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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HTRB HARTFORD FDS EXCHANGE TRADED 16,547.0 $558K 0.10% -15K -47.9% $33.73 -1.5%
42 JEPI J P MORGAN EXCHANGE TRADED F 9,559.0 $540K 0.09% -2K -13.9% $56.48 +2.5%
43 EFV ISHARES TR 7,044.0 $539K 0.09% -7K -48.0% $76.55 +7.4%
44 PFFD GLOBAL X FDS 28,692.0 $536K 0.09% -472.0 -1.6% $18.69 -1.6%
45 CGMS CAPITAL GRP FIXED INCM ETF T 19,210.0 $525K 0.09% -5K -22.1% $27.33 -0.7%
46 NKE NIKE INC Consumer Cyclical 12,393.0 $509K 0.09% -774.0 -5.9% $41.05 -0.7%
47 YUM YUM BRANDS INC Consumer Cyclical 3,066.0 $490K 0.09% -16.0 -0.5% $159.86 -4.3%
48 DFCF DIMENSIONAL ETF TRUST 11,424.0 $482K 0.08% -5K -30.9% $42.21 -1.7%
49 IWD ISHARES TR 1,977.0 $479K 0.08% -84.0 -4.1% $242.43 +6.1%
50 CAMBRIA ETF TR 18,955.0 $479K 0.08% -2K -9.1% $25.27
51 T AT&T INC Communication Services 22,776.0 $471K 0.08% -3K -10.8% $20.70 +22.3%
52 QUAL ISHARES TR 2,059.0 $452K 0.08% -2K -54.7% $219.47 +1.7%
53 SPDW SPDR INDEX SHS FDS 8,933.0 $450K 0.08% -408.0 -4.4% $50.39 +3.2%
54 THRO BLACKROCK ETF TRUST 10,390.0 $448K 0.08% -3K -24.6% $43.11 +1.2%
55 RSP INVESCO EXCHANGE TRADED FD T 2,033.0 $433K 0.07% -40.0 -1.9% $212.77 +4.2%
56 LQD ISHARES TR 3,832.0 $418K 0.07% -279.0 -6.8% $109.07 -2.9%
57 GTO INVESCO ACTIVELY MANAGED EXC 8,116.0 $380K 0.07% -3K -30.0% $46.87 -1.4%
58 MDT MEDTRONIC PLC Healthcare 4,735.0 $370K 0.06% -11K -69.0% $78.23 +19.3%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,236.0 $359K 0.06% -3K -32.0% $57.62 +16.3%
60 AVEM AMERICAN CENTY ETF TR 3,586.0 $346K 0.06% -906.0 -20.2% $96.49 -2.3%
Page 3 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 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%