Fund HoldingsMV CAPITAL MANAGEMENT, INC.

Total Portfolio Value
$972.27M
Total Bought
$22.46M
Total Sold
$58.63M
Net Transaction
-$36.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR
CORE MSCI EURO
247,898355,120+107,22214,91123,5092.42%+8,598
ISHARES TR0174,992+174,992074,2987.64%+74,298
NVIDIA CORPORATION(NVDA)0120,746+120,746019,0771.96%+19,077
ISHARES TR0302,048+302,048033,2563.42%+33,256
ISHARES TR
CORE MSCI EAFE
13,53257,187+43,6551,0244,7740.49%+3,750
MICROSOFT CORP(MSFT)030,616+30,616015,2291.57%+15,229
ISHARES TR0110,306+110,306068,4897.04%+68,489
ISHARES INC24,16657,335+33,1691,2873,4090.35%+2,122
FIDELITY COVINGTON TRUST0220,412+220,412010,6331.09%+10,633
JPMORGAN CHASE & CO.(JPM)28,66328,141-5227,0318,1580.84%+1,127
SELECT SECTOR SPDR TR
ST STR TECHN ETF
039,011+39,01109,8791.02%+9,879
ISHARES TR210,142251,720+41,5784,6765,6280.58%+953
MICRON TECHNOLOGY INC(MU)025,816+25,81603,1820.33%+3,182
ABBOTT LABS282,380281,438-94237,45838,2783.94%+821
LAM RESEARCH CORP(LRCX)34,32033,373-9472,4953,2490.33%+753
ISHARES TR023,973+23,97308,1410.84%+8,141
INTUIT(INTU)04,095+4,09503,2250.33%+3,225
CATERPILLAR INC(CAT)011,470+11,47004,4530.46%+4,453
ISHARES TR029,541+29,54104,0970.42%+4,097
ISHARES TR99,59498,182-1,4128,4729,0300.93%+557
ALPHABET INC(GOOG)026,850+26,85004,7320.49%+4,732
VANGUARD INDEX FDS7,0407,04002,6113,0860.32%+476
WALMART INC(WMT)057,781+57,78105,6500.58%+5,650
BROADCOM INC(AVGO)03,841+3,84101,0590.11%+1,059
ISHARES TR733,627744,116+10,48915,93416,3561.68%+421
ISHARES TR
IBDS DEC28 ETF
640,398651,849+11,45116,17616,5701.70%+394
ISHARES TR104,108120,955+16,8472,2662,6510.27%+385
ISHARES TR589,546604,366+14,82013,21813,5921.40%+375
AMAZON COM INC(AMZN)014,064+14,06403,0860.32%+3,086
ISHARES TR697,590707,197+9,60716,13516,4991.70%+364
ISHARES TR
IBONDS 27 ETF
664,201675,836+11,63516,06016,4031.69%+342
SELECT SECTOR SPDR TR
ST STR ENERG ETF
08,863+8,86307520.08%+752
META PLATFORMS INC(META)2,2762,205-711,3121,6270.17%+316
ORACLE CORP(ORCL)03,448+3,44807540.08%+754
SPDR S&P 500 ETF TR(SPY)04,596+4,59602,8400.29%+2,840
ALPHABET INC(GOOG)015,276+15,27602,7100.28%+2,710
ECOLAB INC(ECL)014,738+14,73803,9710.41%+3,971
NETFLIX INC(NFLX)533531-24977110.07%+214
ISHARES TR703,969703,640-32914,60714,8051.52%+197
ISHARES INC
CORE MSCI EMKT
29,71629,71601,6041,7840.18%+180
WELLS FARGO CO NEW(WFC)018,358+18,35801,4710.15%+1,471
ISHARES TR010,076+10,07602,8800.30%+2,880
INTERNATIONAL BUSINESS MACHS(IBM)3,1413,14107819260.10%+145
GOLDMAN SACHS GROUP INC(GS)0862+86206100.06%+610
CITIZENS FINL GROUP INC(CFG)063,538+63,53802,8430.29%+2,843
ISHARES TR107,870108,489+6195,6655,7810.59%+116
MANULIFE FINL CORP(MFC)03,546+3,54601130.01%+113
HCA HEALTHCARE INC(HCA)0475+47501820.02%+182
TESLA INC(TSLA)02,053+2,05306520.07%+652
ISHARES TR817,522812,405-5,11720,43020,5422.11%+112
MARRIOTT INTL INC NEW(MAR)03,357+3,35709170.09%+917
ISHARES TR043,300+43,30008590.09%+859
GE AEROSPACE(GE)1,8621,867+53734810.05%+108
GE VERNOVA INC(GEV)0442+44202340.02%+234
PAYPAL HLDGS INC(PYPL)2,5543,547+9931672640.03%+97
APPLIED MATLS INC02,376+2,37604350.04%+435
TAPESTRY INC(TPR)1,2652,059+794891810.02%+92
DISNEY WALT CO(DIS)03,629+3,62904500.05%+450
PFIZER INC(PFE)08,656+8,65602100.02%+210
VANGUARD INDEX FDS20,20820,20803,4913,5720.37%+81
NORTHERN TR CORP(NTRS)8831,303+420871650.02%+78
CONSTELLATION ENERGY CORP(CEG)0598+59801930.02%+193
BANK AMERICA CORP15,61115,339-2726517260.07%+74
PALANTIR TECHNOLOGIES INC(PLTR)01,402+1,40201910.02%+191
AMERICAN EXPRESS CO(AXP)01,510+1,51004820.05%+482
ADVANCED MICRO DEVICES INC(AMD)01,732+1,73202460.03%+246
ISHARES TR02,000+2,00003470.04%+347
CARLISLE COS INC(CSL)0468+46801750.02%+175
NIKE INC(NKE)05,897+5,89704190.04%+419
ISHARES TR801,952793,721-8,23120,49820,5612.11%+63
SERVICENOW INC(NOW)290285-52312930.03%+62
CROWDSTRIKE HLDGS INC(CRWD)416404-121472060.02%+59
TWILIO INC(TWLO)7271,046+319711300.01%+59
AMPHENOL CORP NEW01,595+1,59501580.02%+158
GENERAL MTRS CO(GM)03,907+3,90701920.02%+192
SYNCHRONY FINANCIAL(SYF)04,094+4,09402730.03%+273
PINNACLE FINL PARTNERS INC012,570+12,57001,3880.14%+1,388
FIDELITY NATL INFORMATION SV(FIS)3,3833,774+3912533070.03%+55
AVIDXCHANGE HOLDINGS INC038,225+38,22503740.04%+374
AMERIPRISE FINL INC(AMP)0992+99205290.05%+529
QUALCOMM INC(QCOM)22,10621,625-4813,3963,4440.35%+48
MERCADOLIBRE INC(MELI)717101391860.02%+47
CISCO SYS INC(CSCO)6,2456,201-443854300.04%+45
JABIL INC(JBL)521527+6711150.01%+44
COSTCO WHSL CORP NEW(COST)4,4604,304-1564,2184,2610.44%+43
RTX CORPORATION(RTX)6,3736,072-3018448870.09%+42
UBER TECHNOLOGIES INC(UBER)1,0131,246+233741160.01%+42
BOEING CO(BA)0806+80601690.02%+169
EBAY INC.(EBAY)02,348+2,34801750.02%+175
CAPITAL ONE FINL CORP(COF)0398+3980850.01%+85
TEXAS INSTRS INC(TXN)02,702+2,70205610.06%+561
METLIFE INC(MET)5,0455,543+4984054460.05%+41
NXP SEMICONDUCTORS N V
COM
0729+72901590.02%+159
KLA CORP(KLAC)0213+21301910.02%+191
SELECT SECTOR SPDR TR
ST STR FINL ETF
016,732+16,73208760.09%+876
STATE STR CORP(STT)0771+7710820.01%+82
PRINCIPAL FINANCIAL GROUP IN(PFG)0679+6790540.01%+54
EOG RES INC(EOG)0821+8210980.01%+98
CITIGROUP INC(C)02,446+2,44602080.02%+208
ANALOG DEVICES INC(ADI)01,682+1,68204000.04%+400
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