECTOR SPDR TR
24,201$3.5M2.05%+12K
20
NUKZEXCHANGE TRADED CONCEPTS TRU
52,501$3.3M1.96%+2K
21
IBMINTERNATIONAL BUSINESS MACHS
11,195$3.3M1.95%+6K
22
XLCSELECT SECTOR SPDR TR
27,943$3.3M1.94%+6K
23
GDGENERAL DYNAMICS CORP
8,900$3.0M1.76%-700
24
PANWPALO ALTO NETWORKS INC
16,014$2.9M1.74%-100
25
SHLDGLOBAL X FDS
44,362$2.9M1.69%-6,960

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
XLE84K+43K
XLK24K+12K
FLDR48K+8K
XLC28K+6K
XLV34K+4K
GQ910K+2K
NUKZ53K+2K
BA6K+1K
XLF77K+1K
ITA*19K+1K

Decreased Positions

NameSharesChange
JEPI35K-45974
AMLP56K-36226
UBER27K-7950
SHLD44K-6960
WMB26K-5450
CEG6K-3122
RTX32K-1840
GD9K-700
JEPQ64K-580
GE21K-300

Sector Breakdown

Financial Services0.0% ($8.038634153274239e+101T)
Technology0.0% ($6.040547133162949e+25T)
Industrials0.0% ($637858703629299584.0T)
Unknown0.0% ($921839843.9T)
Communication Services0.0% ($744.6T)
Healthcare0.0% ($227.6T)
Utilities0.0% ($45.1B)
Energy0.0% ($1.5B)
Consumer Cyclical0.0% ($5.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 16, 2026$170.0M62
Q3 2025Nov 14, 2025$160.9B51
Q2 2025Jul 15, 2025$166.9B56
Q1 2025Apr 11, 2025$141.3B53

Fund Information

CIK0001909319
Most Recent FilingJan 16, 2026
Number of Filings4

HERBST GROUP, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $170.0M across 62 holdings. The largest position is INVESCO QQQ TR (NDQ), representing 5.4% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.