StockDrifts LogoStockDrifts

Mh & Associates Securities Management Corp /Adv

Portfolio Manager
Mh & Associates Securities Management Corp /Adv
Performance
+9.87% (2026 Q1)
AUM (13F)
$114.60M
# of Holdings
98
Performance Rank
Allocation (Top 20)
65.06%

Mh & Associates Securities Management Corp /Adv Holdings Map

Top 50 Mh & Associates Securities Management Corp /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
OUNZ
VANECK MERK GOLD ETF
5.16%131.3K$5.9M
-1.09%(-1.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 132.7K shares2026-Q1: 131.3K shares
$39.33(+14.63%)
2026-03-31
PSX
PHILLIPS 66
3.87%24.3K$4.4M
-18.26%(-5.43K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 29.7K shares2026-Q1: 24.3K shares
$132.53(+29.65%)
2026-03-31
PFE
PFIZER INC
3.85%157.2K$4.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 157.2K shares
$26.49(-2.00%)
2026-03-31
HAL
HALLIBURTON CO
3.85%113.0K$4.4M
-4.93%(-5.86K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 118.9K shares2026-Q1: 113.0K shares
$26.43(+55.20%)
2026-03-31
CVX
CHEVRON CORPORATION
3.84%21.3K$4.4M
-11.15%(-2.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.0K shares2026-Q1: 21.3K shares
$153.85(+20.90%)
2026-03-31
RIO
RIO TINTO PLC
3.75%46.1K$4.3M
-0.01%(-3)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.1K shares2026-Q1: 46.1K shares
$73.02(+53.44%)
2026-03-31
COP
CONOCOPHILLIPS
3.62%31.4K$4.1M
-5.69%(-1.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 33.3K shares2026-Q1: 31.4K shares
$94.10(+24.76%)
2026-03-31
CSCO
CISCO SYS INC
3.33%49.2K$3.8M
-0.10%(-47)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 49.3K shares2026-Q1: 49.2K shares
$72.72(+40.08%)
2026-03-31
GILD
GILEAD SCIENCES INC
3.19%26.3K$3.7M
-29.52%(-11.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.3K shares2026-Q1: 26.3K shares
$116.87(+13.84%)
2026-03-31
EXE
EXPAND ENERGY CORPORATION
3.14%32.8K$3.6M
+0.56%(+183)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 32.6K shares2026-Q1: 32.8K shares
$108.31(-11.69%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Mh & Associates Securities Management Corp /Adv, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all