LVZ, Inc.

13F filer · CIK 0001574408

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$984MU.S. long equity reported on 13F

Positions837 new · 3 closed

Net flow last quarter+$3.04MBuys minus sells

Top 10 positions weight3.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202683 positions
AAPLApple Inc.	$6.79M	0.69%	0.00%	-4.4%	Q4 2014
FDTFederal Trust Corp	$3.94M	0.40%	Not reported	-3.1%	Q3 2015
AMZNAmazon Com Inc	$3.36M	0.34%	0.00%	+4.0%	Q3 2018
INCMInnocom Technology Holdings, Inc.	$2.76M	0.28%	0.04%	+2.5%	Q4 2023
MSFTMicrosoft Corp	$2.37M	0.24%	0.00%	+9.8%	Q4 2017
AMATApplied Materials Inc	$2.27M	0.23%	0.00%	-16.1%	Q3 2016
JPMJPMorgan Chase & Co	$2.2M	0.22%	0.00%	+3.5%	Q2 2015
SOSouthern Co	$2.18M	0.22%	0.00%	+2.2%	Q4 2018
SYKStryker Corp	$1.83M	0.19%	0.00%	+18.1%	Q3 2016
VVisa Inc.	$1.81M	0.18%	0.00%	+14.0%	Q4 2019
NVDANvidia Corp	$1.75M	0.18%	0.00%	+1.4%	Q4 2023
LLYELI LILLY & Co	$1.73M	0.18%	0.00%	-6.0%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.48M	0.15%	Not reported	-2.3%	Q2 2020
LRCXLam Research Corp	$1.48M	0.15%	0.00%	-11.4%	Q4 2025
COSTCostco Wholesale Corp	$1.46M	0.15%	0.00%	+3.2%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.41M	0.14%	0.00%	+1.9%	Q2 2025
ANETArista Networks, Inc.	$1.36M	0.14%	0.00%	+1.0%	Q1 2024
GDGeneral Dynamics Corp	$1.34M	0.14%	0.00%	+3.7%	Q2 2021
CCitigroup Inc	$1.31M	0.13%	0.00%	-11.5%	Q2 2021
MPCMarathon Petroleum Corp	$1.29M	0.13%	0.00%	-12.7%	Q4 2020
WMTWalmart Inc.	$1.23M	0.12%	0.00%	+1.5%	Q4 2019
CSCOCisco Systems, Inc.	$1.21M	0.12%	0.00%	-11.1%	Q2 2021
CASSCass Information Systems Inc	$1.17M	0.12%	0.18%	Not reported	Q4 2022
VZVerizon Communications Inc	$1.16M	0.12%	0.00%	+5.7%	Q3 2024
SNSharkNinja, Inc.	$1.12M	0.11%	0.01%	-3.8%	Q1 2024
COPConocophillips	$1.05M	0.11%	0.00%	-1.4%	Q2 2014
APPFAppfolio Inc	$993K	0.10%	Not reported	+75.8%	Q1 2024
RHPRyman Hospitality Properties, Inc.	$896K	0.09%	0.01%	-8.2%	Q1 2026
PGRProgressive Corp	$883K	0.09%	0.00%	+37.8%	Q1 2024
IBMInternational Business Machines Corp	$877K	0.09%	0.00%	+3.6%	Q3 2022
GOOGLAlphabet Inc.	$875K	0.09%	0.00%	+2.6%	Q2 2024
PLABPhotronics Inc	$865K	0.09%	0.05%	+21.1%	Q4 2022
HCAHCA Healthcare, Inc.	$813K	0.08%	0.00%	+22.1%	Q1 2024
SPOTSpotify Technology S.A.	$813K	0.08%	0.00%	+68.4%	Q1 2024
OMCOmnicom Group Inc.	$795K	0.08%	0.00%	+22.6%	Q3 2025
XOMExxonMobil Holdings Corp	$786K	0.08%	0.00%	-3.2%	Q3 2019
ETNEaton Corp plc	$715K	0.07%	0.00%	+1.8%	Q2 2023
JXNJackson Financial Inc.	$693K	0.07%	0.01%	+0.6%	Q3 2024
URIUnited Rentals, Inc.	$688K	0.07%	0.00%	-9.1%	Q2 2023
ENSGEnsign Group, Inc	$684K	0.07%	0.01%	+19.1%	Q1 2025
DOVDOVER Corp	$668K	0.07%	0.00%	+0.1%	Q3 2025
DKSDick'S Sporting Goods, Inc.	$664K	0.07%	0.00%	+9.7%	Q1 2024
PRDOPERDOCEO EDUCATION Corp	$662K	0.07%	0.03%	+16.7%	Q3 2025
INTUIntuit Inc.	$621K	0.06%	0.00%	+199.9%	Q3 2025
FCXFreeport-Mcmoran Inc	$616K	0.06%	0.00%	-22.7%	Q1 2020
PSNParsons Corp	$608K	0.06%	0.02%	+56.4%	Q1 2024
STKColumbia Seligman Premium Technology Growth Fund, Inc.	$599K	0.06%	Not reported	-20.0%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$591K	0.06%	Not reported	Not reported	Q4 2022
GOOGAlphabet Inc.	$569K	0.06%	Not reported	+9.2%	Q2 2024
PSXPhillips 66	$549K	0.06%	0.00%	-0.8%	Q4 2024

Q1 2026Reported Apr 28, 202679 positions
AAPLApple Inc.	$6.23M	0.71%	0.00%	-4.1%	Q4 2014
FDTFederal Trust Corp	$3.74M	0.43%	Not reported	+66.5%	Q3 2015
AMZNAmazon Com Inc	$2.82M	0.32%	0.00%	+0.2%	Q3 2018
INCMInnocom Technology Holdings, Inc.	$2.68M	0.31%	0.04%	+2.3%	Q4 2023
SOSouthern Co	$2.15M	0.25%	0.00%	+1.0%	Q4 2018
MSFTMicrosoft Corp	$2.14M	0.24%	0.00%	+12.7%	Q4 2017
JPMJPMorgan Chase & Co	$1.91M	0.22%	0.00%	+1.1%	Q2 2015
SYKStryker Corp	$1.62M	0.18%	0.00%	+0.8%	Q3 2016
COSTCostco Wholesale Corp	$1.51M	0.17%	0.00%	+3.1%	Q3 2024
NVDANvidia Corp	$1.51M	0.17%	0.00%	+2.6%	Q4 2023
MPCMarathon Petroleum Corp	$1.41M	0.16%	0.00%	+3.6%	Q4 2020
LLYELI LILLY & Co	$1.41M	0.16%	0.00%	+1.5%	Q4 2022
VVisa Inc.	$1.4M	0.16%	0.00%	-0.8%	Q4 2019
COPConocophillips	$1.35M	0.15%	0.00%	-16.3%	Q2 2014
WMTWalmart Inc.	$1.32M	0.15%	0.00%	+2.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.32M	0.15%	Not reported	Not reported	Q2 2020
VZVerizon Communications Inc	$1.3M	0.15%	0.00%	+1.8%	Q3 2024
AMATApplied Materials Inc	$1.28M	0.15%	0.00%	+0.3%	Q3 2016
GDGeneral Dynamics Corp	$1.25M	0.14%	0.00%	+2.2%	Q2 2021
CCitigroup Inc	$1.2M	0.14%	0.00%	+4.0%	Q2 2021
XOMExxonMobil Holdings Corp	$1.01M	0.12%	0.00%	+0.5%	Q3 2019
CASSCass Information Systems Inc	$1M	0.11%	0.18%	Not reported	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$981K	0.11%	0.00%	+2.6%	Q2 2025
ANETArista Networks, Inc.	$975K	0.11%	0.00%	+5.2%	Q1 2024
CSCOCisco Systems, Inc.	$899K	0.10%	0.00%	-1.6%	Q2 2021
PLABPhotronics Inc	$888K	0.10%	0.04%	+3.6%	Q4 2022
LRCXLam Research Corp	$823K	0.09%	0.00%	+2.2%	Q4 2025
SNSharkNinja, Inc.	$809K	0.09%	0.01%	+4.1%	Q1 2024
HCAHCA Healthcare, Inc.	$809K	0.09%	0.00%	+2.9%	Q1 2024
FCXFreeport-Mcmoran Inc	$744K	0.08%	0.00%	+3.4%	Q1 2020
IBMInternational Business Machines Corp	$730K	0.08%	0.00%	-0.5%	Q3 2022
ENSGEnsign Group, Inc	$722K	0.08%	0.01%	+2.7%	Q1 2025
JXNJackson Financial Inc.	$711K	0.08%	0.01%	+2.5%	Q3 2024
RHPRyman Hospitality Properties, Inc.	$701K	0.08%	0.01%	New	Q1 2026
GOOGLAlphabet Inc.	$686K	0.08%	0.00%	-0.9%	Q2 2024
OMCOmnicom Group Inc.	$671K	0.08%	0.00%	+19.3%	Q3 2025
PRDOPERDOCEO EDUCATION Corp	$659K	0.08%	0.03%	+3.7%	Q3 2025
DOVDOVER Corp	$620K	0.07%	0.00%	+3.6%	Q3 2025
PSXPhillips 66	$597K	0.07%	0.00%	-41.2%	Q4 2024
ETNEaton Corp plc	$589K	0.07%	0.00%	+1.5%	Q2 2023
PGRProgressive Corp	$582K	0.07%	0.00%	+5.4%	Q1 2024
APPFAppfolio Inc	$556K	0.06%	Not reported	+6.3%	Q1 2024
SLViShares Silver Trust	$543K	0.06%	0.00%	+5.3%	Q3 2022
DKSDick'S Sporting Goods, Inc.	$529K	0.06%	0.00%	+4.8%	Q1 2024
STKColumbia Seligman Premium Technology Growth Fund, Inc.	$527K	0.06%	Not reported	Not reported	Q3 2022
SPOTSpotify Technology S.A.	$510K	0.06%	0.00%	+7.1%	Q1 2024
PGPROCTER & GAMBLE Co	$509K	0.06%	0.00%	-4.3%	Q4 2015
URIUnited Rentals, Inc.	$488K	0.06%	0.00%	+5.4%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$463K	0.05%	Not reported	-2.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$427K	0.05%	Not reported	+1.8%	Q4 2022

Q4 2025Reported Feb 10, 202681 positions
AAPLApple Inc.	$6.96M	0.78%	0.00%	+2.3%	Q4 2014
AMZNAmazon Com Inc	$3.12M	0.35%	0.00%	+3.4%	Q3 2018
INCMInnocom Technology Holdings, Inc.	$2.56M	0.29%	0.04%	Not reported	Q4 2023
MSFTMicrosoft Corp	$2.48M	0.28%	0.00%	+5.9%	Q4 2017
JPMJPMorgan Chase & Co	$2.07M	0.23%	0.00%	-19.9%	Q2 2015
FDTFederal Trust Corp	$2.05M	0.23%	Not reported	-6.5%	Q3 2015
SOSouthern Co	$1.92M	0.21%	0.00%	+4.1%	Q4 2018
SYKStryker Corp	$1.72M	0.19%	0.00%	+3.3%	Q3 2016
VVisa Inc.	$1.63M	0.18%	0.00%	+12.1%	Q4 2019
LLYELI LILLY & Co	$1.62M	0.18%	0.00%	+5.4%	Q4 2022
NVDANvidia Corp	$1.57M	0.18%	0.00%	+7.7%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.38M	0.15%	Not reported	+69.6%	Q2 2020
COSTCostco Wholesale Corp	$1.27M	0.14%	0.00%	+22.1%	Q3 2024
GDGeneral Dynamics Corp	$1.2M	0.13%	0.00%	+14.5%	Q2 2021
CCitigroup Inc	$1.19M	0.13%	0.00%	-5.6%	Q2 2021
WMTWalmart Inc.	$1.16M	0.13%	0.00%	+7.6%	Q4 2019
COPConocophillips	$1.14M	0.13%	0.00%	+0.1%	Q2 2014
VZVerizon Communications Inc	$1.03M	0.12%	0.00%	+11.5%	Q3 2024
ANETArista Networks, Inc.	$989K	0.11%	0.00%	+14.7%	Q1 2024
AMATApplied Materials Inc	$960K	0.11%	0.00%	+0.1%	Q3 2016
CASSCass Information Systems Inc	$948K	0.11%	0.18%	Not reported	Q4 2022
MPCMarathon Petroleum Corp	$909K	0.10%	0.00%	+11.2%	Q4 2020
CSCOCisco Systems, Inc.	$907K	0.10%	0.00%	+14.5%	Q2 2021
IBMInternational Business Machines Corp	$897K	0.10%	0.00%	+0.8%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$860K	0.10%	0.00%	+7.4%	Q2 2025
SNSharkNinja, Inc.	$821K	0.09%	0.01%	+15.3%	Q1 2024
HCAHCA Healthcare, Inc.	$775K	0.09%	0.00%	+8.1%	Q1 2024
APPFAppfolio Inc	$771K	0.09%	Not reported	+15.4%	Q1 2024
GOOGLAlphabet Inc.	$754K	0.08%	0.00%	+2.3%	Q2 2024
PSXPhillips 66	$719K	0.08%	0.00%	+0.1%	Q4 2024
XOMExxonMobil Holdings Corp	$711K	0.08%	0.00%	+0.9%	Q3 2019
JXNJackson Financial Inc.	$700K	0.08%	0.01%	+10.2%	Q3 2024
PLABPhotronics Inc	$679K	0.08%	0.04%	-29.3%	Q4 2022
LRCXLam Research Corp	$645K	0.07%	0.00%	New	Q4 2025
PGRProgressive Corp	$634K	0.07%	0.00%	+14.1%	Q1 2024
FCXFreeport-Mcmoran Inc	$622K	0.07%	0.00%	+14.5%	Q1 2020
ENSGEnsign Group, Inc	$608K	0.07%	0.01%	+8.5%	Q1 2025
OMCOmnicom Group Inc.	$603K	0.07%	0.00%	+12.8%	Q3 2025
SPOTSpotify Technology S.A.	$570K	0.06%	0.00%	+15.7%	Q1 2024
AGYSAgilysys Inc	$565K	0.06%	0.02%	+12.0%	Q1 2025
DOVDOVER Corp	$561K	0.06%	0.00%	+14.4%	Q3 2025
PGPROCTER & GAMBLE Co	$527K	0.06%	0.00%	+5.5%	Q4 2015
ETNEaton Corp plc	$517K	0.06%	0.00%	+2.7%	Q2 2023
TTDTrade Desk, Inc.	$516K	0.06%	Not reported	+10.7%	Q3 2020
URIUnited Rentals, Inc.	$514K	0.06%	0.00%	+12.6%	Q2 2023
STKColumbia Seligman Premium Technology Growth Fund, Inc.	$511K	0.06%	Not reported	Not reported	Q3 2022
QQQInvesco QQQ Trust, Series 1	$506K	0.06%	Not reported	-11.1%	Q4 2022
DKSDick'S Sporting Goods, Inc.	$504K	0.06%	0.00%	+10.7%	Q1 2024
PRDOPERDOCEO EDUCATION Corp	$501K	0.06%	0.03%	+11.8%	Q3 2025
SLViShares Silver Trust	$488K	0.05%	0.00%	-6.8%	Q3 2022

Q3 2025Reported Oct 27, 202582 positions
AAPLApple Inc.	$6.37M	0.72%	0.00%	+2.2%	Q4 2014
AMZNAmazon Com Inc	$2.87M	0.33%	0.00%	+2.0%	Q3 2018
INCMInnocom Technology Holdings, Inc.	$2.53M	0.29%	0.04%	+10.7%	Q4 2023
JPMJPMorgan Chase & Co	$2.53M	0.29%	0.00%	+1.2%	Q2 2015
MSFTMicrosoft Corp	$2.5M	0.28%	0.00%	+5.3%	Q4 2017
FDTFederal Trust Corp	$2.08M	0.24%	Not reported	-17.0%	Q3 2015
SOSouthern Co	$2.01M	0.23%	0.00%	+10.8%	Q4 2018
SYKStryker Corp	$1.75M	0.20%	0.00%	+7.4%	Q3 2016
NVDANvidia Corp	$1.46M	0.17%	0.00%	+1.4%	Q4 2023
VVisa Inc.	$1.42M	0.16%	0.00%	+5.7%	Q4 2019
COPConocophillips	$1.15M	0.13%	0.00%	0.0%	Q2 2014
COSTCostco Wholesale Corp	$1.12M	0.13%	0.00%	+16.2%	Q3 2024
CCitigroup Inc	$1.1M	0.12%	0.00%	+3.1%	Q2 2021
LLYELI LILLY & Co	$1.09M	0.12%	0.00%	+30.6%	Q4 2022
GDGeneral Dynamics Corp	$1.06M	0.12%	0.00%	+20.1%	Q2 2021
WMTWalmart Inc.	$1M	0.11%	0.00%	+3.0%	Q4 2019
VZVerizon Communications Inc	$1M	0.11%	0.00%	+26.9%	Q3 2024
MPCMarathon Petroleum Corp	$969K	0.11%	0.00%	+21.6%	Q4 2020
ANETArista Networks, Inc.	$959K	0.11%	0.00%	-20.0%	Q1 2024
CASSCass Information Systems Inc	$898K	0.10%	0.17%	Not reported	Q4 2022
IBMInternational Business Machines Corp	$847K	0.10%	0.00%	Not reported	Q3 2022
SPYSPDR S&P 500 ETF Trust	$797K	0.09%	Not reported	-2.3%	Q2 2020
APPFAppfolio Inc	$791K	0.09%	Not reported	+17.6%	Q1 2024
AMATApplied Materials Inc	$764K	0.09%	0.00%	Not reported	Q3 2016
PSXPhillips 66	$757K	0.09%	0.00%	-1.4%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$736K	0.08%	0.00%	+8.6%	Q2 2025
CSCOCisco Systems, Inc.	$704K	0.08%	0.00%	+10.4%	Q2 2021
PLABPhotronics Inc	$689K	0.08%	0.05%	+13.7%	Q4 2022
XOMExxonMobil Holdings Corp	$661K	0.08%	0.00%	-17.5%	Q3 2019
SNSharkNinja, Inc.	$657K	0.07%	0.00%	+14.5%	Q1 2024
HCAHCA Healthcare, Inc.	$655K	0.07%	0.00%	+24.4%	Q1 2024
DUOLDuolingo, Inc.	$633K	0.07%	0.01%	+86.4%	Q1 2024
JXNJackson Financial Inc.	$603K	0.07%	0.01%	+26.2%	Q3 2024
PGRProgressive Corp	$603K	0.07%	0.00%	+25.0%	Q1 2024
TTDTrade Desk, Inc.	$601K	0.07%	Not reported	+68.5%	Q3 2020
SPOTSpotify Technology S.A.	$592K	0.07%	0.00%	+13.4%	Q1 2024
ETNEaton Corp plc	$592K	0.07%	0.00%	+1.5%	Q2 2023
GNTXGentex Corp	$590K	0.07%	0.01%	-6.0%	Q1 2016
PRDOPERDOCEO EDUCATION Corp	$575K	0.07%	0.02%	New	Q3 2025
GOOGLAlphabet Inc.	$572K	0.07%	0.00%	+0.3%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$557K	0.06%	Not reported	-4.6%	Q4 2022
ENSGEnsign Group, Inc	$556K	0.06%	0.01%	+11.3%	Q1 2025
OMCOmnicom Group Inc.	$539K	0.06%	0.00%	New	Q3 2025
URIUnited Rentals, Inc.	$539K	0.06%	0.00%	+17.0%	Q2 2023
PGPROCTER & GAMBLE Co	$536K	0.06%	0.00%	+2.4%	Q4 2015
PSNParsons Corp	$525K	0.06%	0.01%	+25.3%	Q1 2024
DKSDick'S Sporting Goods, Inc.	$511K	0.06%	0.00%	+16.8%	Q1 2024
STKColumbia Seligman Premium Technology Growth Fund, Inc.	$491K	0.06%	Not reported	Not reported	Q3 2022
AGYSAgilysys Inc	$447K	0.05%	0.02%	-1.4%	Q1 2025
WECWec Energy Group, Inc.	$441K	0.05%	0.00%	Not reported	Q2 2015

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