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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 15 of 60  ·  1,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 214.0 $72K 0.01% $337.95 +25.3%
282 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,185.0 $72K 0.01% +61.0 +5.4% $60.65 -6.2%
283 CSX CSX CORP Industrials 1,740.0 $71K 0.01% -155.0 -8.2% $41.05 +12.3%
284 PSI INVESCO EXCHANGE TRADED FD T 750.0 $71K 0.01% $94.38 +67.9%
285 STZ CONSTELLATION BRANDS INC Consumer Defensive 469.0 $70K 0.01% +280.0 +148.2% $150.00 -5.5%
286 TEL TE CONNECTIVITY PLC Technology 332.0 $69K 0.01% +150.0 +82.4% $209.02 +1.1%
287 VXUS VANGUARD STAR FDS 899.0 $69K 0.01% $77.11 +11.4%
288 BX BLACKSTONE INC Financial Services 602.0 $69K 0.01% -64.0 -9.6% $114.99 +0.6%
289 DELL DELL TECHNOLOGIES INC Technology 421.0 $69K 0.01% +14.0 +3.4% $164.13 +95.1%
290 OTIS OTIS WORLDWIDE CORP Industrials 895.0 $69K 0.01% -10.0 -1.1% $77.08 -7.9%
291 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 437.0 $69K 0.01% +12.0 +2.8% $157.28 -5.6%
292 ALLY ALLY FINL INC Financial Services 1,747.0 $69K 0.01% +19.0 +1.1% $39.23 +9.3%
293 EXPE EXPEDIA GROUP INC Consumer Cyclical 295.0 $68K 0.01% -532.0 -64.3% $230.89 -1.4%
294 BKNG BOOKING HOLDINGS INC Consumer Cyclical 15.0 $63K 0.01% -1.0 -6.2% $4210.33 -96.0%
295 MRVL MARVELL TECHNOLOGY INC Technology 635.0 $63K 0.01% -51.0 -7.4% $99.05 +104.8%
296 FIS FIDELITY NATL INFORMATION SV Technology 1,337.0 $63K 0.01% -1K -44.4% $46.91 -10.4%
297 GD GENERAL DYNAMICS CORP Industrials 182.0 $62K 0.01% +1.0 +0.6% $343.23 +1.6%
298 VOYA VOYA FINANCIAL INC Financial Services 912.0 $62K 0.01% -78.0 -7.9% $68.32 +17.6%
299 CAH CARDINAL HEALTH INC Healthcare 290.0 $61K 0.01% $211.31 -6.3%
300 DKS DICKS SPORTING GOODS INC Consumer Cyclical 300.0 $59K 0.01% -100.0 -25.0% $198.29 +15.5%
Page 15 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%