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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 24 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DOW DOW HLDGS INC Basic Materials 718.0 $20K 0.00% $27.36 +19.8%
462 HIG HARTFORD INSURANCE GROUP INC Financial Services 147.0 $19K 0.00% -6.0 -3.9% $132.52 +3.1%
463 RBLX ROBLOX CORP Technology 357.0 $19K 0.00% +163.0 +84.0% $54.38 -29.2%
464 LH LABCORP HOLDINGS INC Healthcare 69.0 $19K 0.00% -1.0 -1.4% $280.00 +19.7%
465 CRL CHARLES RIV LABS INTL INC Healthcare 85.0 $19K 0.00% +7.0 +9.0% $226.80 +30.6%
466 FANG DIAMONDBACK ENERGY INC Energy 109.0 $19K 0.00% $175.79 +20.0%
467 TGT TARGET CORP Consumer Defensive 146.0 $19K 0.00% +15.0 +11.4% $130.62 +24.8%
468 DG DOLLAR GEN CORP Consumer Defensive 161.0 $19K 0.00% +14.0 +9.5% $115.11 +6.5%
469 CHD CHURCH & DWIGHT CO INC Consumer Defensive 190.0 $18K 0.00% +6.0 +3.3% $96.88 +2.0%
470 GEN GEN DIGITAL INC Technology 720.0 $18K 0.00% +475.0 +193.9% $24.89 +15.5%
471 SEB SEABOARD CORP DEL Industrials 4.0 $18K 0.00% $4464.50 -6.8%
472 XEL XCEL ENERGY INC Utilities 222.0 $18K 0.00% +2.0 +0.9% $80.30 -4.3%
473 CVNA CARVANA CO Consumer Cyclical 268.0 $18K 0.00% +234.0 +688.2% $65.82 +6.3%
474 ILMN ILLUMINA INC Healthcare 100.0 $18K 0.00% +2.0 +2.0% $175.83 +24.8%
475 VTRS VIATRIS INC Healthcare 1,074.0 $17K 0.00% -22.0 -2.0% $15.88 +2.8%
476 FTV FORTIVE CORP Technology 275.0 $17K 0.00% $61.09 -1.9%
477 TDY TELEDYNE TECHNOLOGIES INC Technology 25.0 $17K 0.00% -1.0 -3.9% $666.92 -5.1%
478 BE BLOOM ENERGY CORP Industrials 55.0 $17K 0.00% NEW $302.71 -33.8%
479 CNI CANADIAN NATL RY CO Industrials 139.0 $17K 0.00% +4.0 +3.0% $119.24 +9.0%
480 RJF RAYMOND JAMES FINL INC Financial Services 109.0 $17K 0.00% $152.04 +15.2%
Page 24 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 33.0%
Healthcare 29.4%
Financial Services 12.6%
Consumer Defensive 6.0%
Industrials 5.6%
Consumer Cyclical 5.4%
Communication Services 3.2%
Basic Materials 2.1%
Energy 1.3%
Utilities 1.0%