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 |
|---|---|
ITGARTNER INC | $25.5M |
NDAQNASDAQ INC | $25.3M |
POOLPOOL CORP | $25.1M |
WDCWESTERN DIGITAL CORP | $25.0M |
SCKTSOCKET MOBILE INC | $24.8M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $24.7M |
AMEAMETEK INC | $24.4M |
KDPKEURIG DR PEPPER INC | $24.4M |
MCXMCCORMICK & CO INC | $24.3M |
VRSNVERISIGN INC | $24.3M |
AG8AGILENT TECHNOLOGIES INC | $24.2M |
HBANHUNTINGTON BANCSHARES INC | $24.2M |
ALSALLSTATE CORP | $24.2M |
PSAPUBLIC STORAGE OPER CO | $24.1M |
ROKROCKWELL AUTOMATION INC | $23.9M |
MTBM & T BK CORP | $23.9M |
EWEDWARDS LIFESCIENCES CORP | $23.9M |
DOCHEALTHPEAK PROPERTIES INC | $23.8M |
WABWABTEC | $23.2M |
BXPBXP INC | $23.2M |
ODFLOLD DOMINION FREIGHT LINE IN | $23.2M |
DASHDOORDASH INC | $23.2M |
BRBSBLUE RIDGE BANKSHARES INC VA | $23.2M |
WATWATERS CORP | $23.0M |
CIBRFIRST TR EXCHANGE TRADED FD | $22.7M |
BIIBBIOGEN INC | $22.6M |
HESHESS CORP | $22.6M |
NVRNVR INC | $22.2M |
CMSCMS ENERGY CORP | $22.0M |
OXYOCCIDENTAL PETE CORP | $21.9M |
IFFINTERNATIONAL FLAVORS&FRAGRA | $21.6M |
SDYSPDR SERIES TRUST | $21.4M |
ATOATMOS ENERGY CORP | $21.3M |
REGNREGENERON PHARMACEUTICALS | $21.0M |
VSTVISTRA CORP | $20.9M |
CNRCANADIAN NATL RY CO | $20.8M |
EPPISHARES INC | $20.7M |
FFORD MTR CO | $20.6M |
MCHPMICROCHIP TECHNOLOGY INC. | $20.5M |
ALNYALNYLAM PHARMACEUTICALS INC | $20.5M |
LNTALLIANT ENERGY CORP | $20.1M |
WECWEC ENERGY GROUP INC | $20.0M |
EAELECTRONIC ARTS INC | $19.8M |
RBLXROBLOX CORP | $19.8M |
CHTRCHARTER COMMUNICATIONS INC N | $19.6M |
HPEHEWLETT PACKARD ENTERPRISE C | $19.4M |
LHLABCORP HOLDINGS INC | $19.2M |
MATXMATSON INC | $19.2M |
HIGHARTFORD INSURANCE GROUP INC | $18.6M |
FSLRFIRST SOLAR INC | $18.5M |
LNGCHENIERE ENERGY INC | $18.5M |
STZCONSTELLATION BRANDS INC | $18.4M |
FDSFACTSET RESH SYS INC | $18.3M |
SBACSBA COMMUNICATIONS CORP NEW | $17.6M |
LDOSLEIDOS HOLDINGS INC | $17.5M |
DGDOLLAR GEN CORP NEW | $17.5M |
KMXCARMAX INC | $17.3M |
HUMHUMANA INC | $17.1M |
CHDCHURCH & DWIGHT CO INC | $17.1M |
WDAYWORKDAY INC | $16.8M |
CWCURTISS WRIGHT CORP | $16.6M |
RJFRAYMOND JAMES FINL INC | $16.6M |
AKXANSYS INC | $16.5M |
PKNREVVITY INC | $16.3M |
ABNBAIRBNB INC | $16.3M |
EMNEASTMAN CHEM CO | $16.3M |
VRTVERTIV HOLDINGS CO | $16.1M |
DOWDOW INC | $16.0M |
ULTAULTA BEAUTY INC | $15.9M |
ZIONZIONS BANCORPORATION N A | $15.9M |
NETCLOUDFLARE INC | $15.9M |
AVBAVALONBAY CMNTYS INC | $15.5M |
ONON SEMICONDUCTOR CORP | $15.3M |
FITBFIFTH THIRD BANCORP | $15.3M |
SMCISUPER MICRO COMPUTER INC | $15.2M |
ROSTROSS STORES INC | $15.2M |
HOODROBINHOOD MKTS INC | $15.2M |
CMACOMERICA INC | $15.0M |
XELXCEL ENERGY INC | $14.8M |
RLRALPH LAUREN CORP | $14.8M |
APOAPOLLO GLOBAL MGMT INC | $14.8M |
CBOECBOE GLOBAL MKTS INC | $14.5M |
FTVFORTIVE CORP | $14.4M |
MOHMOLINA HEALTHCARE INC | $14.3M |
DGXQUEST DIAGNOSTICS INC | $14.2M |
DYHTARGET CORP | $14.0M |
MKLMARKEL GROUP INC | $14.0M |
FANGDIAMONDBACK ENERGY INC | $13.9M |
IRINGERSOLL RAND INC | $13.8M |
LUVSOUTHWEST AIRLS CO | $13.6M |
IRMIRON MTN INC DEL | $13.4M |
TROWPRICE T ROWE GROUP INC | $13.1M |
DC4DEXCOM INC | $12.9M |
TSCOTRACTOR SUPPLY CO | $12.7M |
LLOEWS CORP | $12.6M |
UBSIUNITED BANKSHARES INC WEST V | $12.5M |
TDYTELEDYNE TECHNOLOGIES INC | $12.3M |
HUBSHUBSPOT INC | $12.2M |
FEFIRSTENERGY CORP | $12.0M |
EQREQUITY RESIDENTIAL | $11.9M |