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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BLCR BLACKROCK ETF TRUST 6,990.0 $352K 0.06% +1K +24.5% $50.37 -2.5%
122 SLV ISHARES SILVER TR Financial Services 6,382.0 $341K 0.06% +3K +70.1% $53.47 +17.3%
123 LIN LINDE PLC Basic Materials 645.0 $335K 0.06% +60.0 +10.3% $518.94 -6.0%
124 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 28,070.0 $330K 0.06% +4K +18.1% $11.74 -4.4%
125 SHLD GLOBAL X FDS 5,507.0 $329K 0.06% +2K +42.0% $59.71 +12.4%
126 CARR CARRIER GLOBAL CORPORATION Industrials 4,188.0 $307K 0.05% +26.0 +0.6% $73.35 -17.7%
127 COIN COINBASE GLOBAL INC Financial Services 1,916.0 $280K 0.05% +156.0 +8.9% $146.19 +27.6%
128 HAL HALLIBURTON CO Energy 8,114.0 $275K 0.05% +209.0 +2.6% $33.95 +4.1%
129 TEL TE CONNECTIVITY PLC Technology 1,360.0 $274K 0.05% +204.0 +17.6% $201.61 +1.0%
130 USMV ISHARES TR 2,501.0 $241K 0.04% +181.0 +7.8% $96.45 +5.0%
131 TJX TJX COS INC NEW Consumer Cyclical 1,529.0 $232K 0.04% +146.0 +10.6% $151.50 -7.3%
132 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,663.0 $222K 0.04% +866.0 +14.9% $33.29 +31.2%
133 CEG CONSTELLATION ENERGY CORP Utilities 845.0 $210K 0.04% +75.0 +9.7% $248.37 +9.9%
Page 7 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%