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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 28 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FMC FMC CORP Basic Materials 612.0 $8K 0.00% NEW $13.87 -0.4%
542 WTM WHITE MTNS INS GROUP LTD Financial Services 4.0 $8K 0.00% NEW $2078.25 -0.1%
543 DAYFORCE INC 120.0 $8K 0.00% NEW $69.17
544 OGS ONE GAS INC Utilities 107.0 $8K 0.00% NEW $77.25 +1.5%
545 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 34.0 $8K 0.00% NEW $242.82 +1.0%
546 WST WEST PHARMACEUTICAL SVSC INC Healthcare 30.0 $8K 0.00% NEW $275.17 +16.2%
547 VICI VICI PPTYS INC Real Estate 293.0 $8K 0.00% NEW $28.12 +0.1%
548 HRL HORMEL FOODS CORP Consumer Defensive 346.0 $8K 0.00% NEW $23.70 -0.1%
549 TRMB TRIMBLE INC Technology 104.0 $8K 0.00% NEW $78.36 -28.9%
550 LULU LULULEMON ATHLETICA INC Consumer Cyclical 39.0 $8K 0.00% NEW $207.82 -36.7%
551 FLO FLOWERS FOODS INC Consumer Defensive 740.0 $8K 0.00% NEW $10.88 -29.0%
552 APA APA CORPORATION Energy 324.0 $8K 0.00% NEW $24.46 +47.4%
553 DPZ DOMINOS PIZZA INC Consumer Cyclical 19.0 $8K 0.00% NEW $416.84 -25.6%
554 BALL BALL CORP Consumer Cyclical 148.0 $8K 0.00% NEW $52.97 +4.4%
555 OMC OMNICOM GROUP INC Communication Services 97.0 $8K 0.00% NEW $80.75 -9.4%
556 SJM SMUCKER J M CO Consumer Defensive 79.0 $8K 0.00% NEW $97.81 +6.7%
557 NDSN NORDSON CORP Industrials 32.0 $8K 0.00% NEW $240.44 +19.9%
558 GL GLOBE LIFE INC Financial Services 55.0 $8K 0.00% NEW $139.87 +11.2%
559 CNP CENTERPOINT ENERGY INC Utilities 200.0 $8K 0.00% NEW $38.34 +10.6%
560 BAX BAXTER INTL INC Healthcare 399.0 $8K 0.00% NEW $19.11 -0.5%
Page 28 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%