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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 15 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FEDEX FGHT HLDG CO INC 503.0 $76K 0.01% NEW $151.00
282 EQT EQT CORP Energy 1,417.0 $75K 0.01% +18.0 +1.3% $53.17 +0.9%
283 SRE SEMPRA Utilities 799.0 $74K 0.01% -10.0 -1.2% $92.71 -7.7%
284 WMB WILLIAMS COS INC Energy 993.0 $74K 0.01% -99.0 -9.1% $74.34 -1.5%
285 UBER UBER TECHNOLOGIES INC Technology 1,021.0 $74K 0.01% -123.0 -10.8% $72.16 +8.1%
286 CF CF INDUSTRIES HOLD Basic Materials 678.0 $73K 0.01% +4.0 +0.6% $108.26 +10.0%
287 CAH CARDINAL HEALTH INC Healthcare 291.0 $69K 0.01% $237.56 -1.1%
288 STZ CONSTELLATION BRANDS INC Consumer Defensive 495.0 $69K 0.01% +26.0 +5.5% $139.09 -4.0%
289 PAYX PAYCHEX INC Industrials 693.0 $68K 0.01% +317.0 +84.3% $98.33 +24.6%
290 CVS CVS HEALTH CORP Healthcare 658.0 $68K 0.01% +22.0 +3.5% $103.45 -9.5%
291 DKS DICKS SPORTING GOODS INC Consumer Cyclical 300.0 $68K 0.01% $226.81 -15.7%
292 TEL TE CONNECTIVITY PLC Technology 332.0 $67K 0.01% $201.61 +1.0%
293 HEICO CORP NEW 258.0 $67K 0.01% +21.0 +8.9% $257.91
294 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,153.0 $66K 0.01% -32.0 -2.7% $57.62 +17.3%
295 SNPS SYNOPSYS INC Technology 148.0 $66K 0.01% +1.0 +0.7% $446.07 -10.1%
296 MGK VANGUARD WORLD FD 750.0 $66K 0.01% +600.0 +400.0% $87.91 +1.7%
297 DAL DELTA AIR LINES INC Industrials 697.0 $65K 0.01% +20.0 +3.0% $93.66 -11.1%
298 SCKT SOCKET MOBILE INC Technology 105,560.0 $64K 0.01% +4K +3.9% $0.60 +12.0%
299 NEM NEWMONT CORP Basic Materials 672.0 $63K 0.01% -6.0 -0.9% $93.40 +33.9%
300 GD GENERAL DYNAMICS CORP Industrials 176.0 $62K 0.01% -6.0 -3.3% $354.24 +10.8%
Page 15 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%