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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 7 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJJ ISHARES TR 3,951.0 $584K 0.05% $147.73 +1.9%
122 CWB SPDR SERIES TRUST 5,401.0 $582K 0.05% $107.82 -3.3%
123 ET ENERGY TRANSFER L P Energy 29,114.0 $557K 0.05% +474.0 +1.7% $19.12 +12.5%
124 EPD ENTERPRISE PRODS PARTNERS L Energy 14,727.0 $541K 0.05% $36.76 +4.8%
125 GEV GE VERNOVA INC Utilities 449.0 $528K 0.05% $1174.86 -15.8%
126 MET METLIFE INC Financial Services 6,177.0 $523K 0.05% $84.61 +14.5%
127 AXP AMERICAN EXPRESS CO Financial Services 1,530.0 $518K 0.05% +20.0 +1.3% $338.25 +0.5%
128 C CITIGROUP INC Financial Services 3,645.0 $510K 0.04% +374.0 +11.4% $139.96 -2.4%
129 IYW ISHARES TR 2,000.0 $504K 0.04% $252.23 -1.4%
130 AFL AFLAC INC Financial Services 4,288.0 $503K 0.04% $117.25 +2.4%
131 AMP AMERIPRISE FINL INC Financial Services 1,090.0 $500K 0.04% +102.0 +10.3% $458.76 +23.4%
132 SHW SHERWIN WILLIAMS CO Basic Materials 1,403.0 $483K 0.04% +8.0 +0.6% $344.32 +3.0%
133 LMT LOCKHEED MARTIN CORP Industrials 927.0 $472K 0.04% $509.46 +18.5%
134 MO ALTRIA GROUP INC Consumer Defensive 6,533.0 $470K 0.04% $71.95 -8.7%
135 CVX CHEVRON CORPORATION Energy 2,663.0 $441K 0.04% -66.0 -2.4% $165.76 +24.5%
136 NOC NORTHROP GRUMMAN CORP Industrials 819.0 $417K 0.04% $509.31 +15.3%
137 ORCL ORACLE CORP Technology 2,804.0 $411K 0.04% -33.0 -1.2% $146.55 -3.4%
138 LIN LINDE PLC Basic Materials 783.0 $406K 0.04% -17.0 -2.1% $518.94 -7.4%
139 GM GENERAL MTRS CO Consumer Cyclical 5,120.0 $395K 0.04% +242.0 +5.0% $77.08 +10.2%
140 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 400.0 $386K 0.03% +8.0 +2.0% $965.00 -7.6%
Page 7 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%