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Portfolio (Quarterly) Guide ↗

MSH Capital Advisors LLC

· CIK 0002056306
13F Portfolio $575M AUM 359 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 133 Added 80 Reduced 14 Exited
Page 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SGOV ISHARES TR 16,096.0 $1.6M 0.28% +2K +14.9% $100.67 -0.0%
62 WEC WEC ENERGY GROUP INC Utilities 13,292.0 $1.6M 0.27% +3K +23.6% $116.77 -9.2%
63 VONG VANGUARD SCOTTSDALE FDS 12,063.0 $1.5M 0.27% +9K +359.5% $127.81 -1.4%
64 MCD MCDONALDS CORP Consumer Cyclical 4,955.0 $1.3M 0.23% +832.0 +20.2% $270.31 +0.2%
65 MBB ISHARES TR 13,474.0 $1.3M 0.22% +98.0 +0.7% $94.52 -1.5%
66 REGL PROSHARES TR 13,776.0 $1.3M 0.22% +2K +19.8% $91.57 +2.7%
67 AMD ADVANCED MICRO DEVICES INC Technology 2,156.0 $1.3M 0.22% +268.0 +14.2% $580.91 -18.5%
68 TCAF T ROWE PRICE EXCHANGE-TRADED 30,243.0 $1.2M 0.22% +4K +13.3% $41.10 +3.3%
69 NVO NOVO-NORDISK A S Healthcare 25,293.0 $1.2M 0.21% +2K +8.0% $47.94 -2.5%
70 CGGO CAPITAL GROUP GBL GROWTH EQT 28,024.0 $1.2M 0.21% +4K +16.5% $42.33 -3.7%
71 NEE NEXTERA ENERGY INC Utilities 13,266.0 $1.2M 0.20% +773.0 +6.2% $87.77 -4.7%
72 SHEL SHELL PLC Energy 14,774.0 $1.1M 0.20% +3K +30.6% $77.54 +20.4%
73 BAC BANK OF AMER CORP Financial Services 18,791.0 $1.1M 0.19% +1K +5.8% $56.98 +8.3%
74 TLH ISHARES TR 10,545.0 $1.1M 0.18% +5K +85.1% $100.36 -3.7%
75 ITOT ISHARES TR 6,178.0 $1.0M 0.18% +537.0 +9.5% $164.26 +2.3%
76 MA MASTERCARD INCORPORATED Financial Services 1,963.0 $1.0M 0.17% +1K +167.8% $513.60 +13.1%
77 PLD PROLOGIS INC. Real Estate 6,991.0 $947K 0.17% +91.0 +1.3% $135.47 +4.7%
78 FDL FIRST TR EXCHANGE-TRADED FD 19,287.0 $939K 0.16% +15K +309.5% $48.66 +9.1%
79 VOOV VANGUARD ADMIRAL FDS INC 3,999.0 $877K 0.15% +3K +234.4% $219.23 +4.5%
80 BX BLACKSTONE INC Financial Services 7,412.0 $872K 0.15% +3K +58.8% $117.66 +21.8%
Page 4 of 7  ·  133 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 33.1%
Financial Services 18.1%
Healthcare 7.6%
Industrials 7.3%
Consumer Cyclical 6.7%
Consumer Defensive 6.2%
Energy 5.3%
Communication Services 4.9%
Utilities 4.8%
Real Estate 3.9%