Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| OUNZVaneck Merk Gold Etf | $5.3M | 4.8% | +5.4% |
| RIORio Tinto PLC | $4.4M | 3.9% | |
| PSXPhillips 66 | $4.1M | 3.7% | |
| BIIBBiogen Inc | $3.8M | 3.4% | |
| QCOMQualcomm Inc | $3.8M | 3.4% | |
| HALHalliburton Co | $3.8M | 3.4% | −1.6% |
| PFEPfizer Inc | $3.8M | 3.4% | |
| MOAltria Group Inc | $3.8M | 3.4% | |
| EXEExpand Energy Corporation | $3.6M | 3.2% | +19.2% |
| GOOGLAlphabet Inc | $3.6M | 3.2% | −2.7% |
| CVXChevron Corporation | $3.5M | 3.2% | |
| ENBEnbridge Inc | $3.5M | 3.1% | |
| GILDGilead Sciences Inc | $3.3M | 3.0% | |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $3.3M | 2.9% | −1.6% |
| COPConocophillips | $3.3M | 2.9% | |
| CCJCameco Corp | $3.2M | 2.9% | |
| MTZMastec Inc | $3.2M | 2.8% | |
| BABoeing Co | $3.2M | 2.8% | +14.4% |
| AAPLApple Inc | $3.1M | 2.8% | |
| MUMicron Technology Inc | $2.8M | 2.5% | −60.5% |
| Medtronic PLCCUSIP G5960L103 | $2.7M | 2.4% | |
| PAASPan Amern Silver Corp | $2.6M | 2.4% | |
| VKTXViking Therapeutics Inc | $2.5M | 2.3% | |
| GDXVaneck Etf Trust | $2.5M | 2.2% | +1.2% |
| WMBWilliams Cos Inc | $2.5M | 2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $2.0M |
| MTZMastec Inc | December 31, 2025 | +91.4% | $3.2M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $2.4M |
| PSXPhillips 66 | December 31, 2025 | +31.0% | $4.1M |
| ABEVAmbev Sa | December 31, 2025 | +27.1% | $2.2M |
| MOAltria Group Inc | December 31, 2025 | +24.8% | $3.8M |
| WMBWilliams Cos Inc | December 31, 2025 | +23.7% | $2.5M |
| BIIBBiogen Inc | December 31, 2025 | +22.8% | $3.8M |
| XOPSpdr Series Trust | December 31, 2025 | +22.2% | $1.6M |
| HALHalliburton Co | December 31, 2025 | +20.1% | $3.8M |
Sold off last quarter
- EWWIshares Inc was $2.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.0% | +14.8% |
| March 31, 2026 | +8.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mh & Associates Securities Management Corp /adv Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=354201&type=13F-HR&dateb=&owner=include&count=40CIK 354201
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/354201/000035420126000003/Filed July 28, 2026 · accession 0000354201-26-000003