Fund HoldingsLSV ASSET MANAGEMENT

Total Portfolio Value
$45.86M
Total Bought
$3.38M
Total Sold
$4.63M
Net Transaction
-$1.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Alphabet Inc(GOOG)2,553,4182,708,329+154,9116218481.85%+227
Adobe Inc(ADBE)380,285913,240+532,9551343200.70%+185
General Motors Co(GM)7,514,1177,048,965-465,1524585731.25%+115
Allstate Corp/The(ALL)98,235631,005+532,770211310.29%+110
Merck & Co Inc(MRK)5,299,2735,174,433-124,8404455451.19%+100
Regeneron Pharmaceuticals Inc(REGN)55,600166,514+110,914311290.28%+97
Bristol-Myers Squibb Co(BMY)08,652,789+8,652,78904671.02%+467
Jazz Pharmaceuticals PLC(JAZZ)2,511,8582,455,957-55,9013314180.91%+86
Micron Technology Inc(MU)701,647710,247+8,6001172030.44%+85
Align Technology Inc0529,142+529,1420830.18%+83
Dollar General Corp(DG)295,900814,100+518,200311080.24%+78
Crown Holdings Inc(CCK)0858,275+858,2750880.19%+88
EnerSys(ENS)0562,293+562,2930830.18%+83
Akamai Technologies Inc(AKAM)0783,900+783,9000680.15%+68
Expedia Group Inc(EXPE)926,955927,105+1501982630.57%+65
Citigroup Inc(C)6,033,7375,756,679-277,0586126721.46%+59
Newmont Corp(NEM)4,057,9393,996,851-61,0883423990.87%+57
FedEx Corp(FDX)01,132,985+1,132,98503270.71%+327
Cisco Systems Inc(CSCO)08,377,670+8,377,67006451.41%+645
Incyte Corp(INCY)3,986,0973,933,758-52,3393383890.85%+50
Garrett Motion Inc(GTX)4,276,6006,235,408+1,958,808581090.24%+50
RingCentral Inc(RNG)1,184,8002,871,700+1,686,90034830.18%+49
Charles River Laboratories International Inc(CRL)297,800475,900+178,10047950.21%+48
Macy's Inc(M)4,760,2046,004,835+1,244,631851320.29%+47
Wells Fargo & Co(WFC)06,291,908+6,291,90805861.28%+586
Edison International(EIX)0666,326+666,3260400.09%+40
Delta Air Lines Inc(DAL)3,447,9173,331,717-116,2001962310.50%+36
Constellation Brands Inc(STZ)245,180495,180+250,00033680.15%+35
Signet Jewelers Ltd
SHS
567,3001,077,851+510,55154890.19%+35
American International Group Inc03,990,872+3,990,87203410.74%+341
Photronics Inc(PLAB)02,883,463+2,883,4630920.20%+92
United Airlines Holdings Inc(UAL)2,557,5592,514,959-42,6002472810.61%+34
General Mills Inc(GIS)04,033,350+4,033,35001880.41%+188
Sonoco Products Co(SON)798,8001,563,390+764,59034680.15%+34
Crocs Inc(CROX)01,474,037+1,474,03701260.27%+126
Cognizant Technology Solutions Corp(CTSH)01,806,918+1,806,91801500.33%+150
Teradata Corp(TDC)02,600,216+2,600,2160790.17%+79
Gilead Sciences Inc(GILD)04,146,280+4,146,28005091.11%+509
Fox Corp(FOX)7,136,8036,590,489-546,3144504821.05%+32
Fidelis Insurance Holdings Ltd
COM
04,377,732+4,377,7320860.19%+86
Pitney Bowes Inc(PBI)04,197,189+4,197,1890440.10%+44
Otter Tail Corp(OTTR)0536,941+536,9410430.09%+43
American Airlines Group Inc(AAL)02,840,186+2,840,1860440.09%+44
Gaming and Leisure Properties Inc(GLPI)0598,300+598,3000270.06%+27
GigaCloud Technology Inc(GCT)0736,600+736,6000290.06%+29
State Street Corp(STT)4,469,8164,226,041-243,7755195451.19%+27
Sandisk Corp/DE(SNDK)328,615266,385-62,23037630.14%+26
Progress Software Corp(PRGS)0981,800+981,8000420.09%+42
HCA Healthcare Inc(HCA)843,623825,867-17,7563603860.84%+26
QUALCOMM Inc(QCOM)3,403,1403,461,770+58,6305665921.29%+26
Federated Hermes Inc(FHI)2,401,0012,890,276+489,2751251500.33%+26
Genpact Ltd
SHS
2,143,2672,467,612+324,345901150.25%+26
Leidos Holdings Inc(LDOS)124,800269,800+145,00024490.11%+25
BorgWarner Inc6,043,6546,446,541+402,8872662900.63%+25
Citizens Financial Group Inc(CFG)6,375,2606,203,383-171,8773393620.79%+23
Halliburton Co(HAL)6,049,7226,080,922+31,2001491720.37%+23
Synchrony Financial(SYF)02,261,729+2,261,72901890.41%+189
Affiliated Managers Group Inc479,624473,021-6,6031141360.30%+22
Huntington Ingalls Industries Inc(HII)0451,944+451,94401540.34%+154
ZoomInfo Technologies Inc(GTM)7,506,62910,181,382+2,674,753821040.23%+22
Goldman Sachs Group Inc/The(GS)0326,072+326,07202870.63%+287
Central Garden & Pet Co(CENT)1,384,6192,123,479+738,86041620.14%+21
Diebold Nixdorf Inc(DBD)0325,917+325,9170220.05%+22
Mattel Inc(MAT)06,126,432+6,126,43201220.27%+122
Rigel Pharmaceuticals Inc0544,282+544,2820230.05%+23
UGI Corp(UGI)5,894,2635,775,509-118,7541962160.47%+20
Viatris Inc(VTRS)07,568,559+7,568,5590940.21%+94
TD SYNNEX Corp(SNX)1,797,9792,086,604+288,6252943130.68%+19
Travel Leisure Co(TNL)01,612,657+1,612,65701140.25%+114
Exelixis Inc(EXEL)07,745,932+7,745,93203400.74%+340
Harmony Biosciences Holdings Inc(HRMY)01,657,093+1,657,0930620.14%+62
NetScout Systems Inc(NTCT)02,288,036+2,288,0360620.14%+62
Gap Inc/The(GAP)03,462,702+3,462,7020890.19%+89
Allison Transmission Holdings Inc(ALSN)02,284,394+2,284,39402240.49%+224
Regions Financial Corp(RF)8,929,2519,286,352+357,1012352520.55%+16
Amgen Inc(AMGN)0335,430+335,43001100.24%+110
Ford Motor Co(F)017,220,000+17,220,00002260.49%+226
Alaska Air Group Inc0331,899+331,8990170.04%+17
Western Union Co/The(WU)09,733,727+9,733,7270910.20%+91
Match Group Inc(MTCH)4,770,7805,644,584+873,8041691820.40%+14
Elevance Health Inc(ELV)046,664+46,6640160.04%+16
Devon Energy Corp(DVN)0799,587+799,5870290.06%+29
Broadstone Net Lease Inc(BNL)02,156,500+2,156,5000370.08%+37
Lear Corp(LEA)0713,741+713,7410820.18%+82
Bank of NT Butterfield & Son Ltd/The
SHS NEW
0823,925+823,9250410.09%+41
Biogen Inc(BIIB)0316,815+316,8150560.12%+56
Zoom Communications Inc(ZM)01,167,807+1,167,80701010.22%+101
Portland General Electric Co(POR)0799,147+799,1470380.08%+38
CVS Health Corp(CVS)4,619,0614,540,652-78,4093483600.79%+12
Murphy USA Inc(MUSA)029,920+29,9200120.03%+12
Herbalife Ltd(HLF)02,711,394+2,711,3940350.08%+35
Axis Capital Holdings Ltd
SHS
0709,900+709,9000760.17%+76
M&T Bank Corp(MTB)0391,900+391,9000790.17%+79
Universal Health Services Inc(UHS)0756,922+756,92201650.36%+165
Worthington Steel Inc(WS)0365,672+365,6720130.03%+13
Worthington Enterprises Inc(WOR)0207,182+207,1820110.02%+11
Ally Financial Inc(ALLY)01,958,035+1,958,0350890.19%+89
Aurinia Pharmaceuticals Inc(AUPH)0656,847+656,8470100.02%+10
Exxon Mobil Corp02,090,919+2,090,91902520.55%+252
Boyd Gaming Corp(BYD)0351,870+351,8700300.07%+30
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