MSH Capital Advisors LLC

CIK
2056306
City
SCOTTSDALE
State / Country
AZ

Top Portfolio Positions

146 positions · $229,101,570 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

18 quarters · across all stocks

Holdings in OSBC

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $1,710,092 84,826
2025-12-31 $1,654,107 84,826