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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 12 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NOC NORTHROP GRUMMAN CORP Industrials 457.0 $312K 0.07% +38.0 +9.1% $682.24 -24.8%
222 HAL HALLIBURTON CO Energy 7,905.0 $308K 0.07% +51.0 +0.7% $38.99 -10.0%
223 COIN COINBASE GLOBAL INC Financial Services 1,760.0 $307K 0.07% +78.0 +4.6% $174.61 -9.4%
224 UPS UNITED PARCEL SVCS INC Industrials 3,112.0 $306K 0.07% NEW $98.39 +7.6%
225 KR KROGER CO Consumer Defensive 4,162.0 $301K 0.06% +103.0 +2.5% $72.36 -21.2%
226 BROS DUTCH BROS INC Consumer Cyclical 5,845.0 $296K 0.06% +303.0 +5.5% $50.66 +33.1%
227 LIN LINDE PLC Basic Materials 585.0 $290K 0.06% NEW $495.76 +3.3%
228 VONG VANGUARD SCOTTSDALE FDS 2,625.0 $288K 0.06% -6K -70.0% $109.69 +12.4%
229 USA LIBERTY ALL STAR EQUITY FD Financial Services 50,960.0 $283K 0.06% +6K +13.3% $5.55 +1.8%
230 NUEM NUSHARES ETF TR 7,550.0 $277K 0.06% $36.74 +14.1%
231 FISR SSGA ACTIVE TR 10,778.0 $277K 0.06% $25.72 -0.7%
232 SHLD GLOBAL X FDS 3,877.0 $275K 0.06% NEW $70.84 -14.5%
233 XLK SELECT SECTOR SPDR TR 2,062.0 $274K 0.06% -65.0 -3.1% $132.91 +38.6%
234 TECK TECK RESOURCES LTD Basic Materials 5,270.0 $273K 0.06% $51.75 +15.2%
235 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 23,770.0 $267K 0.06% +2K +9.9% $11.23 +2.8%
236 BMO BANK MONTREAL MEDIUM Financial Services 1,952.0 $264K 0.06% +27.0 +1.4% $135.34 +28.1%
237 D DOMINION ENERGY INC Utilities 4,229.0 $261K 0.06% +136.0 +3.3% $61.82 +10.7%
238 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,000.0 $258K 0.06% +60.0 +1.5% $64.61 +44.3%
239 SLV ISHARES SILVER TR Financial Services 3,752.0 $256K 0.05% +411.0 +12.3% $68.14 -18.2%
240 IYW ISHARES TR 1,402.0 $254K 0.05% NEW $181.43 +34.1%
Page 12 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%