LVZ, Inc.
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 NFGC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,990 | 54,119 | Shares | Sole | 2026-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||