STEW on NYSE

SRH Total Return Fund, Inc.

Fund registered in the United States, based in Denver, active since 1972.

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Last updated Oct 18, 2026.

Overview

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  • TickerSTEW on NYSE
  • HeadquartersDenver, United States
  • Incorporated inMD2
  • Business address1700 Broadway, Suite 2100, Denver, Co2

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Leadership

Who has led SRH Total Return Fund, Inc., and when. Pick a name to see everywhere that person has worked.

President

  1. Joel W. Looney2018–now

Chief financial officer

  1. Nicole L. Murphey2015–2018
2010201520202025
Board members and other officers (21)

Former names

  • BOULDER GROWTH & INCOME FUNDAug 15, 2002 to Apr 26, 20222
  • USLIFE INCOME FUND INCFeb 22, 1996 to Mar 11, 20022

Timeline

  1. Oct 27, 1972Founded SRH Total Return Fund, Inc. is founded26

Filings

82 filings to the SEC since October 2021: 2 major events, 24 insider forms, 56 other. The latest 20:

  1. Oct 13, 2026DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
  2. Oct 13, 202640-17G FIDELITY BOND EDGAR
  3. Aug 7, 2026N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
  4. Aug 5, 2026N-PX EDGAR
  5. Jul 28, 2026NPORT-P EDGAR
  6. May 22, 20264 PRIMARY DOCUMENT EDGAR
  7. Apr 28, 2026NPORT-P EDGAR
  8. Apr 2, 20264 PRIMARY DOCUMENT EDGAR
  9. Feb 11, 20263 PRIMARY DOCUMENT EDGAR
  10. Feb 10, 2026N-CEN EDGAR
  11. Feb 6, 2026N-CSR CERTIFIED ANNUAL SHAREHOLDER REPORT EDGAR
  12. Jan 27, 2026NPORT-P EDGAR
  13. Jan 5, 20265 PRIMARY DOCUMENT EDGAR
  14. Dec 8, 20255 PRIMARY DOCUMENT EDGAR
  15. Nov 13, 202540-17G FIDELITY BOND EDGAR
  16. Oct 28, 2025NPORT-P EDGAR
  17. Oct 15, 2025DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
  18. Aug 28, 2025N-PX EDGAR
  19. Aug 6, 2025N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
  20. Jul 29, 2025NPORT-P EDGAR

The 82 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Atlas Wealth LLC3,511,313$62.9M9.0%New
Morgan Stanley2,074,631$37.1M0.0%−92,019
JP Wealth Management, Inc.1,573,433$28.2M17.7%+17,738
Bulldog Investors, LLP1,347,582$24.1M5.3%+60,000
1607 Capital Partners, LLC899,421$16.1M1.4%+13,500
Pathstone Holdings, LLC891,906$16.0M0.0%−18,321
Allspring Global Investments Holdings, LLC853,372$15.3M0.0%+131,729
Css Llc/il461,965$8.3M0.6%No change
LPL Financial LLC446,897$8.0M0.0%+20,583
GatePass Capital, LLC443,600$7.9M3.0%+13,005
B. Riley Wealth Advisors, Inc.405,048$7.2M0.4%+1,328
Blue Bell Private Wealth Management, LLC373,762$6.7M0.8%+23,084
Shaker Financial Services, LLC298,716$5.3M1.7%+12,228
Bank Of America Corp /de/286,235$5.1M0.0%+7,368
Quantedge Capital Pte Ltd245,103$4.4M3.3%−10,500
Matisse Capital226,000$4.0M1.6%+10,000
Flagship Harbor Advisors, LLC214,190$3.8M0.1%+6,960
Raymond James Financial Inc204,363$3.7M0.0%−18,256
Rpo LLC178,990$3.2M21.8%No change
Wolverine Asset Management LLC178,469$3.2M0.1%+84,935
Wells Fargo & Company/mn173,852$3.1M0.0%+22,101
Winning Points Advisors, LLC172,065$3.1M4.1%−10,058
Srh Advisors, LLC164,822$3.0M0.8%−24,104
Kingdom Financial Group LLC.163,061$2.9M0.7%+8,225
Principal Securities, Inc.156,585$2.8M0.0%+23,421

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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