MSH Capital Advisors LLC reported 167 positions worth $335.63M for the quarter ended Sep 30, 2026, up 24.7% on the prior quarter. It opened 23 new positions, added to 84, trimmed 54 and exited 12. Its largest holding is Apple Inc. at 19.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +100.9K | +322.5% | $23.24M | 9.07% |
| AAPL Apple Inc. | +11.6K | +6.3% | $3.86M | 19.27% |
| CRWD CrowdStrike Holdings, Inc. | +12.7K | +717.0% | $3.38M | 1.15% |
| MU Micron Technology Inc | +2,928 | +89.7% | $3.16M | 1.99% |
| AMD Advanced Micro Devices Inc | +4,559 | +211.5% | $2.80M | 1.23% |
| AVGO Broadcom Inc. | +6,738 | +90.0% | $2.34M | 1.47% |
| SPCX Space Exploration Technologies Corp | +13.0K | +334.1% | $1.95M | 0.755% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +4,137 | +734.8% | $1.90M | 0.642% |
| MRVL Marvell Technology, Inc. | +5,908 | +502.8% | $1.58M | 0.564% |
| DELL Dell Technologies Inc. | +2,282 | – | $1.24M | 0.368% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNH Unitedhealth Group Inc | -1,530 | -38.3% | $561.54K | 0.27% |
| NKE NIKE, Inc. | -12.4K | -100.0% | $508.72K | Exited |
| MCD Mcdonalds Corp | -1,442 | -29.1% | $333.03K | 0.242% |
| ECG Everus Construction Group, Inc. | -1,722 | -100.0% | $285.77K | Exited |
| HRB H&R Block Inc | -6,878 | -39.1% | $280.97K | 0.13% |
| COST Costco Wholesale Corp | -300 | -11.8% | $273.12K | 0.611% |
| NVO Novo Nordisk A S | -7,046 | -27.9% | $267.06K | 0.206% |
| LHX L3Harris Technologies, Inc. | -896 | -100.0% | $260.37K | Exited |
| SOFI SoFi Technologies, Inc. | -15.8K | -49.8% | $249.04K | 0.075% |
| DVA Davita Inc. | -1,059 | -100.0% | $235.61K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DELL Dell Technologies Inc. | +2,282 | $1.24M | 0.368% |
| USO United States Oil Fund, LP | +7,039 | $1.03M | 0.305% |
| BNO United States Brent Oil Fund, LP | +16.3K | $977.72K | 0.291% |
| ANET Arista Networks, Inc. | +3,198 | $651.90K | 0.194% |
| PL Planet Labs PBC | +26.6K | $426.21K | 0.127% |
| BE Bloom Energy Corp | +1,496 | $415.47K | 0.124% |
| QBTS D-Wave Quantum Inc. | +24.4K | $414.25K | 0.123% |
| HOOD Robinhood Markets, Inc. | +3,580 | $398.14K | 0.119% |
| COHR Coherent Corp. | +1,220 | $379.33K | 0.113% |
| ETHA iShares Ethereum Trust ETF | +15.3K | $306.16K | 0.091% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NKE NIKE, Inc. | -12.4K | $508.72K | 0.189% |
| ECG Everus Construction Group, Inc. | -1,722 | $285.77K | 0.106% |
| LHX L3Harris Technologies, Inc. | -896 | $260.37K | 0.097% |
| DVA Davita Inc. | -1,059 | $235.61K | 0.088% |
| ASML Asml Holding Nv | -110 | $218.84K | 0.081% |
| FDX Fedex Corp | -698 | $218.57K | 0.081% |
| NI Nisource Inc. | -4,412 | $209.79K | 0.078% |
| AFL Aflac Inc | -1,783 | $209.06K | 0.078% |
| MDU Mdu Resources Group Inc | -9,840 | $208.70K | 0.078% |
| Q Qnity Electronics, Inc. | -1,269 | $207.24K | 0.077% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 194.3K | $64.66M | 19.27% | +11.6K | +6.3% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 132.2K | $30.44M | 9.07% | +100.9K | +322.5% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 23.3K | $11.93M | 3.55% | -256 | -1.1% | Reduced | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 34.0K | $11.26M | 3.36% | +672 | +2.0% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 21.5K | $7.41M | 2.21% | +1,401 | +7.0% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 29.2K | $7.28M | 2.17% | +4,905 | +20.2% | Added | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 14.4K | $7.19M | 2.14% | +271 | +1.9% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 6,194 | $6.69M | 1.99% | +2,928 | +89.7% | Added | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 40.4K | $6.57M | 1.96% | +413 | +1.0% | Added | 0% |
| 10 | KO Coca Cola Co | Consumer Staples | 74.1K | $6.38M | 1.9% | +269 | +0.4% | Added | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 23.0K | $6.08M | 1.81% | +415 | +1.8% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 14.9K | $5.29M | 1.58% | +3,336 | +28.8% | Added | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 14.2K | $4.95M | 1.47% | +6,738 | +90.0% | Added | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 17.9K | $4.69M | 1.4% | +100 | +0.6% | Added | 0% |
| 15 | SHW Sherwin Williams Co | Basic Materials | 14.0K | $4.52M | 1.35% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at MSH Capital Advisors.
As of its Q3 2026 13F filing, MSH Capital Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 19.3%, Nvidia Corp (NVDA) at 9.1%, Microsoft Corp (MSFT) at 3.6%, Jpmorgan Chase & Co (JPM) at 3.4%, Alphabet Inc. (GOOGL) at 2.2% of the reported portfolio.
MSH Capital Advisors LLC reported a 13F portfolio worth $335.63M across 167 positions for Q3 2026. That is up 24.7% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($23.24M), Apple Inc. ($3.86M), CrowdStrike Holdings, Inc. ($3.38M). It opened 23 new positions.
Its largest sales by value were Unitedhealth Group Inc ($561.54K), NIKE, Inc. ($508.72K), Mcdonalds Corp ($333.03K). It exited 12 positions entirely.
From the Form 13F-HR reports MSH Capital Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.