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Holdings (Monthly) Guide ↗

LVIP Nomura SMID Cap Core Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $754M AUM 138 positions Period Jun 2026 Filed Aug 6, 2026 EDGAR ↗ ← All Funds
All 25 New 42 Added 55 Reduced 13 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Semtech Corp 816850101 Mar 2026 101,515 -76,354 $16.4M +20.1% 2.18% EC
2 MACOM Technology Solutions Holdings Inc 55405Y100 Mar 2026 38,379 -19,965 $14.6M +12.7% 1.94% EC
3 Ligand Pharmaceuticals Inc 53220K504 Mar 2026 44,280 +5,162 $14.0M +79.2% 1.86% EC
4 Casey's General Stores Inc 147528103 Mar 2026 17,175 -2,831 $13.7M -6.3% 1.81% EC
5 East West Bancorp Inc 27579R104 Mar 2026 103,484 -24,039 $13.4M -1.9% 1.77% EC
6 Axsome Therapeutics Inc 05464T104 Mar 2026 52,372 +9,596 $12.8M +77.3% 1.70% EC
7 Astera Labs Inc 04626A103 Mar 2026 26,338 -11,812 $12.7M +204.3% 1.69% EC
8 Axis Capital Holdings Ltd 000000000 Mar 2026 110,859 +71,422 $11.9M +314.4% 1.58% EC
9 Ally Financial Inc 02005N100 Mar 2026 250,558 +44,141 $11.5M +42.2% 1.53% EC
10 State Street Global Advisors 857492706 Mar 2026 11,161,991 +3,289,973 $11.2M +41.8% 1.48% STIV
11 Permian Resources Corp 71424F105 Mar 2026 595,517 +10,833 $11.0M -12.0% 1.45% EC
12 Liberty Energy Inc 53115L104 Mar 2026 414,911 +62,105 $10.9M +6.9% 1.44% EC
13 SOUTHSTATE BANK CORP 84472E102 Mar 2026 107,741 +19,876 $10.8M +32.4% 1.43% EC
14 Neurocrine Biosciences Inc 64125C109 Mar 2026 63,849 +15,773 $10.8M +69.9% 1.43% EC
15 Minerals Technologies Inc 603158106 Mar 2026 142,495 +28,313 $10.5M +30.2% 1.40% EC
16 Arcosa Inc 039653100 Mar 2026 72,314 -5,800 $10.5M +26.7% 1.39% EC
17 Kaiser Aluminum Corp 483007704 Mar 2026 53,563 +10,022 $10.5M +99.7% 1.39% EC
18 WESCO International Inc 95082P105 Mar 2026 29,320 -5,989 $10.1M +4.8% 1.34% EC
19 Zions Bancorp NA 989701107 Mar 2026 145,800 +24,233 $10.1M +44.0% 1.34% EC
20 Stifel Financial Corp 860630102 Mar 2026 141,434 +32,291 $9.9M +22.3% 1.31% EC
21 Dick's Sporting Goods Inc 253393102 Mar 2026 42,599 +1,852 $9.7M +19.6% 1.28% EC
22 Coherent Corp 19247G107 Mar 2026 23,902 -48,134 $9.4M -45.1% 1.25% EC
23 MKS Inc 55306N104 Mar 2026 20,986 +7,594 $9.3M +203.3% 1.24% EC
24 Kirby Corp 497266106 Mar 2026 67,859 -1,953 $9.2M -0.5% 1.22% EC
25 Hamilton Lane Inc 407497106 Mar 2026 112,973 +53,833 $8.9M +51.5% 1.18% EC
26 Halozyme Therapeutics Inc 40637H109 Mar 2026 113,394 +24,344 $8.9M +54.2% 1.18% EC
27 Spire Inc 84857L101 Mar 2026 108,599 +24,338 $8.5M +11.2% 1.13% EC
28 Webster Financial Corp 947890109 Mar 2026 109,062 -26,549 $8.3M -11.5% 1.11% EC
29 Lincoln Electric Holdings Inc 533900106 Mar 2026 30,691 -3,348 $8.1M -3.9% 1.08% EC
30 Regal Rexnord Corp 758750103 Mar 2026 33,631 -968 $8.0M +23.6% 1.06% EC
31 Guidewire Software Inc 40171V100 Mar 2026 64,607 +16,416 $7.9M +10.3% 1.05% EC
32 IMAX Corp 45245E109 Mar 2026 198,588 +17,130 $7.9M +14.8% 1.05% EC
33 Insmed Inc 457669307 Mar 2026 73,823 +12,269 $7.9M -21.8% 1.04% EC
34 YETI Holdings Inc 98585X104 Mar 2026 157,209 +28,168 $7.8M +65.0% 1.03% EC
35 Zurn Elkay Water Solutions Corp 98983L108 Mar 2026 153,286 +5,985 $7.7M +17.3% 1.03% EC
36 Kite Realty Group Trust 49803T300 Mar 2026 271,010 +33,732 $7.7M +32.0% 1.02% EC
37 First Industrial Realty Trust Inc 32054K103 Mar 2026 125,288 -3,606 $7.7M +3.0% 1.02% EC
38 Life Time Group Holdings Inc 53190C102 Mar 2026 187,848 +8,644 $7.7M +58.9% 1.02% EC
39 Federal Signal Corp 313855108 Mar 2026 59,561 -5,051 $7.7M +9.5% 1.02% EC
40 Camden Property Trust 133131102 Mar 2026 66,769 -1,922 $7.6M +14.0% 1.01% EC
41 Toll Brothers Inc 889478103 Mar 2026 46,197 +9,818 $7.6M +53.3% 1.01% EC
42 Reliance Inc 759509102 Mar 2026 20,298 -9,215 $7.6M -15.5% 1.01% EC
43 Quanta Services Inc 74762E102 Mar 2026 10,420 +1,005 $7.5M +45.1% 1.00% EC
44 Applied Industrial Technologies Inc 03820C105 Mar 2026 21,796 +1,392 $7.4M +36.1% 0.98% EC
45 Expand Energy Corp 165167735 Mar 2026 80,430 +8,275 $7.3M -7.4% 0.97% EC
46 Varonis Systems Inc 922280102 Mar 2026 174,763 +40,011 $7.3M +153.5% 0.97% EC
47 Reinsurance Group of America Inc 759351604 Mar 2026 34,116 -9,145 $7.3M -17.9% 0.96% EC
48 WillScot Holdings Corp 971378104 Mar 2026 247,270 +60,243 $7.1M +119.8% 0.95% EC
49 nVent Electric PLC 000000000 Mar 2026 39,200 NEW $6.6M 0.88% EC
50 Carpenter Technology Corp 144285103 Mar 2026 10,621 -2,814 $6.6M +23.7% 0.87% EC
51 Lantheus Holdings Inc 516544103 Mar 2026 58,384 +8,581 $6.5M +71.5% 0.86% EC
52 Essent Group Ltd 000000000 Mar 2026 100,481 NEW $6.5M 0.86% EC
53 Steven Madden Ltd 556269108 Mar 2026 151,630 +49,765 $6.4M +84.8% 0.85% EC
54 Evercore Inc 29977A105 Mar 2026 17,894 -4,209 $6.1M -7.4% 0.81% EC
55 WSFS Financial Corp 929328102 Mar 2026 78,848 -30,104 $6.1M -15.2% 0.80% EC
56 Guardant Health Inc 40131M109 Jun 2026 39,287 NEW $5.9M 0.78% EC
57 Black Hills Corp 092113109 Mar 2026 78,594 -11,102 $5.8M -6.1% 0.78% EC
58 Jones Lang LaSalle Inc 48020Q107 Mar 2026 18,735 -539 $5.8M -1.0% 0.77% EC
59 BorgWarner Inc 099724106 Mar 2026 87,304 -25,055 $5.8M -4.9% 0.77% EC
60 Clean Harbors Inc 184496107 Mar 2026 19,257 -7,454 $5.8M -24.9% 0.76% EC
61 Knight-Swift Transportation Holdings Inc 499049104 Mar 2026 72,865 -26,157 $5.7M -0.5% 0.75% EC
62 Q2 Holdings Inc 74736L109 Mar 2026 115,613 +40,374 $5.6M +56.3% 0.74% EC
63 Encompass Health Corp 29261A100 Mar 2026 55,012 -1,583 $5.6M +1.6% 0.74% EC
64 Aramark 03852U106 Mar 2026 97,047 -39,908 $5.5M -0.5% 0.73% EC
65 Gates Industrial Corp PLC 000000000 Mar 2026 193,512 NEW $5.4M 0.72% EC
66 Brixmor Property Group Inc 11120U105 Mar 2026 167,999 -70,452 $5.3M -22.9% 0.70% EC
67 SPX Technologies Inc 78473E103 Mar 2026 21,432 +1,074 $5.3M +29.1% 0.70% EC
68 ExlService Holdings Inc 302081104 Mar 2026 197,218 -1,181 $5.1M -15.6% 0.68% EC
69 Trex Co Inc 89531P105 Mar 2026 100,374 +32,041 $5.0M +101.8% 0.67% EC
70 International Seaways Inc 000000000 Mar 2026 63,400 NEW $4.9M 0.64% EC
71 Bio-Techne Corp 09073M104 Mar 2026 68,542 -1,973 $4.8M +31.4% 0.64% EC
72 Brinker International Inc 109641100 Mar 2026 28,337 -816 $4.8M +14.4% 0.63% EC
73 Texas Roadhouse Inc 882681109 Mar 2026 24,355 -12,868 $4.7M -23.4% 0.62% EC
74 Natera Inc 632307104 Mar 2026 17,230 -9,795 $4.7M -13.5% 0.62% EC
75 Glaukos Corp 377322102 Mar 2026 32,562 -5,157 $4.6M +12.1% 0.60% EC
76 Tecnoglass Inc 000000000 Mar 2026 96,845 NEW $4.5M 0.60% EC
77 API Group Corp 00187Y100 Mar 2026 105,698 -3,042 $4.5M +1.6% 0.59% EC
78 Tetra Tech Inc 88162G103 Mar 2026 154,522 -4,447 $4.5M -6.8% 0.59% EC
79 Dycom Industries Inc 267475101 Mar 2026 8,271 +4,689 $4.2M +244.6% 0.55% EC
80 Casella Waste Systems Inc 147448104 Mar 2026 42,755 -1,231 $4.1M +18.8% 0.55% EC
81 X-Energy Inc 98386P102 Jun 2026 222,846 NEW $4.1M 0.54% EC
82 Performance Food Group Co 71377A103 Jun 2026 36,297 NEW $4.1M 0.54% EC
83 UL Solutions Inc 903731107 Mar 2026 39,067 -6,485 $4.0M +1.9% 0.53% EC
84 Ultragenyx Pharmaceutical Inc 90400D108 Mar 2026 117,754 +60,497 $3.9M +227.8% 0.52% EC
85 Graco Inc 384109104 Mar 2026 49,300 -12,554 $3.7M -28.8% 0.49% EC
86 Kadant Inc 48282T104 Mar 2026 11,693 +1,492 $3.7M +23.2% 0.49% EC
87 Dynatrace Inc 268150109 Mar 2026 83,650 -15,082 $3.7M +0.6% 0.49% EC
88 Sterling Infrastructure Inc 859241101 Jun 2026 4,245 NEW $3.6M 0.47% EC
89 Repligen Corp 759916109 Mar 2026 25,779 -10,993 $3.5M -18.8% 0.47% EC
90 Nexstar Media Group Inc 65336K103 Mar 2026 19,360 +2,525 $3.5M +13.6% 0.46% EC
91 Healthpeak Properties Inc 42250P103 Mar 2026 158,711 -114,490 $3.4M -24.3% 0.45% EC
92 Onto Innovation Inc 683344105 Jun 2026 8,700 NEW $3.3M 0.44% EC
93 BJ's Wholesale Club Holdings Inc 05550J101 Mar 2026 36,436 -41,437 $3.2M -58.5% 0.42% EC
94 FTAI Aviation Ltd 000000000 Mar 2026 11,506 NEW $3.1M 0.41% EC
95 Carlisle Cos Inc 142339100 Mar 2026 8,352 -240 $3.0M +5.7% 0.40% EC
96 TTM Technologies Inc 87305R109 Jun 2026 16,001 NEW $3.0M 0.40% EC
97 SiTime Corp 82982T106 Jun 2026 3,878 NEW $2.9M 0.38% EC
98 DigitalOcean Holdings Inc 25402D102 Jun 2026 18,031 NEW $2.8M 0.38% EC
99 Applied Optoelectronics Inc 03823U102 Jun 2026 18,916 NEW $2.8M 0.37% EC
100 Viasat Inc 92552V100 Jun 2026 31,198 NEW $2.8M 0.37% EC
101 Saia Inc 78709Y105 Mar 2026 6,453 -186 $2.7M +16.5% 0.36% EC
102 SPS Commerce Inc 78463M107 Mar 2026 47,041 +34,174 $2.7M +275.4% 0.36% EC
103 Fabrinet 000000000 Mar 2026 4,684 NEW $2.6M 0.35% EC
104 UMB Financial Corp 902788108 Jun 2026 18,274 NEW $2.6M 0.35% EC
105 ABM Industries Inc 000957100 Mar 2026 58,458 -29,737 $2.6M -23.9% 0.34% EC
106 Box Inc 10316T104 Mar 2026 97,118 -582 $2.6M +11.6% 0.34% EC
107 XPO Inc 983793100 Mar 2026 12,540 -10,075 $2.6M -41.5% 0.34% EC
108 Bloom Energy Corp 093712107 Mar 2026 8,476 -2,614 $2.6M +70.8% 0.34% EC
109 Boise Cascade Co 09739D100 Mar 2026 32,857 -19,466 $2.6M -35.7% 0.34% EC
110 MaxLinear Inc 57776J100 Jun 2026 19,815 NEW $2.5M 0.34% EC
111 KB Home 48666K109 Mar 2026 40,458 -1,164 $2.5M +17.6% 0.34% EC
112 KBR Inc 48242W106 Mar 2026 71,495 -25,191 $2.5M -30.7% 0.33% EC
113 Procore Technologies Inc 74275K108 Mar 2026 60,318 -361 $2.5M -29.2% 0.33% EC
114 Rubrik Inc 781154109 Mar 2026 29,463 -176 $2.4M +63.0% 0.31% EC
115 Vicor Corp 925815102 Jun 2026 5,645 NEW $2.1M 0.28% EC
116 PTC Inc 69370C100 Mar 2026 18,242 -109 $2.1M -20.7% 0.27% EC
117 Mueller Industries Inc 624756102 Jun 2026 16,722 NEW $2.1M 0.27% EC
118 Kratos Defense & Security Solutions Inc 50077B207 Mar 2026 40,413 +21,234 $2.0M +49.0% 0.27% EC
119 Hut 8 Corp 44812J104 Jun 2026 15,907 NEW $1.8M 0.24% EC
120 Terawulf Inc 88080T104 Jun 2026 71,831 NEW $1.8M 0.24% EC
121 Viavi Solutions Inc 925550105 Jun 2026 37,112 NEW $1.8M 0.24% EC
122 Applied Digital Corp 038169207 Jun 2026 45,712 NEW $1.7M 0.23% EC
123 CONTRA BLUEPRINT MEDIC 096CVR048 Mar 2026 44,455 $20K +0.0% 0.00% DE
124 OMNIAB INC 68218J202 Mar 2026 14,046 $0 0.00% EC
125 OMNIAB INC 68218J301 Mar 2026 14,046 $0 0.00% EC
Old National Bancorp/IN 680033107 347,366 SOLD $7.7M
Silicon Laboratories Inc 826919102 36,277 SOLD $7.6M
Supernus Pharmaceuticals Inc 868459108 104,092 SOLD $5.4M
Omnicom Group Inc 681919106 56,390 SOLD $4.2M
TransMedics Group Inc 89377M109 35,202 SOLD $3.5M
Taylor Morrison Home Corp 87724P106 45,312 SOLD $2.6M
La-Z-Boy Inc 505336107 77,984 SOLD $2.5M
Yelp Inc 985817105 89,311 SOLD $2.2M
Workiva Inc 98139A105 35,946 SOLD $2.1M
ASGN Inc 00191U102 54,569 SOLD $2.1M
Malibu Boats Inc 56117J100 62,863 SOLD $1.6M
Inspire Medical Systems Inc 457730109 26,569 SOLD $1.4M
Atkore Inc 047649108 15,044 SOLD $0.9M