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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 11 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ESGV VANGUARD WORLD FD 3,530.0 $396K 0.08% $112.27 +15.5%
202 TMSL T ROWE PRICE ETF INC 10,685.0 $392K 0.08% -2K -12.7% $36.67 +16.3%
203 UAL UNITED AIRLS HLDGS INC Industrials 4,200.0 $387K 0.08% +115.0 +2.8% $92.07 +32.0%
204 AMD ADVANCED MICRO DEVICES INC Technology 1,888.0 $384K 0.08% +325.0 +20.8% $203.43 +155.5%
205 CGDG CAPITAL GROUP DIVIDEND GROWE 10,307.0 $370K 0.08% $35.90 +3.9%
206 MA MASTERCARD INCORPORATED Financial Services 733.0 $366K 0.08% +114.0 +18.4% $499.66 -2.3%
207 HON HONEYWELL INTL INC Industrials 1,614.0 $365K 0.08% -136.0 -7.8% $226.05 -1.6%
208 PWR QUANTA SVCS INC Industrials 662.0 $363K 0.08% +9.0 +1.4% $549.02 +27.9%
209 COWZ PACER FDS TR 5,798.0 $363K 0.08% +169.0 +3.0% $62.55 -1.1%
210 AVEM AMERICAN CENTY ETF TR 4,492.0 $362K 0.08% +742.0 +19.8% $80.58 +17.5%
211 CGUS CAPITAL GROUP CORE EQUITY ET 9,398.0 $361K 0.08% -225.0 -2.3% $38.42 +13.3%
212 WU WESTERN UN CO Financial Services 40,481.0 $353K 0.07% +1K +2.5% $8.73 -18.8%
213 XLF SELECT SECTOR SPDR TR 6,948.0 $343K 0.07% -2K -26.2% $49.37 +9.1%
214 EOG EOG RES INC Energy 2,358.0 $341K 0.07% NEW $144.57 -6.7%
215 XLG INVESCO EXCHANGE TRADED FD T 6,213.0 $339K 0.07% -11K -63.2% $54.55 +10.0%
216 AMGN AMGEN INC Healthcare 960.0 $338K 0.07% +277.0 +40.6% $351.85 -1.4%
217 EQIX EQUINIX INC Real Estate 341.0 $334K 0.07% NEW $980.24 +13.8%
218 CGMU CAPITAL GRP FIXED INCM ETF T 11,830.0 $321K 0.07% -350.0 -2.9% $27.15 +1.1%
219 VTRS VIATRIS INC Healthcare 23,682.0 $320K 0.07% +176.0 +0.8% $13.51 +13.8%
220 IQVIA HLDGS INC 1,831.0 $312K 0.07% -12.0 -0.7% $170.54
Page 11 of 14  ·  273 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%