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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.0B AUM 1,201 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 546 Added 285 Reduced 61 Exited
Page 22 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LCID LUCID GROUP INC Consumer Cyclical 113.0 $1K +13.0 +13.0% $9.53 -32.3%
422 REGCO REGENCY CTRS CORP Real Estate 14.0 $1K +3.0 +27.3% $75.71 -70.2%
423 PUK PRUDENTIAL PLC Financial Services 37.0 $1K +23.0 +164.3% $28.43 +2.9%
424 WBS WEBSTER FINL CORP Financial Services 15.0 $1K +12.0 +400.0% $69.47 +4.6%
425 RYANAIR HOLDINGS PLC 18.0 $1K +15.0 +500.0% $57.83
426 AIR LEASE CORP 16.0 $1K +15.0 +1500.0% $65.00
427 HRB BLOCK H & R INC Consumer Cyclical 32.0 $1K +25.0 +357.1% $31.75 +20.6%
428 SNAP SNAP INC Communication Services 219.0 $1K +126.0 +135.5% $4.60 +28.6%
429 GMAB GENMAB A/S Healthcare 37.0 $993.0 +27.0 +270.0% $26.84 +0.7%
430 NICE NICE LTD Technology 9.0 $993.0 +7.0 +350.0% $110.33 -17.8%
431 TS TENARIS S A Energy 17.0 $990.0 +15.0 +750.0% $58.24 +3.0%
432 THOMSON REUTERS CORP 11.0 $990.0 +10.0 +1000.0% $90.00
433 BROOKFIELD ASSET MANAGMT LTD 22.0 $978.0 +17.0 +340.0% $44.45
434 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2.0 $970.0 +1.0 +100.0% $485.00 +6.5%
435 NWL NEWELL BRANDS INC Consumer Defensive 278.0 $954.0 +183.0 +192.6% $3.43 +4.0%
436 KGC KINROSS GOLD CORP Basic Materials 31.0 $947.0 +16.0 +106.7% $30.55 -4.1%
437 DSGX DESCARTES SYS GROUP INC Technology 13.0 $931.0 +12.0 +1200.0% $71.62 +0.2%
438 VLYPN VALLEY NATL BANCORP Financial Services 75.0 $921.0 +6.0 +8.7% $12.28 +111.4%
439 COTY COTY INC Consumer Defensive 455.0 $915.0 +447.0 +5587.5% $2.01 +10.6%
440 ST SENSATA TECHNOLOGIES HLDG PL Technology 25.0 $881.0 +3.0 +13.6% $35.24 +42.9%
Page 22 of 28  ·  546 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
Healthcare 31.3%
Technology 27.6%
Financial Services 13.3%
Consumer Defensive 6.7%
Consumer Cyclical 5.8%
Industrials 5.3%
Communication Services 4.8%
Basic Materials 2.5%
Energy 1.8%
Utilities 0.6%