Fund Holdings — LSV ASSET MANAGEMENT

Total Portfolio Value
$46.40M
Total Bought
$4.21M
Total Sold
$4.63M
Net Transaction
-$419.1K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Walt Disney Co/The(DIS)91,8003,091,308+2,999,508102980.64%+287
Salesforce Inc(CRM)1,2001,233,900+1,232,70002300.50%+230
Allstate Corp/The(ALL)631,0051,351,375+720,3701312800.60%+149
GE HealthCare Technologies Inc(GEHC)01,816,170+1,816,17001290.28%+129
Verizon Communications Inc(VZ)12,064,94912,134,056+69,1074916091.31%+118
Dell Technologies Inc(DELL)2,833,6002,821,292-12,3083574631.00%+106
Marathon Petroleum Corp(MPC)1,329,8641,281,834-48,0302163130.67%+97
Altria Group Inc(MO)5,201,8535,984,735+782,8823003950.85%+95
Valero Energy Corp(VLO)1,244,1501,201,370-42,7802032970.64%+94
CF Industries Holdings Inc(CF)1,316,6391,458,988+142,3491021890.41%+88
AT&T Inc(T)22,408,42622,209,020-199,4065576441.39%+87
APA Corp(APA)4,202,1604,332,270+130,1101031840.40%+81
Matador Resources Co(MTDR)3,842,0113,847,931+5,9201632430.52%+80
Halliburton Co(HAL)6,080,9226,456,826+375,9041722520.54%+80
Exxon Mobil Corp2,090,9191,939,270-151,6492523290.71%+77
HF Sinclair Corp(DINO)3,399,4273,660,150+260,7231572280.49%+72
Bristol-Myers Squibb Co(BMY)8,652,7898,855,362+202,5734675371.16%+70
Merck & Co Inc(MRK)5,174,4335,088,709-85,7245456121.32%+67
FedEx Corp(FDX)1,132,9851,105,365-27,6203273940.85%+66
National Fuel Gas Co(NFG)1,799,2502,230,928+431,6781442100.45%+66
Smithfield Foods Inc(SFD)02,286,616+2,286,6160640.14%+64
Arrow Electronics Inc1,960,7651,922,005-38,7602162760.59%+60
BorgWarner Inc6,446,5416,451,864+5,3232903500.75%+60
Cirrus Logic Inc(CRUS)2,356,2452,312,744-43,5012793340.72%+55
Kroger Co/The(KR)6,797,4386,632,349-165,0894254801.03%+55
Oshkosh Corp(OSK)1,913,7691,988,650+74,8812402930.63%+52
Sandisk Corp/DE(SNDK)266,385180,072-86,313631140.25%+51
Pfizer Inc(PFE)17,502,71417,290,693-212,0214364861.05%+50
Otter Tail Corp(OTTR)536,9411,042,913+505,97243920.20%+48
TD SYNNEX Corp(SNX)2,086,6042,137,083+50,4793133610.78%+47
Edison International(EIX)666,3261,178,800+512,47440860.19%+46
Sonoco Products Co(SON)1,563,3902,086,499+523,109681130.24%+45
Crown Holdings Inc(CCK)858,2751,312,097+453,822881320.28%+43
EnerSys(ENS)562,293719,149+156,856831250.27%+42
Avnet Inc2,811,1712,861,813+50,6421351760.38%+41
Spectrum Brands Holdings Inc(SPB)602,9801,030,240+427,26036760.16%+40
Scorpio Tankers Inc(STNG)1,725,4861,702,057-23,429881270.27%+39
RingCentral Inc(RNG)2,871,7003,252,400+380,700831210.26%+38
United Therapeutics Corp(UTHR)408,065398,665-9,4001992360.51%+38
DaVita Inc(DVA)936,768931,058-5,7101061430.31%+37
Phillips 66(PSX)837,349790,599-46,7501081440.31%+36
Jazz Pharmaceuticals PLC(JAZZ)2,455,9572,386,840-69,1174184510.97%+34
ConocoPhillips(COP)958,727931,326-27,401901230.26%+33
Lyft Inc(LYFT)23,4002,454,735+2,431,3350330.07%+32
Constellation Brands Inc(STZ)495,180666,280+171,100681000.22%+32
Simply Good Foods Co/The(SMPL)02,057,900+2,057,9000300.06%+30
LiveRamp Holdings Inc(RAMP)191,3001,276,218+1,084,9186340.07%+28
Bank of NT Butterfield & Son Ltd/The
SHS NEW
823,9251,313,030+489,10541690.15%+28
Akamai Technologies Inc(AKAM)783,900823,020+39,12068950.20%+26
Allison Transmission Holdings Inc(ALSN)2,284,3942,130,551-153,8432242490.54%+26
Pitney Bowes Inc(PBI)4,197,1896,333,880+2,136,69144700.15%+26
NetScout Systems Inc(NTCT)2,288,0362,745,452+457,41662870.19%+25
EOG Resources Inc(EOG)676,550666,820-9,73071960.21%+25
Maplebear Inc(CART)65,203746,997+681,7943280.06%+25
Photronics Inc(PLAB)2,883,4632,882,518-945921160.25%+24
JBS NV(JBS)51,4501,362,700+1,311,2501240.05%+24
Par Pacific Holdings Inc(PARR)165,091471,191+306,1006300.06%+24
Garrett Motion Inc(GTX)6,235,4087,255,309+1,019,9011091320.28%+23
Regeneron Pharmaceuticals Inc(REGN)166,514196,279+29,7651291520.33%+23
Amgen Inc(AMGN)335,430375,070+39,6401101320.28%+22
Host Hotels & Resorts Inc(HST)9,952,44510,331,152+378,7071761980.43%+21
Target Corp(TGT)899,005899,160+155881090.23%+21
Ingredion Inc(INGR)1,992,8372,136,132+143,2952202410.52%+21
Academy Sports & Outdoors Inc(ASO)3,058,8553,049,855-9,0001531720.37%+19
Central Garden & Pet Co(CENT)2,123,4792,503,441+379,96262810.17%+19
GigaCloud Technology Inc(GCT)736,6001,039,890+303,29029470.10%+18
Versant Media Group Inc(VSNT)0479,454+479,4540180.04%+18
Diebold Nixdorf Inc(DBD)325,917519,100+193,18322390.08%+17
Popular Inc(BPOP)1,043,7331,092,238+48,5051301470.32%+17
Jackson Financial Inc(JXN)896,9391,059,841+162,902961120.24%+16
NOV Inc(NOV)2,343,9102,779,944+436,03437520.11%+16
Gaming and Leisure Properties Inc(GLPI)598,300949,000+350,70027420.09%+15
Newmont Corp(NEM)3,996,8513,827,239-169,6123994140.89%+15
Chord Energy Corp(CHRD)149,385199,000+49,61514280.06%+14
Align Technology Inc529,142565,212+36,07083970.21%+14
Perdoceo Education Corp(PRDO)1,683,8941,710,381+26,48749640.14%+14
PDD Holdings Inc(PDD)0136,900+136,9000140.03%+14
Lockheed Martin Corp(LMT)175,508163,388-12,12085990.21%+14
Huntington Ingalls Industries Inc(HII)451,944440,764-11,1801541670.36%+14
GoDaddy Inc(GDDY)1,200165,100+163,9000140.03%+14
Sprouts Farmers Market Inc(SFM)0172,872+172,8720130.03%+13
Eastman Chemical Co(EMN)1,231,0291,202,039-28,99079920.20%+13
Federated Hermes Inc(FHI)2,890,2762,882,229-8,0471501630.35%+13
Sirius XM Holdings Inc(SIRI)3,073,2003,219,977+146,77761740.16%+13
Adeia Inc(ADEA)2,790,1142,535,528-254,58648610.13%+13
Deluxe Corp(DLX)1,930,8852,028,317+97,43243560.12%+13
Matson Inc(MATX)307,822309,340+1,51838510.11%+13
Viatris Inc(VTRS)7,568,5597,890,441+321,882941070.23%+12
Avista Corp(AVA)219,298516,108+296,8108210.04%+12
Tri Pointe Homes Inc
COM
1,446,6021,225,800-220,80246570.12%+12
First BanCorp/Puerto Rico(FBP)1,381,5001,889,600+508,10029400.09%+12
Indivior Pharmaceuticals Inc(INDV)0373,734+373,7340110.02%+11
Quanex Building Products Corp(NX)204,900794,348+589,4483140.03%+11
RenaissanceRe Holdings Ltd(RNR)10,50047,260+36,7603140.03%+11
ABM Industries Inc1,233,1811,636,256+403,07552630.14%+11
Phinia Inc(PHIN)1,341,7341,386,085+44,35184950.20%+11
Koppers Holdings Inc(KOP)945,231926,031-19,20026360.08%+10
Navigator Holdings Ltd(NVGS)179,457671,078+491,6213130.03%+10
Amphastar Pharmaceuticals Inc(AMPH)110,300651,714+541,4143130.03%+10
Genpact Ltd
SHS
2,467,6123,358,372+890,7601151250.27%+10
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LSV ASSET MANAGEMENT — 13F Holdings — Q1 2026 | TickerTrail