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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 14 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CEG CONSTELLATION ENERGY CORP Utilities 770.0 $215K 0.05% -77.0 -9.1% $279.25 -3.2%
262 MOAT VANECK ETF TRUST 2,198.0 $213K 0.04% $96.72 +4.5%
263 PALL ABRDN PALLADIUM ETF TRUST Financial Services 1,565.0 $211K 0.04% NEW $134.71 -83.4%
264 GFL GFL ENVIRONMENTAL INC Industrials 5,021.0 $209K 0.04% $41.72 -13.7%
265 SCHX SCHWAB STRATEGIC TR 8,151.0 $209K 0.04% $25.64 +13.1%
266 NEM NEWMONT CORP Basic Materials 1,893.0 $205K 0.04% NEW $108.25 -9.6%
267 ECG EVERUS CONSTR GROUP Industrials 1,733.0 $205K 0.04% -1K -41.9% $118.06 +32.5%
268 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,182.0 $204K 0.04% -917.0 -29.6% $93.31 +3.4%
269 MDU MDU RES GROUP INC Industrials 9,823.0 $204K 0.04% -5K -33.5% $20.72 +4.2%
270 BGC BGC GROUP INC Financial Services 20,063.0 $196K 0.04% $9.78 +28.4%
271 F FORD MTR CO Consumer Cyclical 16,684.0 $193K 0.04% +191.0 +1.2% $11.54 +21.3%
272 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 10,403.0 $162K 0.03% -2K -15.8% $15.61 +1.2%
273 EQS EQUUS TOTAL RETURN INC Financial Services 21,666.0 $40K 0.01% $1.84 -31.5%
Page 14 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%