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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 22 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,465.0 $26K 0.00% +34.0 +2.4% $17.73 -4.1%
422 CW CURTISS WRIGHT CORP Industrials 34.0 $26K 0.00% $757.76 -14.4%
423 ON ON SEMICONDUCTOR CORP Technology 272.0 $26K 0.00% +2.0 +0.7% $94.54 -21.0%
424 LNT ALLIANT ENERGY CORP Utilities 337.0 $26K 0.00% +4.0 +1.2% $76.29 -9.0%
425 NRG NRG ENERGY INC Utilities 174.0 $25K 0.00% +20.0 +13.0% $146.06 -21.0%
426 ATR APTARGROUP INC Healthcare 201.0 $25K 0.00% -39.0 -16.2% $125.20 +6.2%
427 CMS CMS ENERGY CORP Utilities 326.0 $25K 0.00% +7.0 +2.2% $76.50 -8.7%
428 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 381.0 $24K 0.00% -19.0 -4.8% $64.01 +15.7%
429 VT VANGUARD INTL EQUITY INDEX F 154.0 $24K 0.00% NEW $156.95 +1.9%
430 WEC WEC ENERGY GROUP INC Utilities 206.0 $24K 0.00% +4.0 +2.0% $116.77 -7.1%
431 PSA PUBLIC STORAGE Real Estate 74.0 $24K 0.00% +4.0 +5.7% $318.31 +1.4%
432 XLY SELECT SECTOR SPDR TR 200.0 $23K 0.00% $117.28 -0.5%
433 ATO ATMOS ENERGY CORP Utilities 136.0 $23K 0.00% -5.0 -3.5% $172.27 -1.0%
434 NVS NOVARTIS AG Healthcare 149.0 $23K 0.00% -14.0 -8.6% $156.72 -0.3%
435 VB VANGUARD INDEX FDS 76.0 $23K 0.00% NEW $303.13 -0.1%
436 ROP ROPER TECHNOLOGIES INC Industrials 68.0 $23K 0.00% -98.0 -59.0% $338.40 +21.3%
437 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 6,451.0 $23K 0.00% $3.53 +10.8%
438 NDAQ NASDAQ INC Financial Services 286.0 $23K 0.00% -10.0 -3.4% $78.82 +23.8%
439 POOL POOL CORP Industrials 104.0 $22K 0.00% -4.0 -3.7% $214.90 -11.4%
440 WDAY WORKDAY INC Technology 181.0 $22K 0.00% +118.0 +187.3% $122.43 +61.2%
Page 22 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%