SRH ADVISORS, LLC

All 13F Filings

Location
Salina, KS
Most recent 13F
Q4 2025
Holdings value ($000)
347,286
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/21/2026 293 347,286 13F-HR SRH ADVISORS, LLC
Q3 2025 10/17/2025 277 342,512 13F-HR SRH ADVISORS, LLC
Q2 2025 7/22/2025 268 328,814 13F-HR SRH ADVISORS, LLC
Q1 2014 5/15/2014 147 12,500 13F-HR Rocky Mountain Advisers, LLC
Q4 2013 2/14/2014 152 10,157 13F-HR Rocky Mountain Advisers, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 322.9 K 93.0% 4.294 K 0 4.294 K
ETFs 23.83 K 6.9% 533 0 533
Debt 606 0.2% 0 25 -25
Other 1 0.0% 0 0 0
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Fund Snapshot

Q4 2025
Latest filed
1/21/2026
Total value ($000)
347,286
Holdings
293
QoQ value change ($000)
4,774 (1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.