← All Mutual Funds

SRH Total Return Fund, Inc.

CIK: 0000102426 STEW Equity
Report date: 2026-04-28
AUM $2.2B
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

12 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 DKNG DraftKings Inc Since 2026-05-10 26142V105 Equity (Common)
0.65%
$14.30 600,000
2 SWK Stanley Black & Decker Inc Since 2026-05-10 854502101 Equity (Common)
2.66%
$58.81 680,000
3 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
13.95%
$308.71 1,028,000
4 FWRD FORWARD AIR CORPORATION Since 2026-05-10 34986A104 Equity (Common)
1.11%
$24.66 975,000
5 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.56%
$34.55 270,000
6 EVR EVERCORE INC Since 2026-05-10 29977A105 Equity (Common)
4.19%
$92.65 300,000
7 YUM Yum! Brands Inc Since 2026-05-10 988498101 Equity (Common)
3.23%
$71.47 425,000
8 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
2.09%
$46.21 1,000,000
9 GFL GFL Environmental Inc Since 2026-05-10 36168Q104 Equity (Common)
2.00%
$44.19 1,000,000
10 EBAY eBay Inc Since 2026-05-10 278642103 Equity (Common)
2.67%
$59.06 650,000
11 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
3.36%
$74.28 100,000
12 CART Maplebear Inc Since 2026-05-10 565394103 Equity (Common)
1.19%
$26.26 700,000