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Portfolio (Quarterly) Guide ↗

SRH ADVISORS, LLC

· CIK 0001512779
13F Portfolio $392M AUM 276 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 36 Added 38 Reduced 36 Exited
Page 4 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EBAY Ebay Inc Consumer Cyclical 2,256.0 $252K 0.06% $111.75 -6.4%
62 GPC Genuine Parts Co Consumer Cyclical 2,110.0 $249K 0.06% +1K +101.7% $117.97 +13.6%
63 GOOG Alphabet Inc. 700.0 $247K 0.06% $353.33
64 VTI Vanguard Total Stock Mkt 666.0 $246K 0.06% +230.0 +52.8% $370.04 +2.0%
65 PG Procter & Gamble Consumer Defensive 1,678.0 $246K 0.06% +9.0 +0.5% $146.64 -0.7%
66 PFE Pfizer Incorporated Healthcare 9,734.0 $234K 0.06% +986.0 +11.3% $24.08 +15.4%
67 XMLV Invesco S&P Midcap Low 3,450.0 $229K 0.06% -625.0 -15.3% $66.33 +1.5%
68 AVDV Avantis International Small Cap Val ETF 2,172.0 $224K 0.06% $103.05 +9.0%
69 QQQ Invesco QQQ Trust Financial Services 295.0 $217K 0.06% $736.40 -2.4%
70 C Citigroup Inc New Financial Services 1,550.0 $217K 0.06% $139.96 -2.3%
71 SCHZ Schwab US Aggregate Bond 9,106.0 $211K 0.05% $23.13 -2.1%
72 HD Home Depot Inc Consumer Cyclical 573.0 $202K 0.05% -5.0 -0.9% $352.75 -11.1%
73 DIS Disney Walt Co Communication Services 2,063.0 $199K 0.05% -3K -59.6% $96.25 +9.2%
74 VZ Verizon Communicatn Communication Services 4,639.0 $196K 0.05% +28.0 +0.6% $42.33 +19.1%
75 AMZN Amazon.Com Inc Consumer Cyclical 820.0 $195K 0.05% +100.0 +13.9% $238.34 +7.8%
76 DVY Ishares Select Dividend 1,232.0 $193K 0.05% $156.30 +4.5%
77 IJH Ishares Core S&P Mid Cap 2,410.0 $186K 0.05% $77.11 -2.3%
78 CART Maplebear Inc Consumer Cyclical 3,850.0 $182K 0.05% $47.35 +1.4%
79 IWF Ishares Russell 1000 1,424.0 $177K 0.04% +1K +300.0% $124.17 -0.9%
80 XOM Exxon Mobil Corporation Energy 1,293.0 $177K 0.04% $136.72 +17.5%
Page 4 of 14  ·  276 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 63.8%
Technology 10.2%
Consumer Defensive 5.9%
Consumer Cyclical 4.4%
Utilities 3.8%
Industrials 3.4%
Communication Services 2.9%
Healthcare 2.7%
Real Estate 1.7%
Energy 1.1%