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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 7 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BKH BLACK HILLS CORP Utilities 1,000.0 $62K 0.02% NEW $61.59 +18.0%
122 GILD GILEAD SCIENCES INC Healthcare 550.0 $61K 0.02% NEW $111.00 +14.6%
123 VB VANGUARD INDEX FDS 240.0 $61K 0.02% NEW $254.28 +17.4%
124 MCD MCDONALDS CORP Consumer Cyclical 200.0 $61K 0.02% NEW $303.89 -6.1%
125 EVRG EVERGY INC Utilities 797.0 $61K 0.02% NEW $76.02 +9.6%
126 ISRG INTUITIVE SURGICAL INC Healthcare 135.0 $60K 0.02% NEW $447.23 -7.4%
127 COWZ PACER FDS TR 1,040.0 $60K 0.02% NEW $57.47 +10.1%
128 SCHH SCHWAB STRATEGIC TR 2,612.0 $56K 0.02% NEW $21.57 +10.3%
129 IWO ISHARES TR 169.0 $54K 0.02% NEW $320.04 +20.7%
130 PSK SPDR SERIES TRUST 1,620.0 $54K 0.02% NEW $33.07 -6.8%
131 LOW LOWES COS INC Consumer Cyclical 207.0 $52K 0.01% NEW $251.31 -10.5%
132 AZO AUTOZONE INC Consumer Cyclical 11.0 $47K 0.01% NEW $4290.27 -27.4%
133 SHAK SHAKE SHACK INC Consumer Cyclical 500.0 $47K 0.01% NEW $93.61 -34.8%
134 NVO NOVO-NORDISK A S Healthcare 800.0 $44K 0.01% NEW $55.49 -20.0%
135 INSTALLED BLDG PRODS INC 175.0 $43K 0.01% NEW $246.66
136 SHY ISHARES TR 500.0 $41K 0.01% NEW $82.96 -1.0%
137 PSX PHILLIPS 66 Energy 299.0 $41K 0.01% NEW $136.02 +23.9%
138 ASML ASML HOLDING N V Technology 42.0 $41K 0.01% NEW $968.10 +97.8%
139 PGX INVESCO EXCHNG TRADED FD TR 3,500.0 $41K 0.01% NEW $11.60 -5.3%
140 ET ENERGY TRANSFER L P Energy 2,325.0 $40K 0.01% NEW $17.16 +10.3%
Page 7 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%