MSA Advisors, LLC — 13F holdings

MSA Advisors, LLC reported 43 holdings worth $389M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APO APOLLO GLOBAL MGMT INC — $92.4M (23.8%)
2. SPY SPDR S&P 500 ETF TR — $52.9M (13.6%)
3. SBUX STARBUCKS CORP — $34.8M (9.0%)
4. LYV LIVE NATION ENTERTAINMENT IN — $31.1M (8.0%)
5. GOOG ALPHABET INC — $27.8M (7.1%)
6. AAPL APPLE INC — $27.3M (7.0%)
7. SOXX ISHARES TR — $18.6M (4.8%)
8. MSFT MICROSOFT CORP — $15.2M (3.9%)
9. META META PLATFORMS INC — $13.0M (3.3%)
10. SPOT SPOTIFY TECHNOLOGY S A — $12.3M (3.2%)