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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 1 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FEDEX FGHT HLDG CO INC 503.0 $76K 0.01% NEW $151.00
2 HONEYWELL INTL INC 203.0 $45K 0.00% NEW $223.90
3 HONEYWELL AEROSPACE INC 203.0 $45K 0.00% NEW $221.08
4 AOA ISHARES TR 454.0 $44K 0.00% NEW $97.60 +1.2%
5 CARNIVAL CORP LTD 1,239.0 $35K 0.00% NEW $28.57
6 SPACE EXPLORATION TECHN CORP 189.0 $32K 0.00% NEW $170.86
7 VT VANGUARD INTL EQUITY INDEX F 154.0 $24K 0.00% NEW $156.95 +2.1%
8 VB VANGUARD INDEX FDS 76.0 $23K 0.00% NEW $303.13 +0.6%
9 DFAT DIMENSIONAL ETF TRUST 315.0 $22K 0.00% NEW $69.90 +2.9%
10 DUPONT DE NEMOURS INC 158.0 $21K 0.00% NEW $135.65
11 BE BLOOM ENERGY CORP Industrials 55.0 $17K 0.00% NEW $302.71 -31.1%
12 CGGR CAPITAL GROUP GROWTH ETF 170.0 $8K 0.00% NEW $47.20 -1.7%
13 UBS UBS GROUP AG Financial Services 157.0 $8K 0.00% NEW $49.56 +6.9%
14 CRWV COREWEAVE INC Technology 57.0 $6K 0.00% NEW $99.54 -3.0%
15 FS SPECIALTY LENDING FD 457.0 $5K NEW $11.15
16 BCS BARCLAYS PLC Financial Services 189.0 $5K NEW $26.86 +1.6%
17 DB DEUTSCHE BK AG Financial Services 142.0 $5K NEW $33.76 +12.5%
18 CGXU CAPITAL GROUP INTL FOCUS EQT 120.0 $4K NEW $34.62 -0.1%
19 ARGX ARGENX SE Healthcare 4.0 $4K NEW $928.00 +8.2%
20 FLR FLUOR CORP Industrials 70.0 $4K NEW $52.40 +2.2%
Page 1 of 7  ·  135 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%