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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 16 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FDX FEDEX CORP Industrials 698.0 $219K 0.04% $313.13 +3.8%
302 CGCP CAPITAL GRP FIXED INCM ETF T 9,790.0 $218K 0.04% NEW $22.29 -1.3%
303 SBUX STARBUCKS CORP Consumer Cyclical 2,127.0 $217K 0.04% NEW $102.18 +4.8%
304 BGC BGC GROUP INC Financial Services 19,858.0 $212K 0.04% -205.0 -1.0% $10.69 +10.9%
305 GGOV BLACKROCK ETF TRUST II 4,214.0 $212K 0.04% NEW $50.29 -0.2%
306 CEG CONSTELLATION ENERGY CORP Utilities 845.0 $210K 0.04% +75.0 +9.7% $248.37 +9.9%
307 NI NISOURCE INC Utilities 4,412.0 $210K 0.04% NEW $47.55 -14.6%
308 AFL AFLAC INC Financial Services 1,783.0 $209K 0.04% NEW $117.25 -1.0%
309 MDU MDU RES GROUP INC Industrials 9,840.0 $209K 0.04% $21.21 -5.9%
310 SYLD CAMBRIA ETF TR 2,625.0 $208K 0.04% -248.0 -8.6% $79.09 +9.5%
311 Q QNITY ELECTRONICS INC Technology 1,269.0 $207K 0.04% NEW $163.31 -21.1%
312 SCHR SCHWAB STRATEGIC TR 8,379.0 $207K 0.04% -720.0 -7.9% $24.66 -1.1%
313 VONV VANGUARD SCOTTSDALE FDS 1,941.0 $206K 0.04% NEW $106.32 +6.1%
314 IGPT INVESCO EXCHANGE TRADED FD T 1,975.0 $206K 0.04% NEW $104.10 -11.7%
315 SDOG ALPS ETF TR 2,977.0 $203K 0.04% NEW $68.23 +8.5%
316 PECO PHILLIPS EDISON & CO INC Real Estate 4,853.0 $202K 0.04% NEW $41.62 -5.6%
317 F FORD MTR CO Consumer Cyclical 13,375.0 $186K 0.03% -3K -19.8% $13.90 +3.7%
318 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 10,403.0 $165K 0.03% $15.87 -1.6%
319 WIT WIPRO LTD Technology 13,120.0 $30K 0.01% NEW $2.25 -16.0%
320 AREC AMERICAN RES CORP Energy 10,000.0 $22K 0.00% NEW $2.15 +24.7%
Page 16 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%