MSH Capital Advisors LLC

MSH Capital Advisors LLC reported 359 holdings worth US$575M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

MSH Capital Advisors LLC reported 359 holdings worth US$575M as of Jun 30, 2026. Largest: Apple Inc, Jp Morgan Chase & Co. and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).

Holdings
359
Value as reported
US$575M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc183KUS$52.9M9.2%
Jp Morgan Chase & Co.33,369US$10.9M1.9%
Alphabet Inc (google) Class C24,616US$8.8M1.5%
Microsoft Corp.23,508US$8.77M1.5%
Berkshire Hathaway Inc.17,169US$8.59M1.5%
Nvidia Corporation31,284US$6.26M1.1%
Coca-cola Company (the)73,805US$6M1.0%
Amazon.com, Inc.24,322US$5.8M1.0%
Johnson & Johnson22,564US$5.73M1.00%
Exxon Mobil Corporation39,937US$5.46M0.95%
Tesla, Inc.11,570US$4.87M0.85%
Sherwin-williams Company (the)13,991US$4.82M0.84%
Abbvie Inc.17,814US$4.48M0.78%
Blackrock, Inc.4,131US$3.97M0.69%
Micron Technology, Inc.3,266US$3.77M0.66%
Realty Income Corporation59,864US$3.71M0.65%
Caterpillar, Inc.3,219US$3.43M0.60%
Cisco Systems, Inc.28,489US$3.35M0.58%
Visa Inc.9,625US$3.3M0.57%
Paychex, Inc.31,104US$3.06M0.53%
Broadcom Inc.7,486US$2.83M0.49%
Verizon Communications Inc.66,578US$2.82M0.49%
Walmart Inc.24,343US$2.76M0.48%
Rtx Corporation14,383US$2.73M0.47%
American Water Works Company, Inc.20,238US$2.66M0.46%
Cme Group Inc.10,887US$2.4M0.42%
Costco Wholesale Corporation2,552US$2.39M0.42%
American Tower Corporation (reit)14,297US$2.34M0.41%
T. Rowe Price Group, Inc.19,447US$2.21M0.38%
Southern Company (the)21,669US$2.07M0.36%
Eli Lilly And Company1,685US$2.02M0.35%
Enterprise Products Partners L.p.54,057US$1.99M0.35%
Old Second Bancorp, Inc.84,826US$1.98M0.34%
Ugi Corporation56,788US$1.96M0.34%
Chevron Corporation11,400US$1.89M0.33%
Duke Energy Corporation (holding Company)14,264US$1.81M0.31%
Procter & Gamble Company (the)12,178US$1.79M0.31%
Energy Transfer Lp92,016US$1.76M0.31%
Lowe's Companies, Inc.7,744US$1.71M0.30%
Meta Platforms, Inc.3,010US$1.7M0.29%
Unitedhealth Group Incorporated3,997US$1.66M0.29%
Wec Energy Group, Inc.13,292US$1.55M0.27%
3m Company9,019US$1.46M0.25%
Pepsico, Inc.10,140US$1.37M0.24%
Mcdonald's Corporation4,955US$1.34M0.23%
Pfizer, Inc.53,407US$1.29M0.22%
Merck & Company, Inc.9,998US$1.28M0.22%
Home Depot, Inc. (the)3,597US$1.27M0.22%
Advanced Micro Devices Inc2,156US$1.25M0.22%
Novo Nordisk A/s Class B25,293US$1.21M0.21%
Emerson Electric Company8,338US$1.19M0.21%
Nextera Energy, Inc.13,266US$1.16M0.20%
Shell Plc14,774US$1.15M0.20%
Bank Of America Corporation18,791US$1.07M0.19%
Mastercard Incorporated1,963US$1.01M0.18%
Enbridge Inc.18,488US$1M0.17%
Commerce Bancshares, Inc.16,972US$980K0.17%
Prologis, Inc.6,991US$947K0.16%
Guardant Health, Inc.6,242US$936K0.16%
Blackstone Inc.7,412US$872K0.15%
Federal Realty Investment Trust6,901US$852K0.15%
Strategic Education, Inc.11,104US$851K0.15%
Deere & Company1,290US$818K0.14%
Lockheed Martin Corporation1,563US$796K0.14%
Ge Vernova Inc.657US$772K0.13%
International Business Machines Corporation2,631US$740K0.13%
Texas Instruments Incorporated2,408US$718K0.12%
Altria Group, Inc.9,703US$698K0.12%
Netflix, Inc.9,525US$680K0.12%
H&r Block, Inc.17,578US$669K0.12%
Space Exploration Technologies Corp3,890US$665K0.12%
Boeing Company (the)2,819US$610K0.11%
Conocophillips5,752US$598K0.10%
Iqvia Holdings, Inc.3,050US$589K0.10%
Palantir Technologies Inc.4,996US$583K0.10%
United Airlines Holdings, Inc.4,259US$579K0.10%
Ge Aerospace1,543US$577K0.10%
Wells Fargo & Company6,904US$571K0.10%
Sofi Technologies, Inc.31,794US$570K0.10%
Intel Corporation4,057US$566K0.10%
Public Storage1,774US$565K0.10%
Tanger Inc.14,300US$564K0.10%
Otis Worldwide Corporation7,755US$555K0.10%
Phillips 663,250US$549K0.10%
American Homes 4 Rent16,345US$548K0.10%
Healthpeak Properties, Inc.25,076US$537K0.09%
Nike, Inc.12,393US$509K0.09%
Yum! Brands, Inc.3,066US$490K0.09%
Quanta Services, Inc.663US$477K0.08%
Mplx Lp8,392US$473K0.08%
At&t Inc.22,776US$471K0.08%
Booking Holdings Inc. Common Stock2,644US$471K0.08%
Marathon Petroleum Corporation1,833US$469K0.08%
Philip Morris International Inc2,557US$463K0.08%
Walt Disney Company (the)4,588US$442K0.08%
Dutch Bros Inc.6,095US$438K0.08%
Sandisk Corporation176US$400K0.07%
Equinix, Inc.371US$387K0.07%
Viatris Inc.23,682US$376K0.07%
United Parcel Service, Inc.3,459US$372K0.06%

Every holding of MSH Capital Advisors LLC

Source

View original at SEC

Related