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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 4 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 37,626.0 $2.3M 0.49% $61.26 -11.1%
62 PTRB PGIM ETF TR 51,753.0 $2.1M 0.46% -6K -9.7% $41.51 -0.0%
63 SO SOUTHERN CO Utilities 21,553.0 $2.1M 0.44% $96.52 -1.6%
64 XLI SELECT SECTOR SPDR TR 12,764.0 $2.1M 0.44% NEW $161.73 +10.2%
65 UGI UGI CORP NEW Utilities 56,508.0 $2.1M 0.44% $36.42 -4.7%
66 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,050.0 $2.0M 0.43% +149.0 +7.8% $996.59 -3.9%
67 DVY ISHARES TR 13,429.0 $2.0M 0.43% +131.0 +1.0% $151.40 +2.8%
68 CVX CHEVRON CORPORATION Energy 9,607.0 $2.0M 0.42% +296.0 +3.2% $206.90 -14.9%
69 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,037.0 $2.0M 0.42% -261.0 -7.9% $650.30 +12.8%
70 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 252,239.0 $1.9M 0.40% -7K -2.5% $7.54 +2.7%
71 LOW LOWES COS INC Consumer Cyclical 7,902.0 $1.9M 0.40% +48.0 +0.6% $236.28 -9.6%
72 DUK DUKE ENERGY CORP NEW Utilities 14,241.0 $1.9M 0.40% +120.0 +0.8% $130.94 -4.5%
73 CGDV CAPITAL GROUP DIVIDEND VALUE 42,069.0 $1.8M 0.38% +6K +17.2% $42.54 +13.6%
74 PFXF VANECK ETF TRUST 100,598.0 $1.8M 0.37% $17.54 +3.8%
75 TROW PRICE T ROWE GROUP INC Financial Services 19,414.0 $1.7M 0.37% +200.0 +1.0% $90.14 +17.6%
76 IEMG ISHARES INC 24,965.0 $1.7M 0.37% -6K -19.0% $69.75 +16.6%
77 OSBC OLD SECOND BANCORP INC DEL Financial Services 84,826.0 $1.7M 0.36% $20.16 +12.0%
78 PG PROCTER & GAMBLE CO Consumer Defensive 11,816.0 $1.7M 0.36% -277.0 -2.3% $144.44 +4.4%
79 AVGO BROADCOM INC Technology 5,310.0 $1.6M 0.35% -2K -24.8% $309.48 +22.8%
80 PEP PEPSICO INC Consumer Defensive 10,569.0 $1.6M 0.35% +1K +12.9% $155.28 -8.5%
Page 4 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%