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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 3 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 2,067.0 $869K 0.08% -18.0 -0.9% $420.60 -19.8%
42 XLF SELECT SECTOR SPDR TR 14,765.0 $792K 0.07% -1K -8.3% $53.61 +7.9%
43 INTU INTUIT Technology 2,949.0 $770K 0.07% -2K -39.0% $261.00 +35.5%
44 CSCO CISCO SYS INC Technology 6,330.0 $744K 0.07% -35.0 -0.6% $117.46 -5.2%
45 ACN ACCENTURE PLC IRELAND Technology 5,945.0 $740K 0.07% -4K -40.0% $124.44 +41.8%
46 IJR ISHARES TR 4,402.0 $653K 0.06% -264.0 -5.7% $148.31 -0.2%
47 CVX CHEVRON CORPORATION Energy 2,663.0 $441K 0.04% -66.0 -2.4% $165.76 +23.7%
48 ORCL ORACLE CORP Technology 2,804.0 $411K 0.04% -33.0 -1.2% $146.55 -1.9%
49 LIN LINDE PLC Basic Materials 783.0 $406K 0.04% -17.0 -2.1% $518.94 -7.3%
50 EBAY EBAY INC. Consumer Cyclical 3,347.0 $374K 0.03% -222.0 -6.2% $111.75 -7.3%
51 TPR TAPESTRY INC Consumer Cyclical 2,486.0 $364K 0.03% -376.0 -13.1% $146.38 -8.5%
52 CLX CLOROX CO DEL Consumer Defensive 3,575.0 $341K 0.03% -107.0 -2.9% $95.44 +11.4%
53 KHC KRAFT HEINZ CO Consumer Defensive 12,107.0 $286K 0.03% -330.0 -2.6% $23.62 +5.4%
54 PEP PEPSICO INC Consumer Defensive 2,077.0 $281K 0.03% -14.0 -0.7% $135.40 +3.5%
55 QQQ INVESCO QQQ TR Financial Services 375.0 $276K 0.02% -55.0 -12.8% $736.40 -2.5%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 6,520.0 $276K 0.02% -48.0 -0.7% $42.34 +15.3%
57 MPC MARATHON PETE CORP Energy 1,048.0 $268K 0.02% -35.0 -3.2% $255.67 +42.6%
58 NFLX NETFLIX INC. Communication Services 3,591.0 $256K 0.02% -1K -22.0% $71.40 +9.9%
59 JBL JABIL INC Technology 642.0 $247K 0.02% -218.0 -25.4% $385.48 -11.6%
60 PFE PFIZER INC Healthcare 10,065.0 $242K 0.02% -1K -12.6% $24.08 +13.0%
Page 3 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%