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Holdings (Monthly) Guide ↗

LVIP T. Rowe Price 2040 Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $216M AUM 12 positions Period Jun 2026 Filed Aug 6, 2026 EDGAR ↗ ← All Funds
All 8 Added 12 Reduced · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 LVIP State Street S&P 500 Index Fund 474903853 Mar 2026 1,459,933 -39,085 $54.2M +12.1% 25.11% EC
2 LVIP State Street International Index Fund 534898655 Mar 2026 1,761,986 -129,582 $25.7M +1.4% 11.92% EC
3 T Rowe Price Real Assets Fund Inc 87279W209 Mar 2026 573,095 -7,792 $10.8M -1.8% 5.02% EC
4 T Rowe Price International Value Equity Fund 77956H518 Mar 2026 348,446 -33,920 $9.1M -0.7% 4.23% EC
5 T Rowe Price International Stock Fund 77956H526 Mar 2026 273,871 -18,592 $6.4M +7.2% 2.94% EC
6 T Rowe Price Emerging Markets Discovery Stock Fund 77956H237 Mar 2026 283,000 -21,700 $6.3M +11.9% 2.93% EC
7 T Rowe Price Emerging Markets Stock Fund 77956H484 Mar 2026 106,488 -6,075 $6.2M +20.3% 2.86% EC
8 LVIP State Street Mid-Cap Index Fund 535000764 Mar 2026 367,843 -29,888 $5.6M +5.8% 2.57% EC
9 LVIP State Street Small-Cap Index Fund 474903101 Mar 2026 122,002 -4,953 $5.2M +16.7% 2.41% EC
10 T Rowe Price Mid-Cap Value Fund Inc 77957Y403 Mar 2026 80,745 -5,055 $3.1M +9.1% 1.44% EC
11 T Rowe Price Mid-Cap Growth Fund Inc 779556406 Mar 2026 27,462 -1,480 $2.8M +3.8% 1.30% EC
12 State Street Institutional US Government Money Market Fund 857492706 Mar 2026 1,466,571 -1,144,569 $1.5M -43.8% 0.68% STIV