MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV opened 2 positions, added to 7, reduced 25, sold out of 0 and left 36 unchanged. The largest increase in value was QCOM (+$1,141,908); the largest decrease was CSCO (-$1,466,830).
Two Form 13F-HR filings compared (SEC CIK 354201): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Summerhill Capital Management lnc. | Canada | $0.115B | 35 |
| Bey-Douglas LLC | United States | $0.115B | 56 |
| HBE Wealth Management, LLC | United States | $0.115B | 53 |
| Dedeker Financial LLC | United States | $0.115B | 50 |
| MRP Capital Investments, LLC | United States | $0.115B | 210 |
| Asempa Wealth Advisors | United States | $0.115B | 115 |
| Kelsey Financial, LLC | United States | $0.114B | 63 |
| Kailix Advisors LLC | United States | $0.114B | 10 |
| Rubicon Advisors, GP | United States | $0.115B | 76 |
| Palatine Hill Wealth Management, LLC | United States | $0.115B | 48 |