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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.0B AUM 1,201 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 546 Added 285 Reduced 61 Exited
Page 13 of 60  ·  1,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SBUX STARBUCKS CORP Consumer Cyclical 1,205.0 $108K 0.01% -236.0 -16.4% $89.59 +13.0%
242 CSL CARLISLE COS INC Industrials 323.0 $108K 0.01% -143.0 -30.7% $333.62 +2.3%
243 TMO THERMO FISHER SCIENTIFIC INC Healthcare 219.0 $108K 0.01% +10.0 +4.8% $491.53 -0.6%
244 UNP UNION PAC CORP Industrials 437.0 $106K 0.01% +3.0 +0.7% $242.62 +10.7%
245 USAC USA COMPRESSION PARTNERS LP Energy 3,804.0 $103K 0.01% +76.0 +2.0% $27.12 +5.7%
246 NVR NVR INC Consumer Cyclical 15.0 $99K 0.01% +6.0 +66.7% $6589.87 -7.3%
247 HON HONEYWELL INTL INC Industrials 430.0 $97K 0.01% -35.0 -7.5% $226.03 +2.9%
248 BK BANK NEW YORK MELLON CORP Financial Services 818.0 $97K 0.01% -1K -62.0% $118.63 +17.9%
249 RF REGIONS FINANCIAL CORP NEW Financial Services 3,650.0 $95K 0.01% -573.0 -13.6% $26.12 +6.5%
250 GLW CORNING INC Technology 700.0 $95K 0.01% +8.0 +1.2% $135.97 +36.0%
251 VOT VANGUARD INDEX FDS 362.0 $93K 0.01% $257.35 +15.9%
252 NOW SERVICENOW INC Technology 876.0 $92K 0.01% -544.0 -38.3% $104.55 +4.9%
253 DFUV DIMENSIONAL ETF TRUST 1,867.0 $90K 0.01% $48.46 +10.8%
254 EQT EQT CORP Energy 1,399.0 $89K 0.01% $63.64 -13.0%
255 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 321.0 $88K 0.01% $275.18 +2.2%
256 SCKT SOCKET MOBILE INC Technology 101,560.0 $88K 0.01% +5K +4.8% $0.87 +3.6%
257 CF CF INDUSTRIES HOLD Basic Materials 674.0 $88K 0.01% $129.84 -9.9%
258 CDNS CADENCE DESIGN SYSTEM INC Technology 312.0 $87K 0.01% +7.0 +2.3% $277.87 +34.0%
259 VOE VANGUARD INDEX FDS 470.0 $87K 0.01% $184.28 +5.7%
260 HPQ HP INC Technology 4,439.0 $85K 0.01% +84.0 +1.9% $19.21 +28.9%
Page 13 of 60  ·  1,197 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 31.3%
Technology 27.6%
Financial Services 13.3%
Consumer Defensive 6.7%
Consumer Cyclical 5.8%
Industrials 5.3%
Communication Services 4.8%
Basic Materials 2.5%
Energy 1.8%
Utilities 0.6%