MV CAPITAL MANAGEMENT, INC.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, MV CAPITAL MANAGEMENT, INC. maintained a portfolio of 1253 distinct positions. They heavily accumulated shares in ABBVIE INC, increasing their position by 0.0%. Conversely, MV CAPITAL MANAGEMENT, INC. completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
1253
Quarter
2025 Q4
Top Holding
IWF (7.6%)
Top 10 Concentration
44.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1253
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IWF
ISHARES TR
ETF 7.61% 7.64% #1
Prev: #1
3.1 -7,669 -4.4%
P
S
167,323 $79,194,174 2014 Q4 13F Filing 2025-12-31 2026-02-23
IWD
ISHARES TR
ETF 7.32% 7.33% #2
Prev: #2
2.9 -4,449 -1.2%
P
S
362,323 $76,211,058 2014 Q4 13F Filing 2025-12-31 2026-02-23
IVV
ISHARES TR
ETF 6.81% 7.04% #3
Prev: #3
2.7 -6,904 -6.3%
P
S
103,402 $70,823,862 2014 Q4 13F Filing 2025-12-31 2026-02-23
ABBV
ABBVIE INC
Healthcare 5.94% 5.17% #4
Prev: #4
4.4 132 0.0%
P
S
270,741 $61,861,612 2014 Q4 13F Filing 2025-12-31 2026-02-23
IVW
ISHARES TR
Warrant 3.45% 3.42% #5 1
Prev: #6
1.4 -10,688 -3.5%
P
S
291,360 $35,912,981 2014 Q4 13F Filing 2025-12-31 2026-02-23
ABT
ABBOTT LABS
Healthcare 3.39% 3.94% #6 1
Prev: #5
3.4 531 0.2%
P
S
281,969 $35,327,897 2014 Q4 13F Filing 2025-12-31 2026-02-23
IEUR
ISHARES TR
ETF 3.18% 2.42% #7 1
Prev: #8
3.4 111,368 31.4%
P
S
466,488 $33,111,339 2017 Q2 13F Filing 2025-12-31 2026-02-23
AGG
ISHARES TR
ETF 2.41% 2.58% #8 1
Prev: #7
1.0 -1,719 -0.7%
P
S
251,485 $25,118,291 2014 Q4 13F Filing 2025-12-31 2026-02-23
IVE
ISHARES TR
ETF 2.13% 2.16% #9
Prev: #9
0.9 -2,894 -2.7%
P
S
104,391 $22,138,129 2014 Q4 13F Filing 2025-12-31 2026-02-23
AAPL
APPLE INC
Technology 2.13% 1.78% #10 4
Prev: #14
0.9 -3,109 -3.7%
P
S
81,424 $22,135,924 2014 Q4 13F Filing 2025-12-31 2026-02-23
IBDY
ISHARES TR
Bond/Debt 2.05% 2.11% #11 1
Prev: #10
2.8 23,579 3.0%
P
S
817,300 $21,364,231 2024 Q1 13F Filing 2025-12-31 2026-02-23
IBDX
ISHARES TR
Bond/Debt 2.04% 2.11% #12 1
Prev: #11
2.8 18,882 2.3%
P
S
831,287 $21,222,764 2023 Q4 13F Filing 2025-12-31 2026-02-23
NVDA
NVIDIA CORPORAT...
Technology 1.97% 1.96% #13
Prev: #13
0.8 -10,996 -9.1%
P
S
109,750 $20,468,375 2014 Q4 13F Filing 2025-12-31 2026-02-23
USMV
ISHARES TR
ETF 1.91% 2.08% #14 2
Prev: #12
0.8 -4,181 -1.9%
P
S
211,341 $19,899,895 2015 Q3 13F Filing 2025-12-31 2026-02-23
IBDS
ISHARES TR
Bond/Debt 1.87% 1.69% #15 2
Prev: #17
2.8 127,646 18.9%
P
S
803,482 $19,508,532 2022 Q4 13F Filing 2025-12-31 2026-02-23
IBDU
ISHARES TR
Bond/Debt 1.79% 1.70% #16
Prev: #16
2.8 87,440 12.4%
P
S
794,637 $18,598,471 2023 Q2 13F Filing 2025-12-31 2026-02-23
IBDT
ISHARES TR
ETF 1.79% 1.70% #17 2
Prev: #15
2.8 78,778 12.1%
P
S
730,627 $18,598,109 2023 Q1 13F Filing 2025-12-31 2026-02-23
IBDV
ISHARES TR
Bond/Debt 1.77% 1.68% #18
Prev: #18
2.7 91,742 12.3%
P
S
835,858 $18,447,391 2023 Q2 13F Filing 2025-12-31 2026-02-23
IBDR
ISHARES TR
Bond/Debt 1.68% 1.63% #19
Prev: #19
2.7 69,451 10.6%
P
S
721,664 $17,485,930 2022 Q4 13F Filing 2025-12-31 2026-02-23
IBDW
ISHARES TR
Bond/Debt 1.59% 1.52% #20 3
Prev: #23
2.7 77,572 11.0%
P
S
781,212 $16,522,641 2023 Q3 13F Filing 2025-12-31 2026-02-23
IBTG
ISHARES TR
Bond/Debt 1.45% 1.39% #21 5
Prev: #26
2.6 69,134 11.7%
P
S
659,601 $15,088,373 2023 Q2 13F Filing 2025-12-31 2026-02-23
IBTH
ISHARES TR
Bond/Debt 1.42% 1.40% #22 3
Prev: #25
2.6 55,056 9.1%
P
S
659,422 $14,817,220 2023 Q2 13F Filing 2025-12-31 2026-02-23
IBDZ
ISHARES TR
Bond/Debt 1.41% 1.52% #23 1
Prev: #22
0.6 -9,372 -1.7%
P
S
557,365 $14,697,705 2024 Q3 13F Filing 2025-12-31 2026-02-23
MSFT
MICROSOFT CORP
Technology 1.34% 1.57% #24 3
Prev: #21
0.6 -1,691 -5.5%
P
S
28,925 $13,988,724 2014 Q4 13F Filing 2025-12-31 2026-02-23
IEFA
ISHARES TR
ETF 1.18% 0.49% #25 11
Prev: #36
2.8 79,953 139.8%
P
S
137,140 $12,268,556 2014 Q4 13F Filing 2025-12-31 2026-02-23
IBTF
ISHARES TR
Bond/Debt 0.00% 1.58%
Sold All 😨
(Was: #20)
0.3 -655,864 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-23
IBDQ
ISHARES TR
Bond/Debt 0.00% 1.47%
Sold All 😨
(Was: #24)
0.3 -566,520 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-23
AVDX
AVIDXCHANGE HOL...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #136)
0.3 -38,225 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-23
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #311)
0.3 -5,147 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-23
HES
HESS CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #427)
0.3 -163 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-23
ANSS
ANSYS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #463)
0.3 -47 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-23
WBA
WALGREENS BOOTS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #527)
0.3 -864 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-23
JNPR
JUNIPER NETWORK...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #538)
0.3 -224 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-23
CNOB
CONNECTONE BANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #556)
0.3 -350 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-23
BKCI
BNY MELLON ETF ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #565)
0.3 -148 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #568)
0.3 -94 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-23
QARP
DBX ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #575)
0.3 -126 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
PARA
PARAMOUNT GLOBA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #659)
0.3 -242 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-23
ENPH
ENPHASE ENERGY ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #694)
0.3 -57 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-23
CBSH
COMMERCE BANCSH...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #723)
0.3 -27 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-23
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #772)
0.3 -42 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-23
PINC
PREMIER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #799)
0.3 -37 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-23
AMED
AMEDISYS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #814)
0.3 -7 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
ANGI
ANGI INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #818)
0.3 -44 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
SNRE
SUNRISE COMMUNI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #822)
0.3 -11 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-23
INFA
INFORMATICA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #827)
0.3 -25 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
BBWI
BATH & BODY WOR...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #829)
0.3 -20 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-23
CNXC
CONCENTRIX CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #842)
0.3 -10 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
CACC
CREDIT ACCEP CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #843)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
ACHC
ACADIA HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #847)
0.3 -22 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
BMRN
BIOMARIN PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #867)
0.3 -8 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-23
DUOL
DUOLINGO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #873)
0.3 -1 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-23
CROX
CROCS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #877)
0.3 -4 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
BIRK
BIRKENSTOCK HOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #881)
0.3 -8 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
PLTK
PLAYTIKA HLDG C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #882)
0.3 -83 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
DOX
AMDOCS LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #890)
0.3 -4 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
FOXF
FOX FACTORY HLD...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #901)
0.3 -12 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
UHAL
U HAUL HOLDING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #904)
0.3 -5 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
CRI
CARTERS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #905)
0.3 -10 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-23
UTHR
UNITED THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #906)
0.3 -1 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-23
CNA
CNA FINL CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #909)
0.3 -6 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-23
SPB
SPECTRUM BRANDS...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #918)
0.3 -5 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
PARAA
PARAMOUNT GLOBA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #921)
0.3 -11 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-23
NVCR
NOVOCURE LTD
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #922)
0.3 -14 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-23
NFE
NEW FORTRESS EN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #927)
0.3 -72 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
VIRT
VIRTU FINL INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #934)
0.3 -5 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
TNDM
TANDEM DIABETES...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #935)
0.3 -12 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
KNF
KNIFE RIVER COR...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #960)
0.3 -2 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-23
WOLF
WOLFSPEED INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #965)
0.3 -389 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-23
FLR
FLUOR CORP NEW
Industrials 0.00% 0.00%
Sold All 😨
(Was: #967)
0.3 -3 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-23
MIDD
MIDDLEBY CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #970)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
DNB
DUN & BRADSTREE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #977)
0.3 -15 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
ICUI
ICU MED INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #978)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
FAF
FIRST AMERN FIN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #988)
0.3 -2 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-23
AZEK
AZEK CO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #994)
0.3 -2 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-23
AVT
AVNET INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #996)
0.3 -2 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
UFPI
UFP INDUSTRIES ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1003)
0.3 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1007)
0.3 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1012)
0.3 -20 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-23
LOAR
LOAR HOLDINGS I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1016)
0.3 -1 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-23
CUBE
CUBESMART
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1020)
0.3 -2 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
WH
WYNDHAM HOTELS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1022)
0.3 -1 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-23
DLB
DOLBY LABORATOR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1030)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
VSTS
VESTIS CORPORAT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1036)
0.3 -12 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
SKX
SKECHERS U S A ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1040)
0.3 -1 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-23
TRNO
TERRENO RLTY CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1047)
0.3 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
KBR
KBR INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1053)
0.3 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
DEI
DOUGLAS EMMETT ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1054)
0.3 -3 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1062)
0.3 -1 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-23
IAC
IAC INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1063)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
VVV
VALVOLINE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1064)
0.3 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-23
WSC
WILLSCOT HLDGS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1070)
0.3 -1 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
CHX
CHAMPIONX CORPO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1071)
0.3 -1 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
ACI
ALBERTSONS COS ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1072)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-23
KLG
WK KELLOGG CO
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1075)
0.3 -1 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-23
Showing 1-25 of 1253 holdings

Unlock Full MV CAPITAL MANAGEMENT, INC. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics