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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 5 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DYNF BLACKROCK ETF TRUST 25,238.0 $1.5M 0.33% NEW $60.81 +9.5%
82 META META PLATFORMS INC Communication Services 2,291.0 $1.5M 0.32% NEW $660.15 -14.8%
83 ET ENERGY TRANSFER L P Energy 91,634.0 $1.5M 0.32% NEW $16.49 +16.6%
84 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.32% NEW $754800.00
85 HD HOME DEPOT INC Consumer Cyclical 4,360.0 $1.5M 0.32% NEW $344.12 -5.7%
86 MCD MCDONALDS CORP Consumer Cyclical 4,850.0 $1.5M 0.32% NEW $305.65 -11.1%
87 PFE PFIZER INC Healthcare 59,036.0 $1.5M 0.31% NEW $24.90 -0.7%
88 MDT MEDTRONIC PLC Healthcare 15,157.0 $1.5M 0.31% NEW $96.06 -16.1%
89 MMM 3M CO Industrials 8,976.0 $1.4M 0.31% NEW $160.11 +1.1%
90 LLY ELI LILLY & CO Healthcare 1,335.0 $1.4M 0.31% NEW $1074.36 +3.0%
91 SCHZ SCHWAB STRATEGIC TR 60,750.0 $1.4M 0.30% NEW $23.37 -1.2%
92 CVX CHEVRON CORP NEW Energy 9,311.0 $1.4M 0.30% NEW $152.41 +15.5%
93 PEP PEPSICO INC Consumer Defensive 9,361.0 $1.3M 0.29% NEW $143.52 -1.0%
94 EFV ISHARES TR 18,635.0 $1.3M 0.28% NEW $71.41 +6.3%
95 MBB ISHARES TR 13,828.0 $1.3M 0.28% NEW $95.22 -0.9%
96 VOOG VANGUARD ADMIRAL FDS INC 2,910.0 $1.3M 0.28% NEW $444.57 -81.9%
97 GLD SPDR GOLD TR Financial Services 3,200.0 $1.3M 0.27% NEW $396.31 -4.8%
98 IUSB ISHARES TR 27,242.0 $1.3M 0.27% NEW $46.54 -1.1%
99 MU MICRON TECHNOLOGY INC Technology 4,385.0 $1.3M 0.27% NEW $285.38 +268.5%
100 BX BLACKSTONE INC Financial Services 7,748.0 $1.2M 0.26% NEW $154.15 -22.1%
Page 5 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%