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Federated Hermes Global Allocation Fund

CIK: 0000013386 Balanced
Report date: 2026-04-23
AUM $290M
Expense Ratio
Category Balanced
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-23

Holdings

From latest SEC N-PORT filing · US-listed stocks only

343 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ALLE ALLEGION PLC Since 2026-07-07 01748TAB7 Debt
0.04%
$0.12 125,000
2 ARWR Arrowhead Pharmaceuticals Inc Since 2026-07-07 04280A100 Equity (Common)
0.02%
$0.05 758
3 BRK.B Berkshire Hathaway Inc Since 2026-07-07 084670702 Equity (Common)
0.59%
$1.71 3,394
4 BOOT Boot Barn Holdings Inc Since 2026-07-07 099406100 Equity (Common)
0.02%
$0.05 252
5 BWA BorgWarner Inc Since 2026-07-07 099724106 Equity (Common)
0.01%
$0.01 254
6 EAT Brinker International Inc Since 2026-07-07 109641100 Equity (Common)
0.03%
$0.09 613
7 CDE Coeur Mining Inc Since 2026-07-07 192108504 Equity (Common)
0.01%
$0.02 616
8 ENVA Enova International Inc Since 2026-07-07 29357K103 Equity (Common)
0.01%
$0.02 138
9 GPN GLOBAL PAYMENTS INC Since 2026-07-07 37940XAH5 Debt
0.08%
$0.24 270,000
10 HUBS HubSpot Inc Since 2026-07-07 443573100 Equity (Common)
0.16%
$0.47 1,777
11 INNV Innovage Holding Corp Since 2026-07-07 45784A104 Equity (Common)
0.01%
$0.04 4,579
12 KFY Korn Ferry Since 2026-07-07 500643200 Equity (Common)
0.03%
$0.08 1,226
13 OPCH Option Care Health Inc Since 2026-07-07 68404L201 Equity (Common)
0.01%
$0.04 1,237
14 PTCT PTC Therapeutics Inc Since 2026-07-07 69366J200 Equity (Common)
0.00%
$0.01 169
15 PLTR Palantir Technologies Inc Since 2026-07-07 69608A108 Equity (Common)
0.27%
$0.80 5,810
16 PSMT PriceSmart Inc Since 2026-07-07 741511109 Equity (Common)
0.00%
$0.01 53
17 RY Royal Bank of Canada Since 2026-07-07 780087102 Equity (Common)
0.21%
$0.60 3,567
18 SLAB Silicon Laboratories Inc Since 2026-07-07 826919102 Equity (Common)
0.02%
$0.06 312
19 SYF Synchrony Financial Since 2026-07-07 87165B103 Equity (Common)
0.01%
$0.04 500
20 ACGL Arch Capital Group Ltd Since 2026-07-07 Equity (Common)
0.01%
$0.04 416
21 CVSA Covista Inc Since 2026-07-07 00737L103 Equity (Common)
0.02%
$0.07 691
22 BLKB Blackbaud Inc Since 2026-07-07 09227Q100 Equity (Common)
0.02%
$0.07 1,486
23 FIX Comfort Systems USA Inc Since 2026-07-07 199908104 Equity (Common)
0.02%
$0.05 34
24 CTKB Cytek Biosciences Inc Since 2026-07-07 23285D109 Equity (Common)
0.01%
$0.02 5,334
25 GCT GigaCloud Technology Inc Since 2026-07-07 Equity (Common)
0.02%
$0.06 1,291
26 EXPE Expedia Group Inc Since 2026-07-07 30212P303 Equity (Common)
0.17%
$0.49 2,268
27 GOOG Alphabet Inc Since 2026-07-07 02079K305 Equity (Common)
1.00%
$2.90 9,313
28 AMPX Amprius Technologies Inc Since 2026-07-07 03214Q108 Equity (Common)
0.02%
$0.06 5,693
29 EPRT Essential Properties Realty Trust Inc Since 2026-07-07 29670E107 Equity (Common)
0.01%
$0.04 1,242
30 META META PLATFORMS INC Since 2026-07-07 30303M8W5 Debt
0.05%
$0.14 150,000
31 NTLA Intellia Therapeutics Inc Since 2026-07-07 45826J105 Equity (Common)
0.01%
$0.03 1,937
32 MU MICRON TECHNOLOGY INC Since 2026-07-07 595112CH4 Debt
0.01%
$0.04 40,000
33 FTRE Fortrea Holdings Inc Since 2026-07-07 34965K107 Equity (Common)
0.02%
$0.05 4,426
34 ASTS AST SpaceMobile Inc Since 2026-07-07 00217D100 Equity (Common)
0.00%
$0.01 90
35 AMD Advanced Micro Devices Inc Since 2026-07-07 007903107 Equity (Common)
0.05%
$0.15 758
36 AGYS Agilysys Inc Since 2026-07-07 00847J105 Equity (Common)
0.01%
$0.02 315
37 GOOG Alphabet Inc Since 2026-07-07 02079K107 Equity (Common)
0.81%
$2.36 7,580
38 AMGN Amgen Inc Since 2026-07-07 031162100 Equity (Common)
0.03%
$0.10 247
39 ANAB AnaptysBio Inc Since 2026-07-07 032724106 Equity (Common)
0.01%
$0.03 479
40 ATEX Anterix Inc Since 2026-07-07 03676C100 Equity (Common)
0.00%
$0.00 30
41 AAPL Apple Inc Since 2026-07-07 037833100 Equity (Common)
1.86%
$5.40 20,426
42 AMAT Applied Materials Inc Since 2026-07-07 038222105 Equity (Common)
0.25%
$0.72 1,938
43 AGX Argan Inc Since 2026-07-07 04010E109 Equity (Common)
0.04%
$0.12 255
44 ABG Asbury Automotive Group Inc Since 2026-07-07 043436104 Equity (Common)
0.02%
$0.06 270
45 ADSK Autodesk Inc Since 2026-07-07 052769106 Equity (Common)
0.05%
$0.14 556
46 BCE BCE Inc Since 2026-07-07 05534B760 Equity (Common)
0.00%
$0.01 285
47 OZK Bank OZK Since 2026-07-07 06417N103 Equity (Common)
0.08%
$0.23 4,904
48 BCRX BioCryst Pharmaceuticals Inc Since 2026-07-07 09058V103 Equity (Common)
0.02%
$0.05 6,175
49 BIIB Biogen Inc Since 2026-07-07 09062X103 Equity (Common)
0.02%
$0.06 311
50 CSCO Cisco Systems Inc Since 2026-07-07 17275R102 Equity (Common)
0.27%
$0.80 10,047
51 C CITIGROUP INC Since 2026-07-07 17327CAQ6 Debt
0.04%
$0.11 115,000
52 DK Delek US Holdings Inc Since 2026-07-07 24665A103 Equity (Common)
0.03%
$0.10 2,666
53 D Dominion Energy Inc Since 2026-07-07 25746U109 Equity (Common)
0.17%
$0.49 7,698
54 EIX Edison International Since 2026-07-07 281020107 Equity (Common)
0.19%
$0.56 7,560
55 EQX Equinox Gold Corp Since 2026-07-07 29446Y502 Equity (Common)
0.05%
$0.13 7,155
56 GO Grocery Outlet Holding Corp Since 2026-07-07 39874R101 Equity (Common)
0.00%
$0.00 203
57 HRMY Harmony Biosciences Holdings Inc Since 2026-07-07 413197104 Equity (Common)
0.00%
$0.00 21
58 HIMS Hims & Hers Health Inc Since 2026-07-07 433000106 Equity (Common)
0.00%
$0.00 146
59 IESC IES Holdings Inc Since 2026-07-07 44951W106 Equity (Common)
0.04%
$0.10 211
60 TILE Interface Inc Since 2026-07-07 458665304 Equity (Common)
0.02%
$0.07 2,224
61 JPM JPMorgan Chase & Co Since 2026-07-07 46625H100 Equity (Common)
0.28%
$0.82 2,732
62 JNJ Johnson & Johnson Since 2026-07-07 478160104 Equity (Common)
0.52%
$1.50 6,037
63 KTOS Kratos Defense & Security Solutions Inc Since 2026-07-07 50077B207 Equity (Common)
0.04%
$0.12 1,403
64 LHX L3Harris Technologies Inc Since 2026-07-07 502431109 Equity (Common)
0.23%
$0.65 1,793
65 RAMP LiveRamp Holdings Inc Since 2026-07-07 53815P108 Equity (Common)
0.02%
$0.06 2,132
66 MGM MGM Resorts International Since 2026-07-07 552953101 Equity (Common)
0.05%
$0.14 3,722
67 MRK Merck & Co Inc Since 2026-07-07 58933Y105 Equity (Common)
0.05%
$0.13 1,060
68 MU Micron Technology Inc Since 2026-07-07 595112103 Equity (Common)
0.38%
$1.09 2,654
69 NOV NOV Inc Since 2026-07-07 62955J103 Equity (Common)
0.13%
$0.39 19,334
70 NGVC Natural Grocers by Vitamin Cottage Inc Since 2026-07-07 63888U108 Equity (Common)
0.00%
$0.00 26
71 NFLX Netflix Inc Since 2026-07-07 64110L106 Equity (Common)
0.32%
$0.93 9,656
72 NB NioCorp Developments Ltd Since 2026-07-07 654484609 Equity (Common)
0.01%
$0.02 4,575
73 POWL Powell Industries Inc Since 2026-07-07 739128106 Equity (Common)
0.04%
$0.11 202
74 PSIX Power Solutions International Inc Since 2026-07-07 73933G202 Equity (Common)
0.02%
$0.07 836
75 RDN Radian Group Inc Since 2026-07-07 750236101 Equity (Common)
0.02%
$0.06 1,593
76 SBRA Sabra Health Care REIT Inc Since 2026-07-07 78573L106 Equity (Common)
0.01%
$0.03 1,595
77 PCAR PACCAR Inc Since 2026-07-07 693718108 Equity (Common)
0.01%
$0.04 321
78 RDDT Reddit Inc Since 2026-07-07 75734B100 Equity (Common)
0.02%
$0.07 446
79 SD SandRidge Energy Inc Since 2026-07-07 80007P869 Equity (Common)
0.00%
$0.00 218
80 SCSC ScanSource Inc Since 2026-07-07 806037107 Equity (Common)
0.01%
$0.04 1,007
81 MATV Mativ Holdings Inc Since 2026-07-07 808541106 Equity (Common)
0.02%
$0.06 5,750
82 PRKS United Parks & Resorts Inc Since 2026-07-07 81282V100 Equity (Common)
0.00%
$0.01 352
83 SR Spire Inc Since 2026-07-07 84857L101 Equity (Common)
0.02%
$0.07 772
84 LRN Stride Inc Since 2026-07-07 86333M108 Equity (Common)
0.03%
$0.08 974
85 TDS Telephone and Data Systems Inc Since 2026-07-07 879433829 Equity (Common)
0.00%
$0.01 274
86 TSLA Tesla Inc Since 2026-07-07 88160R101 Equity (Common)
0.66%
$1.92 4,767
87 THO Thor Industries Inc Since 2026-07-07 885160101 Equity (Common)
0.00%
$0.01 79
88 TRIP TripAdvisor Inc Since 2026-07-07 896945201 Equity (Common)
0.02%
$0.06 5,439
89 UBER Uber Technologies Inc Since 2026-07-07 90353T100 Equity (Common)
0.14%
$0.41 5,508
90 VEEV Veeva Systems Inc Since 2026-07-07 922475108 Equity (Common)
0.15%
$0.43 2,353
91 VCYT Veracyte Inc Since 2026-07-07 92337F107 Equity (Common)
0.03%
$0.08 2,115
92 VIR Vir Biotechnology Inc Since 2026-07-07 92764N102 Equity (Common)
0.01%
$0.04 4,738
93 WMT Walmart Inc Since 2026-07-07 931142103 Equity (Common)
0.08%
$0.24 1,893
94 WT WisdomTree Inc Since 2026-07-07 97717P104 Equity (Common)
0.03%
$0.08 4,801
95 WDAY Workday Inc Since 2026-07-07 98138H101 Equity (Common)
0.13%
$0.37 2,740
96 XNCR Xencor Inc Since 2026-07-07 98401F105 Equity (Common)
0.01%
$0.03 2,058
97 LBTYK Liberty Global Ltd Since 2026-07-07 Equity (Common)
0.00%
$0.00 52
98 GILD GILEAD SCIENCES INC Since 2026-07-07 375558BF9 Debt
0.03%
$0.09 90,000
99 GPN GLOBAL PAYMENTS INC Since 2026-07-07 37940XAY8 Debt
0.03%
$0.09 85,000
100 HWM Howmet Aerospace Inc Since 2026-07-07 443201108 Equity (Common)
0.02%
$0.04 172
101 IQV IQVIA Holdings Inc Since 2026-07-07 46266C105 Equity (Common)
0.04%
$0.12 694
102 NVO Novo Nordisk A/S Since 2026-07-07 Equity (Common)
0.01%
$0.02 485
103 JXN Jackson Financial Inc Since 2026-07-07 46817M107 Equity (Common)
0.00%
$0.01 44
104 KMT Kennametal Inc Since 2026-07-07 489170100 Equity (Common)
0.03%
$0.09 2,277
105 KRG Kite Realty Group Trust Since 2026-07-07 49803T300 Equity (Common)
0.01%
$0.02 845
106 MIAX Miami International Holdings Inc Since 2026-07-07 59356Q108 Equity (Common)
0.02%
$0.06 1,484
107 ORLY O'Reilly Automotive Inc Since 2026-07-07 67103H107 Equity (Common)
0.02%
$0.05 550
108 SU SUNCOR ENERGY INC Since 2026-07-07 71644EAF9 Debt
0.01%
$0.04 35,000
109 SEZL Sezzle Inc Since 2026-07-07 78435P105 Equity (Common)
0.02%
$0.06 870
110 SHOP Shopify Inc Since 2026-07-07 82509L107 Equity (Common)
0.00%
1
111 SWX Southwest Gas Holdings Inc Since 2026-07-07 844895102 Equity (Common)
0.02%
$0.05 528
112 CXM Sprinklr Inc Since 2026-07-07 85208T107 Equity (Common)
0.02%
$0.05 8,931
113 SNCY Sun Country Airlines Holdings Inc Since 2026-07-07 866683105 Equity (Common)
0.00%
$0.01 560
114 SLF Sun Life Financial Inc Since 2026-07-07 866796105 Equity (Common)
0.00%
1
115 TMUS T-Mobile US Inc Since 2026-07-07 872590104 Equity (Common)
0.01%
$0.04 164
116 UNFI United Natural Foods Inc Since 2026-07-07 911163103 Equity (Common)
0.00%
$0.01 123
117 CMRE Costamare Inc Since 2026-07-07 Equity (Common)
0.01%
$0.03 1,855
118 CDNA CareDx Inc Since 2026-07-07 14167L103 Equity (Common)
0.02%
$0.07 3,439
119 DORM Dorman Products Inc Since 2026-07-07 258278100 Equity (Common)
0.01%
$0.04 310
120 FRSH Freshworks Inc Since 2026-07-07 358054104 Equity (Common)
0.02%
$0.06 7,348
121 MS Morgan Stanley Since 2026-07-07 617446448 Equity (Common)
0.26%
$0.77 4,596
122 NRIM Northrim BanCorp Inc Since 2026-07-07 666762109 Equity (Common)
0.00%
$0.01 583
123 NUTX Nutex Health Inc Since 2026-07-07 67079U306 Equity (Common)
0.01%
$0.04 334
124 PBI Pitney Bowes Inc Since 2026-07-07 724479100 Equity (Common)
0.03%
$0.08 7,253
125 RIVN Rivian Automotive Inc Since 2026-07-07 76954A103 Equity (Common)
0.01%
$0.02 1,171
126 URBN Urban Outfitters Inc Since 2026-07-07 917047102 Equity (Common)
0.03%
$0.08 1,205
127 YUMC Yum China Holdings Inc Since 2026-07-07 98850P109 Equity (Common)
0.02%
$0.06 1,150
128 CRML Critical Metals Corp Since 2026-07-07 Equity (Common)
0.01%
$0.03 3,040
129 FDP Fresh Del Monte Produce Inc Since 2026-07-07 Equity (Common)
0.00%
$0.01 303
130 HLF Herbalife Ltd Since 2026-07-07 Equity (Common)
0.00%
$0.01 649
131 RCL Royal Caribbean Cruises Ltd Since 2026-07-07 Equity (Common)
0.18%
$0.52 1,680
132 LPG Dorian LPG Ltd Since 2026-07-07 Equity (Common)
0.01%
$0.01 405
133 EQNR Equinor ASA Since 2026-07-07 Equity (Common)
0.00%
$0.01 421
134 AL AIR LEASE CORP Since 2026-07-07 00914AAT9 Debt
0.08%
$0.23 220,000
135 AMAL Amalgamated Financial Corp Since 2026-07-07 022671101 Equity (Common)
0.02%
$0.07 1,795
136 AMRX Amneal Pharmaceuticals Inc Since 2026-07-07 03168L105 Equity (Common)
0.01%
$0.04 2,704
137 ADSK AUTODESK INC Since 2026-07-07 052769AJ5 Debt
0.03%
$0.09 85,000
138 BLFS BioLife Solutions Inc Since 2026-07-07 09062W204 Equity (Common)
0.03%
$0.08 3,221
139 CBL CBL & Associates Properties Inc Since 2026-07-07 124830878 Equity (Common)
0.00%
$0.01 236
140 DAVE Dave Inc Since 2026-07-07 23834J201 Equity (Common)
0.03%
$0.08 433
141 DAWN Day One Biopharmaceuticals Inc Since 2026-07-07 23954D109 Equity (Common)
0.01%
$0.04 3,752
142 EBC Eastern Bankshares Inc Since 2026-07-07 27627N105 Equity (Common)
0.03%
$0.08 4,170
143 FITB Fifth Third Bancorp Since 2026-07-07 316773100 Equity (Common)
0.02%
$0.07 1,327
144 LUMN Lumen Technologies Inc Since 2026-07-07 550241103 Equity (Common)
0.01%
$0.02 2,612
145 MET METLIFE INC Since 2026-07-07 59156RAV0 Debt
0.00%
$0.01 10,000
146 NNE NANO Nuclear Energy Inc Since 2026-07-07 63010H108 Equity (Common)
0.01%
$0.03 1,174
147 NXT Nextpower Inc Since 2026-07-07 65290E101 Equity (Common)
0.00%
$0.01 132
148 PARR Par Pacific Holdings Inc Since 2026-07-07 69888T207 Equity (Common)
0.02%
$0.05 1,155
149 PATK Patrick Industries Inc Since 2026-07-07 703343103 Equity (Common)
0.01%
$0.04 282
150 PSX Phillips 66 Since 2026-07-07 718546104 Equity (Common)
0.22%
$0.65 4,190
151 PHM PulteGroup Inc Since 2026-07-07 745867101 Equity (Common)
0.08%
$0.24 1,747
152 QLYS Qualys Inc Since 2026-07-07 74758T303 Equity (Common)
0.02%
$0.06 673
153 ACAD ACADIA Pharmaceuticals Inc Since 2026-07-07 004225108 Equity (Common)
0.03%
$0.08 3,112
154 SPG Simon Property Group Inc Since 2026-07-07 828806109 Equity (Common)
0.23%
$0.67 3,299
155 MS Morgan Stanley & Co. LLC Since 2026-07-07 DFE
0.00%
$0.00 1,000,000
156 T AT&T INC Since 2026-07-07 00206RMZ2 Debt
0.05%
$0.15 150,000
157 ASB Associated Banc-Corp Since 2026-07-07 045487105 Equity (Common)
0.03%
$0.08 3,180
158 QNST QuinStreet Inc Since 2026-07-07 74874Q100 Equity (Common)
0.00%
$0.00 147
159 RMBS Rambus Inc Since 2026-07-07 750917106 Equity (Common)
0.04%
$0.11 1,107
160 SEPN Septerna Inc Since 2026-07-07 81734D104 Equity (Common)
0.02%
$0.07 2,224
161 SLDE Slide Insurance Holdings Inc Since 2026-07-07 831349105 Equity (Common)
0.03%
$0.08 4,124
162 TTMI TTM Technologies Inc Since 2026-07-07 87305R109 Equity (Common)
0.04%
$0.12 1,122
163 SKT Tanger Inc Since 2026-07-07 875465106 Equity (Common)
0.01%
$0.04 982
164 TXG 10X Genomics Inc Since 2026-07-07 88025U109 Equity (Common)
0.02%
$0.04 1,963
165 VICI VICI Properties Inc Since 2026-07-07 925652109 Equity (Common)
0.11%
$0.33 10,965
166 COMP Compass Inc Since 2026-07-07 20464U100 Equity (Common)
0.03%
$0.08 7,938
167 WK Workiva Inc Since 2026-07-07 98139A105 Equity (Common)
0.02%
$0.07 1,128
168 ORGO Organogenesis Holdings Inc Since 2026-07-07 68621F102 Equity (Common)
0.01%
$0.02 5,108
169 OVV OVINTIV INC Since 2026-07-07 69047QAD4 Debt
0.03%
$0.10 85,000
170 UDR UDR INC Since 2026-07-07 90265EAL4 Debt
0.05%
$0.14 140,000
171 VIK Viking Holdings Ltd Since 2026-07-07 Equity (Common)
0.15%
$0.44 5,589
172 CFG Citizens Financial Group Inc Since 2026-07-07 174610105 Equity (Common)
0.03%
$0.07 1,212
173 GEF.B Greif Inc Since 2026-07-07 397624107 Equity (Common)
0.00%
$0.01 112
174 MS Morgan Stanley & Co. LLC Since 2026-07-07 DFE
0.00%
700,000
175 UBS UBS Group AG Since 2026-07-07 Equity (Common)
0.01%
$0.02 396
176 T AT&T INC Since 2026-07-07 00206RLJ9 Debt
0.08%
$0.25 364,000
177 ATEN A10 Networks Inc Since 2026-07-07 002121101 Equity (Common)
0.00%
$0.01 518
178 ADP Automatic Data Processing Inc Since 2026-07-07 053015103 Equity (Common)
0.00%
$0.01 29
179 BDC Belden Inc Since 2026-07-07 077454106 Equity (Common)
0.04%
$0.10 732
180 CRAI CRA International Inc Since 2026-07-07 12618T105 Equity (Common)
0.02%
$0.06 331
181 CM Canadian Imperial Bank of Commerce Since 2026-07-07 136069101 Equity (Common)
0.14%
$0.42 4,147
182 CAH Cardinal Health Inc Since 2026-07-07 14149Y108 Equity (Common)
0.23%
$0.66 2,862
183 C Citigroup Inc Since 2026-07-07 172967424 Equity (Common)
0.03%
$0.08 712
184 CCOI Cogent Communications Holdings Inc Since 2026-07-07 19239V302 Equity (Common)
0.00%
$0.00 133
185 CMP Compass Minerals International Inc Since 2026-07-07 20451N101 Equity (Common)
0.03%
$0.07 2,923
186 CMI Cummins Inc Since 2026-07-07 231021106 Equity (Common)
0.01%
$0.04 68
187 ESE ESCO Technologies Inc Since 2026-07-07 296315104 Equity (Common)
0.01%
$0.01 55
188 FTDR Frontdoor Inc Since 2026-07-07 35905A109 Equity (Common)
0.04%
$0.10 1,499
189 GIII G-III Apparel Group Ltd Since 2026-07-07 36237H101 Equity (Common)
0.03%
$0.07 2,432
190 IBTA Ibotta Inc Since 2026-07-07 451051106 Equity (Common)
0.01%
$0.01 601
191 IRDM Iridium Communications Inc Since 2026-07-07 46269C102 Equity (Common)
0.00%
$0.00 31
192 IRWD Ironwood Pharmaceuticals Inc Since 2026-07-07 46333X108 Equity (Common)
0.00%
$0.01 1,577
193 LGN Legence Corp Since 2026-07-07 52476L109 Equity (Common)
0.00%
$0.01 207
194 LCID Lucid Group Inc Since 2026-07-07 549498202 Equity (Common)
0.00%
$0.00 221
195 MATX Matson Inc Since 2026-07-07 57686G105 Equity (Common)
0.02%
$0.06 337
196 GLUE Monte Rosa Therapeutics Inc Since 2026-07-07 61225M102 Equity (Common)
0.01%
$0.03 1,628
197 MS MORGAN STANLEY Since 2026-07-07 6174468U6 Debt
0.02%
$0.06 70,000
198 MSI Motorola Solutions Inc Since 2026-07-07 620076307 Equity (Common)
0.09%
$0.25 519
199 NTR Nutrien Ltd Since 2026-07-07 67077M108 Equity (Common)
0.11%
$0.31 4,129
200 RVTY REVVITY INC Since 2026-07-07 714046AG4 Debt
0.13%
$0.39 400,000
201 PHR Phreesia Inc Since 2026-07-07 71944F106 Equity (Common)
0.02%
$0.07 5,405
202 HOG Harley-Davidson Inc Since 2026-07-07 412822108 Equity (Common)
0.00%
$0.00 168
203 REGN Regeneron Pharmaceuticals Inc Since 2026-07-07 75886F107 Equity (Common)
0.23%
$0.68 867
204 SSTK Shutterstock Inc Since 2026-07-07 825690100 Equity (Common)
0.00%
$0.00 158
205 SKYW SkyWest Inc Since 2026-07-07 830879102 Equity (Common)
0.01%
$0.03 270
206 NVAX Novavax Inc Since 2026-07-07 670002401 Equity (Common)
0.02%
$0.05 4,752
207 OKTA Okta Inc Since 2026-07-07 679295105 Equity (Common)
0.11%
$0.32 4,363
208 VEL Velocity Financial Inc Since 2026-07-07 92262D101 Equity (Common)
0.00%
$0.00 201
209 WCN WASTE CONNECTIONS INC Since 2026-07-07 94106BAJ0 Debt
0.04%
$0.11 105,000
210 XPEL XPEL Inc Since 2026-07-07 98379L100 Equity (Common)
0.00%
$0.00 78
211 PRM Perimeter Solutions Inc Since 2026-07-07 71385M107 Equity (Common)
0.03%
$0.08 3,292
212 PBH Prestige Consumer Healthcare Inc Since 2026-07-07 74112D101 Equity (Common)
0.01%
$0.04 553
213 ALKS Alkermes PLC Since 2026-07-07 Equity (Common)
0.03%
$0.08 2,539
214 APTV Aptiv PLC Since 2026-07-07 Equity (Common)
0.01%
$0.02 320
215 RR Richtech Robotics Inc Since 2026-07-07 765504105 Equity (Common)
0.00%
$0.01 2,260
216 SHBI Shore Bancshares Inc Since 2026-07-07 825107105 Equity (Common)
0.02%
$0.07 3,620
217 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
0.72%
$2.08 6,510
218 CLS Celestica Inc Since 2026-07-07 15101Q207 Equity (Common)
0.04%
$0.12 436
219 CLOV Clover Health Investments Corp Since 2026-07-07 18914F103 Equity (Common)
0.02%
$0.07 32,734
220 CUBI Customers Bancorp Inc Since 2026-07-07 23204G100 Equity (Common)
0.02%
$0.07 998
221 DXCM Dexcom Inc Since 2026-07-07 252131107 Equity (Common)
0.08%
$0.23 3,132
222 GFL GFL Environmental Inc Since 2026-07-07 36168Q104 Equity (Common)
0.05%
$0.16 3,529
223 GRNT Granite Ridge Resources Inc Since 2026-07-07 387432107 Equity (Common)
0.00%
$0.00 756
224 IOVA Iovance Biotherapeutics Inc Since 2026-07-07 462260100 Equity (Common)
0.02%
$0.05 12,219
225 ITRI Itron Inc Since 2026-07-07 465741106 Equity (Common)
0.02%
$0.05 569
226 CASH Pathward Financial Inc Since 2026-07-07 59100U108 Equity (Common)
0.03%
$0.08 849
227 PGNY Progyny Inc Since 2026-07-07 74340E103 Equity (Common)
0.01%
$0.02 1,053
228 NOW ServiceNow Inc Since 2026-07-07 81762P102 Equity (Common)
0.17%
$0.49 4,560
229 STRL Sterling Infrastructure Inc Since 2026-07-07 859241101 Equity (Common)
0.05%
$0.14 326
230 TRGP TARGA RESOURCES CORP Since 2026-07-07 87612GAA9 Debt
0.02%
$0.07 70,000
231 WEC WEC ENERGY GROUP INC Since 2026-07-07 92939UAG1 Debt
0.05%
$0.15 155,000
232 HSBC HSBC Holdings PLC Since 2026-07-07 Equity (Common)
0.27%
$0.78 41,281
233 AU Anglogold Ashanti Plc Since 2026-07-07 Equity (Common)
0.19%
$0.55 4,270
234 ALH Alliance Laundry Holdings Inc Since 2026-07-07 01862Q107 Equity (Common)
0.00%
$0.01 240
235 AMZN Amazon.com Inc Since 2026-07-07 023135106 Equity (Common)
1.12%
$3.25 15,459
236 AVAH Aveanna Healthcare Holdings Inc Since 2026-07-07 05356F105 Equity (Common)
0.02%
$0.06 8,477
237 BGC BGC Group Inc Since 2026-07-07 088929104 Equity (Common)
0.03%
$0.08 8,807
238 CPT CAMDEN PROPERTY TRUST Since 2026-07-07 133131AZ5 Debt
0.02%
$0.07 70,000
239 CTLP Cantaloupe Inc Since 2026-07-07 138103106 Equity (Common)
0.01%
$0.02 1,936
240 COKE Coca-Cola Consolidated Inc Since 2026-07-07 191098102 Equity (Common)
0.13%
$0.38 1,883
241 DY Dycom Industries Inc Since 2026-07-07 267475101 Equity (Common)
0.04%
$0.13 308
242 ENB ENBRIDGE INC Since 2026-07-07 29250NCD5 Debt
0.05%
$0.15 150,000
243 LAB Standard BioTools Inc Since 2026-07-07 34385P108 Equity (Common)
0.01%
$0.02 20,675
244 GRDN Guardian Pharmacy Services Inc Since 2026-07-07 40145W101 Equity (Common)
0.02%
$0.06 1,679
245 LII LENNOX INTERNATIONAL INC Since 2026-07-07 526107AF4 Debt
0.03%
$0.07 75,000
246 NI NISOURCE INC Since 2026-07-07 65473QBG7 Debt
0.05%
$0.16 200,000
247 PJT PJT Partners Inc Since 2026-07-07 69343T107 Equity (Common)
0.03%
$0.07 494
248 PLMR Palomar Holdings Inc Since 2026-07-07 69753M105 Equity (Common)
0.03%
$0.08 665
249 PRVA Privia Health Group Inc Since 2026-07-07 74276R102 Equity (Common)
0.01%
$0.03 1,212
250 SNEX StoneX Group Inc Since 2026-07-07 861896108 Equity (Common)
0.01%
$0.02 177
251 TRGP TARGA RESOURCES CORP Since 2026-07-07 87612GAQ4 Debt
0.06%
$0.18 175,000
252 TRGP TARGA RESOURCES CORP Since 2026-07-07 87612KAC6 Debt
0.09%
$0.26 250,000
253 THR Thermon Group Holdings Inc Since 2026-07-07 88362T103 Equity (Common)
0.03%
$0.08 1,600
254 ABBV AbbVie Inc Since 2026-07-07 00287Y109 Equity (Common)
0.03%
$0.08 363
255 GOLF Acushnet Holdings Corp Since 2026-07-07 005098108 Equity (Common)
0.03%
$0.08 816
256 T AT&T Inc Since 2026-07-07 00206R102 Equity (Common)
0.02%
$0.06 2,291
257 ACIW ACI Worldwide Inc Since 2026-07-07 004498101 Equity (Common)
0.03%
$0.08 2,054
258 ALRM Alarm.com Holdings Inc Since 2026-07-07 011642105 Equity (Common)
0.03%
$0.08 1,631
259 NVS Novartis AG Since 2026-07-07 Equity (Common)
0.27%
$0.79 4,664
260 RCUS Arcus Biosciences Inc Since 2026-07-07 03969F109 Equity (Common)
0.01%
$0.03 1,410
261 AN AUTONATION INC Since 2026-07-07 05329WAQ5 Debt
0.08%
$0.23 225,000
262 ACLS Axcelis Technologies Inc Since 2026-07-07 054540208 Equity (Common)
0.02%
$0.06 678
263 BELFB Bel Fuse Inc Since 2026-07-07 077347300 Equity (Common)
0.03%
$0.08 362
264 AVGO BROADCOM INC Since 2026-07-07 11135FCS8 Debt
0.01%
$0.04 45,000
265 CTRE CareTrust REIT Inc Since 2026-07-07 14174T107 Equity (Common)
0.04%
$0.11 2,712
266 CVNA Carvana Co Since 2026-07-07 146869102 Equity (Common)
0.21%
$0.59 1,782
267 AMPH Amphastar Pharmaceuticals Inc Since 2026-07-07 03209R103 Equity (Common)
0.02%
$0.05 2,586
268 VISN Vistance Networks Inc Since 2026-07-07 20337X109 Equity (Common)
0.03%
$0.08 4,634
269 CARG Cargurus Inc Since 2026-07-07 141788109 Equity (Common)
0.01%
$0.03 1,010
270 CAT Caterpillar Inc Since 2026-07-07 149123101 Equity (Common)
0.03%
$0.09 121
271 TTE TotalEnergies SE Since 2026-07-07 Equity (Common)
0.10%
$0.28 3,539
272 EBS Emergent BioSolutions Inc Since 2026-07-07 29089Q105 Equity (Common)
0.00%
$0.01 1,017
273 ENS EnerSys Since 2026-07-07 29275Y102 Equity (Common)
0.03%
$0.09 543
274 EVER EverQuote Inc Since 2026-07-07 30041R108 Equity (Common)
0.00%
$0.01 304
275 META Meta Platforms Inc Since 2026-07-07 30303M102 Equity (Common)
0.70%
$2.02 3,116
276 FFBC First Financial Bancorp Since 2026-07-07 320209109 Equity (Common)
0.03%
$0.08 2,779
277 GEV GE Vernova Inc Since 2026-07-07 36828A101 Equity (Common)
0.32%
$0.92 1,051
278 FLY Firefly Aerospace Inc Since 2026-07-07 31816X106 Equity (Common)
0.00%
$0.00 106
279 GRBK Green Brick Partners Inc Since 2026-07-07 392709101 Equity (Common)
0.03%
$0.07 988
280 GPI Group 1 Automotive Inc Since 2026-07-07 398905109 Equity (Common)
0.01%
$0.02 50
281 HII Huntington Ingalls Industries Inc Since 2026-07-07 446413106 Equity (Common)
0.01%
$0.04 79
282 ISRG Intuitive Surgical Inc Since 2026-07-07 46120E602 Equity (Common)
0.22%
$0.63 1,256
283 MDB MongoDB Inc Since 2026-07-07 60937P106 Equity (Common)
0.15%
$0.44 1,345
284 NMIH NMI Holdings Inc Since 2026-07-07 629209305 Equity (Common)
0.02%
$0.05 1,187
285 OIS Oil States International Inc Since 2026-07-07 678026105 Equity (Common)
0.01%
$0.04 2,676
286 ROK Rockwell Automation Inc Since 2026-07-07 773903109 Equity (Common)
0.24%
$0.69 1,692
287 STN Stantec Inc Since 2026-07-07 85472N109 Equity (Common)
0.01%
$0.02 211
288 TPB Turning Point Brands Inc Since 2026-07-07 90041L105 Equity (Common)
0.00%
$0.01 55
289 ZYME Zymeworks Inc Since 2026-07-07 98985Y108 Equity (Common)
0.00%
2
290 GILD Gilead Sciences Inc Since 2026-07-07 375558103 Equity (Common)
0.22%
$0.64 4,305
291 SNN Smith & Nephew PLC Since 2026-07-07 Equity (Common)
0.00%
2
292 GSAT Globalstar Inc Since 2026-07-07 378973507 Equity (Common)
0.00%
$0.01 141
293 AHR American Healthcare REIT Inc Since 2026-07-07 398182303 Equity (Common)
0.04%
$0.11 2,041
294 HTZ Hertz Global Holdings Inc Since 2026-07-07 42806J700 Equity (Common)
0.01%
$0.04 8,628
295 HURN Huron Consulting Group Inc Since 2026-07-07 447462102 Equity (Common)
0.02%
$0.07 471
296 DHT DHT Holdings Inc Since 2026-07-07 Equity (Common)
0.03%
$0.10 4,951
297 AAP ADVANCE AUTO PARTS Since 2026-07-07 00751YAE6 Debt
0.19%
$0.56 600,000
298 IDYA Ideaya Biosciences Inc Since 2026-07-07 45166A102 Equity (Common)
0.01%
$0.03 1,012
299 AX Axos Financial Inc Since 2026-07-07 05465C100 Equity (Common)
0.03%
$0.08 937
300 CALM Cal-Maine Foods Inc Since 2026-07-07 128030202 Equity (Common)
0.01%
$0.04 492
301 EPAC Enerpac Tool Group Corp Since 2026-07-07 292765104 Equity (Common)
0.03%
$0.08 1,900
302 LVS Las Vegas Sands Corp Since 2026-07-07 517834107 Equity (Common)
0.15%
$0.43 7,561
303 MLM Martin Marietta Materials Inc Since 2026-07-07 573284106 Equity (Common)
0.00%
$0.01 12
304 MMSI Merit Medical Systems Inc Since 2026-07-07 589889104 Equity (Common)
0.01%
$0.03 412
305 GOGO Gogo Inc Since 2026-07-07 38046C109 Equity (Common)
0.00%
$0.00 221
306 GEF.B Greif Inc Since 2026-07-07 397624206 Equity (Common)
0.00%
$0.00 28
307 GRND Grindr Inc Since 2026-07-07 39854F101 Equity (Common)
0.01%
$0.02 1,934
308 MET MetLife Inc Since 2026-07-07 59156R108 Equity (Common)
0.03%
$0.09 1,283
309 KEY KEYCORP Since 2026-07-07 49326EEP4 Debt
0.04%
$0.11 100,000
310 LNTH Lantheus Holdings Inc Since 2026-07-07 516544103 Equity (Common)
0.01%
$0.04 522
311 INSW International Seaways Inc Since 2026-07-07 Equity (Common)
0.03%
$0.10 1,330
312 MYGN Myriad Genetics Inc Since 2026-07-07 62855J104 Equity (Common)
0.01%
$0.03 5,482
313 MTB M&T BANK CORPORATION Since 2026-07-07 55261FAV6 Debt
0.02%
$0.06 60,000
314 MMS Maximus Inc Since 2026-07-07 577933104 Equity (Common)
0.03%
$0.07 997
315 OI O-I Glass Inc Since 2026-07-07 67098H104 Equity (Common)
0.02%
$0.07 5,297
316 PD PagerDuty Inc Since 2026-07-07 69553P100 Equity (Common)
0.01%
$0.04 5,762
317 PLAB Photronics Inc Since 2026-07-07 719405102 Equity (Common)
0.03%
$0.08 2,145
318 OUT Outfront Media Inc Since 2026-07-07 69007J304 Equity (Common)
0.02%
$0.04 1,557
319 STLD Steel Dynamics Inc Since 2026-07-07 858119100 Equity (Common)
0.16%
$0.47 2,422
320 MO Altria Group Inc Since 2026-07-07 02209S103 Equity (Common)
0.25%
$0.71 10,345
321 AMP Ameriprise Financial Inc Since 2026-07-07 03076C106 Equity (Common)
0.19%
$0.56 1,192
322 V Visa Inc Since 2026-07-07 92826C839 Equity (Common)
0.07%
$0.22 680
323 TALK Talkspace Inc Since 2026-07-07 87427V103 Equity (Common)
0.02%
$0.07 14,719
324 TOL Toll Brothers Inc Since 2026-07-07 889478103 Equity (Common)
0.03%
$0.10 613
325 TRUP Trupanion Inc Since 2026-07-07 898202106 Equity (Common)
0.02%
$0.06 2,199
326 UNIT Uniti Group Inc Since 2026-07-07 912932100 Equity (Common)
0.00%
$0.00 475
327 ZM Zoom Communications Inc Since 2026-07-07 98980L101 Equity (Common)
0.17%
$0.49 6,619
328 UPS UNITED PARCEL SERVICE Since 2026-07-07 911312CK0 Debt
0.05%
$0.16 150,000
329 VZ Verizon Communications Inc Since 2026-07-07 92343V104 Equity (Common)
0.02%
$0.07 1,383
330 AZN AstraZeneca PLC Since 2026-07-07 Equity (Common)
0.15%
$0.44 2,070
331 VOYG Voyager Technologies Inc Since 2026-07-07 92892B103 Equity (Common)
0.00%
$0.00 66
332 WMK Weis Markets Inc Since 2026-07-07 948849104 Equity (Common)
0.00%
$0.00 29
333 MS Morgan Stanley & Co. LLC Since 2026-07-07 DFE
0.00%
$0.00 1,000,000
334 AU Anglogold Ashanti Plc Since 2026-07-07 Equity (Common)
0.04%
$0.11 881
335 LIVN LivaNova PLC Since 2026-07-07 Equity (Common)
0.01%
$0.03 466
336 CRDO Credo Technology Group Holding Ltd Since 2026-07-07 Equity (Common)
0.02%
$0.06 500
337 FOLD Amicus Therapeutics Inc Since 2026-07-07 03152W109 Equity (Common)
0.01%
$0.02 1,460
338 HROW Harrow Inc Since 2026-07-07 415858109 Equity (Common)
0.03%
$0.09 1,639
339 KURA Kura Oncology Inc Since 2026-07-07 50127T109 Equity (Common)
0.03%
$0.07 8,575
340 AS Amer Sports Inc Since 2026-07-07 Equity (Common)
0.18%
$0.52 13,682
341 FN Fabrinet Since 2026-07-07 Equity (Common)
0.06%
$0.16 293
342 SU Suncor Energy Inc Since 2026-07-07 867224107 Equity (Common)
0.12%
$0.36 6,348
343 LILAK Liberty Latin America Ltd Since 2026-07-07 Equity (Common)
0.00%
$0.00 347
Frequently Asked Questions — Federated Hermes Global Allocation Fund
What type of mutual fund is Federated Hermes Global Allocation Fund?
Federated Hermes Global Allocation Fund is a SEC-registered Balanced fund, with $290M in assets under management. Balanced funds hold a blend of stocks and bonds, aiming to balance growth potential with income generation and capital preservation. The exact allocation between equities and fixed income varies by fund mandate and is rebalanced periodically. They suit investors seeking moderate risk exposure without managing separate equity and bond positions. As of its latest SEC N-PORT filing, Federated Hermes Global Allocation Fund holds 343 portfolio positions, all detailed in the holdings table on this page.
What are Federated Hermes Global Allocation Fund's assets under management (AUM)?
Federated Hermes Global Allocation Fund has $290M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Federated Hermes Global Allocation Fund's top holdings?
According to Federated Hermes Global Allocation Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include ALLEGION PLC, Arrowhead Pharmaceuticals Inc, Berkshire Hathaway Inc , among others. The complete list of all 343 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Federated Hermes Global Allocation Fund's expense ratio?
Expense ratio data for Federated Hermes Global Allocation Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Federated Hermes Global Allocation Fund's SEC filings?
Federated Hermes Global Allocation Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000013386. You can access all of Federated Hermes Global Allocation Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000013386). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Federated Hermes Global Allocation Fund's holdings data on StockSifting?
Holdings data for Federated Hermes Global Allocation Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.