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Daniel Joseph Meichelbock

Mh & Associates Securities Management Corp Adv

Assets Managed
$114.598M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
-6.42%(2Q avg: -3.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mh & Associates Securities Management Corp Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Mh & Associates Securities Management Corp Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.598M in assets, with a quarterly growth rate of -6.42% and a 2-quarter average growth rate of -3.21%. The portfolio is managed by Daniel Joseph Meichelbock, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Decreased -1.09%
5.17%
$5.914M
131,271 shares@ $45.06 avg price
PSX
Phillips 66
Recent Activity
Decreased -18.25%
3.87%
$4.43M
24,316 shares@ $182.19 avg price
PFE
Pfizer Inc
Recent Activity
New Position
3.86%
$4.415M
157,237 shares@ $28.09 avg price
HAL
Halliburton Co
Recent Activity
Decreased -4.92%
3.85%
$4.407M
113,036 shares@ $39.0 avg price
CVX
Chevron Corp
Recent Activity
Decreased -11.14%
3.85%
$4.406M
21,293 shares@ $206.91 avg price
RIO
Rio Tinto Plc-spon Adr
Recent Activity
Decreased 0%
3.75%
$4.297M
46,063 shares@ $93.3 avg price
COP
Conocophillips
Recent Activity
Decreased -5.69%
3.62%
$4.147M
31,418 shares@ $132.0 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -0.09%
3.34%
$3.82M
49,238 shares@ $77.6 avg price
GILD
Gilead Sciences Inc
Recent Activity
Decreased -29.51%
3.2%
$3.66M
26,264 shares@ $139.38 avg price
EXE
Expand Energy Corp
Recent Activity
Increased 0.57%
3.15%
$3.602M
32,811 shares@ $109.79 avg price

1-10 of 98