SRH ADVISORS, LLC
Top Portfolio Positions
205 positions ·
$59,579,130 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
57,220 | $16,831,835 | 28.25% | |
| UTF |
Cohen & Steers Infrastructure Fund Inc
Financial Services
|
408,330 | $10,567,580 | 17.74% | |
| EVR |
Evercore Inc.
Financial Services
|
11,525 | $3,440,327 | 5.77% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
188,926 | $3,230,634 | 5.42% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
17,821 | $2,214,793 | 3.72% | |
| MSFT |
Microsoft Corp
Technology
|
5,354 | $1,981,890 | 3.33% | |
| AAPL |
Apple Inc.
Technology
|
6,766 | $1,717,143 | 2.88% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
4,486 | $1,304,080 | 2.19% | |
| SO |
Southern Co
Utilities
|
12,592 | $1,215,379 | 2.04% | |
| NVDA |
Nvidia Corp
Technology
|
5,765 | $1,005,416 | 1.69% |
Portfolio Trend
Holdings in BMI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,969 | 72 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,557 | 72 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,857 | 72 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $17,636 | 72 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,698 | 72 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,272 | 72 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $15,725 | 72 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $13,417 | 72 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,650 | 72 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,114 | 72 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,358 | 72 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $10,624 | 72 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,771 | 72 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,850 | 72 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,652 | 72 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,824 | 72 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $7,179 | 72 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,672 | 72 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,282 | 72 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,064 | 72 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,701 | 72 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,772 | 72 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,706 | 72 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $4,530 | 72 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,859 | 72 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||