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Msh Capital Advisors - Q1 2026 13F Filings

MS

Msh Capital Advisors LLC

CIK: 0002056306
Address: Arizona Scottsdale 23350 N Pima Rd
$472.49 M
Portfolio Value
273
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+0.95%
$472.21 M 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
+0.17%
$282,828 0.06%

Sector Allocation (Stocks)

Msh Capital Advisors Q1 2026 Filing Summary

Msh Capital Advisors LLC filed its 13F report for Q1 2026 on May 09, 2026. The portfolio totaled 472.49 M reflecting a +0.95% change from the prior quarter, spanning 273 assets. The top 10 holdings comprised 28.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 20 new positions and 21 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Msh Capital Advisors’s Q1 2026 Filing

Msh Capital Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/09/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Msh Capital Advisors reported a managed portfolio value of 472.49 M, consisting of 273 individual positions.

This page displays the raw filing documents. To see which stocks Msh Capital Advisors bought or sold during Q1 2026, please visit Msh Capital Advisors's Portfolio Analysis page.