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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 26 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ABNB AIRBNB INC Consumer Cyclical 95.0 $14K 0.00% -6.0 -5.9% $143.11 +30.9%
502 CIBR FIRST TR EXCHANGE-TRADED FD 150.0 $13K 0.00% -150.0 -50.0% $89.85 +5.6%
503 ITOT ISHARES TR 81.0 $13K 0.00% $164.27 +2.3%
504 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 172.0 $13K 0.00% +3.0 +1.8% $76.40 +5.1%
505 INGERSOLL RAND INC 160.0 $13K 0.00% -5.0 -3.0% $81.99
506 WST WEST PHARMACEUTICAL SVSC INC Healthcare 36.0 $13K 0.00% +8.0 +28.6% $359.00 -1.6%
507 FERG FERGUSON ENTERPRISES INC Industrials 54.0 $13K 0.00% +7.0 +14.9% $237.33 +2.1%
508 INCY INCYTE CORP Healthcare 113.0 $13K 0.00% +1.0 +0.9% $113.36 +12.7%
509 AVB AVALONBAY CMNTYS INC Real Estate 67.0 $13K 0.00% -6.0 -8.2% $188.70 -2.5%
510 SJM SMUCKER J M CO Consumer Defensive 112.0 $13K 0.00% +32.0 +40.0% $112.50 +10.5%
511 RKLB ROCKET LAB CORP Industrials 123.0 $13K 0.00% +122.0 +10000.0% $101.65 -28.6%
512 BBY BEST BUY INC Consumer Cyclical 162.0 $12K 0.00% -121.0 -42.8% $75.88 +13.2%
513 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 119.0 $12K 0.00% $101.88 +10.5%
514 MDB MONGODB INC Technology 36.0 $12K 0.00% +6.0 +20.0% $335.92 +28.3%
515 JBHT HUNT J B TRANS SVCS INC Industrials 41.0 $12K 0.00% +2.0 +5.1% $289.44 -4.8%
516 RHI ROBERT HALF INC. Industrials 386.0 $12K 0.00% +281.0 +267.6% $30.70 +45.8%
517 ACGL ARCH CAP GROUP LTD Financial Services 122.0 $12K 0.00% -1.0 -0.8% $97.07 +2.4%
518 RY ROYAL BK CDA Financial Services 57.0 $12K 0.00% +20.0 +54.0% $206.98 -0.8%
519 EQR EQUITY RESIDENTIAL Real Estate 172.0 $12K 0.00% +1.0 +0.6% $67.93 -6.3%
520 TD TORONTO DOMINION BK ONT Financial Services 96.0 $12K 0.00% -6.0 -5.9% $121.44 -3.5%
Page 26 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%