MSH Capital Advisors LLC
Top Portfolio Positions
147 positions ·
$235,566,457 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
170,789 | $43,344,540 | 18.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,476 | $8,376,500 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
20,706 | $7,664,740 | 3.25% | |
| XOM |
Exxon Mobil Corp
Energy
|
39,842 | $6,759,593 | 2.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,491 | $6,464,887 | 2.74% | |
| KO |
Coca Cola Co
Consumer Defensive
|
73,509 | $5,590,359 | 2.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
21,075 | $5,151,573 | 2.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,478 | $5,025,973 | 2.13% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
14,198 | $4,551,168 | 1.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,676 | $4,306,190 | 1.83% |
Portfolio Trend
18 quarters · across all stocks
Holdings in STRA
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $921,187 | 11,104 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $905,217 | 11,287 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $973,117 | 11,314 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $963,160 | 11,314 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $938,420 | 11,177 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,036,588 | 11,096 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $837,762 | 9,052 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,001,694 | 9,052 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $916,360 | 8,801 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $850,727 | 9,210 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $693,052 | 9,210 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $643,326 | 9,483 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $800,654 | 8,913 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $646,766 | 8,258 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $507,123 | 8,258 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $582,849 | 8,258 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $523,074 | 7,880 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $450,400 | 7,787 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||