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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 61 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CCC CCC INTELLIGENT SOLUTIONS HL Technology 25.0 $129.0 -308.0 -92.5% $5.16 +38.4%
1202 AAON AAON INC Industrials 1.0 $127.0 NEW $127.00 -35.4%
1203 CAE CAE INC Industrials 5.0 $126.0 -17.0 -77.3% $25.20 +3.3%
1204 NSIT INSIGHT ENTERPRISES INC Technology 1.0 $122.0 NEW $122.00 +22.3%
1205 PCOR PROCORE TECHNOLOGIES INC Technology 3.0 $122.0 -37.0 -92.5% $40.67 +47.3%
1206 BMNR BITMINE IMMERSION TECHS INC Financial Services 9.0 $120.0 NEW $13.33 +37.1%
1207 VIRT VIRTU FINL INC Financial Services 2.0 $120.0 +1.0 +100.0% $60.00 +1.8%
1208 CCK CROWN HLDGS INC Consumer Cyclical 1.0 $112.0 -1.0 -50.0% $112.00 +4.3%
1209 GAMESTOP CORP 5.0 $111.0 $22.20
1210 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 2.0 $110.0 NEW $55.00 -17.6%
1211 BILL BILL HOLDINGS INC Technology 3.0 $109.0 +1.0 +50.0% $36.33 +35.3%
1212 AXS AXIS CAP HLDGS LTD Financial Services 1.0 $108.0 NEW $108.00 -6.7%
1213 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 2.0 $105.0 NEW $52.50 -17.2%
1214 GBCI GLACIER BANCORP INC NEW Financial Services 2.0 $104.0 $52.00 -5.8%
1215 QXO QXO INC Industrials 6.0 $104.0 NEW $17.33 -22.1%
1216 JHG JANUS HENDERSON GROUP PLC Financial Services 2.0 $104.0 -4.0 -66.7% $52.00 -0.1%
1217 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 4.0 $104.0 NEW $26.00 +9.6%
1218 VFC V F CORP Consumer Cyclical 6.0 $101.0 $16.83 -15.0%
1219 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 2.0 $100.0 +1.0 +100.0% $50.00 +7.7%
1220 LBRDK LIBERTY BROADBAND CORP Communication Services 3.0 $100.0 +2.0 +200.0% $33.33 +5.0%
Page 61 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%