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Portfolio (Quarterly) Guide ↗

MV CAPITAL MANAGEMENT, INC.

· CIK 0001633366
13F Portfolio $1.0B AUM Filed Feb 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1183 New
Page 6 of 60  ·  1,183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 13,203.0 $923K 0.09% NEW $69.91 +15.1%
102 XLF SELECT SECTOR SPDR TR 16,587.0 $908K 0.09% NEW $54.77 -6.5%
103 ISHARES TR 43,300.0 $859K 0.08% NEW $19.85
104 ITW ILLINOIS TOOL WKS INC Industrials 3,116.0 $767K 0.07% NEW $246.30 +1.1%
105 VYM VANGUARD WHITEHALL FDS 4,912.0 $705K 0.07% NEW $143.52 +10.4%
106 GS GOLDMAN SACHS GROUP INC Financial Services 795.0 $699K 0.07% NEW $879.00 +14.1%
107 XLI SELECT SECTOR SPDR TR 4,136.0 $642K 0.06% NEW $155.12 +12.2%
108 AMAT APPLIED MATLS INC Technology 2,382.0 $612K 0.06% NEW $256.99 +74.1%
109 ORCL ORACLE CORP Technology 2,992.0 $583K 0.06% NEW $194.91 +4.5%
110 GE GE AEROSPACE Industrials 1,872.0 $577K 0.06% NEW $308.03 +4.1%
111 AXP AMERICAN EXPRESS CO Financial Services 1,515.0 $560K 0.05% NEW $369.95 -15.5%
112 UNH UNITEDHEALTH GROUP INC Healthcare 1,648.0 $544K 0.05% NEW $330.11 +15.8%
113 XLE SELECT SECTOR SPDR TR 11,892.0 $532K 0.05% NEW $44.71 +27.4%
114 IJR ISHARES TR 4,414.0 $530K 0.05% NEW $120.18 +16.2%
115 IJJ ISHARES TR 4,027.0 $530K 0.05% NEW $131.59 +8.2%
116 SHW SHERWIN WILLIAMS CO Basic Materials 1,634.0 $529K 0.05% NEW $324.03 -6.1%
117 NFLX NETFLIX INC Communication Services 5,320.0 $499K 0.05% NEW $93.76 -8.1%
118 LMT LOCKHEED MARTIN CORP Industrials 1,009.0 $488K 0.05% NEW $483.89 +10.7%
119 CSCO CISCO SYS INC Technology 6,326.0 $487K 0.05% NEW $77.03 +54.4%
120 MET METLIFE INC Financial Services 6,165.0 $487K 0.05% NEW $78.93 +4.0%
Page 6 of 60  ·  1,183 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 32.3%
Technology 28.2%
Financial Services 13.9%
Consumer Defensive 5.9%
Consumer Cyclical 5.7%
Communication Services 5.1%
Industrials 4.7%
Basic Materials 2.2%
Energy 1.3%
Utilities 0.6%