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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 3 of 64  ·  1,278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 14,579.0 $5.0M 0.44% -727.0 -4.8% $343.09 +6.6%
42 IGIB ISHARES TR — 92,462.0 $4.9M 0.44% — — $53.17 -5.2%
43 MPWR MONOLITHIC PWR SYS INC Technology 3,488.0 $4.8M 0.43% -79.0 -2.2% $1382.36 -1.9%
44 PG PROCTER & GAMBLE CO Consumer Defensive 30,542.0 $4.5M 0.40% +2K +7.0% $146.64 +1.2%
45 TJX TJX COS INC NEW Consumer Cyclical 29,421.0 $4.5M 0.40% — — $151.50 -11.7%
46 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,730.0 $4.4M 0.39% +170.0 +3.7% $935.47 -1.2%
47 VTV VANGUARD INDEX FDS — 19,652.0 $4.3M 0.38% -507.0 -2.5% $217.93 -0.0%
48 CFG CITIZENS FINL GROUP INC Financial Services 60,431.0 $4.2M 0.38% +521.0 +0.9% $70.07 -8.8%
49 IWP ISHARES TR — 28,890.0 $4.2M 0.38% — — $146.41 -5.7%
50 CB CHUBB LIMITED Financial Services 12,351.0 $4.2M 0.37% +730.0 +6.3% $340.74 -2.5%
51 ECL ECOLAB INC Basic Materials 15,002.0 $4.2M 0.37% — — $278.62 -0.3%
52 HD HOME DEPOT INC Consumer Cyclical 11,332.0 $4.0M 0.35% +1K +14.1% $352.68 -18.3%
53 GRMN GARMIN LTD Technology 16,752.0 $4.0M 0.35% +98.0 +0.6% $237.54 +22.2%
54 IWO ISHARES TR — 9,783.0 $3.9M 0.34% — — $393.96 -9.3%
55 QCOM QUALCOMM INC Technology 20,696.0 $3.8M 0.34% -758.0 -3.5% $184.79 -0.4%
56 JNJ JOHNSON & JOHNSON Healthcare 14,678.0 $3.7M 0.33% +259.0 +1.8% $253.97 +5.4%
57 MA MASTERCARD INCORPORATED Financial Services 7,036.0 $3.6M 0.32% -509.0 -6.8% $513.60 +9.7%
58 VUG VANGUARD INDEX FDS — 41,454.0 $3.6M 0.32% +34K +495.9% $86.14 +4.4%
59 AMZN AMAZON COM INC Consumer Cyclical 14,405.0 $3.4M 0.30% — — $238.34 +3.5%
60 SYY SYSCO CORP Consumer Defensive 40,508.0 $3.4M 0.30% +2K +4.7% $83.58 -6.1%
Page 3 of 64  ·  1,278 positions

① 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 33.0%
Healthcare 29.4%
Financial Services 12.6%
Consumer Defensive 6.0%
Industrials 5.6%
Consumer Cyclical 5.4%
Communication Services 3.2%
Basic Materials 2.1%
Energy 1.3%
Utilities 1.0%