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 TY
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,793 | 12,719 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $415,402 | 12,719 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $438,396 | 12,894 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $344,904 | 10,894 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $334,118 | 10,894 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $347,639 | 10,970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $378,968 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $355,225 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $353,276 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $330,680 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $304,987 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $314,507 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $304,528 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $293,976 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $293,173 | 11,470 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $300,169 | 11,470 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $353,734 | 11,470 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $380,689 | 11,470 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||