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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 38 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 HUBS HUBSPOT INC Technology 15.0 $3K -6.0 -28.6% $182.53 +31.5%
742 BROOKFIELD ASSET MANAGMT LTD 60.0 $3K +38.0 +172.7% $44.85
743 MSTR STRATEGY INC Technology 30.0 $3K -101.0 -77.1% $86.93 +37.2%
744 BNS BANK NOVA SCOTIA B C Financial Services 30.0 $3K -31.0 -50.8% $86.87 +0.8%
745 CELH CELSIUS HLDGS INC Consumer Defensive 88.0 $3K +22.0 +33.3% $29.28 +13.9%
746 SAIA SAIA INC Industrials 6.0 $3K $421.17 -14.0%
747 GAP GAP INC Consumer Cyclical 135.0 $3K $18.68 +6.0%
748 MOS MOSAIC CO Basic Materials 118.0 $3K +81.0 +218.9% $21.19 +15.2%
749 AEE AMEREN CORP Utilities 22.0 $2K $113.05 -6.1%
750 LIBERTY MEDIA CORP DEL 26.0 $2K +3.0 +13.0% $95.15
751 CRS CARPENTER TECHNOLOGY CORP Industrials 4.0 $2K NEW $617.00 -20.2%
752 HST HOST HOTELS & RESORTS INC Real Estate 104.0 $2K +1.0 +1.0% $23.71 -2.1%
753 CRSP CRISPR THERAPEUTICS AG Healthcare 45.0 $2K +36.0 +400.0% $54.56 +9.1%
754 INSM INSMED INC Healthcare 23.0 $2K +15.0 +187.5% $106.65 +17.9%
755 LSCC LATTICE SEMICONDUCTOR CORP Technology 16.0 $2K $153.00 -23.1%
756 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 9.0 $2K -8.0 -47.1% $263.33 +39.9%
757 IBIT ISHARES BITCOIN TRUST ETF Financial Services 71.0 $2K $33.25 +31.4%
758 FDV FEDERATED HERMES ETF TRUST 74.0 $2K NEW $31.39 +8.1%
759 INVH INVITATION HOMES INC Real Estate 76.0 $2K +13.0 +20.6% $30.21 -0.3%
760 COOPER COS INC 32.0 $2K -24.0 -42.9% $71.72
Page 38 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%