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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 12 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 QUAL ISHARES TR 2,059.0 $452K 0.08% -2K -54.7% $219.47 +2.0%
222 CGDG CAPITAL GROUP DIVIDEND GROWE 12,043.0 $452K 0.08% +2K +16.8% $37.51 +3.7%
223 SPDW SPDR INDEX SHS FDS 8,933.0 $450K 0.08% -408.0 -4.4% $50.39 +2.8%
224 THRO BLACKROCK ETF TRUST 10,390.0 $448K 0.08% -3K -24.6% $43.11 +0.7%
225 DIS DISNEY WALT CO Communication Services 4,588.0 $442K 0.08% +284.0 +6.6% $96.25 +14.9%
226 TY TRI CONTL CORP Financial Services 12,719.0 $438K 0.08% $34.42 +2.8%
227 BROS DUTCH BROS INC Consumer Cyclical 6,095.0 $438K 0.08% +250.0 +4.3% $71.81 -27.7%
228 RSP INVESCO EXCHANGE TRADED FD T 2,033.0 $433K 0.07% -40.0 -1.9% $212.77 +4.3%
229 DFEB FIRST TR EXCHNG TRADED FD VI 8,406.0 $424K 0.07% NEW $50.49 +1.6%
230 LQD ISHARES TR 3,832.0 $418K 0.07% -279.0 -6.8% $109.07 -2.6%
231 XLF SELECT SECTOR SPDR TR 7,785.0 $417K 0.07% +837.0 +12.1% $53.61 +8.6%
232 SNDK SANDISK CORP Technology 176.0 $400K 0.07% NEW $2273.73 -34.3%
233 EQIX EQUINIX INC Real Estate 371.0 $387K 0.07% +30.0 +8.8% $1042.39 +1.2%
234 GTO INVESCO ACTIVELY MANAGED EXC 8,116.0 $380K 0.07% -3K -30.0% $46.87 -1.7%
235 VTRS VIATRIS INC Healthcare 23,682.0 $376K 0.07% $15.88 +4.2%
236 UPS UNITED PARCEL SVCS INC Industrials 3,459.0 $372K 0.07% +347.0 +11.2% $107.51 -4.5%
237 MDT MEDTRONIC PLC Healthcare 4,735.0 $370K 0.06% -11K -69.0% $78.23 +18.8%
238 AMGN AMGEN INC Healthcare 1,022.0 $370K 0.06% +62.0 +6.5% $362.12 +22.6%
239 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,236.0 $359K 0.06% -3K -32.0% $57.62 +16.8%
240 BND VANGUARD BD INDEX FDS 4,797.0 $352K 0.06% NEW $73.40 -1.4%
Page 12 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%