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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.0B AUM Filed Feb 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1183 New
Page 15 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DHR DANAHER CORPORATION Healthcare 295.0 $68K 0.01% NEW $228.92 -21.2%
282 NEM NEWMONT CORP Basic Materials 670.0 $67K 0.01% NEW $99.85 +8.2%
283 BR BROADRIDGE FINL SOLUTIONS IN Technology 297.0 $66K 0.01% NEW $223.17 -32.7%
284 NVR NVR INC Consumer Cyclical 9.0 $66K 0.01% NEW $7292.78 -16.0%
285 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 214.0 $65K 0.01% NEW $303.89 +39.4%
286 WMB WILLIAMS COS INC Energy 1,077.0 $65K 0.01% NEW $60.11 +21.9%
287 NSC NORFOLK SOUTHN CORP Industrials 220.0 $64K 0.01% NEW $288.72 +7.3%
288 UPS UNITED PARCEL SERVICE INC Industrials 629.0 $62K 0.01% NEW $99.19 +7.3%
289 MTD METTLER TOLEDO INTERNATIONAL Healthcare 44.0 $61K 0.01% NEW $1394.20 -16.7%
290 AZO AUTOZONE INC Consumer Cyclical 18.0 $61K 0.01% NEW $3391.50 -11.7%
291 GD GENERAL DYNAMICS CORP Industrials 181.0 $61K 0.01% NEW $336.66 +3.6%
292 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,124.0 $61K 0.01% NEW $53.94 +5.5%
293 GLW CORNING INC Technology 692.0 $61K 0.01% NEW $87.56 +109.7%
294 REGN REGENERON PHARMACEUTICALS Healthcare 78.0 $60K 0.01% NEW $771.87 -19.4%
295 HEICO CORP NEW 238.0 $60K 0.01% NEW $252.43
296 DRI DARDEN RESTAURANTS INC Consumer Cyclical 323.0 $59K 0.01% NEW $184.02 +11.1%
297 CAH CARDINAL HEALTH INC Healthcare 289.0 $59K 0.01% NEW $205.50 -3.6%
298 PSI INVESCO EXCHANGE TRADED FD T 750.0 $59K 0.01% NEW $78.86 +100.9%
299 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 729.0 $59K 0.01% NEW $80.30 -1.5%
300 ADSK AUTODESK INC Technology 197.0 $58K 0.01% NEW $296.01 -18.0%
Page 15 of 60  ·  1,183 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 32.3%
Technology 28.2%
Financial Services 13.9%
Consumer Defensive 5.9%
Consumer Cyclical 5.7%
Communication Services 5.1%
Industrials 4.7%
Basic Materials 2.2%
Energy 1.3%
Utilities 0.6%