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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 8 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGCB CAPITAL GRP FIXED INCM ETF T 31,611.0 $828K 0.14% +2K +5.5% $26.18 -1.2%
142 DE DEERE & CO Industrials 1,290.0 $818K 0.14% -80.0 -5.8% $634.33 +3.2%
143 GLDM WORLD GOLD TR Financial Services 10,188.0 $809K 0.14% -228.0 -2.2% $79.42 +16.0%
144 LMT LOCKHEED MARTIN CORP Industrials 1,563.0 $796K 0.14% +893.0 +133.3% $509.48 +10.2%
145 BDYN BLACKROCK ETF TRUST 28,482.0 $790K 0.14% +392.0 +1.4% $27.74 +1.1%
146 PWV INVESCO EXCHANGE TRADED FD T 10,387.0 $787K 0.14% $75.77 +8.9%
147 IBB ISHARES TR 4,088.0 $777K 0.14% NEW $190.18 +10.8%
148 DGRO ISHARES TR 10,251.0 $777K 0.14% +887.0 +9.5% $75.79 +5.5%
149 QQQI NEOS ETF TRUST 13,613.0 $773K 0.13% NEW $56.79 -5.4%
150 GEV GE VERNOVA INC Utilities 657.0 $772K 0.13% +20.0 +3.1% $1174.56 -20.4%
151 BINC BLACKROCK ETF TRUST II 14,631.0 $766K 0.13% -3K -18.5% $52.34 -0.6%
152 IJK ISHARES TR 6,340.0 $745K 0.13% $117.50 -2.5%
153 JEPQ J P MORGAN EXCHANGE TRADED F 12,074.0 $742K 0.13% +294.0 +2.5% $61.46 -3.6%
154 IBM INTERNATIONAL BUSINESS MACHS Technology 2,631.0 $740K 0.13% +190.0 +7.8% $281.21 -17.7%
155 FLIN FRANKLIN TEMPLETON ETF TR 20,608.0 $733K 0.13% +353.0 +1.7% $35.57 -0.1%
156 ISHARES TR 14,555.0 $721K 0.12% +129.0 +0.9% $49.55
157 TXN TEXAS INSTRS INC Technology 2,408.0 $718K 0.12% +38.0 +1.6% $298.07 -13.5%
158 BAI BLACKROCK ETF TRUST 13,575.0 $716K 0.12% -1K -6.9% $52.72 -19.1%
159 BLACKROCK ETF TRUST 19,460.0 $712K 0.12% +5K +31.9% $36.60
160 MO ALTRIA GROUP INC Consumer Defensive 9,703.0 $698K 0.12% -340.0 -3.4% $71.95 -6.0%
Page 8 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%