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MV Capital Management, Inc.

Q2 2025 Holdings

Filed 2025-08-08 | 1081 holdings | $972.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Boyd Gaming Corp(BYD)COM103304101$7910.0%
Manpowergroup Inc WIS(MAN)COM56418H100$8120.0%
Ciena Corp(CIEN)COM NEW171779309$8210.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$8210.0%
Lantheus Hldgs Inc(LNTH)COM516544103$8210.0%
Ingram Micro Hldg Corp(INGM)COM457152106$8440.0%
Cubesmart(CUBE)COM229663109$8520.0%
Alkermes PLC(ALKS)SHSG01767105$8630.0%
NNN REIT Inc(NNN)COM637417106$8720.0%
ATI Inc(ATI)COM01741R102$8710.0%
Loar Holdings Inc(LOAR)COM SHS53947R105$8710.0%
Exelixis Inc(EXEL)COM30161Q104$8920.0%
Maplebear Inc(CART)COM565394103$9120.0%
Element Solutions Inc(ESI)COM28618M106$9140.0%
Hanesbrands Inc(HN9)COM410345102$92200.0%
Sealed AIR Corp New(SEE)COM81211K100$9430.0%
Columbia BKG SYS Inc(COLB)COM197236102$9440.0%
Enovis Corporation(ENOV)COM194014502$9530.0%
Lumentum Hldgs Inc(LITE)COM55024U109$9610.0%
Light & Wonder Inc(LNWO)COM80874P109$9710.0%
Envista Holdings Corporation(NVST)COM29415F104$9850.0%
Commercial Metals Co(CMC)COM201723103$9820.0%
Ryman Hospitality Pptys Inc(RHP)COM78377T107$9910.0%
UFP Industries Inc(UFPI)COM90278Q108$10010.0%
Varonis SYS Inc(VRNS)COM922280102$10220.0%
Crown Hldgs Inc(CCK)COM228368106$10310.0%
F N B Corp(FNB)COM302520101$10370.0%
TPG Inc(TPG)COM CL A872657101$10520.0%
Halozyme Therapeutics Inc(HALO)COM40637H109$10520.0%
First Horizon Corporation(FHN)COM320517105$10650.0%
Avnet Inc(AVT)COM053807103$10720.0%
Petco Health & Wellness Co I(WOOF)COM71601V105$108380.0%
Azek Co Inc(AZEK)CL A05478C105$10920.0%
Stag Indl Inc(STAG)COM85254J102$10930.0%
Jefferies Finl Group Inc(JEF)COM47233W109$11020.0%
Bellring Brands Inc(BRBR)COMMON STOCK07831C103$11620.0%
Ziff Davis Inc(ZD)COM48123V102$12240.0%
First Amern Finl Corp(FAF)COM31847R102$12320.0%
Driven Brands Hldgs Inc(DRVN)COM26210V102$12370.0%
Match Group Inc New(MTCH)COM57667L107$12440.0%
Choice Hotels Intl Inc(CHH)COM169905106$12710.0%
Healthcare Rlty TR(HR)CL A COM42226K105$12780.0%
Avient Corporation(AVNT)COM05368V106$13040.0%
Exlservice Holdings Inc(EXLS)COM302081104$13230.0%
CCC Intelligent Solutions HL(CCC)COM12510Q100$132140.0%
SLM Corp(SLM)COM78442P106$13240.0%
Annaly Capital Management in(NLY)COM NEW035710839$13270.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$13210.0%
ICU MED Inc(ICUI)COM44930G107$13310.0%
DUN & Bradstreet Hldgs Inc(DNB)COM26484T106$137150.0%
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