MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV

PrivateCIK: 354201
Location

CARLSBAD, CA

98
Positions
$114.60M
Total AUM (reported)
2.43M
Total Shares

Allocation by class

TOTAL AUM$114.60M98 positions
COM$76.21M66.5%
SPONSORED ADR$6.35M5.5%
GOLD SHS$5.91M5.2%
COM CL A$3.20M2.8%
GOLD MINERS ETF$3.12M2.7%
SHS$3.02M2.6%
SPONSORED ADS$2.97M2.6%

Portfolio Concentration

Top 312.9%4–1024.7%11–2538.5%Rest23.9%TOP 1037.6%0%100%
Top 3$14.76M12.9%
4–10$28.34M24.7%
11–25$44.06M38.5%
Rest$27.44M23.9%

Top 3 weight

12.9%

Top 10 weight

37.6%

Voting Authority Distribution

Total shares with voting rights: 2.43M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.43M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole98
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings98
Rows:

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares131.27K
TypeSH
Market value$5.91M
5.16%
Sole
0.00
Shared
0.00
None
131.27K

PHILLIPS 66

SOLE
COM
Shares24.32K
TypeSH
Market value$4.43M
3.87%
Sole
0.00
Shared
0.00
None
24.32K

PFIZER INC

SOLE
COM
Shares157.24K
TypeSH
Market value$4.42M
3.85%
Sole
0.00
Shared
0.00
None
157.24K

HALLIBURTON CO

SOLE
COM
Shares113.04K
TypeSH
Market value$4.41M
3.85%
Sole
0.00
Shared
0.00
None
113.04K

CHEVRON CORPORATION

SOLE
COM
Shares21.29K
TypeSH
Market value$4.41M
3.84%
Sole
0.00
Shared
0.00
None
21.29K

RIO TINTO PLC

SOLE
SPONSORED ADR
Shares46.06K
TypeSH
Market value$4.30M
3.75%
Sole
0.00
Shared
0.00
None
46.06K

CONOCOPHILLIPS

SOLE
COM
Shares31.42K
TypeSH
Market value$4.15M
3.62%
Sole
0.00
Shared
0.00
None
31.42K

CISCO SYS INC

SOLE
COM
Shares49.24K
TypeSH
Market value$3.82M
3.33%
Sole
0.00
Shared
0.00
None
49.24K

GILEAD SCIENCES INC

SOLE
COM
Shares26.26K
TypeSH
Market value$3.66M
3.19%
Sole
0.00
Shared
0.00
None
26.26K

EXPAND ENERGY CORPORATION

SOLE
COM
Shares32.81K
TypeSH
Market value$3.60M
3.14%
Sole
0.00
Shared
0.00
None
32.81K

ENBRIDGE INC

SOLE
COM
Shares64.19K
TypeSH
Market value$3.48M
3.03%
Sole
0.00
Shared
0.00
None
64.19K

ALTRIA GROUP INC

SOLE
COM
Shares52.60K
TypeSH
Market value$3.47M
3.03%
Sole
0.00
Shared
0.00
None
52.60K

CAMECO CORP

SOLE
COM
Shares31.39K
TypeSH
Market value$3.41M
2.97%
Sole
0.00
Shared
0.00
None
31.39K

BIOGEN INC

SOLE
COM
Shares17.72K
TypeSH
Market value$3.25M
2.83%
Sole
0.00
Shared
0.00
None
17.72K

PAN AMERN SILVER CORP

SOLE
COM
Shares58.31K
TypeSH
Market value$3.19M
2.78%
Sole
0.00
Shared
0.00
None
58.31K

MEDTRONIC PLC

SOLE
SHS
Shares34.87K
TypeSH
Market value$3.02M
2.64%
Sole
0.00
Shared
0.00
None
34.87K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares32.85K
TypeSH
Market value$3.01M
2.63%
Sole
0.00
Shared
0.00
None
32.85K

TEVA PHARMACEUTICAL INDS LTD

SOLE
SPONSORED ADS
Shares98.49K
TypeSH
Market value$2.97M
2.59%
Sole
0.00
Shared
0.00
None
98.49K

ALPHABET INC

SOLE
CAP STK CL A
Shares10.25K
TypeSH
Market value$2.95M
2.57%
Sole
0.00
Shared
0.00
None
10.25K

APPLE INC

SOLE
COM
Shares10.81K
TypeSH
Market value$2.74M
2.39%
Sole
0.00
Shared
0.00
None
10.81K

QUALCOMM INC

SOLE
COM
Shares20.70K
TypeSH
Market value$2.67M
2.33%
Sole
0.00
Shared
0.00
None
20.70K

BOEING CO

SOLE
COM
Shares12.73K
TypeSH
Market value$2.53M
2.21%
Sole
0.00
Shared
0.00
None
12.73K

ISHARES INC

SOLE
MSCI MEXICO ETF
Shares33.21K
TypeSH
Market value$2.50M
2.18%
Sole
0.00
Shared
0.00
None
33.21K

MASTEC INC

SOLE
COM
Shares7.63K
TypeSH
Market value$2.46M
2.14%
Sole
0.00
Shared
0.00
None
7.63K

WILLIAMS COS INC

SOLE
COM
Shares33.35K
TypeSH
Market value$2.43M
2.12%
Sole
0.00
Shared
0.00
None
33.35K
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