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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
SPYI icon
101
NEOS S&P 500 High Income ETF
SPYI
$11.7B
$1.3M 0.23%
+24,517
New +$1.29M
PFE icon
102
Pfizer
PFE
$162B
$1.29M 0.22%
53,407
-4,242
-7% -$111K
MRK icon
103
Merck
MRK
$371B
$1.28M 0.22%
9,998
-36
-0.4% -$4.21K
MBB icon
104
iShares MBS ETF
MBB
$39.5B
$1.27M 0.22%
13,474
+98
+0.7% +$9.27K
GDX icon
105
VanEck Gold Miners ETF
GDX
$30.7B
$1.27M 0.22%
16,875
-120
-0.7% -$10.6K
HD icon
106
Home Depot
HD
$320B
$1.27M 0.22%
3,597
-552
-13% -$180K
REGL icon
107
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.76B
$1.26M 0.22%
13,776
+2,278
+20% +$204K
AMD icon
108
Advanced Micro Devices
AMD
$780B
$1.25M 0.22%
2,156
+268
+14% +$110K
TCAF icon
109
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.38B
$1.24M 0.22%
30,243
+3,548
+13% +$140K
NVO
110
Novo Nordisk
NVO
$206B
$1.21M 0.21%
25,293
+1,871
+8% +$80.4K
EMR icon
111
Emerson Electric
EMR
$85.2B
$1.19M 0.21%
8,338
-1,377
-14% -$194K
CGGO icon
112
Capital Group Global Growth Equity ETF
CGGO
$12B
$1.19M 0.21%
28,024
+3,965
+16% +$154K
EFA icon
113
iShares MSCI EAFE ETF
EFA
$80.1B
$1.18M 0.21%
11,377
– –
NEE icon
114
NextEra Energy
NEE
$174B
$1.16M 0.2%
13,266
+773
+6% +$69.9K
SHEL icon
115
Shell
SHEL
$266B
$1.15M 0.2%
14,774
+3,457
+31% +$298K
GLD icon
116
SPDR Gold Trust
GLD
$149B
$1.09M 0.19%
2,957
-72
-2% -$29.8K
BAC icon
117
Bank of America
BAC
$438B
$1.07M 0.19%
18,791
+1,038
+6% +$55.2K
VWO icon
118
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$1.07M 0.19%
17,900
-32
-0.2% -$1.88K
TLH icon
119
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.06M 0.18%
10,545
+4,847
+85% +$484K
SHY icon
120
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$1.06M 0.18%
12,855
-427
-3% -$35.1K
ETN icon
121
Eaton
ETN
$160B
$1.04M 0.18%
2,450
-18
-0.7% -$7.26K
ITOT icon
122
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$1.01M 0.18%
6,178
+537
+10% +$85.2K
MA icon
123
Mastercard
MA
$507B
$1.01M 0.18%
1,963
+1,230
+168% +$613K
ENB icon
124
Enbridge
ENB
$109B
$1M 0.17%
18,488
-563
-3% -$30.9K
FTCE
125
First Trust New Constructs Core Earnings Leaders ETF
FTCE
$87.3M
$983K 0.17%
+36,299
New +$952K
3 4
5
6 7

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CNHF
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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.