Portfolio (Quarterly)
Guide ↗
SRH ADVISORS, LLC
· CIK 0001512779| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | KELLANOVA | — | 1,650 | $135K | 0.04% | SOLD |
| 2 | — | COHEN & STEERS INFRASTRUCTUR | — | 407,864 | $32K | 0.01% | SOLD |
| 3 | EBF | ENNIS INC | Industrials | 1,000 | $18K | 0.01% | SOLD |
| 4 | UL | UNILEVER PLC | Consumer Defensive | 267 | $16K | 0.01% | SOLD |
| 5 | — | SPIRIT AEROSYSTEMS HLDGS INC | — | 300 | $12K | 0.00% | SOLD |
| 6 | IIPR | INNOVATIVE INDL PPTYS INC | Real Estate | 30 | $2K | — | SOLD |
| 7 | ERIC | ERICSSON | Technology | 150 | $1K | — | SOLD |
| 8 | — | TILRAY BRANDS INC | — | 154 | $266.0 | — | SOLD |
Sector Allocation
Financial Services
62.9%
Technology
10.4%
Consumer Defensive
5.9%
Consumer Cyclical
5.5%
Utilities
3.8%
Communication Services
3.7%
Industrials
3.1%
Healthcare
2.6%
Real Estate
1.0%
Energy
0.8%