SRH ADVISORS, LLC

CIK 0001512779 · SALINA, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

SRH ADVISORS, LLC reported 276 positions worth $392.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SRHQ (50.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$392.5M
2026 Q2
Positions
276
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.3%
Est. Net Flow (Q)
2026 Q2
10 / 276 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SRHQSRH U S QUALITY ETFSH$197.6M50.35%4,309,525
2SRHRSRH REIT COVERED CALL ETFSH$52.1M13.28%877,013
3SCHDSch US Div Equity EtfSH$27.7M7.05%873,081
4JPMJpmorgan Chase & CoSH$18.7M4.77%57,150
5SCHBSchw US Brd Mkt EtfSH$11.4M2.90%392,383
6UTFCohen & SteersSH$11.3M2.87%408,373
7AVLVAVANTIS U S LARGE CAP VALUE ETFSH$7.2M1.82%78,461
8BRK-BBerkshire Hathaway Inc BSH$5.2M1.31%10,307
9EVREvercore IncSH$3.9M1.00%11,525
10IVVIshares Core S&P 500SH$3.7M0.93%4,879

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SRH ADVISORS, LLC hold as of Q2 2026?

SRH ADVISORS, LLC reported 276 positions worth $392.5M in its Q2 2026 13F filing. Largest positions: SRHQ (50.4%), SRHR (13.3%), SCHD (7.1%), JPM (4.8%) and SCHB (2.9%).

What did SRH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SRH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.