Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HERBST GROUP, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

HERBST GROUP, LLC (CIK 1909319) reported $161.9M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($8.6M, 5.32%), QQQ ($8.2M, 5.08%), XLE ($6.3M, 3.86%), GOOGL ($5.8M, 3.59%), RTX ($5.3M, 3.26%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$8.6M5.32%13,244Added
2QQQINVESCO QQQ TR$8.2M5.08%14,264Trimmed
3XLESELECT SECTOR SPDR TR$6.3M3.86%102,106Added
4GOOGLALPHABET INC$5.8M3.59%20,239Trimmed
5RTXRTX CORPORATION$5.3M3.26%27,355Trimmed
6GEVGE VERNOVA INC$5.2M3.21%5,950Trimmed
7XLVSELECT SECTOR SPDR TR$4.9M3.04%33,585Trimmed
8GEGE AEROSPACE$4.7M2.93%16,697Trimmed
9AAPLAPPLE INC$4.6M2.86%18,257Trimmed
10MSFTMICROSOFT CORP$4.5M2.76%12,055Trimmed
11AMZNAMAZON COM INC$4.4M2.74%21,264Trimmed
12XMESPDR SERIES TRUST$4.4M2.70%40,502Trimmed
13METAMETA PLATFORMS INC$4.3M2.65%7,488Trimmed
14AMLPALPS ETF TR$4.2M2.60%79,972Added
15LHXL3HARRIS TECHNOLOGIES INC$4.1M2.54%11,905Trimmed
16ITAISHARES TR$4.1M2.51%18,558Trimmed
17LLYELI LILLY & CO$3.7M2.27%3,993Added
18CRWDCROWDSTRIKE HLDGS INC$3.6M2.24%9,290Added
19XLCSELECT SECTOR SPDR TR$3.4M2.10%30,714Added
20NUKZEXCHANGE TRADED CONCEPTS TRU$3.2M1.97%48,481Trimmed
21XLFSELECT SECTOR SPDR TR$3.2M1.95%63,879Trimmed
22GLDSPDR GOLD TR$3.1M1.91%7,205Trimmed
23FENIFIDELITY COVINGTON TRUST$2.9M1.81%78,921New
24GDGENERAL DYNAMICS CORP$2.9M1.80%8,495Trimmed
25XLKSELECT SECTOR SPDR TR$2.9M1.79%21,841Trimmed

Source: SEC Form 13F filings · as of 2026-03-31