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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MUB ISHARES TR 3,752.0 $398K 0.08% -2K -36.4% $106.15 +1.1%
62 TMSL T ROWE PRICE ETF INC 10,685.0 $392K 0.08% -2K -12.7% $36.67 +16.7%
63 HON HONEYWELL INTL INC Industrials 1,614.0 $365K 0.08% -136.0 -7.8% $226.05 -0.8%
64 CGUS CAPITAL GROUP CORE EQUITY ET 9,398.0 $361K 0.08% -225.0 -2.3% $38.42 +13.6%
65 XLF SELECT SECTOR SPDR TR 6,948.0 $343K 0.07% -2K -26.2% $49.37 +9.3%
66 XLG INVESCO EXCHANGE TRADED FD T 6,213.0 $339K 0.07% -11K -63.2% $54.55 +10.7%
67 CGMU CAPITAL GRP FIXED INCM ETF T 11,830.0 $321K 0.07% -350.0 -2.9% $27.15 +1.1%
68 IQVIA HLDGS INC 1,831.0 $312K 0.07% -12.0 -0.7% $170.54
69 VONG VANGUARD SCOTTSDALE FDS 2,625.0 $288K 0.06% -6K -70.0% $109.69 +13.2%
70 XLK SELECT SECTOR SPDR TR 2,062.0 $274K 0.06% -65.0 -3.1% $132.91 +39.7%
71 FDL FIRST TR EXCHANGE-TRADED FD 4,710.0 $239K 0.05% -876.0 -15.7% $50.80 -2.6%
72 CRM SALESFORCE INC Technology 1,263.0 $236K 0.05% -432.0 -25.5% $186.70 -17.1%
73 SPMD SPDR SERIES TRUST 3,880.0 $230K 0.05% -41.0 -1.1% $59.23 +12.0%
74 SYLD CAMBRIA ETF TR 2,873.0 $217K 0.05% -515.0 -15.2% $75.41 +4.2%
75 USMV ISHARES TR 2,320.0 $215K 0.05% -91.0 -3.8% $92.73 +2.1%
76 CEG CONSTELLATION ENERGY CORP Utilities 770.0 $215K 0.05% -77.0 -9.1% $279.25 -1.6%
77 ECG EVERUS CONSTR GROUP Industrials 1,733.0 $205K 0.04% -1K -41.9% $118.06 +35.1%
78 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,182.0 $204K 0.04% -917.0 -29.6% $93.31 +2.8%
79 MDU MDU RES GROUP INC Industrials 9,823.0 $204K 0.04% -5K -33.5% $20.72 +4.3%
80 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 10,403.0 $162K 0.03% -2K -15.8% $15.61 +1.2%
Page 4 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%