MSH Capital Advisors LLC
Top Portfolio Positions
146 positions ·
$229,101,570 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
170,789 | $43,344,540 | 18.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,476 | $8,376,500 | 3.66% | |
| MSFT |
Microsoft Corp
Technology
|
20,706 | $7,664,740 | 3.35% | |
| XOM |
Exxon Mobil Corp
Energy
|
39,842 | $6,759,593 | 2.95% | |
| KO |
Coca Cola Co
Consumer Defensive
|
73,509 | $5,590,359 | 2.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
21,075 | $5,151,573 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,478 | $5,025,973 | 2.19% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
14,198 | $4,551,168 | 1.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,676 | $4,306,190 | 1.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
11,282 | $4,194,083 | 1.83% |
Portfolio Trend
Holdings in HPF
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,390 | 10,403 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $198,593 | 12,358 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $208,232 | 12,358 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $195,379 | 12,358 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $205,389 | 12,358 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $204,524 | 12,358 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $230,476 | 12,358 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $209,715 | 12,358 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $204,277 | 12,358 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $195,009 | 12,358 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $186,503 | 12,889 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $194,495 | 12,889 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $200,037 | 12,889 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $202,099 | 12,889 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $212,024 | 12,889 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $247,027 | 13,739 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $261,453 | 13,739 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $307,750 | 14,739 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||