DOSSIER · 13F-HR · Q3 2026
HERBST GROUP, LLC
$176M in tracked AUM across 72 positions as of Q3 2026.
HG
CIK 0001909319 · last filed Sep 30, 2026
AI Analysis · Q3 2026
SEC 13F Filing Analysis: HERBST GROUP, LLC
1. Portfolio Overview
HERST GROUP, LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 81.5%, rising from $93.64M to $169.95M. This substantial increase in assets under management (AUM) is driven not only by market performance but by a dynamic restructuring of the portfolio's composition.
The firm currently holds 62 securities, main...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 20