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 STEW
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,230,634 | 188,926 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,499,851 | 188,773 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,425,793 | 188,645 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,320,958 | 187,837 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,225,663 | 186,995 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,079,716 | 192,242 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,024,846 | 191,446 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,773,870 | 190,644 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,858,312 | 189,795 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,620,528 | 188,935 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,441,174 | 188,072 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,476,215 | 186,462 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,289,753 | 186,462 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,357,678 | 185,644 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,010,950 | 184,830 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,199,433 | 184,053 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,718,635 | 183,320 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,595,143 | 182,628 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,386,295 | 182,021 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,456,494 | 181,425 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,274,690 | 180,818 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,006,202 | 180,090 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,792,590 | 179,259 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,681,074 | 178,458 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,634,232 | 177,634 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||