Abner Herrman & Brock 13F annual report

Abner Herrman & Brock is an investment fund managing more than $712 million ran by Frank Palo. There are currently 96 companies in Mr. Palo’s portfolio. The largest investments include Microsoft and NVIDIA Corp, together worth $56.8 million.

Limited to 30 biggest holdings

$712 million Assets Under Management (AUM)

As of 2nd January 2024, Abner Herrman & Brock’s top holding is 78,093 shares of Microsoft currently worth over $29.4 million and making up 4.1% of the portfolio value.Relative to the number of outstanding shares of Microsoft, Abner Herrman & Brock owns more than approximately 0.1% of the company.In addition, the fund holds 55,345 shares of NVIDIA Corp worth $27.4 million, whose value fell approximately 0.1% in the past six months. The third-largest holding is Apple Inc worth $27 million and the next is JPMorgan Chase & Co worth $24.1 million, with 141,881 shares owned.

Currently, Abner Herrman & Brock's portfolio is worth at least $712 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Abner Herrman & Brock

The Abner Herrman & Brock office and employees reside in Jersey City, New Jersey. According to the last 13-F report filed with the SEC, Frank Palo serves as the SVP at Abner Herrman & Brock.