Fund HoldingsHERBST GROUP, LLC

Total Portfolio Value
$169.95M
Total Bought
$61.99M
Total Sold
$53.86M
Net Transaction
+$8.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP METAL
061,201+61,20106,3413.73%+6,341
SELECT SECTOR SPDR TR
ST STR CARE ETF
034,414+34,41405,3273.13%+5,327
SELECT SECTOR SPDR TR
ST STR FINL ETF
077,385+77,38504,2382.49%+4,238
SELECT SECTOR SPDR TR
ST STR ENERG ETF
084,303+84,30303,7692.22%+3,769
SELECT SECTOR SPDR TR
ST STR TECHN ETF
024,201+24,20103,4842.05%+3,484
SELECT SECTOR SPDR TR
ST STR SVC ETF
027,943+27,94303,2891.94%+3,289
ISHARES TR037,375+37,37502,7851.64%+2,785
SELECT SECTOR SPDR TR
ST STR MATER ETF
055,784+55,78402,5301.49%+2,530
GE HEALTHCARE TECHNOLOGIES I(GEHC)027,750+27,75002,2761.34%+2,276
GLOBAL X FDS
GLBL X MLP ETF
045,600+45,60002,2071.30%+2,207
ELI LILLY & CO(LLY)01,925+1,92502,0691.22%+2,069
INTERNATIONAL BUSINESS MACHS(IBM)5,37011,195+5,8251,5153,3161.95%+1,801
CORNING INC(GLW)019,850+19,85001,7381.02%+1,738
ALPHABET INC(GOOG)23,75523,789+345,7757,4464.38%+1,671
LIONSGATE STUDIOS CORP(LION)0180,600+180,60001,6490.97%+1,649
FEDEX CORP(FDX)05,100+5,10001,4730.87%+1,473
BROOKFIELD ASSET MANAGMT LTD(BAM)027,225+27,22501,4260.84%+1,426
UNITEDHEALTH GROUP INC(UNH)04,300+4,30001,4190.84%+1,419
ISHARES TR
US INFRASTRUC
022,142+22,14201,1650.69%+1,165
SPDR GOLD TR(GLD)7,9179,810+1,8932,8143,8882.29%+1,074
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,743+6,74301,0460.62%+1,046
ISHARES U S ETF TR
SHOR DURA BD ETF
019,898+19,89801,0170.60%+1,017
FIDELITY GREENWOOD STREET TR
YIEL ENH EQU ETF
032,705+32,70509380.55%+938
INVESCO QQQ TR13,97315,007+1,0348,3899,2195.42%+830
SELECT SECTOR SPDR TR
ST STR STAPL ETF
010,129+10,12907870.46%+787
SPDR S&P 500 ETF TR(SPY)11,02111,788+7677,3428,0384.73%+696
WISDOMTREE TR(WT)022,148+22,14806450.38%+645
SPDR SERIES TRUST
ST STR SP BIOT
05,000+5,00006100.36%+610
KRATOS DEFENSE & SEC SOLUTIO(KTOS)06,100+6,10004630.27%+463
ISHARES TR
FUTU AI TECH ETF
6,00014,564+8,5642757020.41%+427
APPLE INC(AAPL)19,92120,125+2045,0735,4713.22%+399
FIDELITY MERRIMACK STR TR39,75047,600+7,8501,9952,3911.41%+395
ISHARES TR17,41118,561+1,1503,6433,9852.34%+341
BOEING CO(BA)4,9006,350+1,4501,0581,3790.81%+321
AMAZON COM INC(AMZN)22,39222,496+1044,9175,1933.06%+276
MONGODB INC(MDB)0600+60002520.15%+252
ISHARES TR01,000+1,00002460.14%+246
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
04,400+4,40002320.14%+232
SALESFORCE INC(CRM)8,6218,506-1152,0432,2531.33%+210
RTX CORPORATION(RTX)33,84832,008-1,8405,6645,8703.45%+206
BLACKROCK ETF TRUST
ISHA I IN TE ETF
06,035+6,03502010.12%+201
VANGUARD INDEX FDS2,4332,503+701,4901,5700.92%+80
GE AEROSPACE(GE)21,00720,707-3006,3196,3783.75%+59
EXCHANGE TRADED CONCEPTS TRU50,85452,501+1,6473,3083,3341.96%+26
FIDELITY COVINGTON TRUST8,1968,456+2603053230.19%+17
GLOBAL X FDS
DATA CTR DIG ETF
12,00012,221+2212462580.15%+12
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
64,53863,958-5803,7123,7172.19%+5
FIDELITY COVINGTON TRUST10,00010,00002952990.18%+5
CROWDSTRIKE HLDGS INC(CRWD)5,3105,185-1252,6042,4311.43%-173
L3HARRIS TECHNOLOGIES INC(LHX)12,60512,365-2403,8503,6302.14%-220
GENERAL DYNAMICS CORP(GD)9,6008,900-7003,2742,9961.76%-277
PALO ALTO NETWORKS INC(PANW)16,11416,014-1003,2812,9501.74%-331
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
4,7000-4,7003570-357
WILLIAMS COS INC(WMB)31,05025,600-5,4501,9671,5390.91%-428
SPDR SERIES TRUST
ST STR SP BIOT
4,7250-4,7254730-473
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,0730-6,0734760-476
MICROSOFT CORP(MSFT)12,65112,490-1616,5526,0403.55%-512
META PLATFORMS INC(META)7,5497,523-265,5444,9662.92%-579
ENBRIDGE INC(ENB)13,5000-13,5006810-681
GLOBAL X FDS
DEFENSE TECH ETF
51,32244,362-6,9603,6052,8741.69%-731
CONSTELLATION ENERGY CORP(CEG)9,4226,300-3,1223,1002,2261.31%-875
SELECT SECTOR SPDR TR
ST STR INDL ETF
6,3900-6,3909860-986
UBER TECHNOLOGIES INC(UBER)34,60026,650-7,9503,3902,1781.28%-1,212
PACER FDS TR
DATA AND INFRAST
41,3000-41,3001,3080-1,308
EXXON MOBIL CORP16,0652,600-13,4651,8113130.18%-1,498
ALPS ETF TR
ALERIAN MLP
92,14655,920-36,2264,3242,6291.55%-1,695
SPINNAKER ETF SERIES
SELE STO EUR ETF
36,6090-36,6091,7200-1,720
HONEYWELL INTL INC(HON)8,4000-8,4001,7680-1,768
GE VERNOVA INC(GEV)10,8166,900-3,9166,6514,5102.65%-2,141
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
23,9210-23,9212,3400-2,340
ONEOK INC NEW(OKE)35,0550-35,0552,5580-2,558
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
81,22535,251-45,9744,6382,0181.19%-2,620
SELECT SECTOR SPDR TR
ST STR SVC ETF
22,2030-22,2032,6280-2,628
SELECT SECTOR SPDR TR
ST STR TECHN ETF
11,9190-11,9193,3600-3,360
SELECT SECTOR SPDR TR
ST STR ENERG ETF
41,0690-41,0693,6690-3,669
COREWEAVE INC(CRWV)26,8700-26,8703,6770-3,677
SELECT SECTOR SPDR TR
ST STR FINL ETF
76,1040-76,1044,1000-4,100
SELECT SECTOR SPDR TR
ST STR CARE ETF
30,6680-30,6684,2680-4,268
SPDR SERIES TRUST
ST STR SP METAL
61,3760-61,3765,7200-5,720
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