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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PRDO PERDOCEO ED CORP Consumer Defensive 17,079.0 $501K 0.06% NEW $29.33 +18.2%
102 SLV ISHARES SILVER TR Financial Services 7,571.0 $488K 0.06% NEW $64.42 +3.8%
103 INTU INTUIT Technology 736.0 $488K 0.06% NEW $662.42 -39.1%
104 GOOG ALPHABET INC Communication Services 1,483.0 $465K 0.05% NEW $313.76 +25.3%
105 GNTX GENTEX CORP Consumer Cyclical 19,782.0 $460K 0.05% NEW $23.27 -2.5%
106 VUG VANGUARD INDEX FDS 912.0 $445K 0.05% NEW $487.86 -82.3%
107 BERKSHIRE HATHAWAY INC DEL 876.0 $440K 0.05% NEW $502.65
108 PSN PARSONS CORP DEL Industrials 6,992.0 $432K 0.05% NEW $61.80 -16.7%
109 SUSA ISHARES TR 3,049.0 $425K 0.05% NEW $139.35 +6.8%
110 PH PARKER-HANNIFIN CORP Industrials 469.0 $412K 0.05% NEW $878.96 -2.3%
111 PAY PAYMENTUS HOLDINGS INC Technology 13,047.0 $412K 0.05% NEW $31.59 -22.7%
112 DJUL FIRST TR EXCHNG TRADED FD VI 8,638.0 $411K 0.05% NEW $47.57 +4.1%
113 SPIB SPDR SERIES TRUST 11,970.0 $405K 0.04% NEW $33.81 -1.9%
114 PPA INVESCO EXCHANGE TRADED FD T 2,579.0 $404K 0.04% NEW $156.63 +5.4%
115 GMAR FIRST TR EXCHNG TRADED FD VI 9,513.0 $389K 0.04% NEW $40.94 +7.0%
116 GDEC FIRST TR EXCHNG TRADED FD VI 10,285.0 $389K 0.04% NEW $37.82 +4.0%
117 GSLC GOLDMAN SACHS ETF TR 2,861.0 $379K 0.04% NEW $132.36 +5.1%
118 EMR EMERSON ELEC CO Industrials 2,833.0 $376K 0.04% NEW $132.72 -0.4%
119 FIRST TR EXCHNG TRADED FD VI 11,799.0 $375K 0.04% NEW $31.81
120 HD HOME DEPOT INC Consumer Cyclical 1,048.0 $361K 0.04% NEW $344.10 -12.9%
Page 6 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%