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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 7 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPAB SPDR SERIES TRUST 34,215.0 $877K 0.19% +243.0 +0.7% $25.62 -0.7%
122 QUAL ISHARES TR 4,549.0 $872K 0.18% -947.0 -17.2% $191.79 +11.1%
123 BAC BANK AMERICA CORP Financial Services 17,753.0 $865K 0.18% +399.0 +2.3% $48.75 +18.8%
124 NVO NOVO-NORDISK A S Healthcare 23,422.0 $861K 0.18% +7K +45.0% $36.75 +29.0%
125 CBSH COMMERCE BANCSHARES INC Financial Services 16,972.0 $835K 0.18% $49.20 +13.7%
126 ITOT ISHARES TR 5,641.0 $803K 0.17% +1K +31.9% $142.43 +13.2%
127 CGGO CAPITAL GROUP GBL GROWTH EQT 24,059.0 $803K 0.17% -3K -11.0% $33.37 +22.5%
128 IWV ISHARES TR 2,153.0 $798K 0.17% +17.0 +0.8% $370.76 +12.8%
129 CGCB CAPITAL GRP FIXED INCM ETF T 29,970.0 $787K 0.17% $26.26 -0.2%
130 DE DEERE & CO Industrials 1,370.0 $772K 0.16% +31.0 +2.3% $563.30 +5.1%
131 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 66,947.0 $770K 0.16% $11.50 +4.2%
132 QQQM INVESCO EXCH TRADED FD TR II 3,231.0 $768K 0.16% +58.0 +1.8% $237.62 +23.6%
133 COP CONOCOPHILLIPS Energy 5,729.0 $756K 0.16% +68.0 +1.2% $132.00 -16.7%
134 T AT&T INC Communication Services 25,534.0 $740K 0.16% $28.99 -21.3%
135 GOVT ISHARES TR 32,217.0 $738K 0.16% +15K +87.2% $22.91 -0.9%
136 PWV INVESCO EXCHANGE TRADED FD T 10,387.0 $724K 0.15% -2K -12.6% $69.71 +9.5%
137 PLTR PALANTIR TECHNOLOGIES INC Technology 4,870.0 $712K 0.15% +466.0 +10.6% $146.28 -20.2%
138 FRT FEDERAL RLTY INVT TR NEW Real Estate 6,636.0 $705K 0.15% $106.21 +16.4%
139 DFCF DIMENSIONAL ETF TRUST 16,528.0 $698K 0.15% -2K -9.7% $42.22 -0.4%
140 NKE NIKE INC Consumer Cyclical 13,167.0 $695K 0.15% -673.0 -4.9% $52.82 -19.8%
Page 7 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%