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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 28 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PPL PPL CORP Utilities 264.0 $10K 0.00% -2.0 -0.8% $36.35 -5.4%
542 UHS UNIVERSAL HLTH SVCS INC Healthcare 64.0 $10K 0.00% +1.0 +1.6% $148.70 +19.2%
543 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 476.0 $9K 0.00% +76.0 +19.0% $19.89 +10.8%
544 SHEL SHELL PLC Energy 122.0 $9K 0.00% -2.0 -1.6% $77.54 +20.4%
545 MAA MID-AMER APT CMNTYS INC Real Estate 68.0 $9K 0.00% +25.0 +58.1% $138.94 -5.5%
546 SAN BANCO SANTANDER SA Financial Services 675.0 $9K 0.00% +452.0 +202.7% $13.80 +5.7%
547 UHAL U HAUL HOLDING COMPANY 142.0 $9K 0.00% +22.0 +18.3% $65.44
548 HLN HALEON PLC Healthcare 992.0 $9K 0.00% +65.0 +7.0% $9.33 +7.2%
549 CNP CENTERPOINT ENERGY INC Utilities 210.0 $9K 0.00% +13.0 +6.6% $44.04 -12.0%
550 BALL BALL CORP Consumer Cyclical 148.0 $9K 0.00% -5.0 -3.3% $62.41 +1.9%
551 PHM PULTE GROUP INC Consumer Cyclical 67.0 $9K 0.00% -1.0 -1.5% $137.22 -6.0%
552 VUZI VUZIX CORP Technology 3,118.0 $9K 0.00% $2.90 +1.4%
553 NWSA NEWS CORP NEW Communication Services 363.0 $9K 0.00% $24.83 +22.3%
554 FISV FISERV INC Technology 183.0 $9K 0.00% -500.0 -73.2% $49.05 +7.2%
555 JVAL J P MORGAN EXCHANGE TRADED F 153.0 $9K 0.00% $58.64 +1.7%
556 MUR MURPHY OIL CORP Energy 273.0 $9K 0.00% +2.0 +0.7% $32.56 +14.9%
557 FNDF SCHWAB STRATEGIC TR 168.0 $9K 0.00% $52.76 +5.8%
558 STE STERIS PLC Healthcare 42.0 $9K 0.00% -8.0 -16.0% $210.57 +13.0%
559 CPB THE CAMPBELLS COMPANY Consumer Defensive 396.0 $9K 0.00% +236.0 +147.5% $22.27 +7.5%
560 ASTS AST SPACEMOBILE INC Technology 99.0 $9K 0.00% +97.0 +4850.0% $88.87 -22.8%
Page 28 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%