MSH Capital Advisors LLC
Sector Allocation
- Other51.9%$298.4M
- Technology18.4%$105.8M
- Financials8.3%$47.6M
- Healthcare4.1%$23.8M
- Consumer Discretionary3.4%$19.3M
- Energy2.9%$16.4M
- Consumer Staples2.8%$15.9M
- Industrials2.6%$15.1M
- Utilities2.1%$12.3M
- Real Estate1.9%$10.6M
AUM History
13fpro.ai/research/fund/msh-capital-advisors-llc-2056306
Conviction and streaks
Stable · top 10 = 27.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$52.9M- VANGUARD$18.7M
- SPDR$14.1M
- SCHWAB$11.6M
JPM
$10.9M- SCHWAB$10.9M
- ISHARES$9.7M
- ISHARES$9.7M
- VANGUARD$8.9M
MSFT
$8.8M- VANGUARD$8.6M
- ISHARES$7.8M
GOOGL
$7.2MBRK.B
$7.1M- ISHARES$6.8M
- PROSHARES$6.5M
- ISHARES$6.4M
NVDA
$6.3MKO
$6.0MAMZN
$5.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/msh-capital-advisors-llc-2056306
MSH Capital Advisors LLC 13F holdings — Q2 2026
$575.0M portfolio (+21.7% QoQ) · 320 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
$52.9M
9.2% of stocks
+7%This quarter+12.8%Since filed7+ qtrsHeld- 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$18.7M
3.3% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR SP DIV
$14.1M
2.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - US LCAP GR ETF
$11.6M
2.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $10.9M
1.9% of stocks
+17%This quarter-7.7%Since filed7+ qtrsHeld- 6
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$10.9M
1.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE MSCI EAFE
$9.7M
1.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P500 ETF
$9.7M
1.7% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$8.9M
1.6% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $8.8M
1.5% of stocks
+14%This quarter+5.7%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $52.9M | 9.2% | +7% | +12.8% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $18.7M | 3.3% | +9% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR SP DIV | $14.1M | 2.5% | +1% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $11.6M | 2.0% | +7% | — | — | — | — | |
| 5 | $10.9M | 1.9% | +17% | -7.7% | 7+ qtrs | 71.9#171 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.9M | 1.9% | +6% | — | — | — | — | |
| 7 | ISHARES TR - CORE MSCI EAFE | $9.7M | 1.7% | +3% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P500 ETF | $9.7M | 1.7% | -1% | — | — | — | — | |
| 9 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $8.9M | 1.6% | +12% | — | — | — | — | |
| 10 | $8.8M | 1.5% | +14% | +5.7% | 7+ qtrsAdded 3 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — MSH Capital Advisors LLC (Q2 2026)
320 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $8.6M | 1.5% | 100K | +589% | — | — | 13F |
| 12 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $7.8M | 1.4% | 57K | +9% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $7.2M | 1.3% | 20K | +15% | 7+ qtrsAdded 3 qtrs in a row | 77.7 | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $7.1M | 1.2% | 14K | +5% | 7+ qtrs | 73.5 | 13F | |
| 15 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $6.8M | 1.2% | 88K | +6% | — | — | 13F |
| 16 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $6.5M | 1.1% | 115K | +115% | — | — | 13F |
| 17 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $6.4M | 1.1% | 43K | -1% | — | — | 13F |
| 18 | NVIDIA CORP | Technology | $6.3M | 1.1% | 31K | +56% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COCA COLA CO | Consumer Staples | $6.0M | 1.0% | 74K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $5.8M | 1.0% | 24K | +18% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JOHNSON & JOHNSON | Healthcare | $5.7M | 1.0% | 23K | +7% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EXXON MOBIL CORP | Energy | $5.5M | 0.9% | 40K | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $5.4M | 0.9% | 63K | +10% | — | — | 13F |
| 24 | — | ISHARES TR - EAFE SML CP ETFetf/fund | — | $5.3M | 0.9% | 64K | -0.4% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $5.2M | 0.9% | 7,514 | +56% | — | — | 13F |
| 26 | — | ISHARES TR - S&P 500 VAL ETF | — | $5.2M | 0.9% | 23K | +10% | |||
| 27 | — | VANGUARD INDEX FDS - VALUE ETF | — | $4.9M | 0.8% | 22K | +0.4% | |||
| 28 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.9M | 0.8% | 12K | +3% | |||
| 29 | $SHW | SHERWIN WILLIAMS CO | Materials | $4.8M | 0.8% | 14K | -1% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $4.5M | 0.8% | 18K | +41% | |||
| 31 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $4.4M | 0.8% | 50K | +0.6% | |||
| 32 | $STX | Seagate Technology Holdings plc | Technology | $4.3M | 0.8% | 4,499 | -33% | |||
| 33 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $4.3M | 0.7% | 22K | -2% | |||
| 34 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $4.1M | 0.7% | 26K | +41% | |||
| 35 | — | ISHARES TR - RUS MDCP VAL ETF | — | $4.1M | 0.7% | 25K | +2% | |||
| 36 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $4.1M | 0.7% | 17K | +25% | |||
| 37 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $4.1M | 0.7% | 13K | -1% | |||
| 38 | $BLK | BlackRock, Inc. | Financials | $4.0M | 0.7% | 4,131 | -0.4% | |||
| 39 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.9M | 0.7% | 5,343 | +24% | |||
| 40 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $3.9M | 0.7% | 16K | -2% | |||
| 41 | $MU | MICRON TECHNOLOGY INC | Technology | $3.8M | 0.7% | 3,266 | -28% | |||
| 42 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $3.7M | 0.7% | 10K | -3% | |||
| 43 | $O | REALTY INCOME CORP | Real Estate | $3.7M | 0.7% | 60K | +1% | |||
| 44 | — | ISHARES TR - RUS MD CP GR ETF | — | $3.6M | 0.6% | 25K | +3% | |||
| 45 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.5M | 0.6% | 4,667 | +54% | |||
| 46 | $CAT | CATERPILLAR INC | Industrials | $3.4M | 0.6% | 3,219 | -5% | |||
| 47 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | — | $3.4M | 0.6% | 46K | +17% | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.3M | 0.6% | 28K | -29% | |||
| 49 | — | ISHARES TR - S&P SML 600 GWT | — | $3.3M | 0.6% | 19K | +2% | |||
| 50 | $V | VISA INC. | Financials | $3.3M | 0.6% | 9,625 | +12% | |||
| 51 | — | ISHARES TR - SP SMCP600VL ETF | — | $3.3M | 0.6% | 24K | +2% | |||
| 52 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.1M | 0.5% | 8,318 | +9% | |||
| 53 | $PAYX | PAYCHEX INC | Technology | $3.1M | 0.5% | 31K | +10% | |||
| 54 | $GDV | GABELLI DIVIDEND & INCOME TRUST | — | $3.0M | 0.5% | 101K | +0.4% | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $2.8M | 0.5% | 7,486 | +41% | |||
| 56 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.8M | 0.5% | 67K | -0.5% | |||
| 57 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $2.8M | 0.5% | 15K | +19% | |||
| 58 | $WMT | Walmart Inc. | Consumer Staples | $2.8M | 0.5% | 24K | +10% | |||
| 59 | $RTX | RTX Corp | Industrials | $2.7M | 0.5% | 14K | +17% | |||
| 60 | $AWK | American Water Works Company, Inc. | Utilities | $2.7M | 0.5% | 20K | +0.3% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $2.6M | 0.5% | 51K | +7% | |||
| 62 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $2.5M | 0.4% | 21K | +246% | |||
| 63 | $CME | CME GROUP INC. | Financials | $2.4M | 0.4% | 11K | +1.0% | |||
| 64 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.4M | 0.4% | 2,552 | +24% | |||
| 65 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $2.3M | 0.4% | 14K | +1% | |||
| 66 | $TROW | PRICE T ROWE GROUP INC | Financials | $2.2M | 0.4% | 19K | +0.2% | |||
| 67 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $2.2M | 0.4% | 45K | +7% | |||
| 68 | — | ISHARES TR - SELECT DIVID ETF | — | $2.1M | 0.4% | 13K | +0.2% | |||
| 69 | $SO | SOUTHERN CO | Utilities | $2.1M | 0.4% | 22K | +0.5% | |||
| 70 | $LLY | ELI LILLY & Co | Healthcare | $2.0M | 0.3% | 1,685 | +26% | |||
| 71 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $2.0M | 0.3% | 38K | +0.2% | |||
| 72 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.0M | 0.3% | 54K | +83% | |||
| 73 | $OSBC | OLD SECOND BANCORP INC | Financials | $2.0M | 0.3% | 85K | — | |||
| 74 | $UGI | UGI CORP /PA/ | Utilities | $2.0M | 0.3% | 57K | +0.5% | |||
| 75 | — | ISHARES INC - CORE MSCI EMKT | — | $2.0M | 0.3% | 24K | -6% | |||
| 76 | — | PGIM ETF TR - TOTA RETU BD ETF | — | $1.9M | 0.3% | 47K | -10% | |||
| 77 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $1.9M | 0.3% | 41K | +9% | |||
| 78 | $JPC | Nuveen Preferred & Income Opportunities Fund | Other | $1.9M | 0.3% | 241K | -4% | |||
| 79 | $CVX | CHEVRON CORP | Energy | $1.9M | 0.3% | 11K | +19% | |||
| 80 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $1.9M | 0.3% | 23K | +2132% | |||
| 81 | $DUK | Duke Energy CORP | Utilities | $1.8M | 0.3% | 14K | +0.2% | |||
| 82 | — | VANECK ETF TRUST - PREFERRED SECURT | — | $1.8M | 0.3% | 100K | -0.2% | |||
| 83 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.8M | 0.3% | 12K | +3% | |||
| 84 | $ET | Energy Transfer LP | Energy | $1.8M | 0.3% | 92K | +23% | |||
| 85 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.7M | 0.3% | 7,744 | -2% | |||
| 86 | — | ISHARES TR - CORE UNIVRSL USD | — | $1.7M | 0.3% | 37K | +32% | |||
| 87 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.3% | 3,010 | +33% | |||
| 88 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $1.7M | 0.3% | 25K | +0.7% | |||
| 89 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.7M | 0.3% | 3,997 | +7% | |||
| 90 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.7M | 0.3% | 72K | +15% | |||
| 91 | — | ISHARES TR - ULTRA SHORT DUR | — | $1.6M | 0.3% | 32K | -33% | |||
| 92 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.6M | 0.3% | 16K | +15% | |||
| 93 | $GOOG | Alphabet Inc. | Technology | $1.6M | 0.3% | 4,532 | -0.9% | |||
| 94 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.6M | 0.3% | 13K | +24% | |||
| 95 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $1.5M | 0.3% | 12K | +360% | |||
| 96 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | New | |||
| 97 | $MMM | 3M CO | Healthcare | $1.5M | 0.3% | 9,019 | -0.2% | |||
| 98 | $PEP | PEPSICO INC | Consumer Staples | $1.4M | 0.2% | 10K | -4% | |||
| 99 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.2% | 15K | New | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.2% | 4,955 | +20% | |||
| 101 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $1.3M | 0.2% | 25K | New | |||
| 102 | $PFE | PFIZER INC | Healthcare | $1.3M | 0.2% | 53K | -7% | |||
| 103 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.2% | 9,998 | -0.4% | |||
| 104 | — | ISHARES TR - MBS ETF | — | $1.3M | 0.2% | 13K | +0.7% | |||
| 105 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.3M | 0.2% | 17K | -0.7% | |||
| 106 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.3M | 0.2% | 3,597 | -13% | |||
| 107 | — | PROSHARES TR - S&P MDCP 400 DIV | — | $1.3M | 0.2% | 14K | +20% | |||
| 108 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.3M | 0.2% | 2,156 | +14% | |||
| 109 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $1.2M | 0.2% | 30K | +13% | |||
| 110 | $NVO | NOVO NORDISK A S | Healthcare | $1.2M | 0.2% | 25K | +8% | |||
| 111 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.2M | 0.2% | 8,338 | -14% | |||
| 112 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $1.2M | 0.2% | 28K | +16% | |||
| 113 | — | ISHARES TR - MSCI EAFE ETF | — | $1.2M | 0.2% | 11K | — | |||
| 114 | $NEE | NEXTERA ENERGY INC | Utilities | $1.2M | 0.2% | 13K | +6% | |||
| 115 | $SHEL | Shell plc | Energy | $1.1M | 0.2% | 15K | +31% | |||
| 116 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.2% | 2,957 | -2% | |||
| 117 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.2% | 19K | +6% | |||
| 118 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.1M | 0.2% | 18K | -0.2% | |||
| 119 | — | ISHARES TR - 10-20 YR TRS ETF | — | $1.1M | 0.2% | 11K | +85% | |||
| 120 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.1M | 0.2% | 13K | -3% | |||
| 121 | $ETN | Eaton Corp plc | Industrials | $1.0M | 0.2% | 2,450 | -0.7% | |||
| 122 | — | ISHARES TR - CORE S&P TTL STK | — | $1.0M | 0.2% | 6,178 | +10% | |||
| 123 | $MA | Mastercard Inc | Financials | $1.0M | 0.2% | 1,963 | +168% | |||
| 124 | $ENB | ENBRIDGE INC | Energy | $1.0M | 0.2% | 18K | -3% | |||
| 125 | — | FIRST TR EXCHANGE TRADED FD - NEW CO CO EA ETF | — | $983K | 0.2% | 36K | New | |||
| 126 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $982K | 0.2% | 27K | New | |||
| 127 | $CBSH | COMMERCE BANCSHARES INC /MO/ | Financials | $980K | 0.2% | 17K | — | |||
| 128 | $PLD | Prologis, Inc. | Real Estate | $947K | 0.2% | 6,991 | +1% | |||
| 129 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $939K | 0.2% | 19K | +309% | |||
| 130 | $GH | Guardant Health, Inc. | Healthcare | $936K | 0.2% | 6,242 | -0.6% | |||
| 131 | — | ISHARES TR - RUSSELL 3000 ETF | — | $913K | 0.2% | 2,140 | -0.6% | |||
| 132 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $895K | 0.2% | 20K | -3% | |||
| 133 | — | NEOS ETF TRUST - MLP EN IN HI ETF | — | $884K | 0.1% | 16K | New | |||
| 134 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $877K | 0.1% | 3,999 | +234% | |||
| 135 | $BX | Blackstone Inc. | Financials | $872K | 0.1% | 7,412 | +59% | |||
| 136 | — | ISHARES TR - US TREAS BD ETF | — | $870K | 0.1% | 38K | +19% | |||
| 137 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $870K | 0.1% | 34K | -0.4% | |||
| 138 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $852K | 0.1% | 6,901 | +4% | |||
| 139 | $STRA | Strategic Education, Inc. | Consumer Discretionary | $851K | 0.1% | 11K | — | |||
| 140 | $NAD | Nuveen Quality Municipal Income Fund | Other | $848K | 0.1% | 70K | +4% | |||
| 141 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | — | $828K | 0.1% | 32K | +5% | |||
| 142 | $DE | DEERE & CO | Industrials | $818K | 0.1% | 1,290 | -6% | |||
| 143 | $GLDM | World Gold Trust | Financials | $809K | 0.1% | 10K | -2% | |||
| 144 | $LMT | LOCKHEED MARTIN CORP | Industrials | $796K | 0.1% | 1,563 | +133% | |||
| 145 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $790K | 0.1% | 28K | +1% | |||
| 146 | $IVZ | Invesco Ltd. | Financials | $787K | 0.1% | 10K | — | |||
| 147 | — | ISHARES TR - ISHARES BIOTECH | — | $777K | 0.1% | 4,088 | New | |||
| 148 | — | ISHARES TR - CORE DIV GRWTH | — | $777K | 0.1% | 10K | +9% | |||
| 149 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | — | $773K | 0.1% | 14K | New | |||
| 150 | $GEV | GE Vernova Inc. | Industrials | $772K | 0.1% | 657 | +3% |
What changed in Q2 2026
Against the previous quarter's 13F: 58 new, 151 added to, 90 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (58)
- NEOS ETF TRUST - NEOS S&P 500 HI$1.3M
first bought this quarter
- FIRST TR EXCHANGE TRADED FD - NEW CO CO EA ETF$983K
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$982K
first bought this quarter
- NEOS ETF TRUST - MLP EN IN HI ETF$884K
first bought this quarter
- ISHARES TR - ISHARES BIOTECH$777K
first bought this quarter
- NEOS ETF TRUST - NASDAQ 100 HIGH$773K
first bought this quarter
+52 more in the Excel export
Added to (151)
- VANGUARD INDEX FDS - GROWTH ETF+589%
now $8.6M
- PROSHARES TR - S&P 500 DV ARIST+115%
now $6.5M
now $52.9M · held 7+ qtrs
now $6.3M · held 7+ qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHS+56%
now $5.2M
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+2132%
now $1.9M
+145 more in the Excel export
Trimmed (90)
$STXSeagate Technology Holdings plc-33%
now $4.3M · held 7+ qtrs, 3 trims in a row
$MUMICRON TECHNOLOGY INC-28%
now $3.8M · held 7+ qtrs
$CSCOCISCO SYSTEMS, INC.-29%
now $3.3M · held 7+ qtrs
$MDTMedtronic plc-69%
now $370K · held 7+ qtrs
- ISHARES TR - ULTRA SHORT DUR-33%
now $1.6M
- ISHARES TR - MSCI USA QLT FCT-55%
now $452K
+84 more in the Excel export
Holdings by quarter
Every 13F MSH Capital Advisors LLC has filed, 18 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MSH Capital Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+5.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 14% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MSH Capital Advisors LLC disclosed 320 positions worth $575.0M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.2% of the equity portfolio. During the quarter the fund opened 58 new positions and exited 13 and a full exit from $SPG. The portfolio is most concentrated in Other (51.9% of disclosed assets). All figures are sourced directly from MSH Capital Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2056306.
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AI-Powered Hedge Fund Analysis: MSH Capital Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MSH Capital Advisors LLC (SEC CIK: 2056306), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MSH Capital Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.