MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV
All 13F Filings
- Location
- Carlsbad, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 114,705
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 102 | 114,705 | 13F-HR | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
| 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 | 100.3 K | 87.5% | 2.424 K | 0 | 2.424 K |
| ETFs | 14.36 K | 12.5% | 780 | 0 | 780 |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
114,705
Holdings
102
QoQ value change ($000)
3,204
(2.9%)
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.