STEW β€” SRH TOTAL RETURN FUND INC

Ownership history in DECISION INVESTMENTS, INC  Β·  2 quarters on record

AI Ownership Summary

DECISION INVESTMENTS, INC reported SRH TOTAL RETURN FUND INC (STEW) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows STEW at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DECISION INVESTMENTS, INC's position in SRH TOTAL RETURN FUND INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STEW was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DECISION INVESTMENTS, INC held STEW β€” position size vs. price
% of Fund (quarterly)    STEW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,811 +170 +1.5% 0.23% $202K 2026-04-22 $18.06
2025 Q4 INITIATED 11,641 β€” β€” 0.24% $216K 2026-02-17 $18.06

FAQ About DECISION INVESTMENTS, INC and STEW

These are the practical questions this page is built to answer before you even open the full history table.

How long has DECISION INVESTMENTS, INC reported owning STEW?

DECISION INVESTMENTS, INC reported STEW across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported STEW position in DECISION INVESTMENTS, INC's portfolio?

The largest reported portfolio weight for STEW was 0.24% in 2025 Q4.

What is the latest reported STEW position on this page?

The most recent filing on this page is 2026 Q1, when DECISION INVESTMENTS, INC reported 11,811 shares, equal to 0.23% of portfolio, with an estimated market value of $202K.

What does the chart on this STEW ownership page compare?

The chart compares DECISION INVESTMENTS, INC's quarterly STEW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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