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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 8 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BDYN BLACKROCK ETF TRUST 28,090.0 $683K 0.14% -3K -8.8% $24.31 +11.9%
142 FLIN FRANKLIN TEMPLETON ETF TR 20,255.0 $673K 0.14% $33.22 +6.4%
143 CGMS CAPITAL GRP FIXED INCM ETF T 24,649.0 $671K 0.14% +280.0 +1.1% $27.23 +0.7%
144 ISHARES TR 14,426.0 $667K 0.14% $46.23
145 MO ALTRIA GROUP INC Consumer Defensive 10,043.0 $663K 0.14% +131.0 +1.3% $65.99 +8.5%
146 DGRO ISHARES TR 9,364.0 $657K 0.14% -1K -9.9% $70.18 +7.0%
147 JEPQ J P MORGAN EXCHANGE TRADED F 11,780.0 $654K 0.14% +2K +17.2% $55.52 +7.8%
148 PYLD PIMCO ETF TR 24,910.0 $653K 0.14% -2K -8.7% $26.20 +0.9%
149 WFC WELLS FARGO & CO Financial Services 8,194.0 $652K 0.14% +713.0 +9.5% $79.61 +5.3%
150 BDVL BLACKROCK ETF TRUST 26,104.0 $643K 0.14% -4K -14.1% $24.65 +4.5%
151 IJK ISHARES TR 6,340.0 $638K 0.14% $100.62 +13.8%
152 QGRO AMERICAN CENTY ETF TR 6,022.0 $632K 0.13% -16K -72.6% $105.03 +9.3%
153 AGG ISHARES TR 6,356.0 $631K 0.13% -577.0 -8.3% $99.27 -0.6%
154 JEPI J P MORGAN EXCHANGE TRADED F 11,103.0 $629K 0.13% +3K +32.6% $56.68 -1.5%
155 IJJ ISHARES TR 4,725.0 $626K 0.13% $132.50 +9.0%
156 IWF ISHARES TR 1,415.0 $603K 0.13% -635.0 -31.0% $426.32 -71.9%
157 PSX PHILLIPS 66 Energy 3,259.0 $594K 0.13% -69.0 -2.1% $182.16 -6.5%
158 IBM INTERNATIONAL BUSINESS MACHS Technology 2,441.0 $592K 0.12% +269.0 +12.4% $242.39 +9.3%
159 PFF ISHARES TR 19,450.0 $590K 0.12% -227.0 -1.1% $30.32 +1.5%
160 GH GUARDANT HEALTH INC Healthcare 6,281.0 $580K 0.12% -656.0 -9.5% $92.37 +41.6%
Page 8 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%