HERBST GROUP, LLC

PrivateCIK: 1909319
Location

WESTPORT, CT

65
Positions
$183.46M
Total AUM (reported)
1.36M
Total Shares

Allocation by class

TOTAL AUM$183.46M65 positions
COM$53.20M29.0%
UNIT SER 1$10.26M5.6%
TR UNIT$9.72M5.3%
COM CL A$9.68M5.3%
CL A$8.88M4.8%
CAP STK CL A$6.73M3.7%
COM NEW$6.47M3.5%

Portfolio Concentration

Top 314.6%4–1020.5%11–2532.3%Rest32.7%TOP 1035.0%0%100%
Top 3$26.71M14.6%
4–10$37.57M20.5%
11–25$59.28M32.3%
Rest$59.90M32.7%

Top 3 weight

14.6%

Top 10 weight

35.0%

Voting Authority Distribution

Total shares with voting rights: 1.36M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.36M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole65
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings65
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares13.93K
TypeSH
Market value$10.26M
5.59%
Sole
0.00
Shared
0.00
None
13.93K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares13.02K
TypeSH
Market value$9.72M
5.30%
Sole
0.00
Shared
0.00
None
13.02K

ALPHABET INC

SOLE
CAP STK CL A
Shares18.82K
TypeSH
Market value$6.73M
3.67%
Sole
0.00
Shared
0.00
None
18.82K

GE VERNOVA INC

SOLE
COM
Shares5.05K
TypeSH
Market value$5.93M
3.23%
Sole
0.00
Shared
0.00
None
5.05K

GE AEROSPACE

SOLE
COM NEW
Shares15.75K
TypeSH
Market value$5.89M
3.21%
Sole
0.00
Shared
0.00
None
15.75K

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares33.59K
TypeSH
Market value$5.33M
2.90%
Sole
0.00
Shared
0.00
None
33.59K

ELI LILLY & CO

SOLE
COM
Shares4.34K
TypeSH
Market value$5.20M
2.84%
Sole
0.00
Shared
0.00
None
4.34K

RTX CORPORATION

SOLE
COM
Shares27.34K
TypeSH
Market value$5.19M
2.83%
Sole
0.00
Shared
0.00
None
27.34K

APPLE INC

SOLE
COM
Shares17.44K
TypeSH
Market value$5.05M
2.75%
Sole
0.00
Shared
0.00
None
17.44K

PALO ALTO NETWORKS INC

SOLE
COM
Shares14.61K
TypeSH
Market value$4.98M
2.72%
Sole
0.00
Shared
0.00
None
14.61K

AMAZON COM INC

SOLE
COM
Shares20.84K
TypeSH
Market value$4.97M
2.71%
Sole
0.00
Shared
0.00
None
20.84K

ISHARES TR

SOLE
US AER DEF ETF
Shares19.14K
TypeSH
Market value$4.64M
2.53%
Sole
0.00
Shared
0.00
None
19.14K

CORNING INC

SOLE
COM
Shares17.52K
TypeSH
Market value$4.47M
2.44%
Sole
0.00
Shared
0.00
None
17.52K

MICROSOFT CORP

SOLE
COM
Shares11.98K
TypeSH
Market value$4.47M
2.44%
Sole
0.00
Shared
0.00
None
11.98K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares5.85K
TypeSH
Market value$4.46M
2.43%
Sole
0.00
Shared
0.00
None
5.85K

ISHARES TR

SOLE
EXPANDED TECH
Shares47.63K
TypeSH
Market value$4.32M
2.35%
Sole
0.00
Shared
0.00
None
47.63K

META PLATFORMS INC

SOLE
CL A
Shares7.48K
TypeSH
Market value$4.21M
2.30%
Sole
0.00
Shared
0.00
None
7.48K

ALPS ETF TR

SOLE
ALERIAN MLP
Shares76.62K
TypeSH
Market value$3.97M
2.17%
Sole
0.00
Shared
0.00
None
76.62K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ CYB ETF
Shares42.66K
TypeSH
Market value$3.83M
2.09%
Sole
0.00
Shared
0.00
None
42.66K

SPDR SERIES TRUST

SOLE
ST STR SP METAL
Shares33.31K
TypeSH
Market value$3.56M
1.94%
Sole
0.00
Shared
0.00
None
33.31K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares17.74K
TypeSH
Market value$3.38M
1.84%
Sole
0.00
Shared
0.00
None
17.74K

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares11.61K
TypeSH
Market value$3.37M
1.84%
Sole
0.00
Shared
0.00
None
11.61K

SELECT SECTOR SPDR TR

SOLE
ST STR SVC ETF
Shares30.81K
TypeSH
Market value$3.30M
1.80%
Sole
0.00
Shared
0.00
None
30.81K

EXCHANGE TRADED CONCEPTS TRU

SOLE
RANG NUCL RE ETF
Shares46.87K
TypeSH
Market value$3.19M
1.74%
Sole
0.00
Shared
0.00
None
46.87K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares58.81K
TypeSH
Market value$3.12M
1.70%
Sole
0.00
Shared
0.00
None
58.81K
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