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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 7 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ETN EATON CORP PLC Industrials 2,450.0 $1.0M 0.18% -18.0 -0.7% $426.12 -1.6%
122 ITOT ISHARES TR 6,178.0 $1.0M 0.18% +537.0 +9.5% $164.26 +2.3%
123 MA MASTERCARD INCORPORATED Financial Services 1,963.0 $1.0M 0.17% +1K +167.8% $513.60 +13.1%
124 ENB ENBRIDGE INC Energy 18,488.0 $1.0M 0.17% -563.0 -3.0% $54.21 -6.9%
125 FTCE FIRST TR EXCHANGE TRADED FD 36,299.0 $983K 0.17% NEW $27.08 +3.0%
126 BUFR FIRST TR EXCHNG TRADED FD VI 26,879.0 $982K 0.17% NEW $36.53 +2.1%
127 CBSH COMMERCE BANCSHARES INC Financial Services 16,972.0 $980K 0.17% $57.75 +1.1%
128 PLD PROLOGIS INC. Real Estate 6,991.0 $947K 0.17% +91.0 +1.3% $135.47 +4.7%
129 FDL FIRST TR EXCHANGE-TRADED FD 19,287.0 $939K 0.16% +15K +309.5% $48.66 +9.1%
130 GH GUARDANT HEALTH INC Healthcare 6,242.0 $936K 0.16% -39.0 -0.6% $150.03 +13.8%
131 IWV ISHARES TR 2,140.0 $912K 0.16% -13.0 -0.6% $426.40 +2.4%
132 XTEN BONDBLOXX ETF TRUST 19,641.0 $895K 0.16% -661.0 -3.3% $45.58 -2.9%
133 MLPI NEOS ETF TRUST 16,063.0 $884K 0.15% NEW $55.02 -2.1%
134 VOOV VANGUARD ADMIRAL FDS INC 3,999.0 $877K 0.15% +3K +234.4% $219.23 +4.5%
135 BX BLACKSTONE INC Financial Services 7,412.0 $872K 0.15% +3K +58.8% $117.66 +21.8%
136 GOVT ISHARES TR 38,210.0 $870K 0.15% +6K +18.6% $22.78 -1.4%
137 SPAB SPDR SERIES TRUST 34,078.0 $870K 0.15% $25.52 -1.7%
138 FRT FEDERAL RLTY INVT TR NEW Real Estate 6,901.0 $852K 0.15% +265.0 +4.0% $123.44 -5.4%
139 STRA STRATEGIC ED INC Consumer Defensive 11,104.0 $851K 0.15% $76.62 +8.9%
140 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 69,947.0 $848K 0.15% +3K +4.5% $12.12 -3.7%
Page 7 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%