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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 3 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAS DIMENSIONAL ETF TRUST 24,064.0 $1.7M 0.19% NEW $69.67 +8.9%
42 V VISA INC Financial Services 4,657.0 $1.6M 0.18% NEW $350.69 -7.1%
43 LLY ELI LILLY & CO Healthcare 1,510.0 $1.6M 0.18% NEW $1074.69 -6.3%
44 NVDA NVIDIA CORPORATION Technology 8,426.0 $1.6M 0.18% NEW $186.50 +20.8%
45 FIRST TR EXCHANGE TRADED FD 63,601.0 $1.5M 0.17% NEW $23.62
46 SPY SPDR S&P 500 ETF TR Financial Services 2,030.0 $1.4M 0.15% NEW $681.92 +8.3%
47 XLC SELECT SECTOR SPDR TR 11,383.0 $1.3M 0.15% NEW $117.72 -0.6%
48 IEFA ISHARES TR 14,721.0 $1.3M 0.15% NEW $89.46 +7.4%
49 COST COSTCO WHSL CORP NEW Consumer Defensive 1,472.0 $1.3M 0.14% NEW $862.11 +21.7%
50 GD GENERAL DYNAMICS CORP Industrials 3,566.0 $1.2M 0.13% NEW $336.68 -0.6%
51 C CITIGROUP INC Financial Services 10,191.0 $1.2M 0.13% NEW $116.69 +4.9%
52 WMT WALMART INC Consumer Defensive 10,439.0 $1.2M 0.13% NEW $111.41 +18.0%
53 ISMD NORTHERN LTS FD TR IV 30,066.0 $1.2M 0.13% NEW $38.58 +15.8%
54 COP CONOCOPHILLIPS Energy 12,202.0 $1.1M 0.13% NEW $93.61 +30.8%
55 FNX FIRST TR EXCHANGE-TRADED ALP 9,015.0 $1.1M 0.13% NEW $125.97 +7.7%
56 FDVV FIDELITY COVINGTON TRUST 18,949.0 $1.1M 0.12% NEW $56.69 +5.0%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 25,369.0 $1.0M 0.12% NEW $40.73 +13.8%
58 ANET ARISTA NETWORKS INC Technology 7,550.0 $989K 0.11% NEW $131.03 +8.2%
59 BUFR FIRST TR EXCHNG TRADED FD VI 28,072.0 $962K 0.11% NEW $34.26 +5.4%
60 AMAT APPLIED MATLS INC Technology 3,736.0 $960K 0.11% NEW $256.99 +60.9%
Page 3 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%