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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 5 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMB Kimberly-Clark Corp Consumer Defensive 1,600.0 $176K 0.04% $109.77 -6.2%
82 MS Morgan Stanley Financial Services 823.0 $172K 0.04% +8.0 +1.0% $208.99 +3.5%
83 CVX Chevron Corporation Energy 1,027.0 $170K 0.04% $165.76 +26.7%
84 TRV Travelers Companies Financial Services 515.0 $170K 0.04% $330.12 +10.8%
85 UBER Uber Technologies Inc Technology 2,293.0 $165K 0.04% $72.16 +1.3%
86 GE General Electric Company Industrials 437.0 $163K 0.04% $373.73 -10.4%
87 MMM 3m Company Industrials 1,000.0 $162K 0.04% $161.91 +3.5%
88 Franklin XRP ETF 13,726.0 $156K 0.04% NEW $11.35
89 BAC Bank Of America Corp Financial Services 2,681.0 $153K 0.04% $56.98 +9.5%
90 SCHW Charles Schwab & Co. Financial Services 1,655.0 $153K 0.04% $92.27 +15.8%
91 PYPL Paypal Holdings Inco Financial Services 3,382.0 $146K 0.04% -1K -29.1% $43.18 +23.2%
92 INTC Intel Corp Technology 1,000.0 $140K 0.04% -12.0 -1.2% $139.63 -25.2%
93 SRE Sempra Energy Utilities 1,497.0 $139K 0.04% -103.0 -6.4% $92.71 -7.8%
94 AEP American Electric Power Co Inc Utilities 1,000.0 $137K 0.04% $136.81 -8.3%
95 SCHO Sch St US Trsr Etf 5,640.0 $136K 0.04% $24.14 -0.5%
96 CORP Pimco Exch Traded Fund 1,400.0 $136K 0.04% $96.90 -2.6%
97 QVAL Alpha Archtct US Quntv 2,400.0 $133K 0.03% $55.45 +10.7%
98 CFFN Capitol Fed Finl Inc New Financial Services 15,000.0 $128K 0.03% $8.51 +3.4%
99 LYFT Lyft Inc Technology 8,015.0 $117K 0.03% -475.0 -5.6% $14.61 +11.2%
100 WFC Wells Fargo & Co New Financial Services 1,400.0 $116K 0.03% $82.64 +6.4%
Page 5 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%