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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 28 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 POWI POWER INTEGRATIONS INC Technology 2.0 $103.0 +1.0 +100.0% $51.50 +68.7%
542 ESTC ELASTIC N V Technology 2.0 $100.0 +1.0 +100.0% $50.00 +7.8%
543 KRC KILROY REALTY CORP Real Estate 3.0 $85.0 +2.0 +200.0% $28.33 +23.4%
544 FIRST HAWAIIAN INC 3.0 $74.0 +1.0 +50.0% $24.67
545 IRT INDEPENDENCE RLTY TR INC Real Estate 4.0 $60.0 +1.0 +33.3% $15.00 +9.9%
546 STWD STARWOOD PPTY TR INC Real Estate 3.0 $52.0 +1.0 +50.0% $17.33 -0.1%
Page 28 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%