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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 6 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION Industrials 4,692.0 $890K 0.08% -199.0 -4.1% $189.73 +18.8%
102 IBM INTERNATIONAL BUSINESS MACHS Technology 3,135.0 $882K 0.08% +16.0 +0.5% $281.18 -17.3%
103 TSLA TESLA INC Consumer Cyclical 2,067.0 $869K 0.08% -18.0 -0.9% $420.60 -19.9%
104 ISHARES TR 43,300.0 $846K 0.07% $19.54
105 ITW ILLINOIS TOOL WKS INC Industrials 3,099.0 $838K 0.07% $270.47 +5.2%
106 GS GOLDMAN SACHS GROUP INC Financial Services 804.0 $813K 0.07% +10.0 +1.3% $1011.37 +2.9%
107 XLF SELECT SECTOR SPDR TR 14,765.0 $792K 0.07% -1K -8.3% $53.61 +7.9%
108 TXN TEXAS INSTRS INC Technology 2,623.0 $782K 0.07% +50.0 +1.9% $298.07 -8.7%
109 VYM VANGUARD WHITEHALL FDS 4,912.0 $776K 0.07% $158.03 +4.8%
110 INTU INTUIT Technology 2,949.0 $770K 0.07% -2K -39.0% $261.00 +34.3%
111 XLI SELECT SECTOR SPDR TR 4,136.0 $766K 0.07% $185.23 -0.9%
112 CSCO CISCO SYS INC Technology 6,330.0 $744K 0.07% -35.0 -0.6% $117.46 -5.0%
113 ACN ACCENTURE PLC IRELAND Technology 5,945.0 $740K 0.07% -4K -40.0% $124.44 +39.0%
114 UNH UNITEDHEALTH GROUP INC Healthcare 1,778.0 $739K 0.07% +236.0 +15.3% $415.63 -5.2%
115 XLE SELECT SECTOR SPDR TR 13,635.0 $724K 0.06% +220.0 +1.6% $53.11 +19.9%
116 GE GE AEROSPACE Industrials 1,901.0 $710K 0.06% +20.0 +1.1% $373.73 +0.4%
117 INTC INTEL CORP Technology 5,032.0 $703K 0.06% +724.0 +16.8% $139.63 -30.8%
118 ADI ANALOG DEVICES INC Technology 1,695.0 $673K 0.06% $397.17 -5.2%
119 IJR ISHARES TR 4,402.0 $653K 0.06% -264.0 -5.7% $148.31 -0.4%
120 KLAC KLA CORP Technology 2,132.0 $643K 0.06% +2K +891.6% $301.71 -35.4%
Page 6 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%