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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 6 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYI NEOS ETF TRUST 24,517.0 $1.3M 0.23% NEW $53.09 +0.7%
102 PFE PFIZER INC Healthcare 53,407.0 $1.3M 0.22% -4K -7.4% $24.08 +16.6%
103 MRK MERCK & CO INC Healthcare 9,998.0 $1.3M 0.22% $128.51 +18.7%
104 MBB ISHARES TR 13,474.0 $1.3M 0.22% +98.0 +0.7% $94.52 -1.5%
105 GDX VANECK ETF TRUST 16,875.0 $1.3M 0.22% -120.0 -0.7% $75.45 +36.3%
106 HD HOME DEPOT INC Consumer Cyclical 3,597.0 $1.3M 0.22% -552.0 -13.3% $352.68 -4.8%
107 REGL PROSHARES TR 13,776.0 $1.3M 0.22% +2K +19.8% $91.57 +2.7%
108 AMD ADVANCED MICRO DEVICES INC Technology 2,156.0 $1.3M 0.22% +268.0 +14.2% $580.91 -18.5%
109 TCAF T ROWE PRICE EXCHANGE-TRADED 30,243.0 $1.2M 0.22% +4K +13.3% $41.10 +3.3%
110 NVO NOVO-NORDISK A S Healthcare 25,293.0 $1.2M 0.21% +2K +8.0% $47.94 -2.5%
111 EMR EMERSON ELEC CO Industrials 8,338.0 $1.2M 0.21% -1K -14.2% $143.15 +9.8%
112 CGGO CAPITAL GROUP GBL GROWTH EQT 28,024.0 $1.2M 0.21% +4K +16.5% $42.33 -3.7%
113 EFA ISHARES TR 11,377.0 $1.2M 0.21% $103.88 +4.2%
114 NEE NEXTERA ENERGY INC Utilities 13,266.0 $1.2M 0.20% +773.0 +6.2% $87.77 -4.7%
115 SHEL SHELL PLC Energy 14,774.0 $1.1M 0.20% +3K +30.6% $77.54 +20.4%
116 GLD SPDR GOLD TR Financial Services 2,957.0 $1.1M 0.19% -72.0 -2.4% $368.38 +14.9%
117 BAC BANK OF AMER CORP Financial Services 18,791.0 $1.1M 0.19% +1K +5.8% $56.98 +8.3%
118 VWO VANGUARD INTL EQUITY INDEX F 17,900.0 $1.1M 0.19% $59.69 +1.3%
119 TLH ISHARES TR 10,545.0 $1.1M 0.18% +5K +85.1% $100.36 -3.7%
120 SHY ISHARES TR 12,855.0 $1.1M 0.18% -427.0 -3.2% $82.11 -0.1%
Page 6 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%