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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 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 24,339.0 $1.4M 0.30% -899.0 -3.6% $58.18 +14.5%
22 HD HOME DEPOT INC Consumer Cyclical 4,149.0 $1.4M 0.29% -211.0 -4.8% $328.92 -1.4%
23 GLD SPDR GOLD TR Financial Services 3,029.0 $1.3M 0.28% -171.0 -5.3% $430.29 -12.3%
24 META META PLATFORMS INC Communication Services 2,263.0 $1.3M 0.27% -28.0 -1.2% $572.13 -1.7%
25 MCD MCDONALDS CORP Consumer Cyclical 4,123.0 $1.3M 0.27% -727.0 -15.0% $310.79 -12.6%
26 EMR EMERSON ELEC CO Industrials 9,715.0 $1.3M 0.27% -7K -41.9% $131.02 +9.2%
27 MBB ISHARES TR 13,376.0 $1.3M 0.27% -452.0 -3.3% $94.95 -0.6%
28 EPD ENTERPRISE PRODS PARTNERS L Energy 29,463.0 $1.1M 0.24% -24K -44.6% $37.84 -1.9%
29 HTRB HARTFORD FDS EXCHANGE TRADED 31,736.0 $1.1M 0.23% -2K -5.8% $33.74 +0.0%
30 ENB ENBRIDGE INC Energy 19,051.0 $1.0M 0.22% -635.0 -3.2% $54.14 +3.0%
31 EFV ISHARES TR 13,552.0 $1.0M 0.21% -5K -27.3% $74.35 +2.1%
32 REGL PROSHARES TR 11,498.0 $994K 0.21% -1K -8.2% $86.41 +4.8%
33 GLDM WORLD GOLD TR Financial Services 10,416.0 $965K 0.20% -2K -15.0% $92.69 -12.2%
34 TCAF T ROWE PRICE ETF INC 26,695.0 $950K 0.20% -2K -7.5% $35.59 +12.3%
35 STRA STRATEGIC ED INC Consumer Defensive 11,104.0 $921K 0.20% -183.0 -1.6% $82.96 -7.0%
36 QUAL ISHARES TR 4,549.0 $872K 0.18% -947.0 -17.2% $191.79 +11.1%
37 CGGO CAPITAL GROUP GBL GROWTH EQT 24,059.0 $803K 0.17% -3K -11.0% $33.37 +22.5%
38 PWV INVESCO EXCHANGE TRADED FD T 10,387.0 $724K 0.15% -2K -12.6% $69.71 +9.5%
39 DFCF DIMENSIONAL ETF TRUST 16,528.0 $698K 0.15% -2K -9.7% $42.22 -0.4%
40 NKE NIKE INC Consumer Cyclical 13,167.0 $695K 0.15% -673.0 -4.9% $52.82 -19.8%
Page 2 of 4  ·  80 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 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%