LVZ, Inc.
CIK
1574408
City
Holland
State / Country
MI
Top Portfolio Positions
74 positions ·
$60,615,150 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,561 | $6,233,336 | 10.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,536 | $2,819,142 | 4.65% | |
| SO |
Southern Co
Utilities
|
22,280 | $2,150,465 | 3.55% | |
| MSFT |
Microsoft Corp
Technology
|
5,773 | $2,136,991 | 3.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,500 | $1,912,040 | 3.15% | |
| SYK |
Stryker Corp
Healthcare
|
4,921 | $1,616,991 | 2.67% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,517 | $1,511,584 | 2.49% | |
| NVDA |
Nvidia Corp
Technology
|
8,642 | $1,507,164 | 2.49% | |
| MPC |
Marathon Petroleum Corp
Energy
|
5,793 | $1,414,534 | 2.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,533 | $1,410,007 | 2.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETW
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,002 | 15,490 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $142,817 | 15,490 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $140,184 | 15,490 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $133,988 | 15,490 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $136,413 | 16,535 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $139,224 | 16,535 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $153,592 | 17,695 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $146,337 | 17,695 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $145,099 | 17,695 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $141,724 | 18,240 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $139,353 | 18,240 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $149,932 | 18,240 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $163,329 | 20,214 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $156,752 | 20,200 | Shares | Sole | 2023-01-17 | |
| No 13F history on record for this holder in this stock. | ||||||