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 ISD
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,261 | 18,105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $261,979 | 18,105 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $260,349 | 18,105 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $256,547 | 18,105 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $257,996 | 18,105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $247,676 | 18,105 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $252,383 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $233,192 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $235,183 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $223,053 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $213,276 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $224,864 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $220,881 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $214,906 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $208,931 | 18,105 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $222,872 | 18,105 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $259,806 | 18,105 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $290,585 | 18,105 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||