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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 14 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IYW ISHARES TR 1,168.0 $295K 0.05% -234.0 -16.7% $252.26 -3.2%
262 IAGG ISHARES TR 5,822.0 $295K 0.05% -4K -42.2% $50.60 -1.6%
263 FIRST TR EXCHANGE-TRADED FD 12,734.0 $294K 0.05% NEW $23.09
264 BITWISE HYPERLIQUID ETF 7,983.0 $294K 0.05% NEW $36.78
265 USA LIBERTY ALL STAR EQUITY FD Financial Services 50,190.0 $292K 0.05% -770.0 -1.5% $5.81 +3.3%
266 D DOMINION ENERGY INC Utilities 4,193.0 $286K 0.05% -36.0 -0.8% $68.29 -2.5%
267 ECG EVERUS CONSTR GROUP Industrials 1,722.0 $286K 0.05% -11.0 -0.6% $165.95 -27.4%
268 DUOL DUOLINGO INC Technology 2,444.0 $281K 0.05% $115.02 +27.7%
269 COIN COINBASE GLOBAL INC Financial Services 1,916.0 $280K 0.05% +156.0 +8.9% $146.19 +22.8%
270 FISR SSGA ACTIVE TR 10,778.0 $276K 0.05% $25.65 -1.5%
271 HAL HALLIBURTON CO Energy 8,114.0 $275K 0.05% +209.0 +2.6% $33.95 +2.0%
272 TEL TE CONNECTIVITY PLC Technology 1,360.0 $274K 0.05% +204.0 +17.6% $201.61 +0.4%
273 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 563.0 $269K 0.05% NEW $477.57 -14.1%
274 IALT BLACKROCK ETF TRUST 9,534.0 $267K 0.05% NEW $28.05 +3.0%
275 LHX L3HARRIS TECHNOLOGIES INC Industrials 896.0 $260K 0.04% -334.0 -27.1% $290.59 -9.6%
276 VPU VANGUARD WORLD FD 1,321.0 $259K 0.04% NEW $195.79 -4.6%
277 FITB FIFTH THIRD BANCORP Financial Services 4,541.0 $256K 0.04% NEW $56.37 -2.6%
278 MUB ISHARES TR 2,357.0 $254K 0.04% -1K -37.2% $107.62 -2.1%
279 BRTR BLACKROCK ETF TRUST II 4,994.0 $251K 0.04% NEW $50.32 -1.6%
280 XLG INVESCO EXCHANGE TRADED FD T 3,944.0 $241K 0.04% -2K -36.5% $61.23 +1.0%
Page 14 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%