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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 18 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ENTERGY CORP NEW 399.0 $46K 0.00% +6.0 +1.5% $114.86
342 MCO MOODYS CORP Financial Services 101.0 $46K 0.00% -10.0 -9.0% $452.92 +10.1%
343 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,009.0 $46K 0.00% +23.0 +2.3% $45.11 +17.2%
344 HONEYWELL INTL INC 203.0 $45K 0.00% NEW $223.90
345 CNC CENTENE CORP DEL Healthcare 700.0 $45K 0.00% +10.0 +1.4% $64.19 -0.1%
346 HONEYWELL AEROSPACE INC 203.0 $45K 0.00% NEW $221.08
347 SNOW SNOWFLAKE INC Technology 175.0 $45K 0.00% +23.0 +15.1% $254.50 +26.2%
348 AOA ISHARES TR 454.0 $44K 0.00% NEW $97.60 +1.0%
349 CTVA CORTEVA INC Basic Materials 521.0 $44K 0.00% -9.0 -1.7% $84.69 -6.2%
350 MLM MARTIN MARIETTA MATLS INC Basic Materials 76.0 $44K 0.00% -1.0 -1.3% $576.71 -8.9%
351 PYPL PAYPAL HLDGS INC Financial Services 1,015.0 $44K 0.00% -1K -59.1% $43.18 +44.3%
352 ASML ASML HLDG NV Technology 22.0 $44K 0.00% +2.0 +10.0% $1989.45 -12.0%
353 MFC MANULIFE FINL CORP Financial Services 1,064.0 $43K 0.00% +64.0 +6.4% $40.51 +4.8%
354 EXC EXELON CORP Utilities 922.0 $43K 0.00% +26.0 +2.9% $46.62 -3.3%
355 BKR BAKER HUGHES COMPANY Energy 764.0 $42K 0.00% +14.0 +1.9% $55.50 +13.1%
356 AMT AMERICAN TOWER CORP Real Estate 257.0 $42K 0.00% -32.0 -11.1% $163.57 +7.4%
357 NIO NIO INC Consumer Cyclical 8,303.0 $42K 0.00% $5.06 -10.5%
358 RMD RESMED INC Healthcare 215.0 $42K 0.00% $194.88 +17.2%
359 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 427.0 $41K 0.00% +31.0 +7.8% $96.12 -50.6%
360 CRH PLC 383.0 $41K 0.00% +6.0 +1.6% $107.00
Page 18 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%