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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.1B AUM 1,282 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 135 New 471 Added 386 Reduced
Page 2 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CB CHUBB LIMITED Financial Services 12,351.0 $4.2M 0.37% +730.0 +6.3% $340.74 +1.3%
22 HD HOME DEPOT INC Consumer Cyclical 11,332.0 $4.0M 0.35% +1K +14.1% $352.68 -3.7%
23 GRMN GARMIN LTD Technology 16,752.0 $4.0M 0.35% +98.0 +0.6% $237.54 +24.8%
24 JNJ JOHNSON & JOHNSON Healthcare 14,678.0 $3.7M 0.33% +259.0 +1.8% $253.97 +6.6%
25 VUG VANGUARD INDEX FDS 41,454.0 $3.6M 0.32% +34K +495.9% $86.14 +2.3%
26 SYY SYSCO CORP Consumer Defensive 40,508.0 $3.4M 0.30% +2K +4.7% $83.58 -1.8%
27 AON AON PLC Financial Services 9,812.0 $3.3M 0.29% +143.0 +1.5% $331.69 +4.6%
28 XLU SELECT SECTOR SPDR TR 68,620.0 $3.1M 0.28% +2K +3.6% $45.34 -2.2%
29 CME CME GROUP INC Financial Services 10,496.0 $2.3M 0.20% +634.0 +6.4% $220.83 +23.8%
30 NEE NEXTERA ENERGY INC Utilities 24,069.0 $2.1M 0.19% +19K +404.7% $87.77 -1.4%
31 IWN ISHARES TR 9,337.0 $2.1M 0.18% +206.0 +2.3% $221.20 +1.7%
32 XOM EXXON MOBIL CORP Energy 13,528.0 $1.8M 0.16% +169.0 +1.3% $136.72 +20.3%
33 VOO VANGUARD INDEX FDS 2,462.0 $1.7M 0.15% +19.0 +0.8% $686.81 +2.9%
34 AVGO BROADCOM INC Technology 4,474.0 $1.7M 0.15% +43.0 +1.0% $377.75 +0.9%
35 IWS ISHARES TR 9,720.0 $1.6M 0.14% +79.0 +0.8% $164.60 +4.3%
36 HDV ISHARES TR 46,521.0 $1.3M 0.11% +38K +423.1% $27.41 +7.9%
37 AMD ADVANCED MICRO DEVICES INC Technology 1,842.0 $1.1M 0.10% +59.0 +3.3% $581.03 -17.5%
38 BAC BANK OF AMER CORP Financial Services 17,505.0 $997K 0.09% +113.0 +0.7% $56.98 +11.9%
39 IBM INTERNATIONAL BUSINESS MACHS Technology 3,135.0 $882K 0.08% +16.0 +0.5% $281.18 -17.1%
40 GS GOLDMAN SACHS GROUP INC Financial Services 804.0 $813K 0.07% +10.0 +1.3% $1011.37 +2.3%
Page 2 of 24  ·  471 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Healthcare 28.9%
Financial Services 12.4%
Consumer Defensive 5.9%
Industrials 5.5%
Consumer Cyclical 5.3%
Communication Services 4.6%
Basic Materials 2.1%
Energy 1.4%
Utilities 1.0%