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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 29 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FNDF SCHWAB STRATEGIC TR 168.0 $8K 0.00% NEW $45.21 +20.5%
562 JVAL J P MORGAN EXCHANGE TRADED F 153.0 $8K 0.00% NEW $49.08 +17.2%
563 PHM PULTE GROUP INC Consumer Cyclical 64.0 $8K 0.00% NEW $117.27 +1.6%
564 AVY AVERY DENNISON CORP Industrials 41.0 $7K 0.00% NEW $181.90 -12.1%
565 NWS NEWS CORP NEW Communication Services 250.0 $7K 0.00% NEW $29.63 +1.4%
566 JBHT HUNT J B TRANS SVCS INC Industrials 38.0 $7K 0.00% NEW $194.34 +41.8%
567 CHTR CHARTER COMMUNICATIONS INC N Communication Services 35.0 $7K 0.00% NEW $208.77 -32.2%
568 APTIV PLC 96.0 $7K 0.00% NEW $76.09
569 ZTS ZOETIS INC Healthcare 58.0 $7K 0.00% NEW $125.83 -38.2%
570 WRB BERKLEY W R CORP Financial Services 104.0 $7K 0.00% NEW $70.12 -8.5%
571 SMCI SUPER MICRO COMPUTER INC Technology 245.0 $7K 0.00% NEW $29.27 +55.9%
572 RHI ROBERT HALF INC. Industrials 262.0 $7K 0.00% NEW $27.16 +8.3%
573 PFS PROVIDENT FINL SVCS INC Financial Services 349.0 $7K 0.00% NEW $19.75 +13.0%
574 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 119.0 $7K 0.00% NEW $57.70 +49.8%
575 SMHI SEACOR MARINE HLDGS INC Industrials 1,131.0 $7K 0.00% NEW $6.02 +29.7%
576 HP HELMERICH & PAYNE INC Energy 237.0 $7K 0.00% NEW $28.68 +31.6%
577 KSS KOHLS CORP Consumer Cyclical 332.0 $7K 0.00% NEW $20.41 -29.9%
578 ACIW ACI WORLDWIDE INC Technology 140.0 $7K 0.00% NEW $47.81 -8.8%
579 TSN TYSON FOODS INC Consumer Defensive 114.0 $7K 0.00% NEW $58.62 +4.5%
580 IVT INVENTRUST PPTYS CORP Real Estate 233.0 $7K 0.00% NEW $28.21 +17.4%
Page 29 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%