BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 37 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 E ENI SPA Energy 69.0 $3K $46.87 +20.5%
722 MAN MANPOWERGROUP INC WIS Industrials 95.0 $3K +48.0 +102.1% $33.78 +81.9%
723 SU SUNCOR ENERGY INC NEW Energy 59.0 $3K +16.0 +37.2% $53.69 +27.4%
724 STM STMICROELECTRONICS N V Technology 42.0 $3K +8.0 +23.5% $74.90 -32.5%
725 BRKR BRUKER CORP Healthcare 52.0 $3K +5.0 +10.6% $60.19 -1.1%
726 CNQ CANADIAN NAT RES LTD MED TER Energy 78.0 $3K -2.0 -2.5% $39.50 +30.1%
727 SM SM ENERGY COMPANY Energy 116.0 $3K +51.0 +78.5% $26.10 +42.5%
728 VKTX VIKING THERAPEUTICS INC Healthcare 77.0 $3K +22.0 +40.0% $39.01 -13.1%
729 BEPC BROOKFIELD RENEWABLE CORP Utilities 80.0 $3K -9.0 -10.1% $37.12 -10.4%
730 EXPAND ENERGY CORPORATION 32.0 $3K +19.0 +146.2% $91.22
731 LYG LLOYDS BANKING GROUP PLC Financial Services 494.0 $3K +57.0 +13.0% $5.83 +3.2%
732 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 33.0 $3K +2.0 +6.5% $87.24 +10.5%
733 PK PARK HOTELS & RESORTS INC Real Estate 202.0 $3K -16.0 -7.3% $14.25 +10.7%
734 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 179.0 $3K -3.0 -1.6% $16.03 +13.4%
735 BN BROOKFIELD CORP Financial Services 66.0 $3K -15.0 -18.5% $42.59 -2.1%
736 ALLE ALLEGION PLC Industrials 20.0 $3K -2.0 -9.1% $140.50 +15.5%
737 SHC SOTERA HEALTH CO Healthcare 157.0 $3K $17.75 +10.2%
738 FOUR SHIFT4 PMTS INC Technology 57.0 $3K +56.0 +5600.0% $48.65 -1.5%
739 DUOL DUOLINGO INC Technology 24.0 $3K NEW $115.04 +27.0%
740 ELF E L F BEAUTY INC Consumer Defensive 37.0 $3K +32.0 +640.0% $74.00 +37.8%
Page 37 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%