MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV

PrivateCIK: 354201
Location

CARLSBAD, CA

100
Positions
$111.50M
Total AUM (reported)
2.53M
Total Shares

Allocation by class

TOTAL AUM$111.50M100 positions
COM$76.29M68.4%
SPONSORED ADR$6.54M5.9%
GOLD SHS$5.34M4.8%
CAP STK CL A$3.57M3.2%
COM CL A$3.53M3.2%
SPONSORED ADS$3.28M2.9%
SHS$2.73M2.4%

Portfolio Concentration

Top 312.4%4–1023.4%11–2540.4%Rest23.8%TOP 1035.7%0%100%
Top 3$13.78M12.4%
4–10$26.07M23.4%
11–25$45.10M40.4%
Rest$26.55M23.8%

Top 3 weight

12.4%

Top 10 weight

35.7%

Voting Authority Distribution

Total shares with voting rights: 2.53M

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

2.53M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares138.38K
TypeSH
Market value$5.34M
4.79%
Sole
0.00
Shared
0.00
None
138.38K

RIO TINTO PLC

SOLE
SPONSORED ADR
Shares45.84K
TypeSH
Market value$4.35M
3.90%
Sole
0.00
Shared
0.00
None
45.84K

PHILLIPS 66

SOLE
COM
Shares24.21K
TypeSH
Market value$4.09M
3.67%
Sole
0.00
Shared
0.00
None
24.21K

BIOGEN INC

SOLE
COM
Shares17.66K
TypeSH
Market value$3.82M
3.42%
Sole
0.00
Shared
0.00
None
17.66K

QUALCOMM INC

SOLE
COM
Shares20.61K
TypeSH
Market value$3.81M
3.42%
Sole
0.00
Shared
0.00
None
20.61K

HALLIBURTON CO

SOLE
COM
Shares111.27K
TypeSH
Market value$3.78M
3.39%
Sole
0.00
Shared
0.00
None
111.27K

PFIZER INC

SOLE
COM
Shares156.77K
TypeSH
Market value$3.77M
3.39%
Sole
0.00
Shared
0.00
None
156.77K

ALTRIA GROUP INC

SOLE
COM
Shares52.33K
TypeSH
Market value$3.77M
3.38%
Sole
0.00
Shared
0.00
None
52.33K

EXPAND ENERGY CORPORATION

SOLE
COM
Shares39.10K
TypeSH
Market value$3.57M
3.20%
Sole
0.00
Shared
0.00
None
39.10K

ALPHABET INC

SOLE
CAP STK CL A
Shares9.98K
TypeSH
Market value$3.57M
3.20%
Sole
0.00
Shared
0.00
None
9.98K

CHEVRON CORPORATION

SOLE
COM
Shares21.22K
TypeSH
Market value$3.52M
3.15%
Sole
0.00
Shared
0.00
None
21.22K

ENBRIDGE INC

SOLE
COM
Shares63.93K
TypeSH
Market value$3.47M
3.11%
Sole
0.00
Shared
0.00
None
63.93K

GILEAD SCIENCES INC

SOLE
COM
Shares26.16K
TypeSH
Market value$3.31M
2.96%
Sole
0.00
Shared
0.00
None
26.16K

TEVA PHARMACEUTICAL INDS LTD

SOLE
SPONSORED ADS
Shares96.96K
TypeSH
Market value$3.28M
2.95%
Sole
0.00
Shared
0.00
None
96.96K

CONOCOPHILLIPS

SOLE
COM
Shares31.31K
TypeSH
Market value$3.26M
2.92%
Sole
0.00
Shared
0.00
None
31.31K

CAMECO CORP

SOLE
COM
Shares31.53K
TypeSH
Market value$3.21M
2.88%
Sole
0.00
Shared
0.00
None
31.53K

MASTEC INC

SOLE
COM
Shares7.60K
TypeSH
Market value$3.16M
2.84%
Sole
0.00
Shared
0.00
None
7.60K

BOEING CO

SOLE
COM
Shares14.56K
TypeSH
Market value$3.15M
2.83%
Sole
0.00
Shared
0.00
None
14.56K

APPLE INC

SOLE
COM
Shares10.76K
TypeSH
Market value$3.11M
2.79%
Sole
0.00
Shared
0.00
None
10.76K

MICRON TECHNOLOGY INC

SOLE
COM
Shares2.40K
TypeSH
Market value$2.76M
2.48%
Sole
0.00
Shared
0.00
None
2.40K

MEDTRONIC PLC

SOLE
SHS
Shares34.85K
TypeSH
Market value$2.73M
2.45%
Sole
0.00
Shared
0.00
None
34.85K

PAN AMERN SILVER CORP

SOLE
COM
Shares58.71K
TypeSH
Market value$2.63M
2.36%
Sole
0.00
Shared
0.00
None
58.71K

VIKING THERAPEUTICS INC

SOLE
COM
Shares65.18K
TypeSH
Market value$2.54M
2.28%
Sole
0.00
Shared
0.00
None
65.18K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares33.24K
TypeSH
Market value$2.51M
2.25%
Sole
0.00
Shared
0.00
None
33.24K

WILLIAMS COS INC

SOLE
COM
Shares33.07K
TypeSH
Market value$2.46M
2.20%
Sole
0.00
Shared
0.00
None
33.07K
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