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 6 of 8

Sort by:

33740F698

Shares:8.6K

Value:$353.3K

% of Portfolio:0.0% ($353.3K/$762.0M)

33740U554

Shares:11.8K

Value:$350.9K

% of Portfolio:0.0% ($350.9K/$762.0M)

464288802

Shares:3.0K

Value:$340.7K

% of Portfolio:0.0% ($340.7K/$762.0M)

Cadre Holdings, Inc.

CDRE|12763L105

Shares:11.5K

Value:$340.3K

% of Portfolio:0.0% ($340.3K/$762.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.2K

Value:$338.4K

% of Portfolio:0.0% ($338.4K/$762.0M)

Integer Holdings Corp

ITGR|45826H109

Shares:2.8K

Value:$334.0K

% of Portfolio:0.0% ($334.0K/$762.0M)

Extra Space Storage Inc.

EXR|30225T102

Shares:2.2K

Value:$321.6K

% of Portfolio:0.0% ($321.6K/$762.0M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:8.4K

Value:$317.0K

% of Portfolio:0.0% ($317.0K/$762.0M)

78464A375

Shares:9.5K

Value:$314.2K

% of Portfolio:0.0% ($314.2K/$762.0M)

AGILYSYS INC

AGYS|00847J105

Shares:4.3K

Value:$312.0K

% of Portfolio:0.0% ($312.0K/$762.0M)

46137V100

Shares:2.6K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$762.0M)

33740F367

Shares:9.0K

Value:$304.6K

% of Portfolio:0.0% ($304.6K/$762.0M)

UNITED RENTALS, INC.

URI|911363109

Shares:481

Value:$301.4K

% of Portfolio:0.0% ($301.4K/$762.0M)

381430503

GSLC|381430503

Shares:2.7K

Value:$300.6K

% of Portfolio:0.0% ($300.6K/$762.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.7K

Value:$299.2K

% of Portfolio:0.0% ($299.2K/$762.0M)

PARSONS CORP

PSN|70202L102

Shares:5.1K

Value:$299.1K

% of Portfolio:0.0% ($299.1K/$762.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:568

Value:$297.2K

% of Portfolio:0.0% ($297.2K/$762.0M)

33740U653

Shares:8.5K

Value:$294.3K

% of Portfolio:0.0% ($294.3K/$762.0M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:7.4K

Value:$290.9K

% of Portfolio:0.0% ($290.9K/$762.0M)

33740F714

Shares:6.8K

Value:$284.6K

% of Portfolio:0.0% ($284.6K/$762.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F698)✕	8.6K	QoQ 0.00% (-0) YoY +1.76% (+150)	All Managers (Combined)	$353.3K	0.0% ($353.3K/$762.0M)	QoQ -2.57% (-$9.3K) YoY +7.60% (+$25.0K)
(cusip33740U554)✕	11.8K	QoQ 0.00% (-0) YoY NEW(+11.8K)	All Managers (Combined)	$350.9K	0.0% ($350.9K/$762.0M)	QoQ -0.31% (-$1.1K) YoY NEW(+$350.9K)
(cusip464288802)✕	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$340.7K	0.0% ($340.7K/$762.0M)	QoQ -5.52% (-$19.9K) YoY +5.22% (+$16.9K)
Cadre Holdings, Inc.(CDREcusip12763L105)	11.5K	QoQ +13.08% (+1.3K) YoY +53.88% (+4.0K)	All Managers (Combined)	$340.3K	0.0% ($340.3K/$762.0M)	QoQ +3.66% (+$12.0K) YoY +25.87% (+$70.0K)
Alphabet Inc.(GOOGLcusip02079K305)	2.2K	QoQ +0.69% (-15) YoY NEW(+2.2K)	All Managers (Combined)	$338.4K	0.0% ($338.4K/$762.0M)	QoQ -17.74% (-$73.0K) YoY NEW(+$338.4K)
Integer Holdings Corp(ITGRcusip45826H109)	2.8K	QoQ +7.89% (-207) YoY +35.79% (+746)	All Managers (Combined)	$334.0K	0.0% ($334.0K/$762.0M)	QoQ -3.92% (-$13.6K) YoY +37.34% (+$90.8K)
Extra Space Storage Inc.(EXRcusip30225T102)	2.2K	QoQ +9.55% (+189) YoY +39.29% (+611)	All Managers (Combined)	$321.6K	0.0% ($321.6K/$762.0M)	QoQ +8.74% (+$25.9K) YoY +40.70% (+$93.0K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	8.4K	QoQ +9.40% (+720) YoY +35.96% (+2.2K)	All Managers (Combined)	$317.0K	0.0% ($317.0K/$762.0M)	QoQ +8.77% (+$25.6K) YoY +9.47% (+$27.4K)
(cusip78464A375)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$314.2K	0.0% ($314.2K/$762.0M)	QoQ NEW(+$314.2K) YoY NEW(+$314.2K)
AGILYSYS INC(AGYScusip00847J105)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$312.0K	0.0% ($312.0K/$762.0M)	QoQ NEW(+$312.0K) YoY NEW(+$312.0K)
(cusip46137V100)✕	2.6K	QoQ -1.01% (-27) YoY -4.79% (-133)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$762.0M)	QoQ +0.55% (-$1.7K) YoY +9.24% (-$26.0K)
(cusip33740F367)✕	9.0K	QoQ 0.00% (-0) YoY NEW(+9.0K)	All Managers (Combined)	$304.6K	0.0% ($304.6K/$762.0M)	QoQ -1.10% (-$3.4K) YoY NEW(+$304.6K)
UNITED RENTALS, INC.(URIcusip911363109)	481	QoQ +9.56% (-42) YoY -16.34% (-94)	All Managers (Combined)	$301.4K	0.0% ($301.4K/$762.0M)	QoQ -2.52% (-$7.8K) YoY -27.29% (-$113.2K)
(GSLCcusip381430503)	2.7K	QoQ -38.40% (-1.7K) YoY -41.23% (-1.9K)	All Managers (Combined)	$300.6K	0.0% ($300.6K/$762.0M)	QoQ -41.13% (-$210.1K) YoY -37.66% (-$181.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$299.2K	0.0% ($299.2K/$762.0M)	QoQ -11.53% (-$39.0K) YoY -3.33% (-$10.3K)
PARSONS CORP(PSNcusip70202L102)	5.1K	QoQ +13.88% (-616) YoY +40.80% (+1.5K)	All Managers (Combined)	$299.1K	0.0% ($299.1K/$762.0M)	QoQ -26.90% (-$110.1K) YoY +0.50% (+$1.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	568	QoQ 0.00% (+0) YoY -8.09% (-50)	All Managers (Combined)	$297.2K	0.0% ($297.2K/$762.0M)	QoQ +3.53% (+$10.2K) YoY -2.70% (-$8.2K)
(cusip33740U653)✕	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$294.3K	0.0% ($294.3K/$762.0M)	QoQ NEW(+$294.3K) YoY NEW(+$294.3K)
FIFTH THIRD BANCORP(FITBcusip316773100)	7.4K	QoQ -9.10% (-743) YoY -0.78% (-59)	All Managers (Combined)	$290.9K	0.0% ($290.9K/$762.0M)	QoQ -15.71% (-$54.3K) YoY +4.51% (-$12.6K)
(cusip33740F714)✕	6.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$284.6K	0.0% ($284.6K/$762.0M)	QoQ -2.99% (-$8.8K) YoY +4.89% (+$13.3K)