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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 8 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NSC NORFOLK SOUTHN CORP Industrials 1,225.0 $385K 0.03% +962.0 +365.8% $314.59 +11.8%
142 IJK ISHARES TR 3,236.0 $380K 0.03% $117.50 -0.6%
143 SYF SYNCHRONY FINANCIAL Financial Services 4,947.0 $376K 0.03% +33.0 +0.7% $76.05 +6.7%
144 PSX PHILLIPS 66 Energy 2,217.0 $375K 0.03% $169.05 +44.2%
145 EBAY EBAY INC. Consumer Cyclical 3,347.0 $374K 0.03% -222.0 -6.2% $111.75 -6.9%
146 IBMQ ISHARES TR 14,375.0 $368K 0.03% $25.58 -0.2%
147 IBMP ISHARES TR 14,457.0 $367K 0.03% $25.42 -0.1%
148 IBMO ISHARES TR 14,305.0 $367K 0.03% $25.64 -0.0%
149 TPR TAPESTRY INC Consumer Cyclical 2,486.0 $364K 0.03% -376.0 -13.1% $146.38 -9.6%
150 MMM 3M CO Industrials 2,223.0 $360K 0.03% $161.91 +12.9%
151 FORTINET INC 2,319.0 $356K 0.03% +37.0 +1.6% $153.62
152 HCA HCA HEALTHCARE INC Healthcare 896.0 $349K 0.03% $389.89 +6.9%
153 DIS DISNEY WALT CO Communication Services 3,589.0 $345K 0.03% $96.25 +10.5%
154 FQAL FIDELITY COVINGTON TRUST 4,209.0 $342K 0.03% $81.36 +4.5%
155 CLX CLOROX CO DEL Consumer Defensive 3,575.0 $341K 0.03% -107.0 -2.9% $95.44 +12.4%
156 XLB SELECT SECTOR SPDR TR 6,712.0 $341K 0.03% $50.83 +4.1%
157 VIG VANGUARD SPECIALIZED FUNDS 1,416.0 $335K 0.03% $236.62 +3.9%
158 DHI D R HORTON INC Consumer Cyclical 2,047.0 $333K 0.03% +296.0 +16.9% $162.88 -6.0%
159 DE DEERE & CO Industrials 522.0 $331K 0.03% $634.33 -6.6%
160 CRWD CROWDSTRIKE HLDGS INC Technology 425.0 $324K 0.03% +10.0 +2.4% $190.79 +5.0%
Page 8 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%