MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV

Est. AUM

$114.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANECK MERK GOLD ETF	GOLD SHS	$5.9M	131271	5.16%	SOLE
2	PHILLIPS 66	COM	$4.4M	24316	3.87%	SOLE
3	PFIZER INC	COM	$4.4M	157237	3.85%	SOLE
4	HALLIBURTON CO	COM	$4.4M	113036	3.85%	SOLE
5	CHEVRON CORPORATION	COM	$4.4M	21293	3.84%	SOLE
6	RIO TINTO PLC	SPONSORED ADR	$4.3M	46063	3.75%	SOLE
7	CONOCOPHILLIPS	COM	$4.1M	31418	3.62%	SOLE
8	CISCO SYS INC	COM	$3.8M	49238	3.33%	SOLE
9	GILEAD SCIENCES INC	COM	$3.7M	26264	3.19%	SOLE
10	EXPAND ENERGY CORPORATION	COM	$3.6M	32811	3.14%	SOLE
11	ENBRIDGE INC	COM	$3.5M	64192	3.03%	SOLE
12	ALTRIA GROUP INC	COM	$3.5M	52603	3.03%	SOLE
13	CAMECO CORP	COM	$3.4M	31390	2.97%	SOLE
14	BIOGEN INC	COM	$3.2M	17717	2.83%	SOLE
15	PAN AMERN SILVER CORP	COM	$3.2M	58309	2.78%	SOLE
16	MEDTRONIC PLC	SHS	$3.0M	34874	2.64%	SOLE
17	VANECK ETF TRUST	GOLD MINERS ETF	$3.0M	32846	2.63%	SOLE
18	TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$3.0M	98487	2.59%	SOLE
19	ALPHABET INC	CAP STK CL A	$2.9M	10253	2.57%	SOLE
20	APPLE INC	COM	$2.7M	10807	2.39%	SOLE
21	QUALCOMM INC	COM	$2.7M	20701	2.33%	SOLE
22	BOEING CO	COM	$2.5M	12727	2.21%	SOLE
23	ISHARES INC	MSCI MEXICO ETF	$2.5M	33213	2.18%	SOLE
24	MASTEC INC	COM	$2.5M	7631	2.14%	SOLE
25	WILLIAMS COS INC	COM	$2.4M	33353	2.12%	SOLE
26	NUTRIEN LTD	COM	$2.4M	32012	2.11%	SOLE
27	SPROTT FDS TR	URANIUM MINERS E	$2.4M	38199	2.10%	SOLE
28	VIKING THERAPEUTICS INC	COM	$2.1M	65422	1.86%	SOLE
29	AMBEV SA	SPONSORED ADR	$2.1M	702502	1.79%	SOLE
30	MICRON TECHNOLOGY INC	COM	$2.0M	6061	1.79%	SOLE
31	BLOOM ENERGY CORP	COM CL A	$1.9M	14334	1.69%	SOLE
32	L3HARRIS TECHNOLOGIES INC	COM	$1.9M	5553	1.67%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	10350	1.64%	SOLE
34	BWX TECHNOLOGIES INC	COM	$1.9M	9126	1.63%	SOLE
35	BRISTOL-MYERS SQUIBB CO	COM	$1.3M	21902	1.16%	SOLE
36	MP MATERIALS CORP	COM CL A	$1.1M	23814	1.00%	SOLE
37	CENTRUS ENERGY CORP	CL A	$796K	4587	0.69%	SOLE
38	ONDAS INC	COM NEW	$792K	87634	0.69%	SOLE
39	SPROTT ETF TRUST	JR GOLD MINERS E	$777K	9022	0.68%	SOLE
40	ISHARES TR	20 YR TR BD ETF	$663K	7649	0.58%	SOLE
41	VANECK ETF TRUST	JUNIOR GOLD MINE	$627K	5224	0.55%	SOLE
42	HECLA MINING COMPANY	COM	$554K	29728	0.48%	SOLE
43	BAYTEX ENERGY CORP	COM	$445K	99569	0.39%	SOLE
44	ASP ISOTOPES INC	COM	$221K	50096	0.19%	SOLE
45	LOCKHEED MARTIN CORP	COM	$131K	217	0.11%	SOLE
46	ABSCI CORPORATION	COM	$121K	40337	0.11%	SOLE
47	DISNEY WALT CO	COM	$120K	1241	0.10%	SOLE
48	ROKU INC	COM CL A	$111K	1177	0.10%	SOLE
49	SPROTT ETF TRUST	GOLD MINERS ETF	$110K	1458	0.10%	SOLE
50	NETFLIX INC.	COM	$96K	1000	0.08%	SOLE

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.