Rocky Mountain Advisers
Latest statistics and disclosures from Srh Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SRHQ, SRHR, SCHD, JPM, SCHB, and represent 78.35% of Srh Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVLV, VCSH, BRK.B, ICSH, SGOV, DGRO, AVDE, VIG, SWK, DIS.
- Started 8 new stock positions in SPCX, FMCC, DGRO, HONA, ICSH, SGOV, CGGR, XRPZ.
- Reduced shares in these 10 stocks: STEW, WMT, MRK, SCHD, VYM, SRHR, TOL, GRBK, SCHB, GFL.
- Sold out of its positions in ALL, DHI, FWRD, GRBK, EMB, KKR, MTH, SHAK, TOL, VWO.
- Srh Advisors was a net buyer of stock by $2.3M.
- Srh Advisors has $393M in assets under management (AUM), dropping by 12.31%.
- Central Index Key (CIK): 0001512779
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Portfolio Holdings for Srh Advisors
Srh Advisors holds 276 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Srh U S Quality Etf SRHQ (SRHQ) | 50.4 | $198M | 4.3M | 45.86 |
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| Srh Reit Covered Call Etf SRHR (SRHR) | 13.3 | $52M | 877k | 59.44 |
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| Sch US Div Equity Etf SCHD (SCHD) | 7.1 | $28M | 873k | 31.71 |
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| Jpmorgan Chase & Co JPM (JPM) | 4.8 | $19M | 57k | 327.33 |
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| Schw US Brd Mkt Etf SCHB (SCHB) | 2.9 | $11M | 392k | 28.96 |
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| Cohen & Steers Utf (UTF) | 2.9 | $11M | 408k | 27.59 |
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| Avantis U S Large Cap Value Etf Avlv (AVLV) | 1.8 | $7.2M | +11% | 79k | 91.21 |
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| Berkshire Hathaway Inc B BRK.B (BRK.B) | 1.3 | $5.2M | +7% | 10k | 500.39 |
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| Evercore Evr (EVR) | 1.0 | $3.9M | 12k | 341.44 |
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| Ishares Core S&P 500 Ivv (IVV) | 0.9 | $3.7M | 4.9k | 748.89 |
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| Vanguard S&P 500 Etf Voo (VOO) | 0.9 | $3.5M | 5.1k | 686.81 |
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| Vanguard Div Apprciation Vig (VIG) | 0.8 | $3.2M | +7% | 13k | 236.63 |
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| SRH Total Return Fund Stew (STEW) | 0.8 | $3.0M | -12% | 165k | 17.90 |
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| Microsoft Corp MSFT (MSFT) | 0.5 | $2.0M | 5.4k | 373.05 |
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| Apple Aapl (AAPL) | 0.5 | $2.0M | 6.8k | 289.36 |
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| Vanguard Corp Bond Etf VCSH (VCSH) | 0.4 | $1.7M | +26% | 22k | 79.03 |
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| Wal-Mart Stores WMT (WMT) | 0.4 | $1.6M | -20% | 14k | 113.26 |
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| Berkshire Hathaway Inc A Brk.a (BRK.A) | 0.4 | $1.5M | 2.00 | 748850.00 |
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| Vanguard Whitehall Funds Vym (VYM) | 0.4 | $1.5M | -9% | 9.3k | 158.03 |
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| Avantis U.S. Mid Cap Equity ETF Avmc (AVMC) | 0.3 | $1.3M | +5% | 16k | 80.25 |
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| Southern Company So (SO) | 0.3 | $1.2M | 13k | 95.71 |
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| Willis Towers Watson WLTW (WTW) | 0.3 | $1.2M | 4.5k | 261.37 |
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| Nvidia Corp Nvda (NVDA) | 0.3 | $1.2M | 5.8k | 200.10 |
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| Tesla Motors Tsla (TSLA) | 0.2 | $885k | 2.1k | 420.60 |
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| Alphabet Googl (GOOGL) | 0.2 | $880k | 2.5k | 357.36 |
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| Avantis International Equity ETF Avde (AVDE) | 0.2 | $822k | +42% | 9.2k | 89.20 |
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| Vanguard Intermediate Vcit (VCIT) | 0.2 | $767k | +2% | 9.3k | 82.65 |
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| Acquirers Etf Zig (ZIG) | 0.2 | $711k | 18k | 39.11 |
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| Nrg Energy NRG (NRG) | 0.2 | $694k | 4.8k | 146.06 |
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| Coca Cola Company Ko (KO) | 0.2 | $694k | +11% | 8.5k | 81.27 |
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| Spdr S&P Dividend Etf Sdy (SDY) | 0.2 | $679k | 4.5k | 152.18 |
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| Schwab US Large Cap SCHG (SCHG) | 0.2 | $674k | -5% | 20k | 33.84 |
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| Vanguard Bond Index Fund BSV (BSV) | 0.1 | $570k | -4% | 7.3k | 77.91 |
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| AllianzIM U.S. Large Cp Buffer20 Feb ETF Febw (FEBW) | 0.1 | $515k | 15k | 35.54 |
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| Unitedhealth Group Unh (UNH) | 0.1 | $499k | 1.2k | 415.76 |
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| Stanley Black & Decker SWK (SWK) | 0.1 | $499k | +63% | 5.3k | 94.13 |
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| Schw Intl Eq Etf SCHF (SCHF) | 0.1 | $488k | 18k | 27.70 |
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| Meta Platforms Inc Class A Meta (META) | 0.1 | $442k | +18% | 785.00 | 563.42 |
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| Technology Select Sector XLK (XLK) | 0.1 | $384k | 2.0k | 190.52 |
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| Kroger Company KR (KR) | 0.1 | $351k | 6.3k | 55.53 |
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| Cincinnati Financial Cp Cinf (CINF) | 0.1 | $346k | 1.9k | 185.14 |
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| Realty Incm Corp O (O) | 0.1 | $341k | +57% | 5.5k | 61.96 |
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| Sch US Tips Etf SCHP (SCHP) | 0.1 | $326k | -5% | 12k | 26.50 |
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| Lilly Eli & Company Lly (LLY) | 0.1 | $320k | 267.00 | 1199.43 |
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| Ishares Core S&P Small Ijr (IJR) | 0.1 | $316k | 2.1k | 148.31 |
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| Johnson & Johnson JNJ (JNJ) | 0.1 | $308k | 1.2k | 253.97 |
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| iShares Ultra Short Duration Bd Actv ETF Icsh (ICSH) | 0.1 | $304k | NEW | 6.0k | 50.58 |
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| iShares 0-3 Month Treasury Bond ETF Sgov (SGOV) | 0.1 | $302k | NEW | 3.0k | 100.67 |
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| Union Pacific Corp Unp (UNP) | 0.1 | $299k | -15% | 1.1k | 272.00 |
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| T. Rowe Price Group Trow (TROW) | 0.1 | $298k | 2.6k | 113.69 |
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| Paychex Payx (PAYX) | 0.1 | $295k | 3.0k | 98.33 |
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| iShares Core Dividend Growth ETF Dgro (DGRO) | 0.1 | $290k | NEW | 3.8k | 75.79 |
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| Getty Realty Corp Gty (GTY) | 0.1 | $283k | +102% | 8.5k | 33.36 |
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| Cisco Systems Csco (CSCO) | 0.1 | $282k | 2.4k | 117.46 |
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| First Watch Restaurant Group FWRG (FWRG) | 0.1 | $274k | 21k | 12.89 |
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| Draftkings DKNG (DKNG) | 0.1 | $265k | 11k | 25.26 |
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| Ishares Tr Dow Jones Iyy (IYY) | 0.1 | $264k | 1.5k | 182.28 |
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| Sprouts Farmers Market SFM (SFM) | 0.1 | $264k | +58% | 3.1k | 84.58 |
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| Gaming and Leisure Properties Glpi (GLPI) | 0.1 | $263k | +100% | 5.9k | 44.53 |
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| Target Corporation TGT (TGT) | 0.1 | $261k | 2.0k | 130.61 |
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| Ebay Ebay (EBAY) | 0.1 | $252k | 2.3k | 111.75 |
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| Genuine Parts GPC (GPC) | 0.1 | $249k | +100% | 2.1k | 117.97 |
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| Alphabet Goog (GOOG) | 0.1 | $247k | 700.00 | 353.33 |
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| Vanguard Total Stock Mkt Vti (VTI) | 0.1 | $246k | 666.00 | 370.04 |
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| Procter & Gamble PG (PG) | 0.1 | $246k | 1.7k | 146.64 |
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| Pfizer Incorporated Pfe (PFE) | 0.1 | $234k | 9.7k | 24.08 |
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| Invesco S&P Midcap Low XMLV (XMLV) | 0.1 | $229k | 3.5k | 66.33 |
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| Avantis International Small Cap Val ETF Avdv (AVDV) | 0.1 | $224k | 2.2k | 103.05 |
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| Invesco QQQ Trust QQQ (QQQ) | 0.1 | $217k | 295.00 | 736.40 |
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| Citigroup C (C) | 0.1 | $217k | 1.6k | 139.96 |
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| Schwab US Aggregate Bond SCHZ (SCHZ) | 0.1 | $211k | 9.1k | 23.13 |
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| Home Depot HD (HD) | 0.1 | $202k | 573.00 | 352.75 |
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| Disney Walt Dis (DIS) | 0.1 | $199k | +859% | 2.1k | 96.25 |
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| Verizon Communicatn VZ (VZ) | 0.1 | $196k | 4.6k | 42.33 |
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| Amazon.Com Amzn (AMZN) | 0.0 | $195k | 820.00 | 238.34 |
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| Ishares Select Dividend Dvy (DVY) | 0.0 | $193k | 1.2k | 156.30 |
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| Ishares Core S&P Mid Cap Ijh (IJH) | 0.0 | $186k | 2.4k | 77.11 |
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| Maplebear Cart (CART) | 0.0 | $182k | 3.9k | 47.35 |
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| Ishares Russell 1000 Iwf (IWF) | 0.0 | $177k | +300% | 1.4k | 124.17 |
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| Exxon Mobil Corporation Xom (XOM) | 0.0 | $177k | 1.3k | 136.72 |
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| Kimberly-Clark Corp KMB (KMB) | 0.0 | $176k | 1.6k | 109.77 |
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| Morgan Stanley MS (MS) | 0.0 | $172k | 823.00 | 208.99 |
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| Chevron Corporation CVX (CVX) | 0.0 | $170k | 1.0k | 165.76 |
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| Travelers Companies TRV (TRV) | 0.0 | $170k | 515.00 | 330.12 |
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| Uber Technologies Uber (UBER) | 0.0 | $166k | 2.3k | 72.16 |
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| General Electric Company Ge (GE) | 0.0 | $163k | 437.00 | 373.73 |
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| 3m Company MMM (MMM) | 0.0 | $162k | 1.0k | 161.91 |
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| Franklin XRP ETF XRPZ (XRPZ) | 0.0 | $156k | NEW | 14k | 11.35 |
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| Bank Of America Corp Bac (BAC) | 0.0 | $153k | 2.7k | 56.98 |
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| Charles Schwab & Co. SCHW (SCHW) | 0.0 | $153k | 1.7k | 92.27 |
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| Paypal Holdings Inco Pypl (PYPL) | 0.0 | $146k | 3.4k | 43.18 |
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| Intel Corp Intc (INTC) | 0.0 | $140k | 1.0k | 139.63 |
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| Sempra Energy Sre (SRE) | 0.0 | $139k | 1.5k | 92.71 |
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| American Electric Power Aep (AEP) | 0.0 | $137k | 1.0k | 136.81 |
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| Sch St US Trsr Etf Scho (SCHO) | 0.0 | $136k | 5.6k | 24.14 |
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| Pimco Exch Traded Fund Corp (CORP) | 0.0 | $136k | 1.4k | 96.90 |
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| Alpha Archtct US Quntv Qval (QVAL) | 0.0 | $133k | 2.4k | 55.45 |
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| Capitol Fed Finl CFFN (CFFN) | 0.0 | $128k | 15k | 8.51 |
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| Lyft Lyft (LYFT) | 0.0 | $117k | 8.0k | 14.61 |
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| Wells Fargo & Co WFC (WFC) | 0.0 | $116k | 1.4k | 82.64 |
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| Qxo Qxo (QXO) | 0.0 | $114k | +544% | 6.6k | 17.28 |
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| Intl Business Machines Ibm (IBM) | 0.0 | $113k | 400.00 | 281.21 |
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| Archrock Aroc (AROC) | 0.0 | $109k | 2.7k | 40.71 |
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| VistaShares Trgt 15 Berkshire Sel IncETF Omah (OMAH) | 0.0 | $109k | +3% | 5.9k | 18.44 |
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| Ishares Core Msci Eafe Iefa (IEFA) | 0.0 | $106k | 1.1k | 96.58 |
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| Evergy Evrg (EVRG) | 0.0 | $103k | 1.2k | 86.40 |
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| Encompass Health Corp Ehc (EHC) | 0.0 | $103k | 1.0k | 101.08 |
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| Boeing Ba (BA) | 0.0 | $100k | 463.00 | 216.47 |
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| Vanguard Total Vxus (VXUS) | 0.0 | $95k | 1.1k | 85.49 |
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| Stag Industrial Stag (STAG) | 0.0 | $95k | 2.5k | 38.06 |
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| Invesco S&P 500 Equal Weight Tech ETF RSPT (RSPT) | 0.0 | $92k | 1.4k | 64.50 |
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| GFL Environmental GFL (GFL) | 0.0 | $92k | -44% | 2.5k | 36.79 |
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| Burlington Stores Burl (BURL) | 0.0 | $90k | 285.00 | 316.80 |
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| Adobe Systems Adbe (ADBE) | 0.0 | $90k | 440.00 | 205.02 |
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| Ishares Russell 1000 Iwd (IWD) | 0.0 | $90k | 370.00 | 242.43 |
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| A T & T T (T) | 0.0 | $89k | 4.3k | 20.70 |
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| Schwab US Large Cap SCHV (SCHV) | 0.0 | $87k | 2.5k | 34.81 |
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| Vanguard Mid-Cap ETF Vo (VO) | 0.0 | $84k | +300% | 1.0k | 80.57 |
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| A S M L Holding Nv Asml (ASML) | 0.0 | $84k | 42.00 | 1989.43 |
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| Coinbase Global Coin (COIN) | 0.0 | $81k | 555.00 | 146.19 |
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| Textron Incorporated TXT (TXT) | 0.0 | $75k | 822.00 | 91.73 |
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| Black Hills Corp BKH (BKH) | 0.0 | $74k | 1.0k | 74.40 |
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| Vanguard Small Cap Etf VB (VB) | 0.0 | $73k | 240.00 | 303.12 |
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| Conocophillips Cop (COP) | 0.0 | $73k | 698.00 | 103.96 |
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| Gilead Sciences Gild (GILD) | 0.0 | $70k | 550.00 | 126.34 |
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| American Express Company Axp (AXP) | 0.0 | $68k | 200.00 | 338.25 |
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| Ishares Tr Russell Iwo (IWO) | 0.0 | $67k | 169.00 | 393.96 |
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| Pacer US Cash Cows 100 ETF Cowz (COWZ) | 0.0 | $66k | +2% | 1.1k | 62.20 |
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| Bank Amer Corp Bac+l (BAC.PL) | 0.0 | $63k | 50.00 | 1254.50 |
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| Intercontinental Exchnge Ice (ICE) | 0.0 | $62k | 500.00 | 123.11 |
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| Oneok Oke (OKE) | 0.0 | $61k | 696.00 | 86.98 |
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| Xpo Logistics Xpo (XPO) | 0.0 | $60k | 290.00 | 205.29 |
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| Advanced Micro Devices Amd (AMD) | 0.0 | $58k | 100.00 | 580.91 |
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| Conagra Brands Cag (CAG) | 0.0 | $58k | +95% | 4.3k | 13.46 |
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| Mc Donalds Corp MCD (MCD) | 0.0 | $54k | 200.00 | 270.31 |
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| Taiwan Semiconductor Manufacturing TSM (TSM) | 0.0 | $54k | 113.00 | 477.57 |
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| Intuitive Surgical Isrg (ISRG) | 0.0 | $54k | 135.00 | 397.68 |
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| Phillips PSX (PSX) | 0.0 | $51k | 299.00 | 169.05 |
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| Mesa Labs Mlab (MLAB) | 0.0 | $50k | 500.00 | 99.55 |
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| Spdr Wells Fargo PSK (PSK) | 0.0 | $50k | 1.6k | 30.53 |
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| M & T Bank Corporation MTB (MTB) | 0.0 | $48k | 200.00 | 238.01 |
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| Enterprise Products Partners Epd (EPD) | 0.0 | $47k | +322% | 1.3k | 36.75 |
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| ARM Holdings Arm (ARM) | 0.0 | $46k | 131.00 | 354.57 |
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| Lowes Companies Low (LOW) | 0.0 | $46k | 207.00 | 220.49 |
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| Energy Transfer Et (ET) | 0.0 | $45k | 2.3k | 19.12 |
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| Space Exploration Technologies Corp. CLASS A COM S SPCX (SPCX) | 0.0 | $44k | NEW | 260.00 | 170.86 |
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| Trinity Industries TRN (TRN) | 0.0 | $43k | 1.3k | 34.58 |
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| Tanger Fctry Outlet Ctrs SKT (SKT) | 0.0 | $42k | 1.1k | 39.47 |
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| EMCOR Group Eme (EME) | 0.0 | $42k | 50.00 | 829.88 |
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| Ishares Tr Bond Shy (SHY) | 0.0 | $41k | 500.00 | 82.11 |
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| Starbucks Corp Sbux (SBUX) | 0.0 | $41k | 400.00 | 102.19 |
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| Quantum Computing Qubt (QUBT) | 0.0 | $40k | 4.2k | 9.70 |
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| Sun Life Financial SLF (SLF) | 0.0 | $39k | 500.00 | 78.42 |
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| Fastenal Fast (FAST) | 0.0 | $38k | 800.00 | 48.03 |
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| Novo Nordisk A/S Nvo (NVO) | 0.0 | $38k | 800.00 | 47.94 |
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| Invesco Preferred Etf PGX (PGX) | 0.0 | $38k | 3.5k | 10.84 |
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| Costco Whsl Corp Cost (COST) | 0.0 | $37k | 40.00 | 935.48 |
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| Oracle Corporation Orcl (ORCL) | 0.0 | $37k | 252.00 | 146.55 |
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| Autozone Azo (AZO) | 0.0 | $35k | 11.00 | 3195.91 |
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| iShares US Aerospace & Defense ETF Ita (ITA) | 0.0 | $34k | 142.00 | 242.42 |
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| CBRE Group Cbre (CBRE) | 0.0 | $34k | 250.00 | 134.69 |
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| Expeditors Intl Wash Expd (EXPD) | 0.0 | $33k | 200.00 | 162.98 |
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| Royal Caribbean Group RCL (RCL) | 0.0 | $32k | 102.00 | 317.94 |
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| Ishares Core Msci Iemg (IEMG) | 0.0 | $32k | 384.00 | 82.84 |
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| Robinhood Markets Inc COM USD0.0001 CL A Hood (HOOD) | 0.0 | $31k | 310.00 | 100.28 |
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| First TRUST Etf Dv Qaba (QABA) | 0.0 | $31k | 460.00 | 67.29 |
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| Ishares Gold Etf 464285204 (IAU) | 0.0 | $30k | 400.00 | 75.51 |
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| Palo Alto Networks Panw (PANW) | 0.0 | $30k | 88.00 | 341.02 |
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| Symbotic Cl A Ord Sym (SYM) | 0.0 | $29k | 650.00 | 44.95 |
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| Merck & Co MRK (MRK) | 0.0 | $29k | -90% | 222.00 | 128.50 |
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| Constellation Energy Ord Wi Ceg (CEG) | 0.0 | $28k | 113.00 | 248.37 |
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| Kinder Morgan Kmi (KMI) | 0.0 | $27k | 843.00 | 31.96 |
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| Aflac Afl (AFL) | 0.0 | $27k | 226.00 | 117.25 |
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| Sysco Corporation Syy (SYY) | 0.0 | $25k | 300.00 | 83.58 |
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| Direxion NASDAQ-100 Equal Wtd ETF Qqqe (QQQE) | 0.0 | $25k | 203.00 | 122.01 |
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| Ishares Core Total Etf Agg (AGG) | 0.0 | $25k | 250.00 | 98.98 |
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| Wisdomtree India Earning Epi (EPI) | 0.0 | $24k | 565.00 | 42.78 |
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| Principal Financial Grp PFG (PFG) | 0.0 | $23k | 211.00 | 107.78 |
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| Amphenol Corp Cl A Aph (APH) | 0.0 | $23k | 128.00 | 176.32 |
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| Anheuser-Busch InBev SA Bud (BUD) | 0.0 | $21k | 259.00 | 82.40 |
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| Ishares Russell 2000 Iwm (IWM) | 0.0 | $21k | 70.00 | 300.46 |
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| Metlife Met (MET) | 0.0 | $20k | 241.00 | 84.61 |
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| Installed Building Products Ibp (IBP) | 0.0 | $20k | 85.00 | 229.84 |
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| Raytheon Technologies RTX (RTX) | 0.0 | $19k | 100.00 | 189.73 |
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| DexCom DXCM (DXCM) | 0.0 | $19k | 275.00 | 67.35 |
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| Capital Group Growth ETF CGGR (CGGR) | 0.0 | $18k | NEW | 375.00 | 47.20 |
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| Direxion Daily META Bull 2X ETF Metu (METU) | 0.0 | $18k | 870.00 | 20.25 |
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| Vitesse Energy Ord VTS (VTS) | 0.0 | $17k | 1.1k | 15.77 |
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| Flaherty & Crumrine FLC (FLC) | 0.0 | $17k | 1.0k | 16.90 |
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| Saia Saia (SAIA) | 0.0 | $17k | 40.00 | 421.15 |
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| Shopify Shop (SHOP) | 0.0 | $16k | 140.00 | 114.18 |
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| Ishares Russell Mid Cap Iwr (IWR) | 0.0 | $16k | 144.00 | 110.32 |
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| Broadcom Avgo (AVGO) | 0.0 | $16k | 42.00 | 377.76 |
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| Exelon Corporation Exc (EXC) | 0.0 | $16k | 340.00 | 46.62 |
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| JPMorgan Equity Premium Income ETF Jepi (JEPI) | 0.0 | $16k | 280.00 | 56.48 |
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| Ishares Tr Bond CSJ (IGSB) | 0.0 | $16k | 300.00 | 52.41 |
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| Medtronic MDT (MDT) | 0.0 | $16k | 200.00 | 78.23 |
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| Federal Home Loan Mortgage Corp FMCC (FMCC) | 0.0 | $15k | NEW | 2.5k | 5.98 |
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| Sirius Xm Hldgs Siri (SIRI) | 0.0 | $15k | 502.00 | 29.54 |
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| Firstenergy Corp Fe (FE) | 0.0 | $15k | 308.00 | 47.54 |
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| Unilever Ul (UL) | 0.0 | $14k | 236.00 | 60.12 |
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| Copart CPRT (CPRT) | 0.0 | $14k | 496.00 | 28.19 |
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| Honeywell International Hon | 0.0 | $14k | -50% | 62.00 | 223.90 |
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| Honeywell Aerospace Hona (HONA) | 0.0 | $14k | NEW | 62.00 | 221.08 |
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| Jbs Nv Cl A Exc1 JBS (JBS) | 0.0 | $13k | 1.1k | 11.85 |
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| Take Two Interactv Ttwo (TTWO) | 0.0 | $13k | 53.00 | 249.98 |
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| Duke Energy Corp Duk (DUK) | 0.0 | $13k | 100.00 | 126.58 |
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| Ross Stores Rost (ROST) | 0.0 | $12k | 58.00 | 212.84 |
|
|
| Host Hotels & Resorts HST (HST) | 0.0 | $12k | 511.00 | 23.71 |
|
|
| Transdigm Group TDG (TDG) | 0.0 | $12k | 9.00 | 1332.00 |
|
|
| Pinnacle West Cap PNW (PNW) | 0.0 | $12k | 110.00 | 107.00 |
|
|
| Berkley W R Corporation WRB (WRB) | 0.0 | $12k | 163.00 | 70.53 |
|
|
| Vanguard Reit Etf VNQ (VNQ) | 0.0 | $11k | -5% | 118.00 | 96.43 |
|
| Strive U S Energy Etf DRLL (DRLL) | 0.0 | $11k | 334.00 | 33.50 |
|
|
| Landstar System LSTR (LSTR) | 0.0 | $11k | 54.00 | 206.81 |
|
|
| Select Sector Industrial Xli (XLI) | 0.0 | $11k | 60.00 | 185.23 |
|
|
| Primerica Pri (PRI) | 0.0 | $11k | 38.00 | 284.21 |
|
|
| Analog Devices Adi (ADI) | 0.0 | $11k | 27.00 | 397.19 |
|
|
| Badger Meter Bmi (BMI) | 0.0 | $11k | 72.00 | 148.38 |
|
|
| Markel Corp MKL (MKL) | 0.0 | $9.8k | 5.00 | 1953.00 |
|
|
| Solventum Corp Solv (SOLV) | 0.0 | $9.6k | 125.00 | 77.15 |
|
|
| Arch Cap Group Acgl (ACGL) | 0.0 | $9.6k | 99.00 | 97.06 |
|
|
| Visa Inc Cl A V (V) | 0.0 | $9.6k | 28.00 | 343.11 |
|
|
| Clorox Company CLX (CLX) | 0.0 | $9.5k | 100.00 | 95.44 |
|
|
| Ge Healthcare Technologies Ord Wi Gehc (GEHC) | 0.0 | $9.3k | 145.00 | 64.01 |
|
|
| MP Materials Corp MP (MP) | 0.0 | $9.2k | 164.00 | 56.01 |
|
|
| Brown & Brown Bro (BRO) | 0.0 | $8.7k | 136.00 | 64.15 |
|
|
| Wd-40 Company WDFC (WDFC) | 0.0 | $8.3k | 34.00 | 243.65 |
|
|
| Brookfield Corp BN (BN) | 0.0 | $8.1k | 190.00 | 42.59 |
|
|
| Adams Express Adx (ADX) | 0.0 | $8.0k | 313.00 | 25.55 |
|
|
| R L I Corp Rli (RLI) | 0.0 | $7.8k | 132.00 | 59.07 |
|
|
| First Cash Finl Svcs FCFS (FCFS) | 0.0 | $7.8k | 36.00 | 216.33 |
|
|
| Mastercard Ma (MA) | 0.0 | $7.8k | 15.00 | 518.13 |
|
|
| Vanguard Growth ETF Vug (VUG) | 0.0 | $7.8k | +500% | 90.00 | 86.14 |
|
| Expedia Expe (EXPE) | 0.0 | $7.7k | 30.00 | 255.87 |
|
|
| Graco Incorporated GGG (GGG) | 0.0 | $7.5k | 99.00 | 75.61 |
|
|
| Vanguard Value ETF VTV (VTV) | 0.0 | $7.4k | 34.00 | 217.94 |
|
|
| Nuveen Select TaxFree Income NXP (NXP) | 0.0 | $7.3k | 510.00 | 14.31 |
|
|
| T J X Cos TJX (TJX) | 0.0 | $7.0k | 46.00 | 151.50 |
|
|
| Equifax Efx (EFX) | 0.0 | $6.7k | 42.00 | 158.71 |
|
|
| Vanguard Russell 2000 ETF Vtwo (VTWO) | 0.0 | $6.1k | -83% | 50.00 | 121.42 |
|
| Fedex Corporation FDX (FDX) | 0.0 | $5.9k | 19.00 | 313.11 |
|
|
| Carnival Corp CCL | 0.0 | $5.9k | 206.00 | 28.61 |
|
|
| Netflix NFLX (NFLX) | 0.0 | $5.7k | 80.00 | 71.40 |
|
|
| Henry Jack & Assoc Jkhy (JKHY) | 0.0 | $5.4k | 39.00 | 137.74 |
|
|
| A O N Aon (AON) | 0.0 | $5.3k | 16.00 | 331.69 |
|
|
| Ingredion Ingr (INGR) | 0.0 | $5.3k | 56.00 | 94.71 |
|
|
| Check Pt Software Tech CHKP (CHKP) | 0.0 | $5.0k | 38.00 | 131.42 |
|
|
| Teradyne Ter (TER) | 0.0 | $4.8k | 10.00 | 483.80 |
|
|
| Cdw Corp CDW (CDW) | 0.0 | $4.8k | 34.00 | 140.65 |
|
|
| Lab Cp Of Amer Hldg LH (LH) | 0.0 | $4.8k | 17.00 | 280.00 |
|
|
| Illinois Tool Works Itw (ITW) | 0.0 | $4.6k | 17.00 | 270.47 |
|
|
| Dollar General Corp DG (DG) | 0.0 | $4.5k | 39.00 | 116.05 |
|
|
| Cognex Corp CGNX (CGNX) | 0.0 | $4.3k | 60.00 | 72.42 |
|
|
| Canadian Natl Ry Cni (CNI) | 0.0 | $4.1k | 34.00 | 119.24 |
|
|
| Techne Corp Common Tech (TECH) | 0.0 | $3.7k | 52.00 | 70.65 |
|
|
| iShares S&P 100 ETF Oef (OEF) | 0.0 | $3.7k | 10.00 | 365.90 |
|
|
| News Corp New Cl A Nwsa (NWSA) | 0.0 | $3.4k | 138.00 | 24.83 |
|
|
| Balchem Corp BCPC (BCPC) | 0.0 | $3.4k | 20.00 | 168.95 |
|
|
| Constellation Brands STZ (STZ) | 0.0 | $3.3k | 24.00 | 139.08 |
|
|
| Dimensional International Small Cap ETF Dfis (DFIS) | 0.0 | $2.9k | 84.00 | 35.04 |
|
|
| Solstice Advanced Materials Sols (SOLS) | 0.0 | $2.7k | 31.00 | 88.61 |
|
|
| Vanguard Ftse Developed Vea (VEA) | 0.0 | $2.5k | 35.00 | 71.26 |
|
|
| Paramount Skydance Corp Cl B Psky (PSKY) | 0.0 | $2.4k | 248.00 | 9.86 |
|
|
| Lamb Weston Holdings LW (LW) | 0.0 | $2.3k | 54.00 | 43.19 |
|
|
| Brown Forman Corp Cl B BFB (BF.B) | 0.0 | $1.5k | 55.00 | 26.65 |
|
|
| Dow Dow (DOW) | 0.0 | $1.1k | 42.00 | 27.36 |
|
|
| Shift4 Payments Four (FOUR) | 0.0 | $973.000000 | 20.00 | 48.65 |
|
|
| Rivian Automotive Inc Class A Rivn (RIVN) | 0.0 | $762.999600 | 44.00 | 17.34 |
|
|
| Full House Resorts FLL (FLL) | 0.0 | $647.001600 | 232.00 | 2.79 |
|
|
| On Holding Cl A Ord Onon (ONON) | 0.0 | $389.999500 | 11.00 | 35.45 |
|
|
| Magnum Ice Cream Co NV Micc (MICC) | 0.0 | $348.000000 | -62% | 20.00 | 17.40 |
|
| Viatris VTRS (VTRS) | 0.0 | $221.999400 | 14.00 | 15.86 |
|
|
| Newsmax Inc Class B Nmax (NMAX) | 0.0 | $166.000000 | 20.00 | 8.30 |
|
|
| Stellantis N V Stla (STLA) | 0.0 | $126.000600 | 22.00 | 5.73 |
|
|
| Tilray Brands Tlry (TLRY) | 0.0 | $67.000500 | 15.00 | 4.47 |
|
Past Filings by Srh Advisors
SEC 13F filings are viewable for Srh Advisors going back to 2013
- Srh Advisors 2026 Q2 filed July 24, 2026
- Srh Advisors 2026 Q1 filed April 29, 2026
- Srh Advisors 2025 Q4 filed Jan. 21, 2026
- Srh Advisors 2025 Q3 filed Oct. 17, 2025
- Srh Advisors 2025 Q2 filed July 22, 2025
- Srh Advisors 2025 Q1 filed May 5, 2025
- Srh Advisors 2024 Q4 filed Jan. 29, 2025
- Rocky Mountain Advisers 2024 Q3 filed Nov. 1, 2024
- Rocky Mountain Advisers 2024 Q2 filed Aug. 6, 2024
- Rocky Mountain Advisers 2024 Q1 filed April 26, 2024
- Rocky Mountain Advisers 2023 Q4 filed Jan. 24, 2024
- Rocky Mountain Advisers 2023 Q3 filed Oct. 31, 2023
- Rocky Mountain Advisers 2023 Q2 filed July 27, 2023
- Rocky Mountain Advisers 2023 Q1 filed April 19, 2023
- Rocky Mountain Advisers 2022 Q4 filed Feb. 1, 2023
- Rocky Mountain Advisers 2022 Q3 filed Oct. 17, 2022