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Portfolio (Quarterly) Guide ↗

SRH ADVISORS, LLC

· CIK 0001512779
13F Portfolio $347M AUM 293 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 40 Added 25 Reduced 8 Exited
Page 5 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORP NEW Energy 1,027.0 $157K 0.04% -2K -59.4% $152.41 +17.9%
82 XOM EXXON MOBIL CORP Energy 1,293.0 $156K 0.04% $120.34 +17.0%
83 TRV TRAVELERS COMPANIES INC Financial Services 515.0 $149K 0.04% $290.06 +5.9%
84 BAC BANK AMER CORP Financial Services 2,681.0 $147K 0.04% $55.00 +3.0%
85 VTI VANGUARD INDEX FDS 436.0 $146K 0.04% -260.0 -37.4% $335.27 +10.6%
86 MS MORGAN STANLEY Financial Services 815.0 $145K 0.04% +5.0 +0.6% $177.49 +24.4%
87 SRE SEMPRA ENERGY Utilities 1,600.0 $141K 0.04% $88.29 +3.9%
88 SCHO SCHWAB STRATEGIC TR 5,640.0 $137K 0.04% -2K -25.9% $24.37 -0.9%
89 CORP PIMCO ETF TR 1,400.0 $137K 0.04% $97.85 -0.9%
90 COIN COINBASE GLOBAL INC Financial Services 600.0 $136K 0.04% +55.0 +10.1% $226.14 -23.9%
91 GE GENERAL ELECTRIC CO Industrials 437.0 $135K 0.04% $308.03 +14.4%
92 WFC WELLS FARGO CO NEW Financial Services 1,400.0 $130K 0.04% $93.20 -9.1%
93 GLPI GAMING & LEISURE PPTYS INC Real Estate 2,902.0 $130K 0.04% +50.0 +1.8% $44.68 +4.0%
94 GPC GENUINE PARTS CO Consumer Cyclical 1,046.0 $129K 0.04% +7.0 +0.7% $122.98 -12.6%
95 SCHV SCHWAB STRATEGIC TR 4,140.0 $123K 0.04% $29.61 +17.2%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 400.0 $118K 0.03% -200.0 -33.3% $296.21 -8.6%
97 QVAL EA SERIES TRUST 2,400.0 $117K 0.03% $48.80 +15.6%
98 AEP AMERICAN ELEC PWR CO INC Utilities 1,000.0 $115K 0.03% $115.31 +12.3%
99 GTY GETTY RLTY CORP NEW Real Estate 4,111.0 $113K 0.03% +73.0 +1.8% $27.37 +21.6%
100 T AT&T INC Communication Services 4,261.0 $106K 0.03% -86.0 -2.0% $24.84 -7.6%
Page 5 of 15  ·  293 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 62.9%
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%