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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 10 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PLTR PALANTIR TECHNOLOGIES INC Technology 4,996.0 $583K 0.10% +126.0 +2.6% $116.67 +52.0%
182 UAL UNITED AIRLS HLDGS INC Industrials 4,259.0 $579K 0.10% +59.0 +1.4% $135.99 -17.1%
183 COWZ PACER FDS TR 9,290.0 $578K 0.10% +3K +60.2% $62.20 +15.7%
184 GE GE AEROSPACE Industrials 1,543.0 $577K 0.10% -304.0 -16.5% $373.69 -8.7%
185 ARKG ARK ETF TR 13,604.0 $572K 0.10% NEW $42.06 +13.8%
186 WFC WELLS FARGO & CO Financial Services 6,904.0 $571K 0.10% -1K -15.7% $82.64 +2.1%
187 SOFI SOFI TECHNOLOGIES INC Financial Services 31,794.0 $570K 0.10% NEW $17.93 +2.6%
188 INTC INTEL CORP Technology 4,057.0 $566K 0.10% NEW $139.63 -37.7%
189 PSA PUBLIC STORAGE Real Estate 1,774.0 $565K 0.10% $318.31 +1.3%
190 SKT TANGER INC Real Estate 14,300.0 $564K 0.10% -1K -8.0% $39.47 -2.7%
191 HTRB HARTFORD FDS EXCHANGE TRADED 16,547.0 $558K 0.10% -15K -47.9% $33.73 -1.2%
192 OTIS OTIS WORLDWIDE CORP Industrials 7,755.0 $555K 0.10% NEW $71.60 +0.1%
193 PSX PHILLIPS 66 Energy 3,250.0 $549K 0.10% $169.04 +41.9%
194 AMH AMERICAN HOMES 4 RENT Real Estate 16,345.0 $548K 0.10% +100.0 +0.6% $33.52 +3.1%
195 JEPI J P MORGAN EXCHANGE TRADED F 9,559.0 $540K 0.09% -2K -13.9% $56.48 +2.6%
196 EFV ISHARES TR 7,044.0 $539K 0.09% -7K -48.0% $76.55 +7.3%
197 DOC HEALTHPEAK PROPERTIES INC Real Estate 25,076.0 $537K 0.09% $21.40 +0.4%
198 PFFD GLOBAL X FDS 28,692.0 $536K 0.09% -472.0 -1.6% $18.69 -1.7%
199 CPAI NORTHERN LTS FD TR III 10,252.0 $533K 0.09% NEW $51.96 -0.8%
200 CGMS CAPITAL GRP FIXED INCM ETF T 19,210.0 $525K 0.09% -5K -22.1% $27.33 -0.6%
Page 10 of 16  ·  320 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%