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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 9 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IJJ ISHARES TR 4,725.0 $698K 0.12% $147.73 +0.3%
162 BDVL BLACKROCK ETF TRUST 26,317.0 $684K 0.12% +213.0 +0.8% $25.98 +2.3%
163 NFLX NETFLIX INC. Communication Services 9,525.0 $680K 0.12% +4K +60.2% $71.40 +12.2%
164 HRB BLOCK H & R INC Consumer Cyclical 17,578.0 $669K 0.12% $38.08 +42.9%
165 SPACE EXPLORATION TECHN CORP 3,890.0 $665K 0.12% NEW $170.88
166 XLP SELECT SECTOR SPDR TR 7,868.0 $654K 0.11% +3K +58.2% $83.07 +5.0%
167 ACWX ISHARES TR 8,576.0 $653K 0.11% +2K +39.7% $76.11 +1.8%
168 CGGE CAPITAL GROUP GLOBAL EQUITY 18,455.0 $650K 0.11% +2K +11.8% $35.24 +0.3%
169 PYLD PIMCO ETF TR 24,369.0 $646K 0.11% -541.0 -2.2% $26.52 -1.2%
170 IHI ISHARES TR 12,728.0 $629K 0.11% NEW $49.41 +13.3%
171 SPMO INVESCO EXCH TRADED FD TR II 3,884.0 $627K 0.11% -438.0 -10.1% $161.52 -9.5%
172 AGG ISHARES TR 6,227.0 $616K 0.11% -129.0 -2.0% $98.98 -1.4%
173 BA BOEING CO Industrials 2,819.0 $610K 0.11% +125.0 +4.6% $216.47 -3.3%
174 IWF ISHARES TR 4,887.0 $607K 0.11% +3K +245.4% $124.17 -2.2%
175 DHS WISDOMTREE TR 5,306.0 $603K 0.10% +274.0 +5.5% $113.69 +5.1%
176 COP CONOCOPHILLIPS Energy 5,752.0 $598K 0.10% $103.97 +28.6%
177 XLK SELECT SECTOR SPDR TR 3,131.0 $596K 0.10% +1K +51.8% $190.51 -5.2%
178 PFF ISHARES TR 19,476.0 $594K 0.10% $30.49 -0.2%
179 IQVIA HLDGS INC 3,050.0 $589K 0.10% +1K +66.6% $193.22
180 CGUS CAPITAL GROUP CORE EQUITY ET 13,235.0 $589K 0.10% +4K +40.8% $44.48 +1.2%
Page 9 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%