SRH TOTAL RETURN FUND INC

$STEW

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Institutional coverage

119 13F filers hold $STEW.

13F holders

119

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$STEW is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.03% to 0.14%, with an average of 0.08% of portfolio. Largest holder: Beverly Hills Private Wealth, LLC at 0.14%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Beverly Hills Private Wealth, LLC

0.14% NEW

α +10.4pts

Costello Asset Management, INC

0.05% held

α +14.3pts

Principal Securities, Inc.

0.03% held

α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 119 · Source: 13F-HR

LGT Financial Advisors LLC

Wallington Asset Management, LLC

1.09% of portfolio

885,921 sh

Strategic Planning Group, LLC

Smith Asset Management Co., LLC

3.49% of portfolio

430,595 sh

Taconic Capital Advisors LP

—

426,314 sh

O'Brien Wealth Partners LLC

0.16% of portfolio

414,460 sh

Triple Frond Partners LLC

0.43% of portfolio

403,720 sh

VR Advisory Services Ltd

0.86% of portfolio

350,678 sh

See all 119 13F holders · Pro →

Insider activity · last 90 days

1 transactions · 1 filers

10 Apr 2025

Moore Thomas Jack —

▲ BOUGHT

3,080

$16.23

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $STEW in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:14 UTC.