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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.0B AUM Filed Feb 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1183 New
Page 26 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NVS NOVARTIS AG Healthcare 88.0 $12K 0.00% NEW $137.88 +9.2%
502 ITOT ISHARES TR 81.0 $12K 0.00% NEW $148.69 +11.1%
503 HUBB HUBBELL INC Industrials 27.0 $12K 0.00% NEW $444.11 +5.5%
504 KEYS KEYSIGHT TECHNOLOGIES INC Technology 59.0 $12K 0.00% NEW $203.20 +63.1%
505 TSCO TRACTOR SUPPLY CO Consumer Cyclical 238.0 $12K 0.00% NEW $50.01 -37.3%
506 VUZI VUZIX CORP Technology 3,118.0 $12K 0.00% NEW $3.78 +22.7%
507 ACGL ARCH CAP GROUP LTD Financial Services 122.0 $12K 0.00% NEW $95.93 -5.5%
508 VMC VULCAN MATLS CO Basic Materials 41.0 $12K 0.00% NEW $285.24 -0.0%
509 BDX BECTON DICKINSON & CO Healthcare 60.0 $12K 0.00% NEW $194.08 -23.6%
510 BLOCK INC 176.0 $11K 0.00% NEW $65.09
511 IT GARTNER INC Technology 45.0 $11K 0.00% NEW $252.29 -34.2%
512 XYL XYLEM INC Industrials 83.0 $11K 0.00% NEW $136.18 -19.0%
513 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 166.0 $11K 0.00% NEW $67.39 +14.6%
514 INCY INCYTE CORP Healthcare 112.0 $11K 0.00% NEW $98.78 -1.2%
515 EQR EQUITY RESIDENTIAL Real Estate 172.0 $11K 0.00% NEW $63.04 +3.7%
516 EL LAUDER ESTEE COS INC Consumer Defensive 103.0 $11K 0.00% NEW $104.73 -14.0%
517 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 5.0 $11K 0.00% NEW $2146.20 -7.4%
518 ASML ASML HOLDING N V Technology 10.0 $11K 0.00% NEW $1069.90 +50.2%
519 ROL ROLLINS INC Consumer Cyclical 178.0 $11K 0.00% NEW $60.02 -20.5%
520 BRO BROWN & BROWN INC Financial Services 133.0 $11K 0.00% NEW $79.71 -28.3%
Page 26 of 60  ·  1,183 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
Healthcare 32.3%
Technology 28.2%
Financial Services 13.9%
Consumer Defensive 5.9%
Consumer Cyclical 5.7%
Communication Services 5.1%
Industrials 4.7%
Basic Materials 2.2%
Energy 1.3%
Utilities 0.6%