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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 27 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CNI CANADIAN NATL RY CO Industrials 107.0 $11K 0.00% NEW $98.85 +20.2%
522 FERG FERGUSON ENTERPRISES INC Industrials 46.0 $10K 0.00% NEW $222.63 +0.8%
523 TGT TARGET CORP Consumer Defensive 103.0 $10K 0.00% NEW $97.76 +29.2%
524 HACK AMPLIFY ETF TR 125.0 $10K 0.00% NEW $80.38 +22.6%
525 SAP SAP SE Technology 41.0 $10K 0.00% NEW $242.93 -25.1%
526 GSLC GOLDMAN SACHS ETF TR 75.0 $10K 0.00% NEW $132.37 +8.5%
527 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 167.0 $10K 0.00% NEW $57.49 +40.4%
528 EXR EXTRA SPACE STORAGE INC Real Estate 73.0 $10K 0.00% NEW $130.23 +11.5%
529 EVEREST GROUP LTD 28.0 $10K 0.00% NEW $339.36
530 CTRA COTERRA ENERGY INC Energy 359.0 $9K 0.00% NEW $26.32 +23.7%
531 AKAM AKAMAI TECHNOLOGIES INC Technology 108.0 $9K 0.00% NEW $87.25 +71.0%
532 WDAY WORKDAY INC Technology 43.0 $9K 0.00% NEW $214.79 -32.2%
533 ABNB AIRBNB INC Consumer Cyclical 68.0 $9K 0.00% NEW $135.72 -0.9%
534 NWSA NEWS CORP NEW Communication Services 352.0 $9K 0.00% NEW $26.12 +0.1%
535 LNG CHENIERE ENERGY INC Energy 47.0 $9K 0.00% NEW $194.40 +16.5%
536 QIAGEN NV 203.0 $9K 0.00% NEW $44.97
537 PTC PTC INC Technology 52.0 $9K 0.00% NEW $174.21 -20.7%
538 PPL PPL CORP Utilities 250.0 $9K 0.00% NEW $35.02 +1.1%
539 HLN HALEON PLC Healthcare 849.0 $9K 0.00% NEW $10.11 -10.0%
540 MUR MURPHY OIL CORP Energy 273.0 $9K 0.00% NEW $31.25 +14.9%
Page 27 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%