Msh Capital Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002056306

Type: FundHoldings: 231Value: $323.4MLatest: 2025Q1

MSH Capital Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 231 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSBC",
  "JOBY",
  "GFL.TO",
  "GDX",
  "TROW",
  "MU",
  "ACN",
  "MMM",
  "ABBV",
  "SKT",
  null,
  "GOOGL",
  "T",
  "BLK",
  "ADX",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  null,
  null,
  null,
  null,
  "HRB",
  null,
  null,
  "USA",
  "DUK",
  "ISD",
  "D",
  null,
  "NAD",
  null,
  "STRA",
  null,
  "BGC",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  "GH",
  null,
  "VATE",
  "EMXC",
  null,
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  "IQV",
  null,
  null,
  null,
  null,
  null,
  "HPF",
  "KMI",
  "IWS",
  null,
  "PWR",
  "MA",
  "RTO",
  "MDT",
  "MSFT",
  "GE",
  "BX",
  "IJR",
  "EFG",
  "IWD",
  "KR",
  "PAYX",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "JPC",
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "SHW",
  "SLB",
  "SPG",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  "AMT",
  null,
  "SPLG",
  "IBM",
  "TXN",
  "TGT",
  "UPS",
  "VOE",
  "MDU",
  "VWO",
  "GDV",
  "IWV",
  null,
  null,
  "TY",
  "VIG",
  null,
  "WY",
  null,
  null,
  "VYM",
  null,
  "UGI",
  "HAL",
  "SDY",
  "F",
  "WEC",
  "IWP",
  "KNF",
  "PEG",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  "ESGV",
  "VUG",
  "VEA",
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WU",
  "WFC",
  null,
  "YUM",
  null,
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  "SO",
  "OTIS",
  "PSX",
  null,
  null,
  null,
  null,
  "DGRO",
  "FDX",
  "ADP",
  "BAC",
  "BRK-B",
  null,
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CHD",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CBSH",
  "COIN",
  "CTSH",
  "COP",
  "COST",
  "DE",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "NEE",
  "QQQ",
  null,
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 231
Total Value: 323363082
Accession Number: 0001420506-25-000992
Form Type: 13F-HR
CIK: msh-capital-advisors
Manager Name: Msh-Capital-Advisors

Data Enrichment

75% identified

173 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

231 positions • $323.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

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78464A763

SDY|78464A763

Shares:74.3K

Value:$10.1M

% of Portfolio:3.1% ($10.1M/$323.4M)

Apple Inc.

AAPL|037833100

Shares:37.8K

Value:$8.4M

% of Portfolio:2.6% ($8.4M/$323.4M)

921943858

VEA|921943858

Shares:157.8K

Value:$8.0M

% of Portfolio:2.5% ($8.0M/$323.4M)

464287200

IVV|464287200

Shares:13.2K

Value:$7.4M

% of Portfolio:2.3% ($7.4M/$323.4M)

808524797

SCHD|808524797

Shares:261.3K

Value:$7.3M

% of Portfolio:2.3% ($7.3M/$323.4M)

92189F106

GDX|92189F106

Shares:158.1K

Value:$7.3M

% of Portfolio:2.2% ($7.3M/$323.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.4K

Value:$7.2M

% of Portfolio:2.2% ($7.2M/$323.4M)

808524300

SCHG|808524300

Shares:265.3K

Value:$6.6M

% of Portfolio:2.1% ($6.6M/$323.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:26.6K

Value:$6.5M

% of Portfolio:2.0% ($6.5M/$323.4M)

MICROSOFT CORP

MSFT|594918104

Shares:15.9K

Value:$6.0M

% of Portfolio:1.8% ($6.0M/$323.4M)

464287309

IVW|464287309

Shares:57.0K

Value:$5.3M

% of Portfolio:1.6% ($5.3M/$323.4M)

921946406

VYM|921946406

Shares:40.5K

Value:$5.2M

% of Portfolio:1.6% ($5.2M/$323.4M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:14.6K

Value:$5.1M

% of Portfolio:1.6% ($5.1M/$323.4M)

464287507

IJH|464287507

Shares:81.1K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$323.4M)

74348A467

Shares:46.1K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$323.4M)

922908736

VUG|922908736

Shares:12.5K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$323.4M)

46432F842

IEFA|46432F842

Shares:61.0K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$323.4M)

464287804

IJR|464287804

Shares:43.3K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$323.4M)

COCA COLA CO

KO|191216100

Shares:59.7K

Value:$4.3M

% of Portfolio:1.3% ($4.3M/$323.4M)

78464A854

SPLG|78464A854

Shares:63.9K

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$323.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SDYcusip78464A763)	74.3K	QoQ +8.75% (+6.0K) YoY +39.23% (+20.9K)	All Managers (Combined)	$10.1M	3.1% ($10.1M/$323.4M)	QoQ +11.69% (+$1.1M) YoY +43.94% (+$3.1M)
Apple Inc.(AAPLcusip037833100)	37.8K	QoQ -12.16% (-5.2K) YoY -5.66% (-2.3K)	All Managers (Combined)	$8.4M	2.6% ($8.4M/$323.4M)	QoQ -22.08% (-$2.4M) YoY +22.20% (-$1.5M)
(VEAcusip921943858)	157.8K	QoQ +8.54% (+12.4K) YoY +7.09% (+10.5K)	All Managers (Combined)	$8.0M	2.5% ($8.0M/$323.4M)	QoQ +15.37% (+$1.1M) YoY +8.50% (+$629.0K)
(IVVcusip464287200)	13.2K	QoQ -0.79% (-105) YoY -13.83% (-2.1K)	All Managers (Combined)	$7.4M	2.3% ($7.4M/$323.4M)	QoQ -5.30% (-$414.0K) YoY -7.90% (-$635.2K)
(SCHDcusip808524797)	261.3K	QoQ +9.07% (+21.7K) YoY +341.73% (+202.2K)	All Managers (Combined)	$7.3M	2.3% ($7.3M/$323.4M)	QoQ +11.62% (+$761.0K) YoY +53.18% (+$2.5M)
(GDXcusip92189F106)	158.1K	QoQ -1.39% (-2.2K) YoY -38.43% (-98.7K)	All Managers (Combined)	$7.3M	2.2% ($7.3M/$323.4M)	QoQ +33.67% (-$1.8M) YoY -10.49% (-$852.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.4K	QoQ -0.23% (-32) YoY -0.60% (-82)	All Managers (Combined)	$7.2M	2.2% ($7.2M/$323.4M)	QoQ +17.21% (-$1.1M) YoY +25.87% (-$1.5M)
(SCHGcusip808524300)	265.3K	QoQ +15.15% (+34.9K) YoY +505.26% (+221.4K)	All Managers (Combined)	$6.6M	2.1% ($6.6M/$323.4M)	QoQ +3.45% (+$222.0K) YoY +63.45% (+$2.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	26.6K	QoQ -12.13% (-3.7K) YoY -11.87% (-3.6K)	All Managers (Combined)	$6.5M	2.0% ($6.5M/$323.4M)	QoQ -10.08% (-$732.8K) YoY +7.92% (-$479.4K)
MICROSOFT CORP(MSFTcusip594918104)	15.9K	QoQ -1.54% (-249) YoY +0.06% (-10)	All Managers (Combined)	$6.0M	1.8% ($6.0M/$323.4M)	QoQ -12.30% (-$837.6K) YoY -10.71% (-$716.4K)
(IVWcusip464287309)	57.0K	QoQ +2.74% (-1.5K) YoY +24.72% (+11.3K)	All Managers (Combined)	$5.3M	1.6% ($5.3M/$323.4M)	QoQ -6.05% (-$341.5K) YoY +37.12% (+$1.4M)
(VYMcusip921946406)	40.5K	QoQ +7.78% (+2.9K) YoY +36.86% (+10.9K)	All Managers (Combined)	$5.2M	1.6% ($5.2M/$323.4M)	QoQ +8.94% (+$428.6K) YoY +45.88% (+$1.6M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	14.6K	QoQ -0.93% (-138) YoY -2.05% (-307)	All Managers (Combined)	$5.1M	1.6% ($5.1M/$323.4M)	QoQ +1.76% (-$88.3K) YoY -1.53% (-$79.3K)
(IJHcusip464287507)	81.1K	QoQ +2.10% (-1.7K) YoY +3.41% (-2.7K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$323.4M)	QoQ -4.38% (-$216.9K) YoY -0.65% (-$31.2K)
(cusip74348A467)✕	46.1K	QoQ +6.60% (+2.9K) YoY +33.20% (+11.5K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$323.4M)	QoQ +9.42% (+$406.0K) YoY +34.22% (+$1.2M)
(VUGcusip922908736)	12.5K	QoQ -0.32% (-41) YoY -22.39% (-3.6K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$323.4M)	QoQ -9.94% (-$510.9K) YoY -16.39% (-$907.1K)
(IEFAcusip46432F842)	61.0K	QoQ +4.26% (+2.5K) YoY +10.02% (+5.6K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$323.4M)	QoQ +12.23% (+$503.2K) YoY +12.14% (+$500.0K)
(IJRcusip464287804)	43.3K	QoQ -2.95% (-1.3K) YoY +6.89% (+2.8K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$323.4M)	QoQ -11.92% (-$613.2K) YoY +1.13% (+$50.9K)
COCA COLA CO(KOcusip191216100)	59.7K	QoQ +0.24% (+145) YoY +0.84% (+501)	All Managers (Combined)	$4.3M	1.3% ($4.3M/$323.4M)	QoQ +15.31% (+$567.8K) YoY +18.05% (+$653.9K)
(SPLGcusip78464A854)	63.9K	QoQ +14.46% (+8.1K) YoY +1304.52% (+59.3K)	All Managers (Combined)	$4.2M	1.3% ($4.2M/$323.4M)	QoQ +9.18% (+$353.5K) YoY +1401.08% (+$3.9M)