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MCA

MSH Capital Advisors Portfolio holdings

AUM $575M
1-Year Est. Return 23.91%
This Fund
S&P 500
This Quarter Est. Return
+13.59%
1 Year Est. Return
+23.91%
3 Year Est. Return
+66.47%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$575M
AUM Growth
+$102M
Cap. Flow
+$53.7M
Cap. Flow %
9.35%
Top 10 Hldgs %
27.15%
Holding
334
New
61
Increased
149
Reduced
92
Closed
14

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.4M
2
NVDA icon
NVIDIA
NVDA
+$2.3M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.79M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$1.68M
5
JPM icon
JPMorgan Chase
JPM
+$1.52M

Top Sells

Rank Stock Value
1
STX icon
Seagate
STX
+$1.69M
2
CSCO icon
Cisco
CSCO
+$1.24M
3
MU icon
Micron Technology
MU
+$968K
4
SPG icon
Simon Property Group
SPG
+$893K
5
MDT icon
Medtronic
MDT
+$850K

Sector Composition

Rank Sector Weight
1 Miscellaneous 53.52%
2 Technology 16.13%
3 Financials 7.08%
4 Healthcare 3.68%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEA icon
251
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.34B
$330K 0.06%
28,070
+4,300
+18% +$49.4K
SHLD icon
252
Global X Defense Tech ETF
SHLD
$6.97B
$329K 0.06%
5,507
+1,630
+42% +$108K
MCHP icon
253
Microchip Technology
MCHP
$40.3B
$328K 0.06%
3,595
-405
-10% -$36.1K
VST icon
254
Vistra
VST
$50.1B
$327K 0.06%
+2,059
New +$319K
NUEM icon
255
Nuveen ESG Emerging Markets Equity ETF
NUEM
$428M
$320K 0.06%
7,550
– –
WU icon
256
Western Union
WU
$2.24B
$312K 0.05%
40,481
– –
CARR icon
257
Carrier Global
CARR
$49.2B
$307K 0.05%
4,188
+26
+0.6% +$1.7K
GWW icon
258
W.W. Grainger
GWW
$62.4B
$306K 0.05%
225
+1
+0.4% +$1.23K
AMAT icon
259
Applied Materials
AMAT
$361B
$297K 0.05%
+411
New +$190K
EOG icon
260
EOG Resources
EOG
$76.2B
$295K 0.05%
2,274
-84
-4% -$11.4K
IYW icon
261
iShares US Technology ETF
IYW
$25.5B
$295K 0.05%
1,168
-234
-17% -$53.7K
IAGG icon
262
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$295K 0.05%
5,822
-4,253
-42% -$213K
SDVD icon
263
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$923M
$294K 0.05%
+12,734
New +$288K
BHYP
264
Bitwise Hyperliquid ETF
BHYP
$153M
$294K 0.05%
+7,983
New +$278K
USA icon
265
Liberty All-Star Equity Fund
USA
$1.84B
$292K 0.05%
50,190
-770
-2% -$4.44K
D icon
266
Dominion Energy
D
$57.9B
$286K 0.05%
4,193
-36
-0.9% -$2.34K
ECG
267
Everus Construction Group
ECG
$5.99B
$286K 0.05%
1,722
-11
-0.6% -$1.61K
DUOL icon
268
Duolingo
DUOL
$7.23B
$281K 0.05%
2,444
– –
COIN icon
269
Coinbase
COIN
$48.7B
$280K 0.05%
1,916
+156
+9% +$28.2K
FISR icon
270
State Street Fixed Income Sector Rotation ETF
FISR
$626M
$276K 0.05%
10,778
– –
HAL icon
271
Halliburton
HAL
$30.9B
$275K 0.05%
8,114
+209
+3% +$8.17K
TEL icon
272
TE Connectivity
TEL
$60.4B
$274K 0.05%
1,360
+204
+18% +$43.5K
TSM icon
273
TSMC
TSM
$2.22T
$269K 0.05%
+563
New +$228K
IALT
274
iShares Systematic Alternatives Active ETF
IALT
$5.52B
$267K 0.05%
+9,534
New +$267K
LHX icon
275
L3Harris
LHX
$47.8B
$260K 0.05%
896
-334
-27% -$106K
9 10
11
12 13

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MSH Capital Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, MSH Capital Advisors held 334 positions worth $575M, up 22% from $472M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

MSH Capital Advisors deployed $53.7M of net new capital in Q2 2026, opening 61 new positions and adding to 149 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 2 shares worth $1.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 54% of assets, up from 53% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Seagate, an estimated $1.69M trimmed.

  • MSH Capital Advisors's largest Q2 2026 buy was Berkshire Hathaway Class A: 2 shares worth $1.5M.
  • MSH Capital Advisors added most to Apple in Q2 2026, an estimated $3.4M increase.
  • MSH Capital Advisors's biggest Q2 2026 reduction was Seagate, cutting an estimated $1.69M.
  • MSH Capital Advisors fully exited Simon Property Group in Q2 2026, selling an estimated $893K.
  • MSH Capital Advisors's ten largest holdings make up 27% of its $575M portfolio in Q2 2026.
  • MSH Capital Advisors opened 61 new positions and closed 14 in Q2 2026.
  • MSH Capital Advisors's portfolio value rose 22% quarter-over-quarter to $575M.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.