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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 13 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FDX FEDEX CORP Industrials 698.0 $249K 0.05% NEW $356.18 -10.9%
242 GWW WW GRAINGER INC Industrials 224.0 $244K 0.05% +3.0 +1.4% $1090.81 +21.1%
243 VOOV VANGUARD ADMIRAL FDS INC 1,196.0 $244K 0.05% NEW $203.71 +7.6%
244 TEL TE CONNECTIVITY PLC Technology 1,156.0 $242K 0.05% NEW $209.02 -2.9%
245 DUOL DUOLINGO INC Technology 2,444.0 $241K 0.05% +517.0 +26.8% $98.57 +34.1%
246 FDL FIRST TR EXCHANGE-TRADED FD 4,710.0 $239K 0.05% -876.0 -15.7% $50.80 -2.4%
247 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 18,105.0 $238K 0.05% $13.16 -3.1%
248 CRM SALESFORCE INC Technology 1,263.0 $236K 0.05% -432.0 -25.5% $186.70 -17.8%
249 CARR CARRIER GLOBAL CORPORATION Industrials 4,162.0 $234K 0.05% +55.0 +1.3% $56.31 +25.6%
250 BLCR BLACKROCK ETF TRUST 5,616.0 $231K 0.05% NEW $41.06 +20.3%
251 SPMD SPDR SERIES TRUST 3,880.0 $230K 0.05% -41.0 -1.1% $59.23 +11.4%
252 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,143.0 $228K 0.05% NEW $72.70 +4.3%
253 SCHR SCHWAB STRATEGIC TR 9,099.0 $227K 0.05% NEW $24.91 -1.3%
254 SPEM SPDR INDEX SHS FDS 4,775.0 $224K 0.05% $46.91 +9.8%
255 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,797.0 $223K 0.05% $38.42 -8.1%
256 TJX TJX COS INC NEW Consumer Cyclical 1,383.0 $221K 0.05% NEW $159.70 +2.9%
257 BP BP PLC Energy 4,623.0 $217K 0.05% NEW $47.00 -16.3%
258 SYLD CAMBRIA ETF TR 2,873.0 $217K 0.05% -515.0 -15.2% $75.41 +4.1%
259 AXP AMERICAN EXPRESS CO Financial Services 716.0 $217K 0.05% +152.0 +26.9% $302.53 +11.7%
260 USMV ISHARES TR 2,320.0 $215K 0.05% -91.0 -3.8% $92.73 +2.0%
Page 13 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%