MSH Capital Advisors LLC
Filing Date
Global Rank
#3,911
/ 8,603
▲ 80
· as of Mar 2026
Top Industry
Consumer Electronics
19.6%
3Y Alpha vs SPY
-2.3%
Period ended 3 months ago
Filed May 11, 2026 · 59d
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.5%
SPY
+76.5%
Annualised alpha
-2.1%
Max drawdown
−14.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
146 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.0%
−0.7 pts
Top 5
31.3%
−1.6 pts
Top 10
41.5%
−0.9 pts
HHI
467
Diversified−30
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.3% | $69,196,558 |
| Financial Services | 17.3% | $39,446,130 |
| Healthcare | 7.6% | $17,269,685 |
| Consumer Defensive | 7.2% | $16,458,468 |
| Consumer Cyclical | 6.8% | $15,474,100 |
| Industrials | 6.3% | $14,292,240 |
| Utilities | 5.2% | $11,834,753 |
| Communication Services | 5.0% | $11,405,487 |
| Real Estate | 4.7% | $10,777,356 |
| Energy | 4.1% | $9,425,303 |
| Unclassified | 3.2% | $7,260,160 |
| Basic Materials | 2.3% | $5,318,826 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | +8,191 | 66,893 | $3,358,028 | |
| NVO | Novo Nordisk A S | +7,272 | 23,422 | $860,758 | |
| USA | Liberty All Star Equity Fund | +6,000 | 50,960 | $282,828 | |
| NFLX | Netflix Inc | +3,334 | 5,946 | $571,707 | |
| GOOGL | Alphabet Inc. | +3,321 | 17,478 | $5,025,973 | |
| PAYX | Paychex Inc | +2,781 | 28,387 | $2,615,010 | |
| AMZN | Amazon Com Inc | +2,599 | 20,676 | $4,306,190 | |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | +2,150 | 23,770 | $266,937 | |
| MSFT | Microsoft Corp | +1,460 | 20,706 | $7,664,740 | |
| AMH | American Homes 4 Rent | +1,229 | 16,245 | $453,560 | |
| PEP | Pepsico Inc | +1,208 | 10,569 | $1,641,260 | |
| O | Realty Income Corp | +1,114 | 59,183 | $3,620,815 | |
| GDV | Gabelli Dividend & Income Trust | +1,092 | 100,571 | $2,708,377 | |
| WU | Western Union CO | +1,000 | 40,481 | $353,399 | |
| SHEL | Shell plc | +967 | 11,317 | $1,052,481 | |
| KO | Coca Cola Co | +880 | 73,509 | $5,590,359 | |
| TSLA | Tesla, Inc. | +869 | 11,282 | $4,194,083 | |
| DOC | Healthpeak Properties, Inc. | +840 | 25,079 | $412,047 | |
| MRK | Merck & Co., Inc. | +728 | 10,034 | $1,206,989 | |
| WFC | Wells Fargo & Company/Mn | +713 | 8,194 | $652,324 | |
| V | Visa Inc. | +703 | 8,619 | $2,605,006 | |
| AAPL | Apple Inc. | +524 | 170,789 | $43,344,540 | |
| DUOL | Duolingo, Inc. | +517 | 2,444 | $240,905 | |
| CSCO | Cisco Systems, Inc. | +502 | 40,336 | $3,129,670 | |
| NEE | Nextera Energy Inc | +469 | 12,493 | $1,160,349 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | −23,691 | 29,463 | $1,114,879 | |
| ET | Energy Transfer LP | −16,592 | 75,042 | $1,448,310 | |
| EMR | Emerson Electric Co | −6,997 | 9,715 | $1,272,859 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | −6,576 | 252,239 | $1,901,882 | |
| MDU | Mdu Resources Group Inc | −4,941 | 9,823 | $203,532 | |
| ABBV | AbbVie Inc. | −4,833 | 12,670 | $2,755,598 | |
| BX | Blackstone Inc. | −3,080 | 4,668 | $536,773 | |
| NVDA | Nvidia Corp | −2,117 | 20,107 | $3,506,660 | |
| HPF | John Hancock Preferred Income Fund II | −1,955 | 10,403 | $162,390 | |
| GLDM | World Gold Trust | −1,842 | 10,416 | $965,459 | |
| AVGO | Broadcom Inc. | −1,751 | 5,310 | $1,643,498 | |
| PFE | Pfizer Inc | −1,387 | 57,649 | $1,618,783 | |
| ECG | Everus Construction Group, Inc. | −1,247 | 1,733 | $204,597 | |
| BRK-B | Berkshire Hathaway Inc | −1,121 | 13,491 | $6,464,887 | |
| CHD | Church & Dwight Co Inc /De/ | −917 | 2,182 | $203,624 | |
| MCD | Mcdonalds Corp | −727 | 4,123 | $1,281,387 | |
| NKE | NIKE, Inc. | −673 | 13,167 | $695,480 | |
| GH | Guardant Health, Inc. | −656 | 6,281 | $580,175 | |
| ENB | Enbridge Inc | −635 | 19,051 | $1,031,421 | |
| STX | Seagate Technology Holdings plc | −537 | 6,708 | $2,627,926 | |
| JPM | Jpmorgan Chase & Co | −524 | 28,476 | $8,376,500 | |
| CRM | Salesforce, Inc. | −432 | 1,263 | $235,764 | |
| DIS | Walt Disney Co | −365 | 4,304 | $414,819 | |
| PG | PROCTER & GAMBLE Co | −277 | 11,816 | $1,706,703 | |
| SPY | Spdr S&P 500 ETF Trust | −261 | 3,037 | $1,975,082 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EOG | Eog Resources Inc | 2,358 | $340,896 | |
| EQIX | Equinix Inc | 341 | $334,261 | |
| UPS | United Parcel Service Inc | 3,112 | $306,158 | |
| LIN | Linde PLC | 585 | $290,019 | |
| TEL | TE Connectivity plc | 1,156 | $241,627 | |
| ADM | Archer-Daniels-Midland Co | 3,143 | $228,464 | |
| TJX | Tjx Companies Inc /De/ | 1,383 | $220,865 | |
| BP | Bp PLC | 4,623 | $217,281 | |
| NEM | NEWMONT Corp /DE/ | 1,893 | $204,917 | |
| FDX | Fedex Corp | 698 | $200,333 | |
| PALL | abrdn Palladium ETF Trust | 1,565 | $42,164 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 33,955 | $933,422 | |
| MPLX | Mplx LP | 8,080 | $431,229 | |
| VST | Vistra Corp. | 2,031 | $327,661 | |
| ADP | Automatic Data Processing Inc | 1,224 | $314,849 | |
| KNF | Knife River Corp | 3,291 | $231,521 | |
| ACN | Accenture plc | 859 | $230,469 | |
| QCOM | Qualcomm Inc/De | 1,301 | $222,536 | |
| BRO | Brown & Brown, Inc. | 2,670 | $212,799 | |
| ABT | Abbott Laboratories | 1,677 | $210,111 | |
| OTIS | Otis Worldwide Corp | 2,376 | $207,543 | |
| ADX | Adams Diversified Equity Fund, Inc. | 8,824 | $205,775 | |
| JOBY | Joby Aviation, Inc. | 15,100 | $199,320 | |
| AREC | American Resources Corp | 10,000 | $24,800 | |
| No positions match the current search. | ||||
146 positions ·
$228,159,066 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 146 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 170,789 | $43,344,540 | 19.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 28,476 | $8,376,500 | 3.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,706 | $7,664,740 | 3.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 13,491 | $6,464,887 | 2.83% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 73,509 | $5,590,359 | 2.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 21,075 | $5,151,573 | 2.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 17,478 | $5,025,973 | 2.20% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 14,198 | $4,551,168 | 1.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 20,676 | $4,306,190 | 1.89% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,282 | $4,194,083 | 1.84% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 4,148 | $3,989,173 | 1.75% | |
| O |
Realty Income Corp
Real Estate
|
Added | 59,183 | $3,620,815 | 1.59% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 20,107 | $3,506,660 | 1.54% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 66,893 | $3,358,028 | 1.47% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 10,783 | $3,184,759 | 1.40% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 40,336 | $3,129,670 | 1.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 22,184 | $2,757,027 | 1.21% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 12,670 | $2,755,598 | 1.21% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Added | 20,179 | $2,746,160 | 1.20% | |
| GDV |
Gabelli Dividend & Income Trust
Financial Services
|
Added | 100,571 | $2,708,377 | 1.19% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 6,708 | $2,627,926 | 1.15% | |
| PAYX |
Paychex Inc
Technology
|
Added | 28,387 | $2,615,010 | 1.15% | |
| V |
Visa Inc.
Financial Services
|
Added | 8,619 | $2,605,006 | 1.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,324 | $2,495,726 | 1.09% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 14,128 | $2,438,210 | 1.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,374 | $2,390,344 | 1.05% | |
| RTX |
RTX Corp
Industrials
|
Added | 12,300 | $2,372,670 | 1.04% | |
| SO |
Southern Co
Utilities
|
Added | 21,553 | $2,080,295 | 0.91% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Added | 56,508 | $2,058,021 | 0.90% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,050 | $2,042,681 | 0.90% | |
| CVX |
Chevron Corp
Energy
|
Added | 9,607 | $1,987,688 | 0.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,037 | $1,975,082 | 0.87% | |
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
Reduced | 252,239 | $1,901,882 | 0.83% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 7,902 | $1,867,084 | 0.82% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 14,241 | $1,864,716 | 0.82% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 19,414 | $1,749,977 | 0.77% | |
| OSBC |
Old Second Bancorp Inc
Financial Services
|
Held | 84,826 | $1,710,092 | 0.75% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 11,816 | $1,706,703 | 0.75% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,310 | $1,643,498 | 0.72% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 10,569 | $1,641,260 | 0.72% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 57,649 | $1,618,783 | 0.71% | |
| MU |
Micron Technology Inc
Technology
|
Added | 4,557 | $1,539,536 | 0.67% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 75,042 | $1,448,310 | 0.63% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,149 | $1,364,564 | 0.60% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 15,270 | $1,323,145 | 0.58% | |
| MMM |
3M Co
Industrials
|
Added | 9,036 | $1,312,298 | 0.58% | |
| GLD |
Spdr Gold Trust
|
Reduced | 3,029 | $1,303,348 | 0.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,263 | $1,294,730 | 0.57% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 4,123 | $1,281,387 | 0.56% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 9,715 | $1,272,859 | 0.56% |