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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 17 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DAL DELTA AIR LINES INC DEL Industrials 669.0 $46K 0.00% NEW $69.40 +18.9%
322 SPG SIMON PPTY GROUP INC NEW Real Estate 250.0 $46K 0.00% NEW $185.11 +11.7%
323 IDXX IDEXX LABS INC Healthcare 68.0 $46K 0.00% NEW $676.54 -16.0%
324 VTR VENTAS INC Real Estate 586.0 $45K 0.00% NEW $77.38 +13.8%
325 AMT AMERICAN TOWER CORP NEW Real Estate 257.0 $45K 0.00% NEW $175.57 +6.3%
326 D DOMINION ENERGY INC Utilities 761.0 $45K 0.00% NEW $58.59 +15.0%
327 HII HUNTINGTON INGALLS INDS INC Industrials 129.0 $44K 0.00% NEW $340.08 -5.6%
328 KMI KINDER MORGAN INC DEL Energy 1,594.0 $44K 0.00% NEW $27.49 +16.1%
329 AEP AMERICAN ELEC PWR CO INC Utilities 377.0 $43K 0.00% NEW $115.31 +10.8%
330 USB US BANCORP DEL Financial Services 814.0 $43K 0.00% NEW $53.36 +2.5%
331 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 150.0 $43K 0.00% NEW $287.25 +17.5%
332 CTVA CORTEVA INC Basic Materials 641.0 $43K 0.00% NEW $67.03 +20.2%
333 PCAR PACCAR INC Industrials 391.0 $43K 0.00% NEW $109.51 +2.5%
334 PLD PROLOGIS INC. Real Estate 334.0 $43K 0.00% NEW $127.66 +14.1%
335 NIO NIO INC Consumer Cyclical 8,303.0 $42K 0.00% NEW $5.10 +8.8%
336 CBRE CBRE GROUP INC Real Estate 262.0 $42K 0.00% NEW $160.79 -21.4%
337 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 507.0 $42K 0.00% NEW $83.00 -35.1%
338 ED CONSOLIDATED EDISON INC Utilities 421.0 $42K 0.00% NEW $99.32 +7.0%
339 KEY KEYCORP Financial Services 2,015.0 $42K 0.00% NEW $20.64 +3.4%
340 TEL TE CONNECTIVITY PLC Technology 182.0 $41K 0.00% NEW $227.51 -7.6%
Page 17 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%