SRH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Salina, KS
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
278
Total value ($000)
$349,451
Net value change ($000)
+2,165 (0.6%)
New positions
12
Sold out positions
26
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHD 2,805 11.6%
SRHQ 2,208 1.3%
AVLV 805 16.5%
UTF 724 7.4%
BSV 603 NEW
AVMC 598 122.8%
FEBW 485 NEW
VCSH 410 42.0%
WMT 232 11.7%
AVDE 203 59.0%
Top Reduces (Value $000, Stocks/ETFs)
JPM -1,605 -8.7%
MSFT -641 -24.4%
DIS -561 -96.4%
EVR -481 -12.3%
SCHB -460 -4.4%
SRHR -329 -0.7%
BRK-B -290 -5.9%
STEW -269 -7.7%
WTW -170 -11.5%
TSLA -164 -17.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type