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Portfolio (Quarterly) Guide ↗

LVZ, Inc.

· CIK 0001574408
13F Portfolio $894M AUM 169 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 169 New
Page 2 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTGS FIRST TR EXCHANGE-TRADED FD 107,910.0 $3.8M 0.43% NEW $35.35 +3.1%
22 FTC FIRST TR EXCHANGE-TRADED ALP 23,313.0 $3.7M 0.42% NEW $159.88 +9.7%
23 IJH ISHARES TR 48,646.0 $3.2M 0.36% NEW $66.00 +10.3%
24 AMZN AMAZON COM INC Consumer Cyclical 13,509.0 $3.1M 0.35% NEW $230.81 +14.8%
25 TPIF TIMOTHY PLAN 85,302.0 $3.0M 0.33% NEW $34.68 +8.1%
26 INCM FRANKLIN TEMPLETON ETF TR 91,229.0 $2.6M 0.29% NEW $28.04 +4.3%
27 MSFT MICROSOFT CORP Technology 5,121.0 $2.5M 0.28% NEW $483.62 -13.7%
28 JPM JPMORGAN CHASE & CO. Financial Services 6,427.0 $2.1M 0.23% NEW $322.24 -8.2%
29 FDT FIRST TR EXCH TRD ALPHDX FD 25,830.0 $2.1M 0.23% NEW $79.45 +21.0%
30 SO SOUTHERN CO Utilities 22,053.0 $1.9M 0.21% NEW $87.20 +8.0%
31 XLK SELECT SECTOR SPDR TR 13,263.0 $1.9M 0.21% NEW $143.97 +23.0%
32 OEF ISHARES TR 5,542.0 $1.9M 0.21% NEW $342.97 +7.9%
33 SPHY SPDR SERIES TRUST 80,081.0 $1.9M 0.21% NEW $23.67 -1.2%
34 FVAL FIDELITY COVINGTON TRUST 26,041.0 $1.9M 0.21% NEW $72.27 +7.8%
35 IEUR ISHARES TR 24,484.0 $1.7M 0.19% NEW $70.98 +6.0%
36 IEMG ISHARES INC 25,749.0 $1.7M 0.19% NEW $67.22 +18.9%
37 HYG ISHARES TR 21,451.0 $1.7M 0.19% NEW $80.63 -1.0%
38 IPAC ISHARES TR 23,480.0 $1.7M 0.19% NEW $73.21 +11.7%
39 SYK STRYKER CORPORATION Healthcare 4,881.0 $1.7M 0.19% NEW $351.47 -9.6%
40 IWC ISHARES TR 10,687.0 $1.7M 0.19% NEW $157.70 +15.0%
Page 2 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 17.9%
Consumer Cyclical 9.1%
Industrials 8.8%
Healthcare 8.7%
Energy 6.1%
Consumer Defensive 6.0%
Communication Services 5.6%
Utilities 3.1%
Basic Materials 1.0%