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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.0B AUM 1,201 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 546 Added 285 Reduced 61 Exited
Page 44 of 60  ·  1,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AIR LEASE CORP 16.0 $1K +15.0 +1500.0% $65.00
862 CAR AVIS BUDGET GROUP INC Industrials 7.0 $1K -1.0 -12.5% $145.86 +13.8%
863 MRCY MERCURY SYS INC Industrials 14.0 $1K $72.93 +37.1%
864 HRB BLOCK H & R INC Consumer Cyclical 32.0 $1K +25.0 +357.1% $31.75 +26.5%
865 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 13.0 $1K -2.0 -13.3% $78.08 -15.4%
866 SNAP SNAP INC Communication Services 219.0 $1K +126.0 +135.5% $4.60 -1.9%
867 NTRA NATERA INC Healthcare 5.0 $1K $200.00 +32.1%
868 GMAB GENMAB A/S Healthcare 37.0 $993.0 +27.0 +270.0% $26.84 +8.4%
869 NICE NICE LTD Technology 9.0 $993.0 +7.0 +350.0% $110.33 -19.3%
870 TS TENARIS S A Energy 17.0 $990.0 +15.0 +750.0% $58.24 -0.3%
871 THOMSON REUTERS CORP 11.0 $990.0 +10.0 +1000.0% $90.00
872 BROOKFIELD ASSET MANAGMT LTD 22.0 $978.0 +17.0 +340.0% $44.45
873 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2.0 $970.0 +1.0 +100.0% $485.00 -1.7%
874 NWL NEWELL BRANDS INC Consumer Defensive 278.0 $954.0 +183.0 +192.6% $3.43 +56.9%
875 AMLP ALPS ETF TR 18.0 $948.0 $52.67 +4.1%
876 KGC KINROSS GOLD CORP Basic Materials 31.0 $947.0 +16.0 +106.7% $30.55 -20.1%
877 MOS MOSAIC CO Basic Materials 37.0 $944.0 -16.0 -30.2% $25.51 -10.2%
878 DSGX DESCARTES SYS GROUP INC Technology 13.0 $931.0 +12.0 +1200.0% $71.62 -4.6%
879 VLYPN VALLEY NATL BANCORP Financial Services 75.0 $921.0 +6.0 +8.7% $12.28 +109.7%
880 COTY COTY INC Consumer Defensive 455.0 $915.0 +447.0 +5587.5% $2.01 +35.5%
Page 44 of 60  ·  1,197 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
Healthcare 31.3%
Technology 27.6%
Financial Services 13.3%
Consumer Defensive 6.7%
Consumer Cyclical 5.8%
Industrials 5.3%
Communication Services 4.8%
Basic Materials 2.5%
Energy 1.8%
Utilities 0.6%