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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 30 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ELAN ELANCO ANIMAL HEALTH INC Healthcare 290.0 $7K 0.00% NEW $22.63 +6.6%
582 EIX EDISON INTL Utilities 109.0 $7K 0.00% NEW $60.03 +15.8%
583 SOFI SOFI TECHNOLOGIES INC Financial Services 241.0 $6K 0.00% NEW $26.18 -29.8%
584 TRGP TARGA RES CORP Energy 34.0 $6K 0.00% NEW $184.50 +38.5%
585 BP BP PLC Energy 176.0 $6K 0.00% NEW $34.73 +20.7%
586 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 92.0 $6K 0.00% NEW $66.39 +16.3%
587 LPG DORIAN LPG LTD Energy 249.0 $6K 0.00% NEW $24.34 +68.5%
588 ESS ESSEX PPTY TR INC Real Estate 23.0 $6K 0.00% NEW $261.70 +4.9%
589 AIZ ASSURANT INC Financial Services 24.0 $6K 0.00% NEW $240.88 +3.0%
590 MAS MASCO CORP Industrials 91.0 $6K 0.00% NEW $63.46 +12.3%
591 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 258.0 $6K 0.00% NEW $22.32 -17.0%
592 TXG 10X GENOMICS INC Healthcare 349.0 $6K 0.00% NEW $16.31 +75.5%
593 ARES ARES MANAGEMENT CORPORATION Financial Services 35.0 $6K 0.00% NEW $161.66 -20.2%
594 WFRD WEATHERFORD INTL PLC Energy 72.0 $6K 0.00% NEW $78.26 +32.0%
595 CIVITAS RESOURCES INC 208.0 $6K 0.00% NEW $27.09
596 ALGN ALIGN TECHNOLOGY INC Healthcare 36.0 $6K 0.00% NEW $156.17 +12.8%
597 AOS SMITH A O CORP Industrials 84.0 $6K 0.00% NEW $66.88 -15.0%
598 CPT CAMDEN PPTY TR Real Estate 50.0 $6K 0.00% NEW $110.08 -2.3%
599 SWKS SKYWORKS SOLUTIONS INC Technology 84.0 $5K 0.00% NEW $63.42 +25.2%
600 PNW PINNACLE WEST CAP CORP Utilities 59.0 $5K 0.00% NEW $88.71 +13.1%
Page 30 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%