SRH ADVISORS, LLC
Top Portfolio Positions
206 positions ·
$64,182,804 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 | 26.22% | |
| UTF |
Cohen & Steers Infrastructure Fund Inc
Financial Services
|
408,330 | $10,567,580 | 16.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,607 | $4,603,674 | 7.17% | |
| EVR |
Evercore Inc.
Financial Services
|
11,525 | $3,440,327 | 5.36% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
188,926 | $3,230,634 | 5.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
17,821 | $2,214,793 | 3.45% | |
| MSFT |
Microsoft Corp
Technology
|
5,354 | $1,981,890 | 3.09% | |
| AAPL |
Apple Inc.
Technology
|
6,766 | $1,717,143 | 2.68% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
4,486 | $1,304,080 | 2.03% | |
| SO |
Southern Co
Utilities
|
12,592 | $1,215,379 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FLC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,600 | 1,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,500 | 1,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $17,820 | 1,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $17,000 | 1,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,780 | 1,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,700 | 1,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $17,290 | 1,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $15,540 | 1,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,460 | 1,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $14,550 | 1,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $13,690 | 1,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $14,370 | 1,000 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $14,700 | 1,000 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $15,790 | 1,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $15,630 | 1,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $17,930 | 1,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $19,960 | 1,000 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $22,790 | 1,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $23,980 | 1,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $32,562 | 1,334 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $40,658 | 1,667 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $39,457 | 1,667 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $35,673 | 1,667 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $33,056 | 1,667 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $27,505 | 1,667 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||