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 4 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AON AON PLC Financial Services 9,812.0 $3.3M 0.29% +143.0 +1.5% $331.69 +3.5%
62 AMGN AMGEN INC Healthcare 8,630.0 $3.1M 0.28% -227.0 -2.6% $362.12 +17.4%
63 XLU SELECT SECTOR SPDR TR 68,620.0 $3.1M 0.28% +2K +3.6% $45.34 -2.9%
64 EXPD EXPEDITORS INTL WASH INC Industrials 19,085.0 $3.1M 0.28% -1K -6.8% $162.98 +14.1%
65 ISHARES TR 142,758.0 $3.1M 0.27% $21.65
66 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.27% $748850.00
67 LLY ELI LILLY & CO Healthcare 2,477.0 $3.0M 0.26% $1199.43 +2.2%
68 MRK MERCK & CO INC Healthcare 22,792.0 $2.9M 0.26% -359.0 -1.6% $128.50 +5.2%
69 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,773.0 $2.8M 0.25% -73.0 -1.9% $746.77 +2.8%
70 PKG PACKAGING CORP AMER Consumer Cyclical 11,447.0 $2.7M 0.24% $238.28 +5.0%
71 EZU ISHARES INC 33,506.0 $2.3M 0.21% -31K -48.0% $69.50 +2.3%
72 CME CME GROUP INC Financial Services 10,496.0 $2.3M 0.20% +634.0 +6.4% $220.83 +23.0%
73 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,806.0 $2.3M 0.20% -2K -17.3% $293.18 +3.4%
74 MSCI MSCI INC Financial Services 3,977.0 $2.2M 0.20% -222.0 -5.3% $560.04 +0.5%
75 NEE NEXTERA ENERGY INC Utilities 24,069.0 $2.1M 0.19% +19K +404.7% $87.77 -1.8%
76 SHY ISHARES TR 25,160.0 $2.1M 0.18% $82.11 -0.1%
77 IWN ISHARES TR 9,337.0 $2.1M 0.18% +206.0 +2.3% $221.20 +1.5%
78 XLV SELECT SECTOR SPDR TR 12,966.0 $2.1M 0.18% -2K -10.7% $158.66 +7.0%
79 IWM ISHARES TR 6,262.0 $1.9M 0.17% -52.0 -0.8% $300.46 -0.1%
80 AGG ISHARES TR 18,759.0 $1.9M 0.17% -30K -61.6% $98.98 -1.6%
Page 4 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 32.5%
Healthcare 28.9%
Financial Services 12.4%
Consumer Defensive 5.9%
Industrials 5.5%
Consumer Cyclical 5.3%
Communication Services 4.6%
Basic Materials 2.1%
Energy 1.4%
Utilities 1.0%