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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 29 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LVS LAS VEGAS SANDS CORP Consumer Cyclical 189.0 $9K 0.00% -2.0 -1.1% $46.19 +1.8%
562 MRNA MODERNA INC Healthcare 124.0 $9K 0.00% +5.0 +4.2% $70.03 +107.2%
563 LPG DORIAN LPG LTD Energy 249.0 $9K 0.00% $34.78 +47.0%
564 SMHI SEACOR MARINE HLDGS INC Industrials 1,131.0 $9K 0.00% $7.65 +30.2%
565 EIX EDISON INTL Utilities 116.0 $9K 0.00% +9.0 +8.4% $74.46 -3.9%
566 BDX BECTON DICKINSON & CO Healthcare 56.0 $8K 0.00% -19.0 -25.3% $151.34 +26.9%
567 WRB BERKLEY W R CORP Financial Services 119.0 $8K 0.00% +17.0 +16.7% $70.54 -2.7%
568 EL LAUDER ESTEE COS INC Consumer Defensive 106.0 $8K 0.00% +10.0 +10.4% $78.95 +29.1%
569 PFS PROVIDENT FINL SVCS INC Financial Services 349.0 $8K 0.00% $23.64 +0.3%
570 IVT INVENTRUST PPTYS CORP Real Estate 233.0 $8K 0.00% $35.40 -7.7%
571 OGS ONE GAS INC Utilities 107.0 $8K 0.00% $77.07 +2.3%
572 TYL TYLER TECHNOLOGIES INC Technology 28.0 $8K 0.00% -49.0 -63.6% $292.46 +19.9%
573 CGGR CAPITAL GROUP GROWTH ETF 170.0 $8K 0.00% NEW $47.20 -0.4%
574 MKC MCCORMICK & CO INC Consumer Defensive 158.0 $8K 0.00% +3.0 +1.9% $50.42 +9.9%
575 COHR COHERENT CORP Technology 20.0 $8K 0.00% +17.0 +566.7% $394.50 -26.6%
576 UBS UBS GROUP AG Financial Services 157.0 $8K 0.00% NEW $49.56 +7.5%
577 HP HELMERICH & PAYNE INC Energy 237.0 $8K 0.00% $32.74 +33.0%
578 OMC OMNICOM GROUP INC Communication Services 105.0 $8K 0.00% -4.0 -3.7% $72.84 +20.2%
579 GNRC GENERAC HLDGS INC Industrials 26.0 $8K 0.00% +2.0 +8.3% $292.85 -29.7%
580 NVO NOVO-NORDISK A S Healthcare 158.0 $8K 0.00% +11.0 +7.5% $47.94 -2.5%
Page 29 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%