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Holdings (Monthly) Guide ↗

LVIP Nomura SMID Cap Core Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $754M AUM 55 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 Casey's General Stores Inc 147528103 Mar 2026 17,175 -2,831 $13.7M -6.3% 1.81% EC
4 East West Bancorp Inc 27579R104 Mar 2026 103,484 -24,039 $13.4M -1.9% 1.77% EC
5 Astera Labs Inc 04626A103 Mar 2026 26,338 -11,812 $12.7M +204.3% 1.69% EC
6 Arcosa Inc 039653100 Mar 2026 72,314 -5,800 $10.5M +26.7% 1.39% EC
7 WESCO International Inc 95082P105 Mar 2026 29,320 -5,989 $10.1M +4.8% 1.34% EC
8 Coherent Corp 19247G107 Mar 2026 23,902 -48,134 $9.4M -45.1% 1.25% EC
9 Kirby Corp 497266106 Mar 2026 67,859 -1,953 $9.2M -0.5% 1.22% EC
10 Webster Financial Corp 947890109 Mar 2026 109,062 -26,549 $8.3M -11.5% 1.11% EC
11 Lincoln Electric Holdings Inc 533900106 Mar 2026 30,691 -3,348 $8.1M -3.9% 1.08% EC
12 Regal Rexnord Corp 758750103 Mar 2026 33,631 -968 $8.0M +23.6% 1.06% EC
13 First Industrial Realty Trust Inc 32054K103 Mar 2026 125,288 -3,606 $7.7M +3.0% 1.02% EC
14 Federal Signal Corp 313855108 Mar 2026 59,561 -5,051 $7.7M +9.5% 1.02% EC
15 Camden Property Trust 133131102 Mar 2026 66,769 -1,922 $7.6M +14.0% 1.01% EC
16 Reliance Inc 759509102 Mar 2026 20,298 -9,215 $7.6M -15.5% 1.01% EC
17 Reinsurance Group of America Inc 759351604 Mar 2026 34,116 -9,145 $7.3M -17.9% 0.96% EC
18 Carpenter Technology Corp 144285103 Mar 2026 10,621 -2,814 $6.6M +23.7% 0.87% EC
19 Evercore Inc 29977A105 Mar 2026 17,894 -4,209 $6.1M -7.4% 0.81% EC
20 WSFS Financial Corp 929328102 Mar 2026 78,848 -30,104 $6.1M -15.2% 0.80% EC
21 Black Hills Corp 092113109 Mar 2026 78,594 -11,102 $5.8M -6.1% 0.78% EC
22 Jones Lang LaSalle Inc 48020Q107 Mar 2026 18,735 -539 $5.8M -1.0% 0.77% EC
23 BorgWarner Inc 099724106 Mar 2026 87,304 -25,055 $5.8M -4.9% 0.77% EC
24 Clean Harbors Inc 184496107 Mar 2026 19,257 -7,454 $5.8M -24.9% 0.76% EC
25 Knight-Swift Transportation Holdings Inc 499049104 Mar 2026 72,865 -26,157 $5.7M -0.5% 0.75% EC
26 Encompass Health Corp 29261A100 Mar 2026 55,012 -1,583 $5.6M +1.6% 0.74% EC
27 Aramark 03852U106 Mar 2026 97,047 -39,908 $5.5M -0.5% 0.73% EC
28 Brixmor Property Group Inc 11120U105 Mar 2026 167,999 -70,452 $5.3M -22.9% 0.70% EC
29 ExlService Holdings Inc 302081104 Mar 2026 197,218 -1,181 $5.1M -15.6% 0.68% EC
30 Bio-Techne Corp 09073M104 Mar 2026 68,542 -1,973 $4.8M +31.4% 0.64% EC
31 Brinker International Inc 109641100 Mar 2026 28,337 -816 $4.8M +14.4% 0.63% EC
32 Texas Roadhouse Inc 882681109 Mar 2026 24,355 -12,868 $4.7M -23.4% 0.62% EC
33 Natera Inc 632307104 Mar 2026 17,230 -9,795 $4.7M -13.5% 0.62% EC
34 Glaukos Corp 377322102 Mar 2026 32,562 -5,157 $4.6M +12.1% 0.60% EC
35 API Group Corp 00187Y100 Mar 2026 105,698 -3,042 $4.5M +1.6% 0.59% EC
36 Tetra Tech Inc 88162G103 Mar 2026 154,522 -4,447 $4.5M -6.8% 0.59% EC
37 Casella Waste Systems Inc 147448104 Mar 2026 42,755 -1,231 $4.1M +18.8% 0.55% EC
38 UL Solutions Inc 903731107 Mar 2026 39,067 -6,485 $4.0M +1.9% 0.53% EC
39 Graco Inc 384109104 Mar 2026 49,300 -12,554 $3.7M -28.8% 0.49% EC
40 Dynatrace Inc 268150109 Mar 2026 83,650 -15,082 $3.7M +0.6% 0.49% EC
41 Repligen Corp 759916109 Mar 2026 25,779 -10,993 $3.5M -18.8% 0.47% EC
42 Healthpeak Properties Inc 42250P103 Mar 2026 158,711 -114,490 $3.4M -24.3% 0.45% EC
43 BJ's Wholesale Club Holdings Inc 05550J101 Mar 2026 36,436 -41,437 $3.2M -58.5% 0.42% EC
44 Carlisle Cos Inc 142339100 Mar 2026 8,352 -240 $3.0M +5.7% 0.40% EC
45 Saia Inc 78709Y105 Mar 2026 6,453 -186 $2.7M +16.5% 0.36% EC
46 ABM Industries Inc 000957100 Mar 2026 58,458 -29,737 $2.6M -23.9% 0.34% EC
47 Box Inc 10316T104 Mar 2026 97,118 -582 $2.6M +11.6% 0.34% EC
48 XPO Inc 983793100 Mar 2026 12,540 -10,075 $2.6M -41.5% 0.34% EC
49 Bloom Energy Corp 093712107 Mar 2026 8,476 -2,614 $2.6M +70.8% 0.34% EC
50 Boise Cascade Co 09739D100 Mar 2026 32,857 -19,466 $2.6M -35.7% 0.34% EC
51 KB Home 48666K109 Mar 2026 40,458 -1,164 $2.5M +17.6% 0.34% EC
52 KBR Inc 48242W106 Mar 2026 71,495 -25,191 $2.5M -30.7% 0.33% EC
53 Procore Technologies Inc 74275K108 Mar 2026 60,318 -361 $2.5M -29.2% 0.33% EC
54 Rubrik Inc 781154109 Mar 2026 29,463 -176 $2.4M +63.0% 0.31% EC
55 PTC Inc 69370C100 Mar 2026 18,242 -109 $2.1M -20.7% 0.27% EC