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Livermore
Livermore
ZHEN

MSH Capital Advisors LLC

SEC CIK
0002056306
Latest filing
Aug 10, 2026

The latest 13F from MSH Capital Advisors LLC covers Q2 2026 (filed Aug 10, 2026): 320 long positions worth $575.0M. The top 10 holdings make up 27.2% of the portfolio, and the largest is Apple Inc. (AAPL) at 9.2%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
61
Est. +$25.8M
Added
149
Est. +$46.7M
Reduced
92
Est. −$13.1M
Sold out
14
Est. −$4.55M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    9.2%$52.9MHistory
  2. Vanguard Ftse Developed Markets ETF921943858
    3.3%$18.7M
  3. SPDR Series Trust78464A763
    2.5%$14.1M
  4. Schwab U.S. Large-Cap Growth ETF808524300
    2.0%$11.6M
  5. JPMJPMorgan Chase & Co
    1.9%$10.9MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. AAPLApple Inc.
    +$3.44MAddedHistory
  2. NVDANVIDIA Corp
    +$2.24MAddedHistory
  3. Vanguard S&P 500 ETF922908363
    +$1.84MAdded
  4. American Centy ETF Tr025072307
    +$1.75MAdded
  5. JPMJPMorgan Chase & Co
    +$1.60MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. NVDANVIDIA Corp
    +0.35 pp0.7% → 1.1%History
  2. American Centy ETF Tr025072307
    +0.29 pp0.1% → 0.4%
  3. Vanguard S&P 500 ETF922908363
    +0.29 pp0.6% → 0.9%
  4. BRK.ABerkshire Hathaway Inc
    +0.26 pp0.0% → 0.3%History
  5. Vanguard S&P 500 Growth ETF921932505
    +0.24 pp0.1% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. STXSeagate Technology Holdings plc
    −$2.13MReducedHistory
  2. MUMicron Technology Inc
    −$1.49MReducedHistory
  3. CSCOCisco Systems, Inc.
    −$1.39MReducedHistory
  4. SPGSimon Property Group Inc.
    −$893.3KSold outHistory
  5. MDTMedtronic plc
    −$824.2KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46434V878
    −0.24 pp0.5% → 0.3%
  2. VZVerizon Communications Inc
    −0.22 pp0.7% → 0.5%History
  3. MDTMedtronic plc
    −0.22 pp0.3% → 0.1%History
  4. SPGSimon Property Group Inc.
    −0.19 pp0.2% → 0.0%History
  5. Invesco Nasdaq 100 ETF46138G649
    −0.16 pp0.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$575.0M
+$102.5M (+21.7%) vs. prior quarter
Positions
320
+47 vs. prior quarter
Top 10 concentration
27.2%
Top 10 as share of value
Turnover
3.4%
Q2 2026, one quarter
Average holding period
15.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $575.0M (Q2 2026)

Q4 2021: $223.3MQ1 2022: $242.3MQ2 2022: $215.2MQ3 2022: $203.0MQ4 2022: $221.3MQ1 2023: $234.1MQ2 2023: $272.9MQ3 2023: $254.9MQ4 2023: $267.7MQ1 2024: $284.6MQ2 2024: $299.3MQ3 2024: $327.0MQ4 2024: $317.6MQ1 2025: $323.4MQ2 2025: $347.1MQ3 2025: $373.1MQ4 2025: $468.0MQ1 2026: $472.5MQ2 2026: $575.0M
Q4 2021Q2 2026
13F filings of MSH Capital Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 2026320$575.0MAAPLVanguard Ftse Developed Markets ETFSPDR Series Trustvs. Q1 2026SEC
Q1 2026May 11, 2026273$472.5MAAPLVanguard Ftse Developed Markets ETFSPDR Series Trustvs. Q4 2025SEC
Q4 2025Feb 9, 2026274$468.0MAAPLVanguard Ftse Developed Markets ETFSPDR Series Trustvs. Q3 2025SEC
Q3 2025Nov 6, 2025243$373.1MVanguard Ftse Developed Markets ETFSPDR Series TrustSchwab U.S. Large-Cap Growth ETFvs. Q2 2025SEC
Q2 2025Jul 24, 2025242$347.1MSPDR Series TrustVanguard Ftse Developed Markets ETFSchwab U.S. Large-Cap Growth ETFvs. Q1 2025SEC
Q1 2025May 13, 2025231$323.4MSPDR Series TrustAAPLVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Feb 13, 2025226$317.6MAAPLSPDR Series TrustiShares Core S&P 500 ETFvs. Q3 2024SEC
Q3 2024Feb 14, 2025227$327.0MAAPLSPDR Series TrustVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Feb 14, 2025222$299.3MAAPLVanEck ETF TrustiShares Core S&P 500 ETFvs. Q1 2024SEC
Q1 2024Feb 14, 2025214$284.6MVanEck ETF TrustiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Feb 14, 2025213$267.7MVanEck ETF TrustAAPLVanguard Ftse Developed Markets ETFvs. Q3 2023SEC
Q3 2023Feb 14, 2025215$254.9MiShares Core S&P 500 ETFVanEck ETF TrustAAPLvs. Q2 2023SEC
Q2 2023Feb 14, 2025213$272.9MiShares Core S&P 500 ETFAAPLVanEck ETF Trustvs. Q1 2023SEC
Q1 2023Feb 14, 2025199$234.1MVanEck ETF TrustiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Feb 14, 2025194$221.3MiShares Core S&P 500 ETFVanEck ETF TrustVanguard Ftse Developed Markets ETFvs. Q3 2022SEC
Q3 2022Feb 14, 2025189$203.0MAAPLiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q2 2022SEC
Q2 2022Feb 13, 2025191$215.2MAAPLVanguard Ftse Developed Markets ETFVanEck ETF Trustvs. Q1 2022SEC
Q1 2022Feb 13, 2025198$242.3MAAPLiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2021SEC
Q4 2021Feb 13, 2025179$223.3MAAPLiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETF–SEC