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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 2 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDR ISHARES TR 756,074.0 $18.3M 1.62% +5K +0.6% $24.23 -0.1%
22 IEMG ISHARES INC 201,090.0 $16.7M 1.48% +118K +140.6% $82.84 -3.2%
23 ISHARES TR 703,839.0 $16.1M 1.43% +8K +1.2% $22.89
24 XLK SELECT SECTOR SPDR TR 73,723.0 $14.0M 1.25% $190.52 -2.6%
25 ISHARES TR 603,080.0 $13.5M 1.20% $22.37
26 USMV ISHARES TR 135,164.0 $13.0M 1.16% -22K -14.2% $96.46 +4.7%
27 IWR ISHARES TR 117,593.0 $13.0M 1.15% +5K +4.0% $110.32 +3.2%
28 LRCX LAM RESEARCH CORP Technology 28,912.0 $12.5M 1.11% -2K -7.7% $433.33 -26.3%
29 IBCA ISHARES TR 473,436.0 $12.1M 1.07% +14K +3.1% $25.61 -2.6%
30 FBCG FIDELITY COVINGTON TRUST 182,511.0 $11.3M 1.00% -2K -0.9% $62.11 -0.3%
31 MSFT MICROSOFT CORP Technology 29,806.0 $11.1M 0.99% +345.0 +1.2% $373.01 +29.1%
32 CAT CATERPILLAR INC Industrials 9,218.0 $9.8M 0.87% -539.0 -5.5% $1064.90 -20.4%
33 JPM JPMORGAN CHASE & CO Financial Services 29,272.0 $9.6M 0.85% +360.0 +1.2% $327.33 +10.5%
34 IWB ISHARES TR 23,234.0 $9.5M 0.84% -175.0 -0.8% $409.50 +2.7%
35 ISHARES TR 424,248.0 $9.4M 0.83% +6K +1.5% $22.14
36 GOOGL ALPHABET INC Communication Services 25,731.0 $9.2M 0.81% -2K -6.1% $357.37 -4.2%
37 EPP ISHARES INC 132,264.0 $7.0M 0.62% +132K +10000.0% $53.26 +7.3%
38 WMT WALMART INC Consumer Defensive 59,912.0 $6.8M 0.60% $113.26 +1.7%
39 GOOG ALPHABET INC Communication Services 16,129.0 $5.7M 0.51% -990.0 -5.8% $353.33 -3.7%
40 DVY ISHARES TR 32,643.0 $5.1M 0.45% -179.0 -0.6% $156.30 +6.0%
Page 2 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%