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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 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.26% NEW $748850.00
2 SPHQ INVESCO EXCHANGE TRADED FD T 15,156.0 $1.4M 0.24% NEW $90.10 -4.6%
3 SPYI NEOS ETF TRUST 24,517.0 $1.3M 0.23% NEW $53.09 +0.7%
4 FTCE FIRST TR EXCHANGE TRADED FD 36,299.0 $983K 0.17% NEW $27.08 +3.0%
5 BUFR FIRST TR EXCHNG TRADED FD VI 26,879.0 $982K 0.17% NEW $36.53 +2.1%
6 MLPI NEOS ETF TRUST 16,063.0 $884K 0.15% NEW $55.02 -2.1%
7 IBB ISHARES TR 4,088.0 $777K 0.14% NEW $190.18 +12.3%
8 QQQI NEOS ETF TRUST 13,613.0 $773K 0.13% NEW $56.79 -4.5%
9 SPACE EXPLORATION TECHN CORP 3,890.0 $665K 0.12% NEW $170.88
10 IHI ISHARES TR 12,728.0 $629K 0.11% NEW $49.41 +13.7%
11 ARKG ARK ETF TR 13,604.0 $572K 0.10% NEW $42.06 +17.6%
12 SOFI SOFI TECHNOLOGIES INC Financial Services 31,794.0 $570K 0.10% NEW $17.93 +5.5%
13 INTC INTEL CORP Technology 4,057.0 $566K 0.10% NEW $139.63 -35.5%
14 OTIS OTIS WORLDWIDE CORP Industrials 7,755.0 $555K 0.10% NEW $71.60 -0.2%
15 CPAI NORTHERN LTS FD TR III 10,252.0 $533K 0.09% NEW $51.96 +0.9%
16 SOXX ISHARES TR 791.0 $507K 0.09% NEW $641.04 -18.9%
17 JCPB J P MORGAN EXCHANGE TRADED F 10,231.0 $480K 0.08% NEW $46.94 -1.7%
18 MPLX MPLX LP Energy 8,392.0 $473K 0.08% NEW $56.33 +3.7%
19 MPC MARATHON PETE CORP Energy 1,833.0 $469K 0.08% NEW $255.63 +41.1%
20 SBIO ALPS ETF TR 7,140.0 $462K 0.08% NEW $64.65 +6.9%
Page 1 of 4  ·  61 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%