MSH Capital Advisors LLC

CIK

2056306

Location

SCOTTSDALE, AZ

Portfolio Value

Micro $16,458,468

Diversification

Diversified

Filing Date

Global Rank

#3,540 / 8,232 ▲ 188

Top Industry

Consumer Electronics 19.0%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed May 11, 2026 · 34d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.2%

SPY

+76.3%

Annualised alpha

-2.8%

Max drawdown

−14.8%

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

147 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.4%

−0.9 pts

Top 5

30.8%

−1.4 pts

Top 10

41.3%

−0.4 pts

HHI

446

Diversified−33

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$69,196,558	16
Financial Services	16.7%	$39,446,130	26
Healthcare	7.3%	$17,269,685	13
Consumer Defensive	7.0%	$16,458,468	11
Energy	6.9%	$16,184,896	12
Consumer Cyclical	6.8%	$15,922,752	12
Industrials	6.1%	$14,322,729	21
Utilities	5.0%	$11,834,753	9
Communication Services	4.8%	$11,405,487	6
Real Estate	4.6%	$10,777,356	10
Unclassified	3.2%	$7,428,817	7
Basic Materials	2.3%	$5,318,826	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
FDX	Fedex Corp	698	$248,613
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
PALL	abrdn Palladium ETF Trust	1,565	$210,821
NEM	NEWMONT Corp /DE/	1,893	$204,917
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $16,458,468 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Added	73,509	+880	$5,590,359	+10.1%	33.97%
WMT	Walmart Inc. Consumer Defensive	Added	22,184	+402	$2,757,027	+13.6%	16.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,050	+149	$2,042,681	+24.6%	12.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	11,816	-277	$1,706,703	−1.5%	10.37%
PEP	Pepsico Inc Consumer Defensive	Added	10,569	+1,208	$1,641,260	+22.2%	9.97%
STRA	Strategic Education, Inc. Consumer Defensive	Reduced	11,104	-183	$921,187	+1.8%	5.60%
MO	Altria Group, Inc. Consumer Defensive	Added	10,043	+131	$662,737	+16.0%	4.03%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,439	+228	$403,264	+13.7%	2.45%
KR	Kroger Co Consumer Defensive	Added	4,162	+103	$301,162	+18.8%	1.83%
ADM	Archer-Daniels-Midland Co Consumer Defensive	NEW	3,143	NEW	$228,464	NEW	1.39%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	2,182	-917	$203,624	−21.6%	1.24%