Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SRH ADVISORS, LLC (CIK 1512779) reported $349.5M across 276 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SRHQ ($172.9M, 49.48%), SRHR ($46.3M, 13.24%), SCHD ($27.0M, 7.73%), JPM ($16.8M, 4.82%), UTF ($10.6M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SRHQ | SRH U S QUALITY ETF | $172.9M | 49.48% | 4.3M | Hold |
| 2 | SRHR | SRH REIT COVERED CALL ETF | $46.3M | 13.24% | 879,273 | Added |
| 3 | SCHD | Sch US Div Equity Etf | $27.0M | 7.73% | 880,497 | Trimmed |
| 4 | JPM | Jpmorgan Chase & Co | $16.8M | 4.82% | 57,220 | Hold |
| 5 | UTF | Cohen & Steers | $10.6M | 3.02% | 408,330 | Added |
| 6 | SCHB | Schw US Brd Mkt Etf | $9.9M | 2.84% | 394,977 | Trimmed |
| 7 | AVLV | AVANTIS U S LARGE CAP VALUE ETF | $5.7M | 1.62% | 70,431 | Added |
| 8 | BRK/B | Berkshire Hathaway Inc B | $4.6M | 1.32% | 9,607 | Trimmed |
| 9 | EVR | Evercore Inc | $3.4M | 0.98% | 11,525 | Hold |
| 10 | STEW | SRH Total Return Fund Inc | $3.2M | 0.92% | 188,926 | Added |
| 11 | IVV | Ishares Core S&P 500 | $3.2M | 0.91% | 4,879 | Hold |
| 12 | VOO | Vanguard S&P 500 Etf | $3.0M | 0.87% | 5,074 | Hold |
| 13 | VIG | Vanguard Div Apprciation | $2.7M | 0.77% | 12,443 | Trimmed |
| 14 | WMT | Wal-Mart Stores Inc | $2.2M | 0.63% | 17,821 | Added |
| 15 | MSFT | Microsoft Corp | $2.0M | 0.57% | 5,354 | Trimmed |
| 16 | AAPL | Apple Inc | $1.7M | 0.49% | 6,766 | Hold |
| 17 | VYM | Vanguard Whitehall Funds | $1.5M | 0.43% | 10,236 | Trimmed |
| 18 | BRK/A | Berkshire Hathaway Inc A | $1.4M | 0.41% | 2 | Hold |
| 19 | VCSH | Vanguard Corp Bond Etf | $1.4M | 0.40% | 17,485 | Added |
| 20 | WTW | Willis Towers Watson | $1.3M | 0.37% | 4,486 | Hold |
| 21 | SO | The Southern Company | $1.2M | 0.35% | 12,592 | Trimmed |
| 22 | AVMC | Avantis U.S. Mid Cap Equity ETF | $1.1M | 0.31% | 15,022 | Added |
| 23 | NVDA | Nvidia Corp | $1.0M | 0.29% | 5,765 | Hold |
| 24 | TSLA | Tesla Motors Inc | $782,534 | 0.22% | 2,105 | Hold |
| 25 | VCIT | Vanguard Intermediate | $750,543 | 0.21% | 9,070 | Added |
Source: SEC Form 13F filings · as of 2026-03-31