MV CAPITAL MANAGEMENT, INC. Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$972.3B
Holdings
1,076
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,076 positions)
| Stock | Value |
|---|---|
EVRGEVERGY INC | $49.1M |
CA8ACACI INTL INC | $49.1M |
CVSCVS HEALTH CORP | $48.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $48.5M |
CAHCARDINAL HEALTH INC | $48.4M |
ZTSZOETIS INC | $48.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $47.8M |
CTVACORTEVA INC | $47.7M |
CMICUMMINS INC | $47.5M |
TYLTYLER TECHNOLOGIES INC | $47.4M |
AMCRAMCOR PLC | $47.3M |
BMYBRISTOL-MYERS SQUIBB CO | $47.3M |
EMREMERSON ELEC CO | $47.2M |
7HPHP INC | $46.3M |
DOVDOVER CORP | $46.0M |
KMIKINDER MORGAN INC DEL | $45.6M |
AJGGALLAGHER ARTHUR J & CO | $45.1M |
PSIINVESCO EXCHANGE TRADED FD T | $45.0M |
KHCKRAFT HEINZ CO | $44.8M |
CITCINTAS CORP | $44.4M |
8CWCROWN CASTLE INC | $44.2M |
IQVIQVIA HLDGS INC | $44.1M |
XTISHARES TR | $43.5M |
FQIDIGITAL RLTY TR INC | $43.2M |
MLMMARTIN MARIETTA MATLS INC | $42.8M |
DDOMINION ENERGY INC | $42.7M |
EDCONSOLIDATED EDISON INC | $42.6M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $42.4M |
XLYSELECT SECTOR SPDR TR | $42.4M |
MTDMETTLER TOLEDO INTERNATIONAL | $42.3M |
BBYBEST BUY INC | $41.2M |
MIGAMICROSTRATEGY INC | $40.8M |
ROPROPER TECHNOLOGIES INC | $40.8M |
VEEVVEEVA SYS INC | $39.7M |
HLTHILTON WORLDWIDE HLDGS INC | $39.7M |
SPGSIMON PPTY GROUP INC NEW | $39.2M |
AEPAMERICAN ELEC PWR CO INC | $39.1M |
DTEDTE ENERGY CO | $39.1M |
CMGCHIPOTLE MEXICAN GRILL INC | $38.7M |
NEMNEWMONT CORP | $38.7M |
FOXAFOX CORP | $38.7M |
EFXEQUIFAX INC | $38.6M |
PEOEXELON CORP | $38.3M |
T7DTRANSDIGM GROUP INC | $38.0M |
VBKVANGUARD INDEX FDS | $37.7M |
VENVENTAS INC | $36.9M |
PCARPACCAR INC | $36.9M |
USBUS BANCORP DEL | $36.5M |
CBRECBRE GROUP INC | $36.4M |
GLWCORNING INC | $36.2M |
COINCOINBASE GLOBAL INC | $35.4M |
IDXXIDEXX LABS INC | $35.4M |
TEAMATLASSIAN CORPORATION | $35.3M |
KEYKEYCORP | $35.0M |
OREALTY INCOME CORP | $35.0M |
CCLCARNIVAL CORP | $34.1M |
YUMYUM BRANDS INC | $33.9M |
SOLVSOLVENTUM CORP | $33.9M |
ESEVERSOURCE ENERGY | $33.8M |
BGBUNGE GLOBAL SA | $33.7M |
LHXL3HARRIS TECHNOLOGIES INC | $33.6M |
CHKPCHECK POINT SOFTWARE TECH LT | $33.2M |
PAYXPAYCHEX INC | $33.2M |
DALDELTA AIR LINES INC DEL | $32.8M |
ETRENTERGY CORP NEW | $32.5M |
KKRKKR & CO INC | $32.3M |
PLDPROLOGIS INC. | $32.3M |
LENLENNAR CORP | $32.1M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $31.6M |
SNOWSNOWFLAKE INC | $31.6M |
PODDINSULET CORP | $31.4M |
HIIHUNTINGTON INGALLS INDS INC | $31.1M |
TELTE CONNECTIVITY PLC | $30.4M |
FCXFREEPORT-MCMORAN INC | $30.3M |
RBARB GLOBAL INC | $30.1M |
FASTFASTENAL CO | $29.9M |
VRSKVERISK ANALYTICS INC | $29.9M |
HWMHOWMET AEROSPACE INC | $29.6M |
KRKROGER CO | $29.4M |
AWCAMERICAN WTR WKS CO INC NEW | $29.4M |
DHID R HORTON INC | $29.3M |
SRSPIRE INC | $29.2M |
IPINTERNATIONAL PAPER CO | $29.1M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $29.1M |
MPWRMONOLITHIC PWR SYS INC | $28.5M |
KVUEKENVUE INC | $28.4M |
BKRBAKER HUGHES COMPANY | $28.4M |
EQHEQUITABLE HLDGS INC | $27.8M |
EWGISHARES INC | $27.8M |
UPSUNITED PARCEL SERVICE INC | $27.3M |
NRANRG ENERGY INC | $27.0M |
BWXTBWX TECHNOLOGIES INC | $26.8M |
WTWWILLIS TOWERS WATSON PLC LTD | $26.7M |
CPAYCORPAY INC | $26.5M |
AXONAXON ENTERPRISE INC | $26.5M |
PWRQUANTA SVCS INC | $26.5M |
MNSTMONSTER BEVERAGE CORP NEW | $26.4M |
SLBSCHLUMBERGER LTD | $26.2M |
GWWGRAINGER W W INC | $26.0M |
URIUNITED RENTALS INC | $25.6M |