MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV
All 13F Filings
- Location
- Carlsbad, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 111,501
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 100 | 111,501 | 13F-HR | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
| Q1 2026 | 5/1/2026 | 98 | 114,598 | 13F-HR | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
| Q4 2025 | 1/22/2026 | 102 | 122,464 | 13F-HR | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.92 K | 87.8% | 0 | 975 | -975 |
| ETFs | 13.58 K | 12.2% | 0 | 2.119 K | -2.119 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
111,501
Holdings
100
QoQ value change ($000)
-3,097
(-2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.