DOSSIER · 13F-HR · Q2 2026
MSA Advisors, LLC
$389M in tracked AUM across 43 positions as of Q2 2026.
MA
CIK 0001040410 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
MSA Advisors, LLC manages a highly concentrated portfolio totaling approximately $278.14 million as of the reporting period ended September 30, 2025. The portfolio consists of only 14 holdings, indicating a conviction-based strategy rather than broad diversification. The firm executed a significant reduction in portfolio exposure during the quarter, with total assets under management (AUM) declining by 30.2%, down from $398.67 million in the previous quarter. This substan...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.