MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV
Broker-DealerTop Portfolio Positions
72 positions ·
$102,424,039 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OUNZ |
VanEck Merk Gold ETF
|
131,271 | $5,913,758 | 5.77% | |
| PSX |
Phillips 66
Energy
|
24,316 | $4,429,888 | 4.33% | |
| PFE |
Pfizer Inc
Healthcare
|
157,237 | $4,415,214 | 4.31% | |
| HAL |
Halliburton Co
Energy
|
113,036 | $4,407,273 | 4.30% | |
| CVX |
Chevron Corp
Energy
|
21,293 | $4,405,521 | 4.30% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
46,063 | $4,297,217 | 4.20% | |
| COP |
Conocophillips
Energy
|
31,418 | $4,147,176 | 4.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
49,238 | $3,820,376 | 3.73% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
26,264 | $3,660,413 | 3.57% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
32,811 | $3,601,991 | 3.52% |
Portfolio Trend
2 quarters · across all stocks
Holdings in XOMA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $627 | 20 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $531 | 20 | Shares | Sole | 2026-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||