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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
FDX icon
301
FedEx
FDX
$76.3B
$219K 0.04%
698
– –
CGCP icon
302
Capital Group Core Plus Income ETF
CGCP
$8.55B
$218K 0.04%
+9,790
New +$219K
SBUX icon
303
Starbucks
SBUX
$119B
$217K 0.04%
+2,127
New +$214K
BGC icon
304
BGC Group
BGC
$5.79B
$212K 0.04%
19,858
-205
-1% -$2.29K
GGOV
305
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.06B
$212K 0.04%
+4,214
New +$210K
CEG icon
306
Constellation Energy
CEG
$106B
$210K 0.04%
845
+75
+10% +$21.1K
NI icon
307
NiSource
NI
$19.8B
$210K 0.04%
+4,412
New +$209K
AFL icon
308
Aflac
AFL
$58.8B
$209K 0.04%
+1,783
New +$205K
MDU icon
309
MDU Resources
MDU
$4.12B
$209K 0.04%
9,840
+17
+0.2% +$370
SYLD icon
310
Cambria Shareholder Yield ETF
SYLD
$1.03B
$208K 0.04%
2,625
-248
-9% -$19.4K
Q
311
Qnity Electronics Inc
Q
$25.2B
$207K 0.04%
+1,269
New +$187K
SCHR
312
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$207K 0.04%
8,379
-720
-8% -$17.8K
VONV icon
313
Vanguard Russell 1000 Value ETF
VONV
$22B
$206K 0.04%
+1,941
New +$198K
IGPT icon
314
Invesco AI and Next Gen Software ETF
IGPT
$1.26B
$206K 0.04%
+1,975
New +$170K
SDOG icon
315
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
$203K 0.04%
+2,977
New +$200K
PECO icon
316
Phillips Edison & Co
PECO
$5.01B
$202K 0.04%
+4,853
New +$194K
F icon
317
Ford
F
$58.3B
$186K 0.03%
13,375
-3,309
-20% -$44.6K
HPF
318
John Hancock Preferred Income Fund II
HPF
$331M
$165K 0.03%
10,403
– –
WIT icon
319
Wipro
WIT
$17.9B
$29.5K 0.01%
+13,120
New +$27.9K
AREC icon
320
American Resources Corp
AREC
$260M
$21.5K ﹤0.01%
+10,000
New +$22.3K
BP icon
321
BP
BP
$113B
– –
-4,623
Closed -$217K
CHD icon
322
Church & Dwight Co
CHD
$23.4B
– –
-2,182
Closed -$204K
CRM icon
323
Salesforce
CRM
$213B
– –
-1,263
Closed -$236K
EQS icon
324
Equus Total Return
EQS
$14.4M
– –
-21,666
Closed -$39.9K
GFL icon
325
GFL Environmental
GFL
$19.1B
– –
-5,021
Closed -$209K
10 11 12
13
14

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MM
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CNHF
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SW
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KA
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SWA
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HIM
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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.