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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 5 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM EXXON MOBIL CORP Energy 13,528.0 $1.8M 0.16% +169.0 +1.3% $136.72 +21.1%
82 BERKSHIRE HATHAWAY INC DEL 3,631.0 $1.8M 0.16% $500.39
83 VOO VANGUARD INDEX FDS 2,462.0 $1.7M 0.15% +19.0 +0.8% $686.81 +2.7%
84 AVGO BROADCOM INC Technology 4,474.0 $1.7M 0.15% +43.0 +1.0% $377.75 +0.6%
85 IWS ISHARES TR 9,720.0 $1.6M 0.14% +79.0 +0.8% $164.60 +3.8%
86 AMAT APPLIED MATLS INC Technology 2,182.0 $1.6M 0.14% -205.0 -8.6% $723.00 -28.9%
87 HDV ISHARES TR 46,521.0 $1.3M 0.11% +38K +423.1% $27.41 +7.8%
88 WFC WELLS FARGO & CO Financial Services 15,414.0 $1.3M 0.11% -1K -7.1% $82.64 +5.8%
89 MDT MEDTRONIC PLC Healthcare 15,592.0 $1.2M 0.11% -214.0 -1.4% $78.23 +17.7%
90 META META PLATFORMS INC Communication Services 2,096.0 $1.2M 0.10% $563.29 -3.5%
91 XLP SELECT SECTOR SPDR TR 13,997.0 $1.2M 0.10% $83.07 +3.0%
92 PINNACLE FINL PARTNERS INC 11,320.0 $1.1M 0.10% $100.88
93 AMD ADVANCED MICRO DEVICES INC Technology 1,842.0 $1.1M 0.10% +59.0 +3.3% $581.03 -16.6%
94 KO COCA COLA CO Consumer Defensive 13,039.0 $1.1M 0.09% $81.27 +9.3%
95 IJH ISHARES TR 13,635.0 $1.1M 0.09% -510.0 -3.6% $77.11 +0.2%
96 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,781.0 $1.0M 0.09% -133.0 -4.6% $370.59 -3.6%
97 MCD MCDONALDS CORP Consumer Cyclical 3,692.0 $998K 0.09% -35.0 -0.9% $270.31 -1.2%
98 BAC BANK OF AMER CORP Financial Services 17,505.0 $997K 0.09% +113.0 +0.7% $56.98 +12.7%
99 GILD GILEAD SCIENCES INC Healthcare 7,582.0 $958K 0.09% $126.34 +13.5%
100 CRM SALESFORCE INC Technology 6,079.0 $952K 0.08% -8K -55.6% $156.66 +25.2%
Page 5 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%