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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 40 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RPM RPM INTL INC Basic Materials 12.0 $1K NEW $104.00 +3.2%
782 BTI BRITISH AMERN TOB PLC Consumer Defensive 22.0 $1K NEW $56.64 +9.3%
783 GTLS CHART INDS INC Industrials 6.0 $1K NEW $206.33 +0.6%
784 RLI RLI CORP Financial Services 19.0 $1K NEW $64.00 -21.3%
785 WY WEYERHAEUSER CO MTN BE Real Estate 51.0 $1K NEW $23.71 +3.9%
786 THC TENET HEALTHCARE CORP Healthcare 6.0 $1K NEW $198.83 -10.4%
787 IXUS ISHARES TR 14.0 $1K NEW $84.64 +14.7%
788 RNG RINGCENTRAL INC Technology 41.0 $1K NEW $28.90 +45.9%
789 LSCC LATTICE SEMICONDUCTOR CORP Technology 16.0 $1K NEW $73.62 +99.6%
790 XRAY DENTSPLY SIRONA INC Healthcare 102.0 $1K NEW $11.43 -7.7%
791 LIBERTY MEDIA CORP DEL 13.0 $1K NEW $89.38
792 BN BROOKFIELD CORP Financial Services 25.0 $1K NEW $45.92 +0.7%
793 ERIE ERIE INDTY CO Financial Services 4.0 $1K NEW $286.75 -25.3%
794 LEA LEAR CORP Consumer Cyclical 10.0 $1K NEW $114.60 +26.7%
795 NTRA NATERA INC Healthcare 5.0 $1K NEW $229.20 -2.1%
796 KD KYNDRYL HLDGS INC Technology 43.0 $1K NEW $26.58 -55.1%
797 HSIC HENRY SCHEIN INC Healthcare 15.0 $1K NEW $75.60 +2.6%
798 PR PERMIAN RESOURCES CORP Energy 80.0 $1K NEW $14.04 +35.8%
799 OGN ORGANON & CO Healthcare 156.0 $1K NEW $7.17 +86.6%
800 CHRD CHORD ENERGY CORPORATION Energy 12.0 $1K NEW $92.75 +42.0%
Page 40 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%