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Portfolio (Quarterly) Guide ↗

MSH Capital Advisors LLC

· CIK 0002056306
13F Portfolio $468M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 274 New
Page 4 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UGI UGI CORP NEW Utilities 56,300.0 $2.1M 0.45% NEW $37.43 -7.2%
62 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 258,815.0 $2.1M 0.45% NEW $8.11 -4.6%
63 IEMG ISHARES INC 30,806.0 $2.1M 0.44% NEW $67.22 +21.0%
64 J P MORGAN EXCHANGE TRADED F 39,833.0 $2.0M 0.43% NEW $50.59
65 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,245.0 $2.0M 0.43% NEW $275.39 +277.1%
66 TROW PRICE T ROWE GROUP INC Financial Services 19,214.0 $2.0M 0.42% NEW $102.38 +3.5%
67 CAT CATERPILLAR INC Industrials 3,357.0 $1.9M 0.41% NEW $572.93 +71.8%
68 LOW LOWES COS INC Consumer Cyclical 7,854.0 $1.9M 0.41% NEW $241.16 -11.5%
69 DVY ISHARES TR 13,298.0 $1.9M 0.40% NEW $141.14 +10.2%
70 SO SOUTHERN CO Utilities 21,482.0 $1.9M 0.40% NEW $87.20 +8.9%
71 PFXF VANECK ETF TRUST 100,676.0 $1.8M 0.38% NEW $17.66 +3.1%
72 PG PROCTER AND GAMBLE CO Consumer Defensive 12,093.0 $1.7M 0.37% NEW $143.31 +5.3%
73 CGGR CAPITAL GROUP GROWTH ETF 38,662.0 $1.7M 0.37% NEW $44.47 +2.4%
74 EPD ENTERPRISE PRODS PARTNERS L Energy 53,154.0 $1.7M 0.36% NEW $32.06 +15.8%
75 XLE SELECT SECTOR SPDR TR 37,617.0 $1.7M 0.36% NEW $44.71 +21.8%
76 DUK DUKE ENERGY CORP NEW Utilities 14,121.0 $1.7M 0.35% NEW $117.21 +6.7%
77 OSBC OLD SECOND BANCORP INC ILL Financial Services 84,826.0 $1.7M 0.35% NEW $19.50 +15.7%
78 COST COSTCO WHSL CORP NEW Consumer Defensive 1,901.0 $1.6M 0.35% NEW $862.38 +11.1%
79 CGDV CAPITAL GROUP DIVIDEND VALUE 35,900.0 $1.6M 0.34% NEW $43.64 +10.8%
80 GDX VANECK ETF TRUST 17,921.0 $1.5M 0.33% NEW $85.77 -9.4%
Page 4 of 14  ·  274 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 30.9%
Financial Services 18.8%
Healthcare 7.5%
Consumer Cyclical 7.3%
Industrials 7.3%
Consumer Defensive 6.2%
Energy 6.0%
Utilities 5.0%
Communication Services 4.5%
Real Estate 4.3%