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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 14 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TMUS T-MOBILE US INC Communication Services 561.0 $94K 0.01% +22.0 +4.1% $167.73 +8.0%
262 VOE VANGUARD INDEX FDS 470.0 $93K 0.01% $197.60 +5.2%
263 PGR PROGRESSIVE CORP Financial Services 422.0 $92K 0.01% -141.0 -25.0% $218.45 +0.9%
264 PNC PNC FINL SVCS GROUP INC Financial Services 370.0 $91K 0.01% +6.0 +1.6% $246.22 -1.9%
265 EQIX EQUINIX INC Real Estate 86.0 $90K 0.01% $1042.40 +3.9%
266 VTI VANGUARD INDEX FDS 237.0 $88K 0.01% $370.04 +1.8%
267 VO VANGUARD INDEX FDS 1,072.0 $86K 0.01% +804.0 +300.0% $80.57 +2.4%
268 CSX CSX CORP Industrials 1,811.0 $86K 0.01% +71.0 +4.1% $47.53 +7.2%
269 BX BLACKSTONE INC Financial Services 713.0 $84K 0.01% +111.0 +18.4% $117.67 +20.1%
270 VOX VANGUARD WORLD FD 453.0 $83K 0.01% $183.95 +0.3%
271 VOYA VOYA FINANCIAL INC Financial Services 912.0 $83K 0.01% $90.53 +7.7%
272 NOW SERVICENOW INC Technology 826.0 $82K 0.01% -50.0 -5.7% $99.28 +30.7%
273 COF CAPITAL ONE FINL CORP Financial Services 406.0 $81K 0.01% -12.0 -2.9% $200.62 +5.9%
274 GLD SPDR GOLD TR Financial Services 220.0 $81K 0.01% -230.0 -51.1% $368.38 +12.7%
275 BKNG BOOKING HOLDINGS INC Consumer Cyclical 454.0 $81K 0.01% +439.0 +2926.7% $178.24 +17.7%
276 TMO THERMO FISHER SCIENTIFIC INC Healthcare 161.0 $81K 0.01% -58.0 -26.5% $501.36 +25.2%
277 ALLY ALLY FINL INC Financial Services 1,745.0 $80K 0.01% $45.95 -8.0%
278 EEM ISHARES TR 1,152.0 $79K 0.01% +791.0 +219.1% $68.41 -2.6%
279 VXUS VANGUARD STAR FDS 899.0 $77K 0.01% $85.49 +1.8%
280 SPGI S&P GLOBAL INC Financial Services 187.0 $76K 0.01% +1.0 +0.5% $407.26 +6.1%
Page 14 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%