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Portfolio (Quarterly) Guide ↗

MSH Capital Advisors LLC

· CIK 0002056306
13F Portfolio $472M AUM 273 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 138 Added 80 Reduced 21 Exited
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IUSB ISHARES TR 27,938.0 $1.3M 0.27% +696.0 +2.5% $46.19 -0.3%
62 WEC WEC ENERGY GROUP INC Utilities 10,756.0 $1.2M 0.26% +59.0 +0.6% $115.77 -1.4%
63 MRK MERCK & CO INC Healthcare 10,034.0 $1.2M 0.26% +728.0 +7.8% $120.29 -0.6%
64 NEE NEXTERA ENERGY INC Utilities 12,493.0 $1.2M 0.25% +469.0 +3.9% $92.88 -6.9%
65 EFA ISHARES TR 11,377.0 $1.1M 0.23% +141.0 +1.2% $97.13 +5.4%
66 SHY ISHARES TR 13,282.0 $1.1M 0.23% +636.0 +5.0% $82.57 -0.7%
67 SHEL SHELL PLC Energy 11,317.0 $1.1M 0.22% +967.0 +9.3% $93.00 -14.5%
68 UNH UNITEDHEALTH GROUP INC Healthcare 3,750.0 $1.0M 0.21% +224.0 +6.3% $270.60 +51.2%
69 VWO VANGUARD INTL EQUITY INDEX F 17,932.0 $969K 0.20% +7K +61.0% $54.05 +9.8%
70 BINC BLACKROCK ETF TRUST II 17,960.0 $933K 0.20% +1K +6.4% $51.93 +0.7%
71 XTEN BONDBLOXX ETF TRUST 20,302.0 $931K 0.20% +496.0 +2.5% $45.86 -1.0%
72 PLD PROLOGIS INC. Real Estate 6,900.0 $912K 0.19% +231.0 +3.5% $132.18 +9.9%
73 SPG SIMON PPTY GROUP INC NEW Real Estate 4,789.0 $893K 0.19% +34.0 +0.7% $186.53 +16.2%
74 SPAB SPDR SERIES TRUST 34,215.0 $877K 0.19% +243.0 +0.7% $25.62 -0.7%
75 BAC BANK AMERICA CORP Financial Services 17,753.0 $865K 0.18% +399.0 +2.3% $48.75 +18.8%
76 NVO NOVO-NORDISK A S Healthcare 23,422.0 $861K 0.18% +7K +45.0% $36.75 +29.0%
77 ITOT ISHARES TR 5,641.0 $803K 0.17% +1K +31.9% $142.43 +13.2%
78 IWV ISHARES TR 2,153.0 $798K 0.17% +17.0 +0.8% $370.76 +12.8%
79 DE DEERE & CO Industrials 1,370.0 $772K 0.16% +31.0 +2.3% $563.30 +5.1%
80 QQQM INVESCO EXCH TRADED FD TR II 3,231.0 $768K 0.16% +58.0 +1.8% $237.62 +23.6%
Page 4 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Financial Services 17.6%
Healthcare 7.4%
Consumer Defensive 7.2%
Industrials 7.2%
Energy 7.0%
Consumer Cyclical 6.9%
Communication Services 5.5%
Utilities 5.3%
Real Estate 4.7%