MSH Capital Advisors LLC
SEC Form 13F institutional filer · CIK 0002056306
13F-HR · 129 reported holdings · 2026-03-31
Reported long-US-equity value
$0.32B
Top-10 concentration
49.8%
MSH Capital Advisors LLC — $320M AUM allocation strategy
MSH Capital Advisors LLC files SEC Form 13F and reports $320M of long US equity value across 129 reported holdings for 2026-03-31.
Its largest sector bet is Financials 18.2%, followed by Information Technology 17.0% and Consumer Discretionary 2.7%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MSH Capital Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$320M
total across 129 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +28.9K sh · +$1.73M+$SCHW +25.2K sh · +$601K+$VZ +8.19K sh · +$967K
Biggest trims (shares)
−$IVZ −27.3K sh · −$1.09M−$EMR −7K sh · −$945K−$VTWO −6.13K sh · −$778K
Exited to nil (held last quarter, gone now)
$HONA ($1.51M last qtr)$KMI ($933K last qtr)$MPC ($431K last qtr)$VST ($328K last qtr)$ADP ($315K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals13.5%—
- Investment Banking & Brokerage6.6%—
- Asset Management & Custody Banks4.2%—
- Financial Exchanges & Data2.7%—
- Diversified Banks2.6%—
- Systems Software2.4%—
- Integrated Oil & Gas2.1%—
- Multi-Sector Holdings2.0%—
- Other holdings63.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 171K | $43.3M | +524 | 13.6% |
| $SCHW | Charles Schwab Corporation | 722K | $21.1M | +25.2K | 6.6% |
| $BLK | BlackRock Inc | 97.6K | $13.6M | -201 | 4.2% |
| $SPGI | S&P Global Inc | 59.4K | $8.69M | +1.02K | 2.7% |
| $JPM | JP Morgan Chase & Co | 28.5K | $8.38M | -524 | 2.6% |
| $MSFT | Microsoft Corporation | 20.7K | $7.66M | +1.46K | 2.4% |
| $XOM | ExxonMobil Holdings Corporation | 39.8K | $6.76M | +387 | 2.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 13.5K | $6.46M | -1.12K | 2.0% |
…and 121 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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