Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV (CIK 354201) reported $111.5M across 100 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: OUNZ ($5.3M, 4.79%), RIO ($4.4M, 3.90%), PSX ($4.1M, 3.67%), QCOM ($3.8M, 3.42%), BIIB ($3.8M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OUNZ | VANECK MERK GOLD ETF | $5.3M | 4.79% | 138,375 | Added |
| 2 | RIO | RIO TINTO PLC | $4.4M | 3.90% | 45,841 | Trimmed |
| 3 | PSX | PHILLIPS 66 | $4.1M | 3.67% | 24,208 | Trimmed |
| 4 | QCOM | QUALCOMM INC | $3.8M | 3.42% | 20,606 | Trimmed |
| 5 | BIIB | BIOGEN INC | $3.8M | 3.42% | 17,659 | Trimmed |
| 6 | HAL | HALLIBURTON CO | $3.8M | 3.39% | 111,274 | Trimmed |
| 7 | PFE | PFIZER INC | $3.8M | 3.39% | 156,767 | Trimmed |
| 8 | MO | ALTRIA GROUP INC | $3.8M | 3.38% | 52,329 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $3.6M | 3.20% | 9,976 | Trimmed |
| 10 | CHK | EXPAND ENERGY CORPORATION | $3.6M | 3.20% | 39,097 | Added |
| 11 | CVX | CHEVRON CORPORATION | $3.5M | 3.15% | 21,216 | Trimmed |
| 12 | ENB | ENBRIDGE INC | $3.5M | 3.11% | 63,926 | Trimmed |
| 13 | GILD | GILEAD SCIENCES INC | $3.3M | 2.96% | 26,161 | Trimmed |
| 14 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $3.3M | 2.95% | 96,958 | Trimmed |
| 15 | COP | CONOCOPHILLIPS | $3.3M | 2.92% | 31,314 | Trimmed |
| 16 | CCJ | CAMECO CORP | $3.2M | 2.88% | 31,533 | Added |
| 17 | MTZ | MASTEC INC | $3.2M | 2.84% | 7,601 | Trimmed |
| 18 | BA | BOEING CO | $3.2M | 2.83% | 14,563 | Added |
| 19 | AAPL | APPLE INC | $3.1M | 2.79% | 10,758 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $2.8M | 2.48% | 2,395 | Trimmed |
| 21 | MDT | MEDTRONIC PLC | $2.7M | 2.45% | 34,854 | Trimmed |
| 22 | PAAS | PAN AMERN SILVER CORP | $2.6M | 2.36% | 58,706 | Added |
| 23 | VKTX | VIKING THERAPEUTICS INC | $2.5M | 2.28% | 65,180 | Trimmed |
| 24 | GDX | VANECK ETF TRUST | $2.5M | 2.25% | 33,238 | Added |
| 25 | WMB | WILLIAMS COS INC | $2.5M | 2.20% | 33,071 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30