SRH Advisors, LLC

13F filer · CIK 0001512779

Reported Jul 24, 2026

13F portfolio value$392MU.S. long equity reported on 13F

Positions208Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight12.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026208 positions
JPMJPMorgan Chase & Co	$18.7M	4.77%	0.00%	-0.1%	Q4 2013
UTFCohen & Steers Infrastructure Fund Inc	$11.3M	2.87%	Not reported	0.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$5.16M	1.31%	Not reported	+7.3%	Q4 2013
EVREvercore Inc.	$3.94M	1.00%	Not reported	Not reported	Q3 2021
STEWSRH Total Return Fund, Inc.	$2.95M	0.75%	Not reported	-12.8%	Q4 2013
MSFTMicrosoft Corp	$2M	0.51%	0.00%	Not reported	Q1 2014
AAPLApple Inc.	$1.96M	0.50%	0.00%	0.0%	Q4 2013
WMTWalmart Inc.	$1.61M	0.41%	0.00%	-20.2%	Q4 2013
BRK.ABerkshire Hathaway Inc	$1.5M	0.38%	Not reported	Not reported	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.47M	0.37%	Not reported	-9.1%	Q4 2013
AVMCaVINCI MEDIA CORP	$1.27M	0.32%	Not reported	+5.2%	Q4 2025
SOSouthern Co	$1.21M	0.31%	0.00%	Not reported	Q4 2013
WTWWillis Towers Watson PLC	$1.17M	0.30%	0.00%	Not reported	Q1 2016
NVDANvidia Corp	$1.15M	0.29%	0.00%	Not reported	Q1 2019
TSLATesla, Inc.	$885K	0.23%	0.00%	Not reported	Q4 2015
GOOGLAlphabet Inc.	$880K	0.22%	0.00%	Not reported	Q1 2016
NRGNRG Energy, Inc.	$694K	0.18%	0.00%	Not reported	Q4 2020
KOCoca Cola Co	$694K	0.18%	0.00%	+11.3%	Q4 2013
BSVNBank7 Corp.	$570K	0.15%	0.08%	-5.0%	Q4 2013
UNHUnitedhealth Group Inc	$499K	0.13%	0.00%	Not reported	Q3 2014
SWKStanley Black & Decker, Inc.	$499K	0.13%	0.00%	+64.0%	Q1 2023
METAMeta Platforms, Inc.	$442K	0.11%	Not reported	+18.1%	Q3 2020
KRKroger Co	$351K	0.09%	0.00%	0.0%	Q3 2017
CINFCincinnati Financial Corp	$345K	0.09%	0.00%	Not reported	Q4 2013
ORealty Income Corp	$341K	0.09%	0.00%	+57.3%	Q4 2015
LLYELI LILLY & Co	$320K	0.08%	0.00%	Not reported	Q4 2013
JNJJohnson & Johnson	$308K	0.08%	0.00%	Not reported	Q4 2013
UNPUnion Pacific Corp	$299K	0.08%	0.00%	-15.4%	Q4 2013
TROWPrice T Rowe Group Inc	$298K	0.08%	0.00%	Not reported	Q3 2025
PAYXPaychex Inc	$295K	0.08%	0.00%	Not reported	Q4 2013
GTYGetty Realty Corp	$283K	0.07%	0.01%	+102.9%	Q4 2023
CSCOCisco Systems, Inc.	$282K	0.07%	0.00%	Not reported	Q4 2013
FWRGFirst Watch Restaurant Group, Inc.	$274K	0.07%	0.03%	Not reported	Q2 2024
DKNGDraftKings Inc.	$265K	0.07%	Not reported	Not reported	Q2 2020
SFMSprouts Farmers Market, Inc.	$264K	0.07%	0.00%	+58.3%	Q3 2023
GLPIGaming & Leisure Properties, Inc.	$263K	0.07%	0.00%	+100.0%	Q4 2023
TGTTarget Corp	$261K	0.07%	0.00%	Not reported	Q2 2016
EBAYEbay Inc	$252K	0.06%	0.00%	Not reported	Q3 2014
GPCGenuine Parts Co	$249K	0.06%	0.00%	+100.0%	Q3 2024
GOOGAlphabet Inc.	$247K	0.06%	Not reported	Not reported	Q1 2016
PGPROCTER & GAMBLE Co	$246K	0.06%	0.00%	+0.3%	Q4 2013
PFEPfizer Inc	$234K	0.06%	0.00%	+0.3%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$217K	0.06%	Not reported	Not reported	Q2 2022
CCitigroup Inc	$217K	0.06%	0.00%	Not reported	Q4 2013
HDHome Depot, Inc.	$202K	0.05%	0.00%	Not reported	Q3 2014
DISWalt Disney Co	$199K	0.05%	0.00%	+859.5%	Q4 2013
VZVerizon Communications Inc	$196K	0.05%	0.00%	+0.3%	Q3 2017
AMZNAmazon Com Inc	$195K	0.05%	0.00%	Not reported	Q2 2018
CARTMaplebear Inc.	$182K	0.05%	0.00%	Not reported	Q2 2025
XOMExxonMobil Holdings Corp	$177K	0.05%	0.00%	Not reported	Q4 2013

Q1 2026Reported Apr 29, 2026212 positions
JPMJPMorgan Chase & Co	$16.8M	4.82%	0.00%	Not reported	Q4 2013
UTFCohen & Steers Infrastructure Fund Inc	$10.6M	3.02%	Not reported	0.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$4.6M	1.32%	Not reported	-1.3%	Q4 2013
EVREvercore Inc.	$3.44M	0.98%	Not reported	Not reported	Q3 2021
STEWSRH Total Return Fund, Inc.	$3.23M	0.92%	Not reported	+0.1%	Q4 2013
WMTWalmart Inc.	$2.21M	0.63%	0.00%	+0.1%	Q4 2013
MSFTMicrosoft Corp	$1.98M	0.57%	0.00%	-1.3%	Q1 2014
AAPLApple Inc.	$1.72M	0.49%	0.00%	Not reported	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.52M	0.43%	Not reported	-8.6%	Q4 2013
BRK.ABerkshire Hathaway Inc	$1.44M	0.41%	Not reported	Not reported	Q4 2013
WTWWillis Towers Watson PLC	$1.3M	0.37%	0.00%	Not reported	Q1 2016
SOSouthern Co	$1.22M	0.35%	0.00%	-0.2%	Q4 2013
AVMCaVINCI MEDIA CORP	$1.09M	0.31%	Not reported	+117.8%	Q4 2025
NVDANvidia Corp	$1.01M	0.29%	0.00%	Not reported	Q1 2019
TSLATesla, Inc.	$783K	0.22%	0.00%	Not reported	Q4 2015
GOOGLAlphabet Inc.	$708K	0.20%	0.00%	+0.4%	Q1 2016
NRGNRG Energy, Inc.	$694K	0.20%	0.00%	Not reported	Q4 2020
BSVNBank7 Corp.	$603K	0.17%	0.08%	Not reported	Q4 2013
KOCoca Cola Co	$583K	0.17%	0.00%	Not reported	Q4 2013
KRKroger Co	$457K	0.13%	0.00%	-12.5%	Q3 2017
METAMeta Platforms, Inc.	$381K	0.11%	Not reported	+7.3%	Q3 2020
UNHUnitedhealth Group Inc	$325K	0.09%	0.00%	-0.7%	Q3 2014
UNPUnion Pacific Corp	$315K	0.09%	0.00%	Not reported	Q4 2013
JNJJohnson & Johnson	$297K	0.08%	0.00%	Not reported	Q4 2013
CINFCincinnati Financial Corp	$294K	0.08%	0.00%	Not reported	Q4 2013
PAYXPaychex Inc	$276K	0.08%	0.00%	Not reported	Q4 2013
MRKMerck & Co., Inc.	$273K	0.08%	0.00%	Not reported	Q4 2013
PFEPfizer Inc	$273K	0.08%	0.00%	+11.0%	Q4 2013
LLYELI LILLY & Co	$246K	0.07%	0.00%	Not reported	Q4 2013
TGTTarget Corp	$242K	0.07%	0.00%	Not reported	Q2 2016
PGPROCTER & GAMBLE Co	$242K	0.07%	0.00%	+0.2%	Q4 2013
TROWPrice T Rowe Group Inc	$237K	0.07%	0.00%	-15.7%	Q3 2025
VZVerizon Communications Inc	$232K	0.07%	0.00%	+0.3%	Q3 2017
SWKStanley Black & Decker, Inc.	$230K	0.07%	0.00%	Not reported	Q1 2023
DKNGDraftKings Inc.	$227K	0.06%	Not reported	-2.6%	Q2 2020
FWRGFirst Watch Restaurant Group, Inc.	$223K	0.06%	0.03%	-14.5%	Q2 2024
XOMExxonMobil Holdings Corp	$219K	0.06%	0.00%	Not reported	Q4 2013
ORealty Income Corp	$214K	0.06%	0.00%	Not reported	Q4 2015
CVXChevron Corp	$212K	0.06%	0.00%	Not reported	Q4 2013
EBAYEbay Inc	$205K	0.06%	0.00%	0.0%	Q3 2014
GOOGAlphabet Inc.	$201K	0.06%	Not reported	Not reported	Q1 2016
HDHome Depot, Inc.	$188K	0.05%	0.00%	-0.9%	Q3 2014
GFLGFL Environmental Inc.	$188K	0.05%	Not reported	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$186K	0.05%	0.00%	Not reported	Q4 2013
CCitigroup Inc	$176K	0.05%	0.00%	Not reported	Q4 2013
AMZNAmazon Com Inc	$171K	0.05%	0.00%	+13.9%	Q2 2018
QQQInvesco QQQ Trust, Series 1	$170K	0.05%	Not reported	Not reported	Q2 2022
UBERUber Technologies, Inc	$165K	0.05%	0.00%	Not reported	Q1 2022
SCHWSchwab Charles Corp	$156K	0.04%	0.00%	Not reported	Q3 2014
KMBKimberly Clark Corp	$154K	0.04%	0.00%	Not reported	Q4 2013

Q4 2025Reported Jan 21, 2026230 positions
JPMJPMorgan Chase & Co	$18.4M	5.31%	0.00%	Not reported	Q4 2013
UTFCohen & Steers Infrastructure Fund Inc	$9.84M	2.83%	Not reported	+0.1%	Q4 2013
BRK.BBerkshire Hathaway Inc	$4.89M	1.41%	Not reported	+1.7%	Q4 2013
EVREvercore Inc.	$3.92M	1.13%	Not reported	Not reported	Q3 2021
STEWSRH Total Return Fund, Inc.	$3.5M	1.01%	Not reported	+0.1%	Q4 2013
MSFTMicrosoft Corp	$2.62M	0.76%	0.00%	0.0%	Q1 2014
WMTWalmart Inc.	$1.98M	0.57%	0.00%	Not reported	Q4 2013
AAPLApple Inc.	$1.84M	0.53%	0.00%	0.0%	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.61M	0.46%	Not reported	-2.1%	Q4 2013
BRK.ABerkshire Hathaway Inc	$1.51M	0.43%	Not reported	Not reported	Q4 2013
WTWWillis Towers Watson PLC	$1.47M	0.42%	0.00%	Not reported	Q1 2016
SOSouthern Co	$1.1M	0.32%	0.00%	+0.7%	Q4 2013
NVDANvidia Corp	$1.08M	0.31%	0.00%	-2.5%	Q1 2019
TSLATesla, Inc.	$947K	0.27%	0.00%	Not reported	Q4 2015
GOOGLAlphabet Inc.	$768K	0.22%	0.00%	+8.0%	Q1 2016
NRGNRG Energy, Inc.	$756K	0.22%	0.00%	Not reported	Q4 2020
BSVNBank7 Corp.	$606K	0.17%	0.08%	-3.8%	Q4 2013
DISWalt Disney Co	$582K	0.17%	0.00%	+0.9%	Q4 2013
KOCoca Cola Co	$536K	0.15%	0.00%	+0.5%	Q4 2013
AVMCaVINCI MEDIA CORP	$487K	0.14%	Not reported	New	Q4 2025
KRKroger Co	$451K	0.13%	0.00%	+3.1%	Q3 2017
METAMeta Platforms, Inc.	$409K	0.12%	Not reported	+5.3%	Q3 2020
UNHUnitedhealth Group Inc	$400K	0.12%	0.00%	+22.0%	Q3 2014
FWRGFirst Watch Restaurant Group, Inc.	$375K	0.11%	0.04%	-4.6%	Q2 2024
DKNGDraftKings Inc.	$371K	0.11%	Not reported	-1.2%	Q2 2020
PAYXPaychex Inc	$337K	0.10%	0.00%	Not reported	Q4 2013
TROWPrice T Rowe Group Inc	$319K	0.09%	0.00%	+195.3%	Q3 2025
CINFCincinnati Financial Corp	$305K	0.09%	0.00%	Not reported	Q4 2013
UNPUnion Pacific Corp	$301K	0.09%	0.00%	Not reported	Q4 2013
LLYELI LILLY & Co	$287K	0.08%	0.00%	Not reported	Q4 2013
PYPLPayPal Holdings, Inc.	$279K	0.08%	0.00%	+45.4%	Q3 2015
JNJJohnson & Johnson	$251K	0.07%	0.00%	Not reported	Q4 2013
SWKStanley Black & Decker, Inc.	$240K	0.07%	0.00%	-10.4%	Q1 2023
PGPROCTER & GAMBLE Co	$239K	0.07%	0.00%	-37.4%	Q4 2013
MRKMerck & Co., Inc.	$239K	0.07%	0.00%	Not reported	Q4 2013
GOOGAlphabet Inc.	$220K	0.06%	Not reported	Not reported	Q1 2016
PFEPfizer Inc	$218K	0.06%	0.00%	+70.9%	Q4 2013
HDHome Depot, Inc.	$199K	0.06%	0.00%	+1.1%	Q3 2014
ORealty Income Corp	$197K	0.06%	0.00%	+12.9%	Q4 2015
EBAYEbay Inc	$196K	0.06%	0.00%	0.0%	Q3 2014
TGTTarget Corp	$196K	0.06%	0.00%	Not reported	Q2 2016
GFLGFL Environmental Inc.	$193K	0.06%	Not reported	Not reported	Q4 2024
TOLToll Brothers, Inc.	$190K	0.05%	0.00%	+102.2%	Q1 2024
VZVerizon Communications Inc	$188K	0.05%	0.00%	+83.3%	Q3 2017
UBERUber Technologies, Inc	$187K	0.05%	0.00%	Not reported	Q1 2022
CSCOCisco Systems, Inc.	$185K	0.05%	0.00%	Not reported	Q4 2013
QQQInvesco QQQ Trust, Series 1	$181K	0.05%	Not reported	Not reported	Q2 2022
CCitigroup Inc	$181K	0.05%	0.00%	Not reported	Q4 2013
CARTMaplebear Inc.	$173K	0.05%	0.00%	-6.1%	Q2 2025
AMZNAmazon Com Inc	$166K	0.05%	0.00%	+9.1%	Q2 2018

Q3 2025Reported Oct 17, 2025214 positions
JPMJPMorgan Chase & Co	$18M	5.27%	0.00%	Not reported	Q4 2013
UTFCohen & Steers Infrastructure Fund Inc	$10.1M	2.95%	Not reported	0.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$4.81M	1.41%	Not reported	-1.0%	Q4 2013
EVREvercore Inc.	$3.89M	1.14%	Not reported	Not reported	Q3 2021
STEWSRH Total Return Fund, Inc.	$3.43M	1.00%	Not reported	+0.4%	Q4 2013
MSFTMicrosoft Corp	$2.81M	0.82%	0.00%	-1.8%	Q1 2014
WMTWalmart Inc.	$1.83M	0.54%	0.00%	-2.2%	Q4 2013
AAPLApple Inc.	$1.72M	0.50%	0.00%	0.0%	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.61M	0.47%	Not reported	-6.6%	Q4 2013
WTWWillis Towers Watson PLC	$1.55M	0.45%	0.00%	Not reported	Q1 2016
BRK.ABerkshire Hathaway Inc	$1.51M	0.44%	Not reported	Not reported	Q4 2013
SOSouthern Co	$1.19M	0.35%	0.00%	Not reported	Q4 2013
NVDANvidia Corp	$1.1M	0.32%	0.00%	Not reported	Q1 2019
TSLATesla, Inc.	$936K	0.27%	0.00%	Not reported	Q4 2015
NRGNRG Energy, Inc.	$769K	0.22%	0.00%	Not reported	Q4 2020
BSVNBank7 Corp.	$631K	0.18%	0.08%	Not reported	Q4 2013
DISWalt Disney Co	$580K	0.17%	0.00%	Not reported	Q4 2013
GOOGLAlphabet Inc.	$553K	0.16%	0.00%	Not reported	Q1 2016
KOCoca Cola Co	$506K	0.15%	0.00%	+0.2%	Q4 2013
KRKroger Co	$472K	0.14%	0.00%	-2.4%	Q3 2017
METAMeta Platforms, Inc.	$433K	0.13%	Not reported	Not reported	Q3 2020
PGPROCTER & GAMBLE Co	$410K	0.12%	0.00%	+0.2%	Q4 2013
DKNGDraftKings Inc.	$407K	0.12%	Not reported	+42.4%	Q2 2020
FWRGFirst Watch Restaurant Group, Inc.	$407K	0.12%	0.04%	-5.0%	Q2 2024
CVXChevron Corp	$392K	0.11%	0.00%	Not reported	Q4 2013
PAYXPaychex Inc	$380K	0.11%	0.00%	-5.3%	Q4 2013
UNHUnitedhealth Group Inc	$343K	0.10%	0.00%	+1807.7%	Q3 2014
UNPUnion Pacific Corp	$307K	0.09%	0.00%	Not reported	Q4 2013
CINFCincinnati Financial Corp	$295K	0.09%	0.00%	Not reported	Q4 2013
SWKStanley Black & Decker, Inc.	$268K	0.08%	0.00%	-2.7%	Q1 2023
KMBKimberly Clark Corp	$236K	0.07%	0.00%	-39.2%	Q4 2013
HDHome Depot, Inc.	$232K	0.07%	0.00%	Not reported	Q3 2014
JNJJohnson & Johnson	$225K	0.07%	0.00%	-12.0%	Q4 2013
UBERUber Technologies, Inc	$225K	0.07%	0.00%	Not reported	Q1 2022
PYPLPayPal Holdings, Inc.	$220K	0.06%	0.00%	-25.8%	Q3 2015
GFLGFL Environmental Inc.	$213K	0.06%	Not reported	+12.5%	Q4 2024
EBAYEbay Inc	$205K	0.06%	0.00%	-11.8%	Q3 2014
LLYELI LILLY & Co	$204K	0.06%	0.00%	Not reported	Q4 2013
SKTTanger Inc.	$193K	0.06%	0.01%	Not reported	Q1 2014
LYFTLyft, Inc.	$192K	0.06%	0.02%	+122.7%	Q2 2025
MRKMerck & Co., Inc.	$190K	0.06%	0.00%	Not reported	Q4 2013
ORealty Income Corp	$188K	0.06%	0.00%	Not reported	Q4 2015
COINCoinbase Global, Inc.	$184K	0.05%	0.00%	+9.0%	Q2 2021
TGTTarget Corp	$179K	0.05%	0.00%	Not reported	Q2 2016
QQQInvesco QQQ Trust, Series 1	$177K	0.05%	Not reported	Not reported	Q2 2022
SCHWSchwab Charles Corp	$177K	0.05%	0.00%	Not reported	Q3 2014
GOOGAlphabet Inc.	$170K	0.05%	Not reported	Not reported	Q1 2016
IBMInternational Business Machines Corp	$169K	0.05%	0.00%	Not reported	Q4 2013
CSCOCisco Systems, Inc.	$164K	0.05%	0.00%	Not reported	Q4 2013
CCitigroup Inc	$157K	0.05%	0.00%	Not reported	Q4 2013

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