Lvz

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "APPF",
  "CDRE",
  "NLY",
  "PLAB",
  "JXN",
  null,
  "GOOGL",
  "CII",
  "ITGR",
  "ETY",
  "SN",
  "FCX",
  "FITB",
  null,
  "GD",
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "GGN",
  "GOF",
  "AMAT",
  "EMR",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "ASG",
  "STK",
  "ENSG",
  "MPC",
  "MSFT",
  "DUOL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IGD",
  null,
  null,
  null,
  "BX",
  "IJR",
  "ANET",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "VZ",
  null,
  "MKC",
  "IEFA",
  "SPGI",
  null,
  "ROP",
  null,
  "IBM",
  "SYK",
  "AGYS",
  "FOF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PSN",
  "FI",
  "WEC",
  "IWR",
  "GSLC",
  null,
  "AMZN",
  null,
  "IVE",
  "HCA",
  "DKS",
  null,
  null,
  "VUG",
  "V",
  "WMT",
  null,
  null,
  "GNTX",
  "SO",
  "TTD",
  "PSX",
  "SPOT",
  null,
  "EXR",
  null,
  null,
  "BRK-B",
  "CASS",
  "CVX",
  "CSCO",
  "C",
  "COP",
  "COST",
  null,
  null,
  null,
  "USMV",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PH",
  "ITOT",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 148
Total Value: 761968447
Accession Number: 0000905729-25-000078
Form Type: 13F-HR
CIK: lvz
Manager Name: Lvz

Data Enrichment

57% identified

84 identified64 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $762.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 8

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.0K

Value:$746.7K

% of Portfolio:0.1% ($746.7K/$762.0M)

CITIGROUP INC

C|172967424

Shares:10.5K

Value:$745.3K

% of Portfolio:0.1% ($745.3K/$762.0M)

FISERV INC

FI|337738108

Shares:3.3K

Value:$724.3K

% of Portfolio:0.1% ($724.3K/$762.0M)

33740F755

Shares:24.0K

Value:$712.9K

% of Portfolio:0.1% ($712.9K/$762.0M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.6K

Value:$707.1K

% of Portfolio:0.1% ($707.1K/$762.0M)

Phillips 66

PSX|718546104

Shares:5.6K

Value:$696.8K

% of Portfolio:0.1% ($696.8K/$762.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.2K

Value:$671.3K

% of Portfolio:0.1% ($671.3K/$762.0M)

PHOTRONICS INC

PLAB|719405102

Shares:30.8K

Value:$639.6K

% of Portfolio:0.1% ($639.6K/$762.0M)

Arista Networks, Inc.

ANET|040413205

Shares:8.2K

Value:$634.5K

% of Portfolio:0.1% ($634.5K/$762.0M)

33740F763

Shares:12.9K

Value:$628.5K

% of Portfolio:0.1% ($628.5K/$762.0M)

33740F839

Shares:14.7K

Value:$614.8K

% of Portfolio:0.1% ($614.8K/$762.0M)

37954Y293

Shares:9.4K

Value:$597.1K

% of Portfolio:0.1% ($597.1K/$762.0M)

Marathon Petroleum Corp

MPC|56585A102

Shares:3.9K

Value:$572.1K

% of Portfolio:0.1% ($572.1K/$762.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.3K

Value:$569.6K

% of Portfolio:0.1% ($569.6K/$762.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.2K

Value:$566.3K

% of Portfolio:0.1% ($566.3K/$762.0M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.9K

Value:$551.9K

% of Portfolio:0.1% ($551.9K/$762.0M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.7K

Value:$541.4K

% of Portfolio:0.1% ($541.4K/$762.0M)

APPFOLIO INC

APPF|03783C100

Shares:2.4K

Value:$535.9K

% of Portfolio:0.1% ($535.9K/$762.0M)

Duolingo, Inc.

DUOL|26603R106

Shares:1.7K

Value:$515.5K

% of Portfolio:0.1% ($515.5K/$762.0M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:869

Value:$512.3K

% of Portfolio:0.1% ($512.3K/$762.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.0K	QoQ -0.76% (-23) YoY +19.97% (+500)	All Managers (Combined)	$746.7K	0.1% ($746.7K/$762.0M)	QoQ +12.25% (-$81.5K) YoY +56.22% (+$268.8K)
CITIGROUP INC(Ccusip172967424)	10.5K	QoQ +6.98% (+685) YoY +71.42% (+4.4K)	All Managers (Combined)	$745.3K	0.1% ($745.3K/$762.0M)	QoQ +7.89% (+$54.5K) YoY +92.43% (+$358.0K)
FISERV INC(FIcusip337738108)	3.3K	QoQ 0.00% (+0) YoY +90.69% (+1.6K)	All Managers (Combined)	$724.3K	0.1% ($724.3K/$762.0M)	QoQ +7.50% (+$50.5K) YoY +163.49% (+$449.4K)
(cusip33740F755)✕	24.0K	QoQ +156.07% (+14.6K) YoY NEW(+24.0K)	All Managers (Combined)	$712.9K	0.1% ($712.9K/$762.0M)	QoQ +149.51% (+$427.2K) YoY NEW(+$712.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	2.6K	QoQ +9.35% (+222) YoY +31.74% (+625)	All Managers (Combined)	$707.1K	0.1% ($707.1K/$762.0M)	QoQ +13.13% (+$82.1K) YoY +27.11% (+$150.8K)
Phillips 66(PSXcusip718546104)	5.6K	QoQ 0.00% (+0) YoY NEW(+5.6K)	All Managers (Combined)	$696.8K	0.1% ($696.8K/$762.0M)	QoQ +8.38% (+$53.9K) YoY NEW(+$696.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.2K	QoQ -0.33% (-4) YoY +10.59% (+115)	All Managers (Combined)	$671.3K	0.1% ($671.3K/$762.0M)	QoQ -4.87% (-$34.4K) YoY +18.27% (+$103.7K)
PHOTRONICS INC(PLABcusip719405102)	30.8K	QoQ +35.07% (+8.0K) YoY +154.54% (+18.7K)	All Managers (Combined)	$639.6K	0.1% ($639.6K/$762.0M)	QoQ +19.02% (+$102.2K) YoY +86.59% (+$296.8K)
Arista Networks, Inc.(ANETcusip040413205)	8.2K	QoQ +10.75% (-795) YoY NEW(+8.2K)	All Managers (Combined)	$634.5K	0.1% ($634.5K/$762.0M)	QoQ -22.36% (-$182.8K) YoY NEW(+$634.5K)
(cusip33740F763)✕	12.9K	QoQ +6.49% (+786) YoY +6.49% (+786)	All Managers (Combined)	$628.5K	0.1% ($628.5K/$762.0M)	QoQ +4.40% (+$26.5K) YoY +14.76% (+$80.9K)
(cusip33740F839)✕	14.7K	QoQ 0.00% (-0) YoY NEW(+14.7K)	All Managers (Combined)	$614.8K	0.1% ($614.8K/$762.0M)	QoQ -2.21% (-$13.9K) YoY NEW(+$614.8K)
(cusip37954Y293)✕	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$597.1K	0.1% ($597.1K/$762.0M)	QoQ NEW(+$597.1K) YoY NEW(+$597.1K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.9K	QoQ +19.87% (+651) YoY +64.10% (+1.5K)	All Managers (Combined)	$572.1K	0.1% ($572.1K/$762.0M)	QoQ +25.19% (+$115.1K) YoY +18.65% (+$90.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.3K	QoQ -1.18% (-40) YoY -2.42% (-83)	All Managers (Combined)	$569.6K	0.1% ($569.6K/$762.0M)	QoQ +0.45% (-$2.6K) YoY +2.51% (-$14.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.2K	QoQ +0.39% (+36) YoY +24.50% (+1.8K)	All Managers (Combined)	$566.3K	0.1% ($566.3K/$762.0M)	QoQ +4.65% (+$25.2K) YoY +53.93% (+$198.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.9K	QoQ +8.57% (+154) YoY +33.28% (+487)	All Managers (Combined)	$551.9K	0.1% ($551.9K/$762.0M)	QoQ +28.24% (+$121.5K) YoY +82.38% (+$249.3K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$541.4K	0.1% ($541.4K/$762.0M)	QoQ -10.76% (-$65.3K) YoY -29.63% (-$228.0K)
APPFOLIO INC(APPFcusip03783C100)	2.4K	QoQ +8.21% (-185) YoY +35.23% (+635)	All Managers (Combined)	$535.9K	0.1% ($535.9K/$762.0M)	QoQ -3.54% (-$19.7K) YoY +20.52% (+$91.3K)
Duolingo, Inc.(DUOLcusip26603R106)	1.7K	QoQ +5.59% (+88) YoY +32.37% (+406)	All Managers (Combined)	$515.5K	0.1% ($515.5K/$762.0M)	QoQ +1.13% (+$5.8K) YoY +86.36% (+$238.9K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	869	QoQ +9.44% (+75) YoY +48.29% (+283)	All Managers (Combined)	$512.3K	0.1% ($512.3K/$762.0M)	QoQ +24.12% (+$99.6K) YoY +55.89% (+$183.7K)