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Portfolio (Quarterly) Guide ↗

LVZ, Inc.

· CIK 0001574408
13F Portfolio $876.3B AUM 161 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 79 Added 33 Reduced 19 Exited
Page 9 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BLACKSTONE MORTGAGE TRUST IN 50,000.0 $50K 0.01% $0.99
Page 9 of 9  ·  161 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 29.5%
Financial Services 16.3%
Industrials 9.6%
Consumer Cyclical 8.6%
Healthcare 8.5%
Energy 7.8%
Consumer Defensive 6.6%
Communication Services 5.9%
Utilities 4.3%
Basic Materials 1.6%