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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 9 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FDX FEDEX CORP Industrials 1,021.0 $320K 0.03% $313.13 +4.9%
162 WELL WELLTOWER INC Real Estate 1,400.0 $318K 0.03% $226.97 +3.9%
163 EMLP FIRST TR EXCHANGE-TRADED FD 6,775.0 $295K 0.03% $43.50 +2.1%
164 BLK BLACKROCK INC Financial Services 303.0 $291K 0.03% $961.56 +20.5%
165 MTB M & T BK CORP Financial Services 1,223.0 $291K 0.03% +197.0 +19.2% $238.01 +2.7%
166 APH AMPHENOL CORP Technology 1,623.0 $286K 0.03% +24.0 +1.5% $176.32 -11.5%
167 KHC KRAFT HEINZ CO Consumer Defensive 12,107.0 $286K 0.03% -330.0 -2.6% $23.62 +8.7%
168 ACWI ISHARES TR 1,797.0 $282K 0.03% $156.97 +2.4%
169 PEP PEPSICO INC Consumer Defensive 2,077.0 $281K 0.03% -14.0 -0.7% $135.40 +5.3%
170 QQQ INVESCO QQQ TR Financial Services 375.0 $276K 0.02% -55.0 -12.8% $736.40 -2.8%
171 VZ VERIZON COMMUNICATIONS INC Communication Services 6,520.0 $276K 0.02% -48.0 -0.7% $42.34 +16.6%
172 TFC TRUIST FINL CORP Financial Services 5,412.0 $270K 0.02% $49.82 +2.3%
173 MPC MARATHON PETE CORP Energy 1,048.0 $268K 0.02% -35.0 -3.2% $255.67 +41.1%
174 CARR CARRIER GLOBAL CORPORATION Industrials 3,583.0 $263K 0.02% +28.0 +0.8% $73.35 -16.6%
175 WDC WESTERN DIGITAL CORP Technology 408.0 $261K 0.02% +4.0 +1.0% $638.72 -27.7%
176 PANW PALO ALTO NETWORKS INC Technology 755.0 $257K 0.02% +78.0 +11.5% $341.02 +5.5%
177 NFLX NETFLIX INC. Communication Services 3,591.0 $256K 0.02% -1K -22.0% $71.40 +12.4%
178 VGT VANGUARD WORLD FD 2,144.0 $256K 0.02% +2K +1132.2% $119.52 -0.6%
179 PH PARKER-HANNIFIN CORP Industrials 256.0 $250K 0.02% +3.0 +1.2% $978.12 +4.6%
180 JBL JABIL INC Technology 642.0 $247K 0.02% -218.0 -25.4% $385.48 -16.3%
Page 9 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%