Verdicts genuinely change. Free email alert the moment STEW's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
SRH Total Return Fund, Inc.
24 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 112% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 70.68% of portfolio weight is in non-compliant holdings, over the 5% threshold.
24 holdings, 15 matched (72% of weight). Portfolio as of 2026-05-31, filed 2026-07-28. Source: SEC Form N-PORT.
6.6% compliant 2.8% questionable 63.0% non-compliant 27.6% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BRK.B Berkshire Hathaway Inc CL A | NON_COMPLIANT | 33.92% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 14.28% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| STATE STREET INSTITUTIONAL US | UNSCREENED | 8.52% | no in-house ratios for this holding |
| Enterprise Products Partners LP | UNSCREENED | 6.23% | no in-house ratios for this holding |
| Cisco Systems Inc/Delaware | UNSCREENED | 5.59% | no in-house ratios for this holding |
| BRK.B Berkshire Hathaway Inc CL B | NON_COMPLIANT | 5.53% | no in-house ratios for this holding |
| EVR EVERCORE INC | NON_COMPLIANT | 4.75% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| CAT Caterpillar Inc | COMPLIANT | 4.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Cohen & Steers Infrastructure | UNSCREENED | 3.44% | no in-house ratios for this holding |
| EBAY eBay Inc | COMPLIANT | 3.30% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 3.04% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| TRV Travelers Cos Inc/The | NON_COMPLIANT | 2.98% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| Yum! Brands Inc | UNSCREENED | 2.92% | no in-house ratios for this holding |
| MSFT Microsoft Corp | QUESTIONABLE | 2.30% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| SWK Stanley Black & Decker Inc | NON_COMPLIANT | 1.95% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| QXO QXO Inc | NON_COMPLIANT | 1.64% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| Installed Building Products In | UNSCREENED | 1.61% | no in-house ratios for this holding |
| Maplebear Inc | UNSCREENED | 1.29% | no in-house ratios for this holding |
| PYPL PayPal Holdings Inc | NON_COMPLIANT | 1.04% | AAOIFI22.1% Usmani12.5% Dow Jones Islamic16.3% S&P Shariah16.0% MSCI Islamic12.5% MSCI Islamic M-Series16.0% FTSE Shariah11.7% |
| WMT Walmart Inc | QUESTIONABLE | 0.86% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| GFL GFL Environmental Inc | NON_COMPLIANT | 0.86% | AAOIFI28.4% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.9% MSCI Islamic38.5% MSCI Islamic M-Series36.9% FTSE Shariah38.5% |
| The Options Clearing Corp | UNSCREENED | 0.85% | no in-house ratios for this holding |
| DKNG DraftKings Inc | NON_COMPLIANT | 0.68% | AAOIFI11.2% Usmani31.4% Dow Jones Islamic7.9% S&P Shariah7.7% MSCI Islamic31.4% MSCI Islamic M-Series7.7% FTSE Shariah29.5% |
| First Watch Restaurant Group I | UNSCREENED | 0.49% | no in-house ratios for this holding |
The published standards disagree about this fund by 2 points of portfolio weight — 7.8% of it passes Usmani, 6.2% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 7.3% ratios fail on 28.7% 76.1% not rated under AAOIFI
ratios pass on 7.8% ratios fail on 26.8% 77.5% not rated under Usmani
ratios pass on 6.5% ratios fail on 29.6% 76.1% not rated under Dow Jones Islamic
ratios pass on 7.5% ratios fail on 28.5% 76.1% not rated under S&P Shariah
ratios pass on 6.2% ratios fail on 26.8% 79.1% not rated under MSCI Islamic
ratios pass on 6.5% ratios fail on 29.6% 76.1% not rated under MSCI Islamic M-Series
ratios pass on 7.8% ratios fail on 26.8% 77.5% not rated under FTSE Shariah
13 of 24 listed holdings carry our own per-methodology verdicts (42% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 12 (38% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B Berkshire Hathaway Inc CL A | 33.92% |
| JPM JPMorgan Chase & Co | 14.28% |
| BRK.B Berkshire Hathaway Inc CL B | 5.53% |
| EVR EVERCORE INC | 4.75% |
| SCHW Charles Schwab Corp/The | 3.04% |
| TRV Travelers Cos Inc/The | 2.98% |
| SWK Stanley Black & Decker Inc | 1.95% |
| QXO QXO Inc | 1.64% |
| PYPL PayPal Holdings Inc | 1.04% |
| GFL GFL Environmental Inc | 0.86% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
SRH Total Return Fund, Inc. Common Stock (STEW) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| BRK.BBerkshire Hathaway Inc CL A | 33.92% | Non-compliant |
| JPMJPMorgan Chase & Co | 14.28% | Non-compliant |
| STATE STREET INSTITUTIONAL USnot matched to a ticker | 8.52% | Not screened |
| Enterprise Products Partners LPnot matched to a ticker | 6.23% | Not screened |
| Cisco Systems Inc/Delawarenot matched to a ticker | 5.59% | Not screened |
| BRK.BBerkshire Hathaway Inc CL B | 5.53% | Non-compliant |
| EVREVERCORE INC | 4.75% | Non-compliant |
| CATCaterpillar Inc | 4.07% | Compliant |
| Cohen & Steers Infrastructurenot matched to a ticker | 3.44% | Not screened |
| EBAYeBay Inc | 3.30% | Compliant |
Top 10 of 24 holdings, 89.6% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for STEW. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 35.40 | NEUTRAL |
| Stochastic %K (14) | 24.27 | NEUTRAL |
| CCI (20) | -92.34 | NEUTRAL |
| Williams %R (14) | -75.73 | NEUTRAL |
| MACD (12,26,9) | -0.05 | SELL |
| ROC (10) | -2.50 | SELL |
| Momentum (10) | -0.45 | SELL |
| EMA (10) | 17.67 | SELL |
| SMA (10) | 17.67 | SELL |
| EMA (20) | 17.87 | SELL |
| SMA (20) | 17.94 | SELL |
| EMA (30) | 17.98 | SELL |
| SMA (30) | 18.12 | SELL |
| EMA (50) | 18.05 | SELL |
| SMA (50) | 18.30 | SELL |
| EMA (100) | 17.96 | SELL |
| SMA (100) | 17.95 | SELL |
| EMA (200) | 17.74 | SELL |
| SMA (200) | 17.68 | SELL |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.