LSV ASSET MANAGEMENT — 13F Holdings & Portfolio

CIK 1050470 · latest 13F-HR filed 2026-02-06

LSV ASSET MANAGEMENT manages $45.9M in 13F-reported U.S. long-equity assets across 882 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are GOOGL (1.85%), C (1.46%), CSCO (1.41%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 39 new positions, exited 51, added to 336, and trimmed 307.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$45.9M

Long-equity book

Holdings

882

Distinct positions

Period

2025-12-31

Filed 2026-02-06

Q/Q Activity

+39 / −51 / ↑336 / ↓307

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Alphabet Inc$227.0K +36.6%
  • Adobe Inc$185.5K +138.3%
  • General Motors Co$115.1K +25.1%
  • Allstate Corp/The$110.3K +522.9%
  • Merck & Co Inc$99.9K +22.5%
Show all 336

Top Trims

  • Johnson & Johnson-$172.7K -30.3%
  • Meta Platforms Inc-$164.4K -72.1%
  • Flex Ltd-$116.3K -34.0%
  • Cardinal Health Inc-$94.4K -97.8%
  • AT&T Inc-$90.1K -13.9%
Show all 307

New Positions

  • Align Technology Inc$82.6K
  • Gaming and Leisure Properties Inc$26.7K
  • Murphy USA Inc$12.1K
  • Worthington Enterprises Inc$10.7K
  • Aurinia Pharmaceuticals Inc$10.5K
Show all 39

Exited Positions

  • American Financial Group Inc/OH$42.4K
  • Premier Inc$42.0K
  • MR COOPER GROUP INC$36.0K
  • ODP Corp/The$30.9K
  • Veritex Holdings, Inc.$19.3K
Show all 51
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Alphabet Inc GOOGL 02079K305 $847.7K 1.85% 2,708,329 SH
2 Citigroup Inc C 172967424 $671.7K 1.46% 5,756,679 SH
3 Cisco Systems Inc CSCO 17275R102 $645.3K 1.41% 8,377,670 SH
4 QUALCOMM Inc QCOM 747525103 $592.1K 1.29% 3,461,770 SH
5 Wells Fargo & Co WFC 949746101 $586.4K 1.28% 6,291,908 SH
6 Bank of New York Mellon Corp/The BK 064058100 $573.8K 1.25% 4,942,656 SH
7 General Motors Co GM 37045V100 $573.2K 1.25% 7,048,965 SH
8 AT&T Inc T 00206R102 $556.6K 1.21% 22,408,426 SH
9 State Street Corp STT 857477103 $545.2K 1.19% 4,226,041 SH
10 Merck & Co Inc MRK 58933Y105 $544.7K 1.19% 5,174,433 SH
11 Gilead Sciences Inc GILD 375558103 $508.9K 1.11% 4,146,280 SH
12 Verizon Communications Inc VZ 92343V104 $491.4K 1.07% 12,064,949 SH
13 Fox Corp FOXA 35137L105 $481.6K 1.05% 6,590,489 SH
14 eBay Inc EBAY 278642103 $473.7K 1.03% 5,438,120 SH
15 Bristol-Myers Squibb Co BMY 110122108 $466.7K 1.02% 8,652,789 SH
16 Pfizer Inc PFE 717081103 $435.8K 0.95% 17,502,714 SH
17 Kroger Co/The KR 501044101 $424.7K 0.93% 6,797,438 SH
18 Hartford Insurance Group Inc/The HIG 416515104 $422.3K 0.92% 3,064,831 SH
19 Jazz Pharmaceuticals PLC JAZZ G50871105 $417.5K 0.91% 2,455,957 SH
20 Comcast Corp CMCSA 20030N101 $412.7K 0.90% 13,808,535 SH
21 Newmont Corp NEM 651639106 $399.1K 0.87% 3,996,851 SH
22 Johnson & Johnson JNJ 478160104 $396.6K 0.86% 1,916,508 SH
23 Incyte Corp INCY 45337C102 $388.5K 0.85% 3,933,758 SH
24 HCA Healthcare Inc HCA 40412C101 $385.6K 0.84% 825,867 SH
25 Citizens Financial Group Inc CFG 174610105 $362.3K 0.79% 6,203,383 SH
26 CVS Health Corp CVS 126650100 $360.3K 0.79% 4,540,652 SH
27 Dell Technologies Inc DELL 24703L202 $356.7K 0.78% 2,833,600 SH
28 Textron Inc TXT 883203101 $351.7K 0.77% 4,034,842 SH
29 Bank of America Corp BAC 060505104 $347.0K 0.76% 6,309,666 SH
30 American International Group Inc AIG 026874784 $341.4K 0.74% 3,990,872 SH
31 Exelixis Inc EXEL 30161Q104 $339.5K 0.74% 7,745,932 SH
32 FedEx Corp FDX 31428X106 $327.3K 0.71% 1,132,985 SH
33 Dropbox Inc DBX 26210C104 $326.3K 0.71% 11,735,641 SH
34 Adobe Inc ADBE 00724F101 $319.6K 0.70% 913,240 SH
35 PulteGroup Inc PHM 745867101 $318.8K 0.70% 2,718,929 SH
36 TD SYNNEX Corp SNX 87162W100 $313.5K 0.68% 2,086,604 SH
37 Altria Group Inc MO 02209S103 $299.9K 0.65% 5,201,853 SH
38 Amdocs Ltd DOX G02602103 $296.2K 0.65% 3,678,532 SH
39 MGIC Investment Corp MTG 552848103 $292.9K 0.64% 10,024,127 SH
40 Jabil Inc JBL 466313103 $292.2K 0.64% 1,281,669 SH
41 First Horizon Corp FHN 320517105 $290.9K 0.63% 12,169,682 SH
42 BorgWarner Inc BWA 099724106 $290.5K 0.63% 6,446,541 SH
43 Goldman Sachs Group Inc/The GS 38141G104 $286.6K 0.63% 326,072 SH
44 Hewlett Packard Enterprise Co HPE 42824C109 $285.6K 0.62% 11,888,992 SH
45 United Airlines Holdings Inc UAL 910047109 $281.2K 0.61% 2,514,959 SH
46 Molson Coors Beverage Co TAP 60871R209 $279.7K 0.61% 5,990,976 SH
47 Cirrus Logic Inc CRUS 172755100 $279.2K 0.61% 2,356,245 SH
48 Applied Materials Inc AMAT 038222105 $271.5K 0.59% 1,056,616 SH
49 Cummins Inc CMI 231021106 $266.5K 0.58% 522,030 SH
50 Expedia Group Inc EXPE 30212P303 $262.7K 0.57% 927,105 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-06 $45.9M 882 0001050470-26-000003
2025-09-30 2025-11-06 $45.3M 894 0001050470-25-000017