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, UTF, and represent 78.30% of Srh Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVMC, AVLV, FEBW, VCSH, AVDE, SFM, VCIT, ADBE, EHC, AROC.
- Started 11 new stock positions in OEF, PANW, VTV, VUG, BURL, EHC, AMD, DFIS, AROC, FEBW. QXO.
- Reduced shares in these 10 stocks: DIS, , VYM, TOL, , VIG, STLD, GEV, KR, SCHD.
- Sold out of its positions in ALSN, ELV, ACA, BX, BAM, CMCSA, DDOG, DPZ, GEV, GWRE.
- Srh Advisors was a net buyer of stock by $1.2M.
- Srh Advisors has $350M in assets under management (AUM), dropping by 0.62%.
- Central Index Key (CIK): 0001512779
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Portfolio Holdings for Srh Advisors
Srh Advisors holds 278 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Srh U S Quality Etf SRHQ (SRHQ) | 49.5 | $173M | 4.3M | 40.14 |
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| Srh Reit Covered Call Etf SRHR (SRHR) | 13.2 | $46M | 879k | 52.64 |
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| Sch US Div Equity Etf SCHD (SCHD) | 7.7 | $27M | 881k | 30.68 |
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| Jpmorgan Chase & Co JPM (JPM) | 4.8 | $17M | 57k | 294.16 |
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| Cohen & Steers Utf (UTF) | 3.0 | $11M | 408k | 25.88 |
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| Schw US Brd Mkt Etf SCHB (SCHB) | 2.8 | $9.9M | 395k | 25.10 |
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| Avantis U S Large Cap Value Etf Avlv (AVLV) | 1.6 | $5.7M | +9% | 70k | 80.61 |
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| Berkshire Hathaway Inc B BRK.B (BRK.B) | 1.3 | $4.6M | 9.6k | 479.20 |
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| Evercore Evr (EVR) | 1.0 | $3.4M | 12k | 298.51 |
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| SRH Total Return Fund Stew (STEW) | 0.9 | $3.2M | 189k | 17.10 |
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| Ishares Core S&P 500 Ivv (IVV) | 0.9 | $3.2M | 4.9k | 653.21 |
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| Vanguard S&P 500 Etf Voo (VOO) | 0.9 | $3.0M | 5.1k | 597.55 |
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| Vanguard Div Apprciation Vig (VIG) | 0.8 | $2.7M | -3% | 12k | 215.06 |
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| Wal-Mart Stores WMT (WMT) | 0.6 | $2.2M | 18k | 124.28 |
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| Microsoft Corp MSFT (MSFT) | 0.6 | $2.0M | 5.4k | 370.20 |
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| Apple Aapl (AAPL) | 0.5 | $1.7M | 6.8k | 253.80 |
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| Vanguard Whitehall Funds Vym (VYM) | 0.4 | $1.5M | -8% | 10k | 148.10 |
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| Berkshire Hathaway Inc A Brk.a (BRK.A) | 0.4 | $1.4M | 2.00 | 718140.00 |
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| Vanguard Corp Bond Etf VCSH (VCSH) | 0.4 | $1.4M | +42% | 18k | 79.27 |
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| Willis Towers Watson WLTW (WTW) | 0.4 | $1.3M | 4.5k | 290.70 |
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| Southern Company So (SO) | 0.3 | $1.2M | 13k | 96.52 |
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| Avantis U.S. Mid Cap Equity ETF Avmc (AVMC) | 0.3 | $1.1M | +117% | 15k | 72.24 |
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| Nvidia Corp Nvda (NVDA) | 0.3 | $1.0M | 5.8k | 174.40 |
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| Tesla Motors Tsla (TSLA) | 0.2 | $783k | 2.1k | 371.75 |
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| Vanguard Intermediate Vcit (VCIT) | 0.2 | $751k | +16% | 9.1k | 82.75 |
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| Alphabet Googl (GOOGL) | 0.2 | $708k | 2.5k | 287.54 |
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| Acquirers Etf Zig (ZIG) | 0.2 | $707k | 18k | 38.89 |
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| Nrg Energy NRG (NRG) | 0.2 | $694k | 4.8k | 146.14 |
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| Spdr S&P Dividend Etf Sdy (SDY) | 0.2 | $651k | 4.5k | 145.94 |
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| Schwab US Large Cap SCHG (SCHG) | 0.2 | $616k | 21k | 29.13 |
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| Vanguard Bond Index Fund BSV (BSV) | 0.2 | $603k | 7.7k | 78.41 |
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| Coca Cola Company Ko (KO) | 0.2 | $583k | 7.7k | 76.05 |
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| Avantis International Equity ETF Avde (AVDE) | 0.2 | $547k | +54% | 6.4k | 84.84 |
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| AllianzIM U.S. Large Cp Buffer20 Feb ETF Febw (FEBW) | 0.1 | $486k | NEW | 15k | 33.48 |
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| Kroger Company KR (KR) | 0.1 | $457k | -12% | 6.3k | 72.36 |
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| Schw Intl Eq Etf SCHF (SCHF) | 0.1 | $435k | 18k | 24.75 |
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| Meta Platforms Inc Class A Meta (META) | 0.1 | $381k | +7% | 665.00 | 572.26 |
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| Sch US Tips Etf SCHP (SCHP) | 0.1 | $345k | -6% | 13k | 26.61 |
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| Unitedhealth Group Unh (UNH) | 0.1 | $325k | 1.2k | 270.67 |
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| Union Pacific Corp Unp (UNP) | 0.1 | $315k | 1.3k | 242.62 |
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| Johnson & Johnson JNJ (JNJ) | 0.1 | $297k | 1.2k | 244.44 |
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| Cincinnati Financial Cp Cinf (CINF) | 0.1 | $294k | 1.9k | 157.35 |
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| Paychex Payx (PAYX) | 0.1 | $277k | 3.0k | 92.12 |
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| Merck & Co MRK (MRK) | 0.1 | $273k | 2.3k | 120.29 |
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| Pfizer Incorporated Pfe (PFE) | 0.1 | $273k | +10% | 9.7k | 28.08 |
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| Technology Select Sector XLK (XLK) | 0.1 | $268k | 2.0k | 132.90 |
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| Ishares Core S&P Small Ijr (IJR) | 0.1 | $265k | 2.1k | 124.31 |
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| Lilly Eli & Company Lly (LLY) | 0.1 | $246k | 267.00 | 919.77 |
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| Target Corporation TGT (TGT) | 0.1 | $242k | 2.0k | 121.20 |
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| Procter & Gamble PG (PG) | 0.1 | $242k | 1.7k | 144.48 |
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| T. Rowe Price Group Trow (TROW) | 0.1 | $237k | -15% | 2.6k | 90.14 |
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| Verizon Communicatn VZ (VZ) | 0.1 | $232k | 4.6k | 50.20 |
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| Stanley Black & Decker SWK (SWK) | 0.1 | $230k | 3.2k | 71.05 |
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| Ishares Tr Dow Jones Iyy (IYY) | 0.1 | $230k | 1.5k | 158.45 |
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| Draftkings DKNG (DKNG) | 0.1 | $227k | -2% | 11k | 21.62 |
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| First Watch Restaurant Group FWRG (FWRG) | 0.1 | $223k | -14% | 21k | 10.48 |
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| Exxon Mobil Corporation Xom (XOM) | 0.1 | $219k | 1.3k | 169.66 |
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| Invesco S&P Midcap Low XMLV (XMLV) | 0.1 | $217k | -15% | 3.5k | 62.97 |
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| Avantis International Small Cap Val ETF Avdv (AVDV) | 0.1 | $217k | 2.2k | 99.86 |
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| Realty Incm Corp O (O) | 0.1 | $214k | 3.5k | 61.18 |
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| Chevron Corporation CVX (CVX) | 0.1 | $213k | 1.0k | 206.90 |
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| Vanguard Total Stock Mkt Vti (VTI) | 0.1 | $212k | +51% | 662.00 | 320.81 |
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| Schwab US Aggregate Bond SCHZ (SCHZ) | 0.1 | $211k | 9.1k | 23.22 |
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| Ebay Ebay (EBAY) | 0.1 | $205k | 2.3k | 91.00 |
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| Alphabet Goog (GOOG) | 0.1 | $201k | 700.00 | 286.86 |
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| Home Depot HD (HD) | 0.1 | $188k | 573.00 | 328.73 |
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| GFL Environmental GFL (GFL) | 0.1 | $188k | 4.5k | 41.72 |
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| Ishares Select Dividend Dvy (DVY) | 0.1 | $187k | 1.2k | 151.41 |
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| Cisco Systems Csco (CSCO) | 0.1 | $186k | 2.4k | 77.59 |
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| Citigroup C (C) | 0.1 | $176k | 1.6k | 113.41 |
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| Amazon.Com Amzn (AMZN) | 0.0 | $171k | +13% | 820.00 | 208.27 |
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| Invesco QQQ Trust QQQ (QQQ) | 0.0 | $170k | 295.00 | 577.18 |
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| Uber Technologies Uber (UBER) | 0.0 | $165k | 2.3k | 71.93 |
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| Ishares Core S&P Mid Cap Ijh (IJH) | 0.0 | $163k | 2.4k | 67.53 |
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| Charles Schwab & Co. SCHW (SCHW) | 0.0 | $156k | 1.7k | 93.98 |
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| Kimberly-Clark Corp KMB (KMB) | 0.0 | $154k | 1.6k | 96.47 |
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| Paypal Holdings Inco Pypl (PYPL) | 0.0 | $153k | -29% | 3.4k | 45.23 |
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| Sprouts Farmers Market SFM (SFM) | 0.0 | $152k | +237% | 2.0k | 77.13 |
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| Ishares Russell 1000 Iwf (IWF) | 0.0 | $152k | 356.00 | 426.40 |
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| Travelers Companies TRV (TRV) | 0.0 | $150k | 515.00 | 291.68 |
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| Sempra Energy Sre (SRE) | 0.0 | $146k | -6% | 1.5k | 97.17 |
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| 3m Company MMM (MMM) | 0.0 | $145k | 1.0k | 145.23 |
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| Maplebear Cart (CART) | 0.0 | $144k | 3.9k | 37.46 |
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| Sch St US Trsr Etf Scho (SCHO) | 0.0 | $137k | 5.6k | 24.27 |
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| Pimco Exch Traded Fund Corp (CORP) | 0.0 | $136k | 1.4k | 96.80 |
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| Morgan Stanley MS (MS) | 0.0 | $135k | 819.00 | 164.59 |
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| Getty Realty Corp Gty (GTY) | 0.0 | $133k | 4.2k | 31.80 |
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| American Electric Power Aep (AEP) | 0.0 | $131k | 1.0k | 131.08 |
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| Gaming and Leisure Properties Glpi (GLPI) | 0.0 | $131k | 3.0k | 44.37 |
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| Bank Of America Corp Bac (BAC) | 0.0 | $131k | 2.7k | 48.75 |
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| Alpha Archtct US Quntv Qval (QVAL) | 0.0 | $125k | 2.4k | 52.14 |
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| General Electric Company Ge (GE) | 0.0 | $124k | 437.00 | 283.77 |
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| A T & T T (T) | 0.0 | $124k | 4.3k | 28.99 |
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| Genuine Parts GPC (GPC) | 0.0 | $112k | 1.1k | 105.74 |
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| Wells Fargo & Co WFC (WFC) | 0.0 | $112k | 1.4k | 79.61 |
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| Adobe Systems Adbe (ADBE) | 0.0 | $107k | +1660% | 440.00 | 243.08 |
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| Capitol Fed Finl CFFN (CFFN) | 0.0 | $107k | 15k | 7.13 |
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| Lyft Lyft (LYFT) | 0.0 | $107k | -5% | 8.0k | 13.30 |
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| VistaShares Trgt 15 Berkshire Sel IncETF Omah (OMAH) | 0.0 | $102k | +3% | 5.7k | 18.02 |
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| Ishares Core Msci Eafe Iefa (IEFA) | 0.0 | $100k | +7% | 1.1k | 90.53 |
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| Encompass Health Corp Ehc (EHC) | 0.0 | $98k | NEW | 1.0k | 96.73 |
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| Evergy Evrg (EVRG) | 0.0 | $98k | 1.2k | 81.94 |
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| Intl Business Machines Ibm (IBM) | 0.0 | $97k | 400.00 | 242.39 |
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| Coinbase Global Coin (COIN) | 0.0 | $97k | -7% | 555.00 | 174.61 |
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| Archrock Aroc (AROC) | 0.0 | $93k | NEW | 2.7k | 34.80 |
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| Burlington Stores Burl (BURL) | 0.0 | $93k | NEW | 285.00 | 325.38 |
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| Boeing Ba (BA) | 0.0 | $92k | 463.00 | 199.03 |
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| Conocophillips Cop (COP) | 0.0 | $92k | 698.00 | 132.00 |
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| Stag Industrial Stag (STAG) | 0.0 | $90k | 2.5k | 36.06 |
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| Toll Brothers Tol (TOL) | 0.0 | $89k | -53% | 650.00 | 136.47 |
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| Vanguard Total Vxus (VXUS) | 0.0 | $86k | +771% | 1.1k | 77.11 |
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| Green Brick Partners GRBK (GRBK) | 0.0 | $81k | -4% | 1.3k | 64.45 |
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| Ishares Russell 1000 Iwd (IWD) | 0.0 | $79k | 370.00 | 213.67 |
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| Intercontinental Exchnge Ice (ICE) | 0.0 | $79k | 500.00 | 157.28 |
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| Gilead Sciences Gild (GILD) | 0.0 | $77k | 550.00 | 139.37 |
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| Schwab US Large Cap SCHV (SCHV) | 0.0 | $76k | -40% | 2.5k | 30.50 |
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| Vanguard Mid-Cap ETF Vo (VO) | 0.0 | $75k | +6% | 260.00 | 287.18 |
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| Textron Incorporated TXT (TXT) | 0.0 | $72k | 822.00 | 87.56 |
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| Black Hills Corp BKH (BKH) | 0.0 | $69k | 1.0k | 69.41 |
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| D R Horton Dhi (DHI) | 0.0 | $69k | 500.00 | 137.22 |
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| Pacer US Cash Cows 100 ETF Cowz (COWZ) | 0.0 | $65k | 1.0k | 62.56 |
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| Invesco S&P 500 Equal Weight Tech ETF RSPT (RSPT) | 0.0 | $65k | 1.4k | 45.26 |
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| Vanguard Small Cap Etf VB (VB) | 0.0 | $63k | 240.00 | 261.92 |
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| Oneok Oke (OKE) | 0.0 | $62k | +57% | 691.00 | 90.34 |
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| Intuitive Surgical Isrg (ISRG) | 0.0 | $62k | 135.00 | 460.99 |
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| Mc Donalds Corp MCD (MCD) | 0.0 | $62k | 200.00 | 310.79 |
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| Meritage Homes Corp MTH (MTH) | 0.0 | $62k | 1.0k | 61.84 |
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| American Express Company Axp (AXP) | 0.0 | $61k | 200.00 | 302.48 |
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| Bank Amer Corp Bac+l (BAC.PL) | 0.0 | $60k | 50.00 | 1191.56 |
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| Xpo Logistics Xpo (XPO) | 0.0 | $56k | 290.00 | 194.55 |
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| A S M L Holding Nv Asml (ASML) | 0.0 | $56k | 42.00 | 1320.83 |
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| Phillips PSX (PSX) | 0.0 | $55k | 299.00 | 182.18 |
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| Forward Air Corp FWRD (FWRD) | 0.0 | $54k | -19% | 3.3k | 16.71 |
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| Ishares Tr Russell Iwo (IWO) | 0.0 | $53k | 169.00 | 313.81 |
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| Spdr Wells Fargo PSK (PSK) | 0.0 | $50k | 1.6k | 30.84 |
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| Lowes Companies Low (LOW) | 0.0 | $49k | 207.00 | 236.28 |
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| Energy Transfer Et (ET) | 0.0 | $45k | 2.3k | 19.30 |
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| Shake Shack Shak (SHAK) | 0.0 | $44k | 500.00 | 88.47 |
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| Mesa Labs Mlab (MLAB) | 0.0 | $44k | 500.00 | 88.42 |
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| Intel Corp Intc (INTC) | 0.0 | $44k | 1.0k | 44.13 |
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| M & T Bank Corporation MTB (MTB) | 0.0 | $41k | 200.00 | 206.72 |
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| Ishares Tr Bond Shy (SHY) | 0.0 | $41k | 500.00 | 82.57 |
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| Trinity Industries TRN (TRN) | 0.0 | $40k | 1.3k | 32.18 |
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| Costco Whsl Corp Cost (COST) | 0.0 | $40k | 40.00 | 996.42 |
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| Taiwan Semiconductor Manufacturing TSM (TSM) | 0.0 | $38k | 113.00 | 337.95 |
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| Invesco Preferred Etf PGX (PGX) | 0.0 | $38k | 3.5k | 10.88 |
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| Autozone Azo (AZO) | 0.0 | $37k | 11.00 | 3377.82 |
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| Fastenal Fast (FAST) | 0.0 | $37k | 800.00 | 46.40 |
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| Oracle Corporation Orcl (ORCL) | 0.0 | $37k | 252.00 | 147.11 |
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| EMCOR Group Eme (EME) | 0.0 | $37k | 50.00 | 738.32 |
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| Tanger Fctry Outlet Ctrs SKT (SKT) | 0.0 | $36k | 1.1k | 33.98 |
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| Starbucks Corp Sbux (SBUX) | 0.0 | $36k | -15% | 400.00 | 89.59 |
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| Ishares Gold Etf 464285204 (IAU) | 0.0 | $35k | 400.00 | 88.16 |
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| Symbotic Cl A Ord Sym (SYM) | 0.0 | $35k | -2% | 650.00 | 53.20 |
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| Conagra Brands Cag (CAG) | 0.0 | $35k | +124% | 2.2k | 15.72 |
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| CBRE Group Cbre (CBRE) | 0.0 | $34k | 250.00 | 135.46 |
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| Constellation Energy Ord Wi Ceg (CEG) | 0.0 | $32k | 113.00 | 279.25 |
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| Sun Life Financial SLF (SLF) | 0.0 | $31k | 500.00 | 62.56 |
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| iShares US Aerospace & Defense ETF Ita (ITA) | 0.0 | $31k | 142.00 | 218.75 |
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| KKR & Co KKR (KKR) | 0.0 | $30k | 328.00 | 92.40 |
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| Vanguard Russell 2000 ETF Vtwo (VTWO) | 0.0 | $30k | 300.00 | 100.17 |
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| Novo Nordisk A/S Nvo (NVO) | 0.0 | $29k | 800.00 | 36.75 |
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| Expeditors Intl Wash Expd (EXPD) | 0.0 | $29k | 200.00 | 143.23 |
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| Quantum Computing Qubt (QUBT) | 0.0 | $28k | 4.2k | 6.85 |
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| Kinder Morgan Kmi (KMI) | 0.0 | $28k | 840.00 | 33.53 |
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| Honeywell International Hon (HON) | 0.0 | $28k | 124.00 | 226.03 |
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| Royal Caribbean Group RCL (RCL) | 0.0 | $28k | 102.00 | 274.04 |
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| First TRUST Etf Dv Qaba (QABA) | 0.0 | $27k | 460.00 | 58.24 |
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| Ishares Core Msci Iemg (IEMG) | 0.0 | $27k | 384.00 | 69.75 |
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| Ishares Core Total Etf Agg (AGG) | 0.0 | $25k | 250.00 | 99.27 |
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| Aflac Afl (AFL) | 0.0 | $25k | 226.00 | 109.71 |
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| Wisdomtree India Earning Epi (EPI) | 0.0 | $23k | 565.00 | 40.80 |
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| Installed Building Products Ibp (IBP) | 0.0 | $23k | 85.00 | 265.15 |
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| Robinhood Markets Inc COM USD0.0001 CL A Hood (HOOD) | 0.0 | $22k | 310.00 | 69.30 |
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| Sysco Corporation Syy (SYY) | 0.0 | $21k | 300.00 | 71.33 |
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| Disney Walt Dis (DIS) | 0.0 | $21k | -95% | 215.00 | 96.38 |
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| Advanced Micro Devices Amd (AMD) | 0.0 | $20k | NEW | 100.00 | 203.43 |
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| Jbs Nv Cl A Exc1 JBS (JBS) | 0.0 | $20k | 1.1k | 17.96 |
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| Direxion NASDAQ-100 Qqqe (QQQE) | 0.0 | $20k | 203.00 | 98.53 |
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| Qxo Qxo (QXO) | 0.0 | $20k | NEW | 1.0k | 19.42 |
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| ARM Holdings Arm (ARM) | 0.0 | $20k | 131.00 | 151.28 |
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| Vitesse Energy Ord VTS (VTS) | 0.0 | $20k | +7% | 1.1k | 18.16 |
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| Direxion Daily META Bull 2X ETF Metu (METU) | 0.0 | $20k | 870.00 | 22.39 |
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| Raytheon Technologies RTX (RTX) | 0.0 | $19k | 100.00 | 192.90 |
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| Principal Financial Grp PFG (PFG) | 0.0 | $19k | 211.00 | 90.11 |
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| Anheuser-Busch InBev SA Bud (BUD) | 0.0 | $18k | 259.00 | 69.37 |
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| Ishares Russell 2000 Iwm (IWM) | 0.0 | $17k | 70.00 | 248.00 |
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| Medtronic MDT (MDT) | 0.0 | $17k | 200.00 | 86.65 |
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| DexCom DXCM (DXCM) | 0.0 | $17k | 275.00 | 62.80 |
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| Metlife Met (MET) | 0.0 | $17k | 241.00 | 70.72 |
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| Exelon Corporation Exc (EXC) | 0.0 | $17k | 340.00 | 49.02 |
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| Shopify Shop (SHOP) | 0.0 | $17k | 140.00 | 118.62 |
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| Flaherty & Crumrine FLC (FLC) | 0.0 | $17k | 1.0k | 16.60 |
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| Copart CPRT (CPRT) | 0.0 | $17k | 496.00 | 33.20 |
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| Amphenol Corp Cl A Aph (APH) | 0.0 | $16k | 128.00 | 126.35 |
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| JPMorgan Equity Premium Income ETF Jepi (JEPI) | 0.0 | $16k | 280.00 | 56.68 |
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| Ishares Tr Bond CSJ (IGSB) | 0.0 | $16k | 300.00 | 52.56 |
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| Firstenergy Corp Fe (FE) | 0.0 | $16k | 308.00 | 50.66 |
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| Palo Alto Networks Panw (PANW) | 0.0 | $14k | NEW | 88.00 | 160.32 |
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| Saia Saia (SAIA) | 0.0 | $14k | 40.00 | 351.27 |
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| Ishares Russell Mid Cap Iwr (IWR) | 0.0 | $14k | 144.00 | 97.23 |
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| Unilever Ul (UL) | 0.0 | $13k | 236.00 | 56.97 |
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| Strive U S Energy Etf DRLL (DRLL) | 0.0 | $13k | 334.00 | 39.48 |
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| Duke Energy Corp Duk (DUK) | 0.0 | $13k | -35% | 100.00 | 130.94 |
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| Broadcom Avgo (AVGO) | 0.0 | $13k | 42.00 | 309.50 |
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| Ross Stores Rost (ROST) | 0.0 | $13k | 58.00 | 216.64 |
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| Sirius Xm Hldgs Siri (SIRI) | 0.0 | $12k | -38% | 502.00 | 23.08 |
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| Enterprise Products Partners Epd (EPD) | 0.0 | $11k | 300.00 | 37.84 |
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| Vanguard Reit Etf VNQ (VNQ) | 0.0 | $11k | 125.00 | 88.70 |
|
|
| Pinnacle West Cap PNW (PNW) | 0.0 | $11k | 110.00 | 100.75 |
|
|
| Badger Meter Bmi (BMI) | 0.0 | $11k | 72.00 | 152.35 |
|
|
| Berkley W R Corporation WRB (WRB) | 0.0 | $11k | 163.00 | 66.28 |
|
|
| Take Two Interactv Ttwo (TTWO) | 0.0 | $11k | 53.00 | 197.51 |
|
|
| Transdigm Group TDG (TDG) | 0.0 | $10k | 9.00 | 1159.00 |
|
|
| Clorox Company CLX (CLX) | 0.0 | $10k | 100.00 | 103.63 |
|
|
| Ge Healthcare Technologies Ord Wi Gehc (GEHC) | 0.0 | $10k | 145.00 | 71.18 |
|
|
| Host Hotels & Resorts HST (HST) | 0.0 | $9.8k | 511.00 | 19.16 |
|
|
| Select Sector Industrial Xli (XLI) | 0.0 | $9.7k | 60.00 | 161.73 |
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| Markel Corp MKL (MKL) | 0.0 | $9.6k | 5.00 | 1914.00 |
|
|
| Primerica Pri (PRI) | 0.0 | $9.5k | 38.00 | 250.47 |
|
|
| Arch Cap Group Acgl (ACGL) | 0.0 | $9.5k | 99.00 | 95.99 |
|
|
| Brown & Brown Bro (BRO) | 0.0 | $8.9k | 136.00 | 65.21 |
|
|
| Landstar System LSTR (LSTR) | 0.0 | $8.7k | 54.00 | 160.31 |
|
|
| Analog Devices Adi (ADI) | 0.0 | $8.6k | 27.00 | 318.15 |
|
|
| Visa Inc Cl A V (V) | 0.0 | $8.5k | 28.00 | 302.25 |
|
|
| Graco Incorporated GGG (GGG) | 0.0 | $8.4k | 99.00 | 84.65 |
|
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| Solventum Corp Solv (SOLV) | 0.0 | $8.2k | 125.00 | 65.30 |
|
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| MP Materials Corp MP (MP) | 0.0 | $7.9k | 164.00 | 48.26 |
|
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| Netflix NFLX (NFLX) | 0.0 | $7.7k | 80.00 | 96.15 |
|
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| Brookfield Corp BN (BN) | 0.0 | $7.7k | -15% | 190.00 | 40.47 |
|
| Equifax Efx (EFX) | 0.0 | $7.6k | 42.00 | 180.07 |
|
|
| Mastercard Ma (MA) | 0.0 | $7.5k | 15.00 | 503.20 |
|
|
| R L I Corp Rli (RLI) | 0.0 | $7.5k | 132.00 | 57.04 |
|
|
| T J X Cos TJX (TJX) | 0.0 | $7.3k | 46.00 | 159.70 |
|
|
| Nuveen Select TaxFree Income NXP (NXP) | 0.0 | $7.3k | 510.00 | 14.35 |
|
|
| Wd-40 Company WDFC (WDFC) | 0.0 | $6.9k | 34.00 | 203.94 |
|
|
| Expedia Expe (EXPE) | 0.0 | $6.9k | 30.00 | 230.90 |
|
|
| Adams Express Adx (ADX) | 0.0 | $6.9k | 313.00 | 21.89 |
|
|
| First Cash Finl Svcs FCFS (FCFS) | 0.0 | $6.8k | 36.00 | 188.00 |
|
|
| Fedex Corporation FDX (FDX) | 0.0 | $6.8k | 19.00 | 356.16 |
|
|
| Vanguard Value ETF VTV (VTV) | 0.0 | $6.7k | NEW | 34.00 | 196.21 |
|
| Vanguard Growth ETF Vug (VUG) | 0.0 | $6.6k | NEW | 15.00 | 436.80 |
|
| Ingredion Ingr (INGR) | 0.0 | $6.3k | 56.00 | 112.66 |
|
|
| Henry Jack & Assoc Jkhy (JKHY) | 0.0 | $6.2k | 39.00 | 158.05 |
|
|
| Check Pt Software Tech CHKP (CHKP) | 0.0 | $5.4k | 38.00 | 142.84 |
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|
| Carnival Corp CCL (CCL) | 0.0 | $5.3k | -59% | 206.00 | 25.92 |
|
| A O N Aon (AON) | 0.0 | $5.2k | 16.00 | 322.75 |
|
|
| Dollar General Corp DG (DG) | 0.0 | $4.6k | -22% | 39.00 | 119.15 |
|
| Lab Cp Of Amer Hldg LH (LH) | 0.0 | $4.5k | 17.00 | 266.82 |
|
|
| Illinois Tool Works Itw (ITW) | 0.0 | $4.4k | 17.00 | 260.29 |
|
|
| Allstate Corporation All (ALL) | 0.0 | $4.1k | -37% | 20.00 | 207.35 |
|
| Cdw Corp CDW (CDW) | 0.0 | $4.1k | 34.00 | 121.03 |
|
|
| Constellation Brands STZ (STZ) | 0.0 | $3.6k | 24.00 | 150.00 |
|
|
| Canadian Natl Ry Cni (CNI) | 0.0 | $3.5k | 34.00 | 102.76 |
|
|
| News Corp New Cl A Nwsa (NWSA) | 0.0 | $3.4k | 138.00 | 24.93 |
|
|
| Balchem Corp BCPC (BCPC) | 0.0 | $3.4k | 20.00 | 169.50 |
|
|
| iShares S&P 100 ETF Oef (OEF) | 0.0 | $3.2k | NEW | 10.00 | 318.10 |
|
| Teradyne Ter (TER) | 0.0 | $3.0k | 10.00 | 296.50 |
|
|
| Cognex Corp CGNX (CGNX) | 0.0 | $2.9k | 60.00 | 48.98 |
|
|
| Dimensional International Small Cap ETF Dfis (DFIS) | 0.0 | $2.8k | NEW | 84.00 | 33.67 |
|
| Techne Corp Common Tech (TECH) | 0.0 | $2.7k | 52.00 | 52.27 |
|
|
| Solstice Advanced Materials Sols (SOLS) | 0.0 | $2.4k | 31.00 | 76.16 |
|
|
| Lamb Weston Holdings LW (LW) | 0.0 | $2.3k | 54.00 | 42.26 |
|
|
| Vanguard Ftse Developed Vea (VEA) | 0.0 | $2.2k | 35.00 | 64.09 |
|
|
| Paramount Skydance Corp Cl B Psky (PSKY) | 0.0 | $2.2k | 248.00 | 9.02 |
|
|
| Dow Dow (DOW) | 0.0 | $1.7k | 42.00 | 41.64 |
|
|
| Brown Forman Corp Cl B BFB (BF.B) | 0.0 | $1.5k | 55.00 | 26.44 |
|
|
| Vanguard Ftse Emerging Vwo (VWO) | 0.0 | $1.2k | 22.00 | 54.05 |
|
|
| Shift4 Payments Four (FOUR) | 0.0 | $875.000000 | 20.00 | 43.75 |
|
|
| Magnum Ice Cream Co NV Micc (MICC) | 0.0 | $792.000200 | 53.00 | 14.94 |
|
|
| iShares JPMorgan USD Emerg Markets Bond Emb (EMB) | 0.0 | $751.000000 | 8.00 | 93.88 |
|
|
| Rivian Automotive Inc Class A Rivn (RIVN) | 0.0 | $662.002000 | 44.00 | 15.05 |
|
|
| Full House Resorts FLL (FLL) | 0.0 | $522.000000 | 232.00 | 2.25 |
|
|
| On Holding Cl A Ord Onon (ONON) | 0.0 | $374.000000 | 11.00 | 34.00 |
|
|
| Viatris VTRS (VTRS) | 0.0 | $189.000000 | 14.00 | 13.50 |
|
|
| Stellantis N V Stla (STLA) | 0.0 | $155.999800 | -82% | 22.00 | 7.09 |
|
| Newsmax Inc Class B Nmax (NMAX) | 0.0 | $104.000000 | 20.00 | 5.20 |
|
|
| Tilray Brands Tlry (TLRY) | 0.0 | $97.000500 | 15.00 | 6.47 |
|
Past Filings by Srh Advisors
SEC 13F filings are viewable for Srh Advisors going back to 2013
- 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
- Rocky Mountain Advisers 2022 Q2 filed July 26, 2022