Fund Holdings — SRH ADVISORS, LLC

Total Portfolio Value
$349.45M
Total Bought
$5.22M
Total Sold
$6.69M
Net Transaction
-$1.47M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
Sch US Div Equity Etf882,564880,497-2,06724,20927,0147.73%+2,805
SRH U S QUALITY ETF4,308,3404,308,3400170,715172,92349.48%+2,209
AVANTIS U S LARGE CAP VALUE ETF64,29770,431+6,1344,8725,6771.62%+806
Cohen & Steers(UTF)408,289408,330+419,84410,5683.02%+724
Avantis U.S. Mid Cap Equity ETF6,89615,022+8,1264871,0850.31%+598
AllianzIM U.S. Large Cp Buffer20 Feb ETF
ALLIA US FEB ETF
014,500+14,50004850.14%+485
Vanguard Corp Bond Etf
SHRT TRM CORP BD
12,23617,485+5,2499761,3860.40%+410
Wal-Mart Stores Inc(WMT)17,80217,821+191,9832,2150.63%+231
Avantis International Equity ETF4,1766,444+2,2683445470.16%+203
The Southern Company(SO)12,61212,592-201,1001,2150.35%+116
Sprouts Farmers Market Inc(SFM)5851,973+1,388471520.04%+106
Adobe Systems Inc(ADBE)25440+41591070.03%+98
Encompass Health Corp(EHC)01,015+1,0150980.03%+98
Vanguard Intermediate
INT-TERM CORP
7,8009,070+1,2706537510.21%+97
Archrock Inc(AROC)02,675+2,6750930.03%+93
Burlington Stores Inc. COM(BURL)0285+2850930.03%+93
Vanguard Total1281,115+98710860.02%+76
Vanguard Total Stock Mkt436662+2261462120.06%+66
Exxon Mobil Corporation1,2931,29301562190.06%+64
Chevron Corporation(CVX)1,0271,02701572120.06%+56
Pfizer Incorporated(PFE)8,7489,708+9602182730.08%+55
Coca Cola Company(KO)7,6687,66805365830.17%+47
Target Corporation(TGT)2,0002,00001962420.07%+47
Acquirers Etf
ACQUIRERS FD
18,18518,18506617070.20%+46
Johnson & Johnson(JNJ)1,2141,21402512970.08%+46
Verizon Communicatn(VZ)4,6114,625+141882320.07%+44
Merck & Co Inc New(MRK)2,2672,26702392730.08%+34
Oneok Inc(OKE)438691+25332620.02%+30
Spdr S&P Dividend Etf
ST STR SP DIV
4,4604,46006216510.19%+30
Conocophillips(COP)698698065920.03%+27
Intuitive Surgical New3,500135-3,36539620.02%+23
Getty Realty Corp(GTY)4,1114,181+701131330.04%+20
Advanced Micro Devices Inc(AMD)0100+1000200.01%+20
QXO Inc(QXO)01,025+1,0250200.01%+20
A T & T Inc(T)4,2614,274+131061240.04%+18
Conagra Brands Inc(CAG)9792,194+1,21517340.01%+18
Xpo Logistics Inc(XPO)290290039560.02%+17
Realty Incm Corp(O)3,5003,50001972140.06%+17
Phillips(PSX)299299039540.02%+16
American Electric Power Co Inc1,0001,00001151310.04%+16
Union Pacific Corp(UNP)1,3001,30003013150.09%+15
Palo Alto Networks(PANW)088+880140.00%+14
Avantis International Small Cap Val ETF2,1722,17202042170.06%+13
Ishares Select Dividend1,2321,23201741870.05%+13
Schw Intl Eq Etf17,59217,59204234350.12%+12
Evergy Inc(EVRG)1,1891,192+386980.03%+11
A S M L Holding Nv New
N Y REGISTRY SHS
4242045550.02%+11
Gilead Sciences Inc(GILD)550550068770.02%+9
Ebay Inc(EBAY)2,2552,256+11962050.06%+9
Ishares Core S&P Small2,1292,12902562650.08%+9
Alpha Archtct US Quntv
US QUAN VALUE
2,4002,40001171250.04%+8
Ishares Core Msci Eafe
CORE MSCI EAFE
1,0261,102+76921000.03%+8
Trinity Industries(TRN)1,2501,250033400.01%+7
Intel Corp(INTC)1,0121,000-1237440.01%+7
Vanguard Value ETF034+34070.00%+7
Vanguard Growth ETF015+15070.00%+7
Energy Transfer Lp(ET)2,3252,325038450.01%+7
EMCOR Group Inc(EME)5050031370.01%+6
Kroger Company(KR)7,2186,319-8994514570.13%+6
ARM Holdings PLC131131014200.01%+5
Costco Whsl Corp New(COST)4040034400.01%+5
Kinder Morgan Inc(KMI)837840+323280.01%+5
Fastenal Co(FAST)800800032370.01%+5
Mesa Labs Inc(MLAB)500500039440.01%+5
Capitol Fed Finl Inc New(CFFN)15,00015,00001021070.03%+5
Amazon.Com Inc(AMZN)720820+1001661710.05%+5
Sempra Energy(SRE)1,6001,497-1031411450.04%+4
JBS NV CL A EXC1(JBS)1,1251,125016200.01%+4
Taiwan Semiconductor Manufacturing Co Ltd(TSM)113113034380.01%+4
Honeywell International(HON)124124024280.01%+4
Ishares Core S&P Mid Cap2,4102,41001591630.05%+4
STRIVE U S ENERGY ETF
STRI US ENER ETF
334334010130.00%+4
Shake Shack Inc(SHAK)500500041440.01%+4
Vanguard Mid-Cap ETF245260+1571750.02%+4
iShares S&P 100 ETF010+10030.00%+3
Dimensional International Small Cap ETF
INTL SMALL CAP E
084+84030.00%+3
Ishares Gold Etf(IAU)400400032350.01%+3
Pacer US Cash Cows 100 ETF
US CASH COWS 100
1,0401,040063650.02%+2
Procter & Gamble(PG)1,6691,673+42392420.07%+2
Ross Stores Inc(ROST)5858010130.00%+2
Exelon Corporation(EXC)340340015170.00%+2
Firstenergy Corp(FE)308308014160.00%+2
Enterprise Products Partners LP(EPD)300300010110.00%+2
Anheuser-Busch InBev SA/NV(BUD)259259017180.01%+1
Cisco Systems Inc(CSCO)2,4002,40001851860.05%+1
Pinnacle West Cap(PNW)110110010110.00%+1
Gaming and Leisure Properties Inc(GLPI)2,9022,952+501301310.04%+1
Fedex Corporation(FDX)19190570.00%+1
Analog Devices Inc(ADI)27270790.00%+1
Ishares Russell 1000370370078790.02%+1
M & T Bank Corporation(MTB)200200040410.01%+1
Mc Donalds Corp(MCD)200200061620.02%+1
First Cash Finl Svcs Inc(FCFS)36360670.00%+1
Teradyne Inc(TER)10100230.00%+1
Saia Inc(SAIA)4040013140.00%+1
Ishares Core Msci
CORE MSCI EMKT
384384026270.01%+1
Vanguard Small Cap Etf240240062630.02%+1
Raytheon Technologies Co(RTX)100100018190.01%+1
Landstar System Inc(LSTR)54540890.00%+1
Solstice Advanced Materials Inc(SOLS)31310220.00%+1
Page 1 of 4
SRH ADVISORS, LLC — 13F Holdings — Q1 2026 | TickerTrail