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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 4 of 60  ·  1,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLU SELECT SECTOR SPDR TR 66,228.0 $3.0M 0.30% $45.89 -1.6%
62 VUG VANGUARD INDEX FDS 6,957.0 $3.0M 0.30% $436.79 -79.8%
63 AMZN AMAZON COM INC Consumer Cyclical 14,340.0 $3.0M 0.29% -278.0 -1.9% $208.27 +30.5%
64 EXPD EXPEDITORS INTL WASH INC Industrials 20,484.0 $2.9M 0.29% -630.0 -3.0% $143.23 +12.8%
65 CME CME GROUP INC Financial Services 9,862.0 $2.9M 0.29% $295.35 -5.5%
66 BERKSHIRE HATHAWAY INC DEL 4.0 $2.9M 0.28% $718140.00
67 MRK MERCK & CO INC Healthcare 23,151.0 $2.8M 0.27% $120.29 -0.0%
68 QCOM QUALCOMM INC Technology 21,454.0 $2.8M 0.27% +174.0 +0.8% $128.78 +81.2%
69 SYY SYSCO CORP Consumer Defensive 38,675.0 $2.8M 0.27% +464.0 +1.2% $71.33 +5.5%
70 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 9,442.0 $2.7M 0.27% +177.0 +1.9% $290.49 -1.6%
71 CRM SALESFORCE INC Technology 13,707.0 $2.6M 0.25% +315.0 +2.4% $186.67 -4.9%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,846.0 $2.5M 0.24% -627.0 -14.0% $650.33 +15.4%
73 PKG PACKAGING CORP AMER Consumer Cyclical 11,477.0 $2.4M 0.24% $212.22 +2.7%
74 LLY ELI LILLY & CO Healthcare 2,472.0 $2.3M 0.22% $919.77 +17.7%
75 XOM EXXON MOBIL CORP Energy 13,359.0 $2.3M 0.22% +610.0 +4.8% $169.66 -11.7%
76 MSCI MSCI INC Financial Services 4,199.0 $2.3M 0.22% +94.0 +2.3% $539.01 +12.0%
77 XLV SELECT SECTOR SPDR TR 14,525.0 $2.1M 0.21% -638.0 -4.2% $146.61 +1.5%
78 INTU INTUIT Technology 4,836.0 $2.1M 0.20% +269.0 +5.9% $432.38 -28.8%
79 SHY ISHARES TR 25,270.0 $2.1M 0.20% +2K +6.9% $82.57 -0.4%
80 ACN ACCENTURE PLC IRELAND Technology 9,901.0 $2.0M 0.19% $198.29 -11.1%
Page 4 of 60  ·  1,197 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%