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Portfolio (Quarterly) Guide ↗

SRH ADVISORS, LLC

· CIK 0001512779
13F Portfolio $343M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 277 New
Page 4 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LYFT LYFT INC Technology 8,740.0 $192K 0.06% NEW $22.01 -35.3%
62 MRK MERCK & CO INC Healthcare 2,267.0 $190K 0.06% NEW $83.93 +37.0%
63 O REALTY INCOME CORP Real Estate 3,100.0 $188K 0.06% NEW $60.79 +1.2%
64 SCHO SCHWAB STRATEGIC TR 7,610.0 $186K 0.05% NEW $24.40 -1.1%
65 COIN COINBASE GLOBAL INC Financial Services 545.0 $184K 0.05% NEW $337.49 -49.7%
66 TGT TARGET CORP Consumer Defensive 2,000.0 $179K 0.05% NEW $89.70 +47.4%
67 QQQ INVESCO QQQ TR Financial Services 295.0 $177K 0.05% NEW $600.37 +22.4%
68 SCHW SCHWAB CHARLES CORP NEW Financial Services 1,855.0 $177K 0.05% NEW $95.47 -2.8%
69 DVY ISHARES TR 1,232.0 $175K 0.05% NEW $142.10 +9.6%
70 GOOG ALPHABET INC Communication Services 700.0 $170K 0.05% NEW $243.55 +49.9%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 600.0 $169K 0.05% NEW $282.16 -5.8%
72 IWF ISHARES TR 356.0 $167K 0.05% NEW $468.41 -73.6%
73 CSCO CISCO SYS INC Technology 2,400.0 $164K 0.05% NEW $68.42 +73.5%
74 C CITIGROUP INC Financial Services 1,550.0 $157K 0.05% NEW $101.50 +43.6%
75 IJH ISHARES TR 2,410.0 $157K 0.05% NEW $65.26 +16.8%
76 AVDV AMERICAN CENTY ETF TR 1,746.0 $155K 0.04% NEW $89.03 +22.3%
77 MMM 3M CO Industrials 1,000.0 $155K 0.04% NEW $155.18 +5.1%
78 CART MAPLEBEAR INC Consumer Cyclical 4,100.0 $151K 0.04% NEW $36.76 +19.5%
79 XOM EXXON MOBIL CORP Energy 1,293.0 $146K 0.04% NEW $112.75 +25.3%
80 AMZN AMAZON COM INC Consumer Cyclical 660.0 $145K 0.04% NEW $219.57 +10.2%
Page 4 of 14  ·  277 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 62.7%
Technology 10.9%
Consumer Defensive 6.0%
Consumer Cyclical 5.3%
Utilities 4.0%
Industrials 3.3%
Communication Services 3.2%
Healthcare 2.1%
Real Estate 1.2%
Energy 1.2%