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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 BERKSHIRE HATHAWAY INC DEL 2 $1.5M 0.32% SOLD
2 STOT SSGA ACTIVE TR 23,201 $1.1M 0.23% SOLD
3 KMI KINDER MORGAN INC DEL Energy 33,955 $933K 0.20% SOLD
4 MPLX MPLX LP Energy 8,080 $431K 0.09% SOLD
5 DFEB FIRST TR EXCHNG TRADED FD VI 8,146 $389K 0.08% SOLD
6 SCMB SCHWAB STRATEGIC TR 13,876 $357K 0.08% SOLD
7 VST VISTRA CORP Utilities 2,031 $328K 0.07% SOLD
8 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,224 $315K 0.07% SOLD
9 PAAA PGIM ETF TR 4,986 $256K 0.06% SOLD
10 EMB ISHARES TR 2,610 $251K 0.05% SOLD
11 KNF KNIFE RIVER CORP Basic Materials 3,291 $232K 0.05% SOLD
12 ACN ACCENTURE PLC IRELAND Technology 859 $230K 0.05% SOLD
13 QCOM QUALCOMM INC Technology 1,301 $223K 0.05% SOLD
14 BRO BROWN & BROWN INC Financial Services 2,670 $213K 0.04% SOLD
15 ABT ABBOTT LABS Healthcare 1,677 $210K 0.04% SOLD
16 OTIS OTIS WORLDWIDE CORP Industrials 2,376 $208K 0.04% SOLD
17 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 8,824 $206K 0.04% SOLD
18 EFG ISHARES TR 1,780 $203K 0.04% SOLD
19 JOBY JOBY AVIATION INC Industrials 15,100 $199K 0.04% SOLD
20 PGF INVESCO EXCHANGE TRADED FD T 10,583 $150K 0.03% SOLD
Page 1 of 2  ·  21 positions
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%