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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOVT ISHARES TR 38,210.0 $870K 0.15% +6K +18.6% $22.78 -1.4%
82 FRT FEDERAL RLTY INVT TR NEW Real Estate 6,901.0 $852K 0.15% +265.0 +4.0% $123.44 -5.4%
83 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 69,947.0 $848K 0.15% +3K +4.5% $12.12 -3.7%
84 CGCB CAPITAL GRP FIXED INCM ETF T 31,611.0 $828K 0.14% +2K +5.5% $26.18 -1.3%
85 LMT LOCKHEED MARTIN CORP Industrials 1,563.0 $796K 0.14% +893.0 +133.3% $509.48 +10.6%
86 BDYN BLACKROCK ETF TRUST 28,482.0 $790K 0.14% +392.0 +1.4% $27.74 +1.8%
87 DGRO ISHARES TR 10,251.0 $777K 0.14% +887.0 +9.5% $75.79 +5.0%
88 GEV GE VERNOVA INC Utilities 657.0 $772K 0.13% +20.0 +3.1% $1174.56 -18.5%
89 JEPQ J P MORGAN EXCHANGE TRADED F 12,074.0 $742K 0.13% +294.0 +2.5% $61.46 -2.6%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 2,631.0 $740K 0.13% +190.0 +7.8% $281.21 -16.2%
91 FLIN FRANKLIN TEMPLETON ETF TR 20,608.0 $733K 0.13% +353.0 +1.7% $35.57 +0.3%
92 ISHARES TR 14,555.0 $721K 0.12% +129.0 +0.9% $49.55
93 TXN TEXAS INSTRS INC Technology 2,408.0 $718K 0.12% +38.0 +1.6% $298.07 -11.3%
94 BLACKROCK ETF TRUST 19,460.0 $712K 0.12% +5K +31.9% $36.60
95 BDVL BLACKROCK ETF TRUST 26,317.0 $684K 0.12% +213.0 +0.8% $25.98 +2.5%
96 NFLX NETFLIX INC. Communication Services 9,525.0 $680K 0.12% +4K +60.2% $71.40 +11.5%
97 XLP SELECT SECTOR SPDR TR 7,868.0 $654K 0.11% +3K +58.2% $83.07 +3.5%
98 ACWX ISHARES TR 8,576.0 $653K 0.11% +2K +39.7% $76.11 +2.4%
99 CGGE CAPITAL GROUP GLOBAL EQUITY 18,455.0 $650K 0.11% +2K +11.8% $35.24 +0.6%
100 BA BOEING CO Industrials 2,819.0 $610K 0.11% +125.0 +4.6% $216.47 -1.0%
Page 5 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%