MSH Capital Advisors LLC
•CIK: 2056306•Filing: Q4 2025
MSH Capital Advisors LLC manages $468M across a diversified portfolio of 274 positions. The fund exhibits significant allocations to mega-cap technology and broad market exposure, notably holding AAPL at $46.3M and MSFT at $9.3M. Further diversification is evident with substantial positions in international equities (VEA at $14.5M) and core index funds like SCHG ($10.3M) and IVV ($8.9M). This structure suggests a disciplined, large-cap growth and value tilt across global markets.
Total AUM
$468.0M
QoQ Performance
+25.4%
Positions
196
Top 10 Concentration
29.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL9.9%
VEA3.1%
SDY2.5%
SCHG2.2%
JPM2.0%
MSFT2.0%
IVV1.9%
SCHD1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.8%
Technology16.3%
Financial6.6%
Consumer4.3%
Healthcare3.4%
ETF3.3%
Real Estate1.7%
Industrial1.6%
🚪 Exited Positionssold since Q3 2025
+50 more exited positions
Changes from Q3 2025
NEW12 new positions
↑140 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024