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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	AREC	AMERICAN RES CORP	Energy	10,000	$25K	0.01%	SOLD

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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%