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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.1B AUM 1,282 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 135 New 471 Added 386 Reduced
Page 1 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWD ISHARES TR 332,274.0 $80.6M 7.14% -9K -2.5% $242.43 +5.9%
2 IVV ISHARES TR 96,395.0 $72.2M 6.40% -2K -2.2% $748.89 +3.7%
3 IEUR ISHARES TR 491,247.0 $36.9M 3.27% -115K -19.0% $75.17 +3.8%
4 IVW ISHARES TR 264,100.0 $36.3M 3.22% -2K -0.8% $137.53 +2.9%
5 MU MICRON TECHNOLOGY INC Technology 25,244.0 $29.1M 2.58% -2K -7.1% $1154.29 -12.3%
6 ABT ABBOTT LABORATORIES Healthcare 278,347.0 $25.3M 2.24% -4K -1.5% $90.74 +21.6%
7 AAPL APPLE INC Technology 76,228.0 $22.1M 1.96% -3K -3.4% $289.36 +5.6%
8 IVE ISHARES TR 94,723.0 $21.5M 1.91% -3K -3.0% $227.06 +4.2%
9 NVDA NVIDIA CORPORATION Technology 106,629.0 $21.3M 1.89% -4K -3.3% $200.09 +12.5%
10 USMV ISHARES TR 135,164.0 $13.0M 1.16% -22K -14.2% $96.46 +4.1%
11 LRCX LAM RESEARCH CORP Technology 28,912.0 $12.5M 1.11% -2K -7.7% $433.33 -20.7%
12 FBCG FIDELITY COVINGTON TRUST 182,511.0 $11.3M 1.00% -2K -0.9% $62.11 +1.7%
13 CAT CATERPILLAR INC Industrials 9,218.0 $9.8M 0.87% -539.0 -5.5% $1064.90 -17.2%
14 IWB ISHARES TR 23,234.0 $9.5M 0.84% -175.0 -0.8% $409.50 +3.4%
15 GOOGL ALPHABET INC Communication Services 25,731.0 $9.2M 0.81% -2K -6.1% $357.37 -3.7%
16 GOOG ALPHABET INC Communication Services 16,129.0 $5.7M 0.51% -990.0 -5.8% $353.33 -3.4%
17 DVY ISHARES TR 32,643.0 $5.1M 0.45% -179.0 -0.6% $156.30 +5.1%
18 V VISA INC Financial Services 14,579.0 $5.0M 0.44% -727.0 -4.8% $343.09 +4.6%
19 MPWR MONOLITHIC PWR SYS INC Technology 3,488.0 $4.8M 0.43% -79.0 -2.2% $1382.36 +2.4%
20 VTV VANGUARD INDEX FDS 19,652.0 $4.3M 0.38% -507.0 -2.5% $217.93 +4.0%
Page 1 of 20  ·  386 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
Technology 32.5%
Healthcare 28.9%
Financial Services 12.4%
Consumer Defensive 5.9%
Industrials 5.5%
Consumer Cyclical 5.3%
Communication Services 4.6%
Basic Materials 2.1%
Energy 1.4%
Utilities 1.0%