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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 12 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SO SOUTHERN CO Utilities 1,713.0 $164K 0.01% +22.0 +1.3% $95.71 -3.7%
222 VEU VANGUARD INTL EQUITY INDEX F 1,948.0 $163K 0.01% $83.75 +1.4%
223 MRSH MARSH & MCLENNAN COS INC Financial Services 973.0 $162K 0.01% -56.0 -5.4% $166.67 +13.5%
224 AIG AMERICAN INTL GROUP INC Financial Services 2,073.0 $155K 0.01% -46.0 -2.2% $74.53 +1.6%
225 VBR VANGUARD INDEX FDS 633.0 $154K 0.01% $242.99 +2.9%
226 MGV VANGUARD WORLD FD 928.0 $152K 0.01% $163.45 +3.2%
227 XLC SELECT SECTOR SPDR TR 1,386.0 $148K 0.01% $107.13 +3.9%
228 SYK STRYKER CORPORATION Healthcare 470.0 $148K 0.01% +18.0 +4.0% $314.84 +8.0%
229 LOW LOWES COS INC Consumer Cyclical 663.0 $146K 0.01% $220.49 +0.1%
230 HSY HERSHEY CO Consumer Defensive 832.0 $146K 0.01% -14.0 -1.6% $175.45 +7.6%
231 RSG REPUBLIC SVCS INC Industrials 677.0 $144K 0.01% +21.0 +3.2% $213.08 +3.7%
232 ALB ALBEMARLE CORP Basic Materials 1,051.0 $142K 0.01% $135.03 -0.6%
233 SCHW SCHWAB CHARLES CORP Financial Services 1,534.0 $142K 0.01% +31.0 +2.1% $92.27 +20.2%
234 PSI INVESCO EXCHANGE TRADED FD T 750.0 $141K 0.01% $187.82 -25.7%
235 ETN EATON CORP PLC Industrials 321.0 $137K 0.01% +4.0 +1.3% $426.12 -0.3%
236 TFLO ISHARES TR 2,634.0 $133K 0.01% $50.63 -0.1%
237 SBUX STARBUCKS CORP Consumer Cyclical 1,193.0 $122K 0.01% -12.0 -1.0% $102.19 +2.7%
238 UNP UNION PAC CORP Industrials 448.0 $122K 0.01% +11.0 +2.5% $272.00 +11.0%
239 BK BANK OF NY MELLON CORP Financial Services 825.0 $119K 0.01% +7.0 +0.9% $144.61 -1.9%
240 GIS GENERAL MILLS INC Consumer Defensive 3,424.0 $119K 0.01% -244.0 -6.7% $34.80 +14.9%
Page 12 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%