AI Portfolio Summary
In 2025 Q4, MSH Capital Advisors LLC maintained a portfolio of 279 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 348.3%. Conversely, MSH Capital Advisors LLC completely exited their position in RENTOKIL INITIAL PLC.
Total Positions
279
Quarter
2025 Q4
Top Holding
AAPL (9.9%)
Top 10 Concentration
28.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 279
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Unknown | 9.89% | 2.59% |
#1
3
Prev: #4
|
9.0 | 132,283 | 348.3% |
P
S
|
170,265 | $46,288,174 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.09% | 3.46% |
#2
1
Prev: #1
|
4.7 | 15,951 | 7.4% |
P
S
|
231,513 | $14,462,628 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 2.50% | 3.04% |
#3
1
Prev: #2
|
2.5 | 2,858 | 3.5% |
P
S
|
83,962 | $11,684,198 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.20% | 2.63% |
#4
1
Prev: #3
|
1.9 | 8,595 | 2.8% |
P
S
|
315,675 | $10,297,319 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Unknown | 2.00% | 2.19% |
#5
1
Prev: #6
|
3.3 | 3,078 | 11.9% |
P
S
|
29,000 | $9,344,435 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 1.99% | 2.19% |
#6
2
Prev: #8
|
3.3 | 3,485 | 22.1% |
P
S
|
19,246 | $9,307,843 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.91% | 2.33% |
#7
2
Prev: #5
|
1.3 | 93 | 0.7% |
P
S
|
13,059 | $8,944,527 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.83% | 2.19% |
#8
1
Prev: #7
|
1.2 | 13,474 | 4.5% |
P
S
|
312,579 | $8,574,046 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 1.59% | 1.93% |
#9
Prev: #9
|
1.1 | 711 | 0.9% |
P
S
|
83,177 | $7,441,042 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Unknown | 1.57% | 1.79% |
#10
Prev: #10
|
2.6 | 1,363 | 10.3% |
P
S
|
14,612 | $7,344,722 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.48% | 1.70% |
#11
1
Prev: #12
|
2.6 | 3,131 | 7.0% |
P
S
|
48,133 | $6,907,991 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVW
ISHARES TR
|
Warrant | 1.40% | 1.70% |
#12
1
Prev: #11
|
1.1 | 691 | 1.3% |
P
S
|
53,263 | $6,565,251 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.24% | 1.54% |
#13
Prev: #13
|
1.0 | -106 | -0.9% |
P
S
|
11,912 | $5,811,274 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOBL
PROSHARES TR
|
ETF | 1.15% | 1.37% |
#14
Prev: #14
|
1.0 | 2,013 | 4.1% |
P
S
|
51,710 | $5,381,408 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 1.13% | 1.35% |
#15
Prev: #15
|
1.0 | 2,780 | 3.6% |
P
S
|
79,882 | $5,272,214 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 1.10% | 1.34% |
#16
Prev: #16
|
0.9 | 783 | 1.9% |
P
S
|
42,723 | $5,134,487 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KO
COCA COLA CO
|
Unknown | 1.08% | 1.07% |
#17
3
Prev: #20
|
2.9 | 12,195 | 20.2% |
P
S
|
72,629 | $5,077,462 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCZ
ISHARES TR
|
ETF | 1.06% | 1.31% |
#18
Prev: #18
|
0.9 | 252 | 0.4% |
P
S
|
63,735 | $4,941,364 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Unknown | 1.01% | 1.07% |
#19
2
Prev: #21
|
2.4 | 4,048 | 11.4% |
P
S
|
39,455 | $4,747,982 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Unknown | 1.00% | 0.31% |
#20
66
Prev: #86
|
3.4 | 7,812 | 300.3% |
P
S
|
10,413 | $4,682,939 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHW
SHERWIN WILLIAM...
|
Unknown | 0.98% | 1.31% |
#21
4
Prev: #17
|
0.9 | -5 | -0.0% |
P
S
|
14,126 | $4,577,248 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Unknown | 0.95% | 0.68% |
#22
22
Prev: #44
|
2.9 | 3,708 | 35.5% |
P
S
|
14,157 | $4,431,146 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Unknown | 0.94% | 1.28% |
#23
4
Prev: #19
|
0.9 | 7 | 0.2% |
P
S
|
4,097 | $4,384,997 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Unknown | 0.92% | 0.78% |
#24
8
Prev: #32
|
2.9 | 5,099 | 32.6% |
P
S
|
20,757 | $4,295,565 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVE
ISHARES TR
|
ETF | 0.90% | 1.01% |
#25
2
Prev: #23
|
2.4 | 1,618 | 8.9% |
P
S
|
19,899 | $4,219,928 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTO
RENTOKIL INITIA...
|
Unknown | 0.00% | 0.15% |
Sold All 😨
(Was: #158) |
0.0 | -21,912 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C
CITIGROUP INC
|
Unknown | 0.00% | 0.13% |
Sold All 😨
(Was: #171) |
0.0 | -4,704 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PYPL
PAYPAL HLDGS IN...
|
Unknown | 0.00% | 0.08% |
Sold All 😨
(Was: #197) |
0.0 | -4,556 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYW
ISHARES TR
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #238) |
0.0 | -1,058 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VATE
INNOVATE CORP
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #242) |
0.0 | -16,943 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 279 holdings