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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 52 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 EMERA INC 10.0 $531.0 $53.10
1022 LIBERTY LIVE HOLDINGS INC 5.0 $529.0 $105.80
1023 MPT MEDICAL PROPERTIES TRUST INC Financial Services 113.0 $523.0 -8.0 -6.6% $4.63 -13.1%
1024 GRAB GRAB HOLDINGS LIMITED Technology 137.0 $517.0 NEW $3.77 -8.6%
1025 FNB F N B CORP Financial Services 27.0 $516.0 $19.11 +0.6%
1026 RTO RENTOKIL INITIAL PLC Industrials 18.0 $515.0 +12.0 +200.0% $28.61 -17.5%
1027 COLB COLUMBIA BKG SYS INC Financial Services 16.0 $513.0 $32.06 +0.2%
1028 SFM SPROUTS FMRS MKT INC Consumer Defensive 6.0 $508.0 $84.67 -6.9%
1029 BCPC BALCHEM CORP Basic Materials 3.0 $507.0 NEW $169.00 +4.7%
1030 DKNG DRAFTKINGS INC NEW Consumer Cyclical 20.0 $506.0 -3.0 -13.0% $25.30 -5.0%
1031 BTG B2GOLD CORP Basic Materials 135.0 $505.0 NEW $3.74 +33.1%
1032 LEG LEGGETT & PLATT INC Consumer Cyclical 42.0 $492.0 $11.71 -20.1%
1033 WTFC WINTRUST FINL CORP Financial Services 3.0 $483.0 $161.00 -1.3%
1034 DLB DOLBY LABORATORIES INC Technology 9.0 $474.0 -89.0 -90.8% $52.67 +16.0%
1035 SIRI SIRIUSXM HOLDINGS INC Communication Services 16.0 $473.0 +3.0 +23.1% $29.56 -3.2%
1036 MORN MORNINGSTAR INC Financial Services 3.0 $469.0 -4.0 -57.1% $156.33 +33.5%
1037 ICL ICL GROUP LTD Basic Materials 94.0 $469.0 NEW $4.99 +8.4%
1038 LBRDA LIBERTY BROADBAND CORP Communication Services 14.0 $466.0 +7.0 +100.0% $33.29 +5.2%
1039 OTEX OPEN TEXT CORP Technology 21.0 $466.0 -31.0 -59.6% $22.19 +8.9%
1040 WU WESTERN UN CO Financial Services 59.0 $455.0 -359.0 -85.9% $7.71 -6.6%
Page 52 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%