Long-term investor

Msh Capital Advisors LLC @mshcapitaladvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056306).

Record

  • Tracked since 2025-06-30 (446 days), 139 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +13.7% · all +13.7%
  • Max drawdown n/a · win rate 27% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 9.2% · long · since 2025-06-30
  • 921943858 · 3.3% · long · since 2025-06-30
  • 78464A763 · 2.5% · long · since 2025-06-30
  • 808524300 · 2.0% · long · since 2025-06-30
  • JPM · 1.9% · long · since 2025-06-30
  • 808524797 · 1.9% · long · since 2025-06-30
  • 46432F842 · 1.7% · long · since 2025-06-30
  • 464287200 · 1.7% · long · since 2025-06-30
  • 921946406 · 1.5% · long · since 2025-06-30
  • MSFT · 1.5% · long · since 2025-06-30
  • 922908736 · 1.5% · long · since 2025-06-30
  • 464287309 · 1.4% · long · since 2025-06-30

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