Srh Advisors, LLC
Annual return '25
+8.4%
SPY '25
+17.7%
Alpha
-9.3ptsvs SPY
Invested
$349.5M
Holdings
277
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SRHQ
SRH U S QUALITY ETF
Q4 2025: New position (4.31M shares)
49.5%
02
$SRHR
SRH REIT COVERED CALL ETF
Q4 2025: New position (879.3k shares)
13.2%
03
$SCHD
Sch US Div Equity Etf
Q4 2025: New position (882.6k shares)
7.7%
04
$JPM
Jpmorgan Chase & Co
Q4 2025: New position (57.2k shares)
4.8%
05
$UTF
Cohen & Steers
Q4 2025: New position (408.3k shares)
3.0%
06
$SCHB
Schw US Brd Mkt Etf
Q4 2025: New position (395.5k shares)
2.8%
07
$AVLV
AVANTIS U S LARGE CAP VALUE ETF
Q1 2026: Increased +9.5% (64.3k → 70.4k shares)
1.6%
08
$BRK/B
Berkshire Hathaway Inc B
Q1 2026: Sold 1.3% (9.7k → 9.6k shares)
1.3%
09
$EVR
Evercore Inc
Q4 2025: New position (11.5k shares)
1.0%
10
$STEW
SRH Total Return Fund Inc
Q4 2025: New position (188.8k shares)
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.