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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
BINC icon
151
BlackRock Flexible Income ETF
BINC
$16.6B
$766K 0.13%
14,631
-3,329
-19% -$174K
IJK icon
152
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$745K 0.13%
6,340
– –
JEPQ icon
153
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.8B
$742K 0.13%
12,074
+294
+2% +$17.4K
IBM icon
154
IBM
IBM
$221B
$740K 0.13%
2,631
+190
+8% +$47.9K
FLIN icon
155
Franklin FTSE India ETF
FLIN
$2.68B
$733K 0.13%
20,608
+353
+2% +$12.3K
IQLT icon
156
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$721K 0.13%
14,555
+129
+0.9% +$6.3K
TXN icon
157
Texas Instruments
TXN
$236B
$718K 0.12%
2,408
+38
+2% +$10.5K
BAI
158
iShares A.I. Innovation and Tech Active ETF
BAI
$14.1B
$716K 0.12%
13,575
-1,008
-7% -$45.8K
CORO
159
iShares International Country Rotation Active ETF
CORO
$8.48B
$712K 0.12%
19,460
+4,703
+32% +$166K
MO icon
160
Altria Group
MO
$115B
$698K 0.12%
9,703
-340
-3% -$23.7K
IJJ icon
161
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$698K 0.12%
4,725
– –
BDVL
162
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.78B
$684K 0.12%
26,317
+213
+0.8% +$5.5K
NFLX icon
163
Netflix
NFLX
$326B
$680K 0.12%
9,525
+3,579
+60% +$315K
HRB icon
164
H&R Block
HRB
$6.05B
$669K 0.12%
17,578
– –
SPCX
165
SpaceX
SPCX
$1.95T
$665K 0.12%
+3,890
New +$661K
XLP icon
166
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$654K 0.11%
7,868
+2,895
+58% +$242K
ACWX icon
167
iShares MSCI ACWI ex US ETF
ACWX
$12.7B
$653K 0.11%
8,576
+2,439
+40% +$181K
CGGE
168
Capital Group Global Equity ETF
CGGE
$3.13B
$650K 0.11%
18,455
+1,946
+12% +$65.2K
PYLD icon
169
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$646K 0.11%
24,369
-541
-2% -$14.3K
IHI icon
170
iShares US Medical Devices ETF
IHI
$3.43B
$629K 0.11%
+12,728
New +$646K
SPMO icon
171
Invesco S&P 500 Momentum ETF
SPMO
$22.5B
$627K 0.11%
3,884
-438
-10% -$61.7K
AGG icon
172
iShares Core US Aggregate Bond ETF
AGG
$138B
$616K 0.11%
6,227
-129
-2% -$12.8K
BA icon
173
Boeing
BA
$168B
$610K 0.11%
2,819
+125
+5% +$27.8K
IWF icon
174
iShares Russell 1000 Growth ETF
IWF
$126B
$607K 0.11%
4,887
-773
-14% -$93.2K
DHS icon
175
WisdomTree US High Dividend Fund
DHS
$1.61B
$603K 0.1%
5,306
+274
+5% +$30.5K
5 6
7
8 9

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CNHF
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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.