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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 9 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QABA FIRST TR NASDAQ ABA CMNTY BK 460.0 $26K 0.01% NEW $56.15 +15.2%
162 IEMG ISHARES INC 384.0 $25K 0.01% NEW $65.92 +28.4%
163 AFL AFLAC INC Financial Services 226.0 $25K 0.01% NEW $111.70 +4.5%
164 AGG ISHARES TR 250.0 $25K 0.01% NEW $100.25 -1.2%
165 EPI WISDOMTREE TR 565.0 $25K 0.01% NEW $44.20 -2.4%
166 SYY SYSCO CORP Consumer Defensive 300.0 $25K 0.01% NEW $82.34 -3.8%
167 EXPD EXPEDITORS INTL WASH INC Industrials 200.0 $25K 0.01% NEW $122.59 +32.4%
168 VTS VITESSE ENERGY INC Energy 1,000.0 $23K 0.01% NEW $23.23 -30.3%
169 CPRT COPART INC Industrials 496.0 $22K 0.01% NEW $44.97 -33.1%
170 SHOP SHOPIFY INC Technology 140.0 $21K 0.01% NEW $148.61 -24.2%
171 QQQE DIREXION SHS ETF TR 203.0 $21K 0.01% NEW $101.61 +19.5%
172 MET METLIFE INC Financial Services 241.0 $20K 0.01% NEW $82.37 +5.3%
173 CYBERARK SOFTWARE LTD 40.0 $19K 0.01% NEW $483.15
174 MDT MEDTRONIC PLC Healthcare 200.0 $19K 0.01% NEW $95.24 -16.5%
175 ARM ARM HOLDINGS PLC Technology 131.0 $19K 0.01% NEW $141.49 +199.2%
176 DXCM DEXCOM INC Healthcare 275.0 $19K 0.01% NEW $67.29 +9.0%
177 EBF ENNIS INC Industrials 1,000.0 $18K 0.01% NEW $18.28 +11.3%
178 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 1,000.0 $18K 0.01% NEW $17.82 -5.7%
179 PFG PRINCIPAL FINL GROUP INC Financial Services 211.0 $17K 0.01% NEW $82.91 +34.4%
180 IWM ISHARES TR 70.0 $17K 0.01% NEW $241.96 +22.1%
Page 9 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%