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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 10 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNDK SANDISK CORP Technology 108.0 $246K 0.02% +22.0 +25.6% $2273.73 -29.6%
182 PFE PFIZER INC Healthcare 10,065.0 $242K 0.02% -1K -12.6% $24.08 +15.4%
183 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,143.0 $235K 0.02% +109.0 +5.4% $109.77 -1.0%
184 WM WASTE MGMT INC DEL Industrials 1,052.0 $234K 0.02% $222.88 +0.9%
185 DUK DUKE ENERGY CORP NEW Utilities 1,848.0 $234K 0.02% -127.0 -6.4% $126.58 -3.1%
186 MRVL MARVELL TECHNOLOGY INC Technology 779.0 $232K 0.02% +144.0 +22.7% $297.89 -15.7%
187 IJS ISHARES TR 1,684.0 $230K 0.02% $136.68 +0.6%
188 NKE NIKE INC Consumer Cyclical 5,593.0 $230K 0.02% -34.0 -0.6% $41.05 -2.0%
189 OEF ISHARES TR 627.0 $229K 0.02% -505.0 -44.6% $365.87 +3.0%
190 CMCSA COMCAST CORP NEW Communication Services 9,314.0 $229K 0.02% -2K -20.4% $24.55 +7.6%
191 CI THE CIGNA GROUP Healthcare 811.0 $224K 0.02% $275.68 -0.5%
192 ADBE ADOBE INC Technology 1,018.0 $209K 0.02% -122.0 -10.7% $205.02 +32.8%
193 UPS UNITED PARCEL SVCS INC Industrials 1,935.0 $208K 0.02% +340.0 +21.3% $107.50 -4.6%
194 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,903.0 $205K 0.02% $107.78 +2.6%
195 EOG EOG RES INC Energy 1,572.0 $204K 0.02% -15.0 -0.9% $129.73 +17.3%
196 TRV TRAVELERS COMPANIES INC Financial Services 613.0 $202K 0.02% +22.0 +3.7% $330.12 +10.4%
197 MS MORGAN STANLEY Financial Services 960.0 $201K 0.02% -10.0 -1.0% $209.04 -0.7%
198 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,146.0 $198K 0.02% $92.09 -3.3%
199 STT STATE STR CORP Financial Services 1,161.0 $197K 0.02% +9.0 +0.8% $169.60 +7.9%
200 ANET ARISTA NETWORKS INC Technology 1,152.0 $196K 0.02% +11.0 +1.0% $169.88 +8.2%
Page 10 of 64  ·  1,278 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%