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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 36 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BHF BRIGHTHOUSE FINL INC Financial Services 37.0 $2K NEW $64.81 -3.2%
702 GRAL GRAIL INC Healthcare 28.0 $2K NEW $85.61 -14.7%
703 RY ROYAL BK CDA Financial Services 14.0 $2K NEW $170.50 +10.5%
704 UDR UDR INC Real Estate 65.0 $2K NEW $36.69 +2.1%
705 SHEL SHELL PLC Energy 32.0 $2K NEW $73.50 +13.8%
706 RS RELIANCE INC Basic Materials 8.0 $2K NEW $288.88 +32.4%
707 TIP ISHARES TR 21.0 $2K NEW $109.95 +1.2%
708 SAIA SAIA INC Industrials 7.0 $2K NEW $326.57 +43.4%
709 UWMC UWM HOLDINGS CORPORATION Financial Services 520.0 $2K NEW $4.38 -27.6%
710 FOX FOX CORP Communication Services 35.0 $2K NEW $64.94 -10.4%
711 INSM INSMED INC Healthcare 13.0 $2K NEW $174.08 -38.6%
712 MOH MOLINA HEALTHCARE INC Healthcare 13.0 $2K NEW $173.62 +1.1%
713 MEDP MEDPACE HLDGS INC Healthcare 4.0 $2K NEW $561.75 -20.0%
714 GDDY GODADDY INC Technology 18.0 $2K NEW $124.11 -29.8%
715 BROWN FORMAN CORP 83.0 $2K NEW $26.06
716 FLUTTER ENTMT PLC 10.0 $2K NEW $215.10
717 ANGLOGOLD ASHANTI PLC 25.0 $2K NEW $85.28
718 AEE AMEREN CORP Utilities 21.0 $2K NEW $99.90 +8.2%
719 SHOP SHOPIFY INC Technology 13.0 $2K NEW $161.00 -25.8%
720 GPN GLOBAL PMTS INC Industrials 27.0 $2K NEW $77.41 -2.8%
Page 36 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%