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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 16 of 60  ·  1,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ROP ROPER TECHNOLOGIES INC Industrials 166.0 $59K 0.01% +74.0 +80.4% $353.86 -9.6%
302 REGN REGENERON PHARMACEUTICALS Healthcare 76.0 $59K 0.01% -2.0 -2.6% $772.64 -19.6%
303 EVRG EVERGY INC Utilities 714.0 $58K 0.01% $81.92 +1.1%
304 SNPS SYNOPSYS INC Technology 147.0 $58K 0.01% -8.0 -5.2% $396.48 +21.2%
305 CACI CACI INTL INC Technology 104.0 $57K 0.01% $543.88 -3.9%
306 BR BROADRIDGE FINL SOLUTIONS IN Technology 347.0 $56K 0.01% +50.0 +16.8% $162.48 -7.9%
307 MSI MOTOROLA SOLUTIONS INC Technology 128.0 $56K 0.01% +3.0 +2.4% $433.98 -5.2%
308 MGK VANGUARD WORLD FD 150.0 $55K 0.01% -42.0 -21.9% $367.44 -75.3%
309 IQVIA HLDGS INC 321.0 $55K 0.01% +19.0 +6.3% $170.54
310 SANDISK CORP 86.0 $55K 0.01% +5.0 +6.2% $635.35
311 KMI KINDER MORGAN INC DEL Energy 1,613.0 $54K 0.01% +19.0 +1.2% $33.53 -4.8%
312 HAL HALLIBURTON CO Energy 1,378.0 $54K 0.01% +219.0 +18.9% $38.99 +0.9%
313 EMR EMERSON ELEC CO Industrials 403.0 $53K 0.01% -4.0 -1.0% $131.02 +8.2%
314 MTD METTLER TOLEDO INTERNATIONAL Healthcare 41.0 $52K 0.01% -3.0 -6.8% $1261.22 -7.7%
315 AEP AMERICAN ELEC PWR CO INC Utilities 391.0 $51K 0.01% +14.0 +3.7% $131.08 -2.5%
316 DHR DANAHER CORP DEL Healthcare 268.0 $51K 0.01% -27.0 -9.2% $189.60 -4.7%
317 BSX BOSTON SCIENTIFIC CORP Healthcare 805.0 $51K 0.01% -37.0 -4.4% $62.75 -21.7%
318 NIO NIO INC Consumer Cyclical 8,303.0 $50K 0.01% $6.03 -8.0%
319 HEICO CORP NEW 237.0 $50K 0.01% $211.09
320 FCX FREEPORT MCMORAN INC Basic Materials 850.0 $50K 0.01% +180.0 +26.9% $58.78 +12.0%
Page 16 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%