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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 16 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EVRG EVERGY INC Utilities 716.0 $62K 0.01% $86.43 -3.8%
302 EXPE EXPEDIA GROUP INC Consumer Cyclical 233.0 $60K 0.01% -62.0 -21.0% $255.88 +26.7%
303 IQVIA HLDGS INC 302.0 $58K 0.01% -19.0 -5.9% $193.22
304 SPG SIMON PPTY GROUP INC NEW Real Estate 260.0 $58K 0.01% $223.65 -1.7%
305 OTIS OTIS WORLDWIDE CORP Industrials 800.0 $57K 0.01% -95.0 -10.6% $71.60 +0.2%
306 PWR QUANTA SVCS INC Industrials 77.0 $55K 0.01% +4.0 +5.5% $720.05 -8.0%
307 XT ISHARES TR 667.0 $55K 0.01% $82.63 -0.7%
308 AEP AMERICAN ELEC PWR CO INC Utilities 401.0 $55K 0.01% +10.0 +2.6% $136.81 -8.1%
309 D DOMINION ENERGY INC Utilities 803.0 $55K 0.01% +40.0 +5.2% $68.29 -1.2%
310 MDLZ MONDELEZ INTL INC Consumer Defensive 927.0 $54K 0.01% +215.0 +30.2% $57.84 +10.9%
311 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 160.0 $53K 0.01% +7.0 +4.6% $330.46 -0.3%
312 VRT VERTIV HOLDINGS CO Industrials 156.0 $52K 0.01% +11.0 +7.6% $334.82 -21.0%
313 VTR VENTAS INC Real Estate 587.0 $52K 0.01% $88.80 +4.4%
314 EMR EMERSON ELEC CO Industrials 359.0 $51K 0.01% -44.0 -10.9% $143.15 +8.1%
315 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 416.0 $51K 0.01% -21.0 -4.8% $123.11 +28.8%
316 MSI MOTOROLA SOLUTIONS INC Technology 123.0 $51K 0.01% -5.0 -3.9% $415.29 +14.0%
317 TER TERADYNE INC Technology 105.0 $51K 0.01% -1.0 -0.9% $483.85 -20.8%
318 KMI KINDER MORGAN INC DEL Energy 1,583.0 $51K 0.00% -30.0 -1.9% $31.97 -1.1%
319 FCX FREEPORT MCMORAN INC Basic Materials 802.0 $50K 0.00% -48.0 -5.7% $62.89 +13.2%
320 ADSK AUTODESK INC Technology 256.0 $50K 0.00% -50.0 -16.3% $194.42 +29.1%
Page 16 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%