Peak Asset Management, LLC
Position in STEW — SRH Total Return Fund, Inc.
CIK 1632512
LOUISVILLE, CO
Position in STEW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$918,001
New position
Shares Held
51,285
first reported quarter
Ownership
0.053%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#48
of 129 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 88%
Shared 0%
None 12%
Position in Asset Management
Financial Services · as of Jun 30, 2026Peak Asset Management, LLC holds $4,609,968 across 5 Asset Management names. STEW ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHD |
Blackrock Muniholdings Fund, Inc.
|
127,261 | $1,514,405 | |
| 2 | NAD |
Nuveen Quality Municipal Income Fund
|
82,432 | $999,075 | |
| 3 | STEW |
SRH Total Return Fund, Inc.
This page
|
51,285 | $918,001 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
32,200 | $822,710 | |
| 5 | BLK |
BlackRock, Inc.
|
370 | $355,777 |
All Filings in STEW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,001 | 51,285 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||