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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 4 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 J P MORGAN EXCHANGE TRADED F 51,318.0 $2.6M 0.45% +3K +7.1% $50.57
62 QGRO AMERICAN CENTY ETF TR 20,853.0 $2.5M 0.43% +15K +246.3% $118.05 +0.4%
63 CME CME GROUP INC Financial Services 10,887.0 $2.4M 0.42% +104.0 +1.0% $220.83 +24.5%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,552.0 $2.4M 0.41% +502.0 +24.5% $935.42 +1.3%
65 AMT AMERICAN TOWER CORP Real Estate 14,297.0 $2.3M 0.41% +169.0 +1.2% $163.57 +7.5%
66 TROW PRICE T ROWE GROUP INC Financial Services 19,447.0 $2.2M 0.39% $113.69 -1.9%
67 CGDV CAPITAL GROUP DIVIDEND VALUE 44,860.0 $2.2M 0.38% +3K +6.6% $49.28 +1.9%
68 DVY ISHARES TR 13,451.0 $2.1M 0.37% $156.30 +5.0%
69 SO SOUTHERN CO Utilities 21,669.0 $2.1M 0.36% +116.0 +0.5% $95.71 -7.1%
70 LLY ELI LILLY & CO Healthcare 1,685.0 $2.0M 0.35% +346.0 +25.8% $1198.95 +4.7%
71 XLE SELECT SECTOR SPDR TR 37,704.0 $2.0M 0.35% $53.11 +19.8%
72 EPD ENTERPRISE PRODS PARTNERS L 54,057.0 $2.0M 0.35% +25K +83.5% $36.76
73 OSBC OLD SECOND BANCORP INC DEL Financial Services 84,826.0 $2.0M 0.34% $23.32 +8.6%
74 UGI UGI CORP NEW Utilities 56,788.0 $2.0M 0.34% $34.54 +8.8%
75 IEMG ISHARES INC 23,559.0 $2.0M 0.34% -1K -5.6% $82.84 -1.5%
76 PTRB PGIM ETF TR 46,816.0 $1.9M 0.34% -5K -9.5% $41.46 -1.4%
77 CGGR CAPITAL GROUP GROWTH ETF 40,813.0 $1.9M 0.34% +3K +9.0% $47.20 -0.4%
78 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 240,963.0 $1.9M 0.33% -11K -4.5% $7.88 -4.7%
79 CVX CHEVRON CORPORATION Energy 11,400.0 $1.9M 0.33% +2K +18.7% $165.75 +23.8%
80 VOOG VANGUARD ADMIRAL FDS INC 22,630.0 $1.9M 0.33% +22K +2131.8% $82.62 +1.0%
Page 4 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%