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Holdings (Monthly) Guide ↗

LVIP JPMorgan Mid Cap Value Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $305M AUM 113 positions Period Jun 2026 Filed Aug 6, 2026 EDGAR ↗ ← All Funds
All 19 New 41 Added 45 Reduced 8 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 State Street Global Advisors 857492706 Mar 2026 12,413,048 +2,100,953 $12.4M +20.4% 4.07% STIV
2 IQVIA Holdings Inc 46266C105 Mar 2026 35,848 +1 $6.9M +13.3% 2.27% EC
3 MKS Inc 55306N104 Mar 2026 14,694 -4,087 $6.5M +51.4% 2.14% EC
4 Silgan Holdings Inc 827048109 Mar 2026 113,576 +8,973 $5.3M +29.8% 1.73% EC
5 Healthpeak Properties Inc 42250P103 Mar 2026 242,765 -17,141 $5.2M +21.7% 1.70% EC
6 AMETEK Inc 031100100 Mar 2026 21,124 +593 $5.1M +16.1% 1.68% EC
7 Fidelity National Information Services Inc 31620M106 Mar 2026 125,425 +9,740 $4.9M -10.1% 1.60% EC
8 Ameriprise Financial Inc 03076C106 Mar 2026 10,501 +151 $4.8M +4.7% 1.58% EC
9 M&T Bank Corp 55261F104 Mar 2026 20,131 +3,029 $4.8M +35.5% 1.57% EC
10 GE HealthCare Technologies Inc 36266G107 Mar 2026 73,422 +4,401 $4.7M -4.3% 1.54% EC
11 First Citizens BancShares Inc/NC 31946M103 Mar 2026 2,193 -209 $4.6M +0.8% 1.50% EC
12 Omnicom Group Inc 681919106 Mar 2026 61,541 +7,592 $4.5M +10.3% 1.47% EC
13 Quest Diagnostics Inc 74834L100 Mar 2026 21,121 -306 $4.5M +6.6% 1.47% EC
14 Dover Corp 260003108 Mar 2026 19,923 -8 $4.5M +7.6% 1.46% EC
15 CDW Corp/DE 12514G108 Mar 2026 30,722 +2,295 $4.3M +25.6% 1.42% EC
16 Loews Corp 540424108 Mar 2026 37,429 -5,973 $4.2M -8.5% 1.39% EC
17 Middleby Corp/The 596278101 Mar 2026 23,833 +1,851 $4.1M +40.7% 1.34% EC
18 Jabil Inc 466313103 Mar 2026 10,354 -1,749 $4.0M +24.1% 1.31% EC
19 Zebra Technologies Corp 989207105 Mar 2026 15,104 +1,778 $4.0M +42.7% 1.30% EC
20 Cencora Inc 03073E105 Mar 2026 13,949 +2,088 $3.9M +5.9% 1.29% EC
21 Hartford Insurance Group Inc/The 416515104 Mar 2026 29,134 +2,270 $3.9M +6.3% 1.27% EC
22 CMS Energy Corp 125896100 Mar 2026 48,544 -6,994 $3.7M -13.8% 1.22% EC
23 Kinder Morgan Inc 49456B101 Mar 2026 115,360 +81,346 $3.7M +223.4% 1.21% EC
24 WEC Energy Group Inc 92939U106 Mar 2026 31,197 -7,320 $3.6M -18.3% 1.19% EC
25 Acuity Inc 00508Y102 Mar 2026 9,609 -1,325 $3.6M +18.1% 1.19% EC
26 JB Hunt Transport Services Inc 445658107 Mar 2026 12,467 -632 $3.6M +30.0% 1.18% EC
27 Henry Schein Inc 806407102 Mar 2026 43,072 -1,970 $3.6M +8.4% 1.18% EC
28 Xcel Energy Inc 98389B100 Mar 2026 44,582 -25,385 $3.6M -35.6% 1.17% EC
29 Lincoln Electric Holdings Inc 533900106 Mar 2026 12,939 +2,932 $3.4M +37.8% 1.13% EC
30 NiSource Inc 65473P105 Mar 2026 71,826 -25,140 $3.4M -24.5% 1.12% EC
31 Cheniere Energy Inc 16411R208 Mar 2026 14,254 +3,394 $3.4M +10.6% 1.12% EC
32 Hubbell Inc 443510607 Mar 2026 6,410 -1,605 $3.4M -14.7% 1.10% EC
33 Raymond James Financial Inc 754730109 Mar 2026 21,779 -10,387 $3.3M -28.9% 1.09% EC
34 RPM International Inc 749685103 Mar 2026 28,605 -2,197 $3.2M +3.8% 1.04% EC
35 Zoom Communications Inc 98980L101 Mar 2026 36,757 -8,831 $3.2M -13.4% 1.04% EC
36 SBA Communications Corp 78410G104 Mar 2026 17,851 +1,363 $3.1M +11.0% 1.03% EC
37 Globus Medical Inc 379577208 Mar 2026 39,572 +2,372 $3.1M -2.5% 1.03% EC
38 Delta Air Lines Inc 247361702 Mar 2026 33,186 -2,140 $3.1M +32.3% 1.02% EC
39 PG&E Corp 69331C108 Mar 2026 183,721 +9,855 $3.1M +1.2% 1.01% EC
40 Veralto Corp 92338C103 Mar 2026 34,461 +2,676 $3.1M +8.7% 1.00% EC
41 Albertsons Cos Inc 013091103 Mar 2026 225,363 +17,500 $3.0M -13.9% 1.00% EC
42 AutoZone Inc 053332102 Mar 2026 951 +51 $3.0M -0.0% 1.00% EC
43 AvalonBay Communities Inc 053484101 Mar 2026 16,070 -2,023 $3.0M +2.6% 0.99% EC
44 MGIC Investment Corp 552848103 Mar 2026 106,449 -4,581 $3.0M +3.0% 0.98% EC
45 Public Storage 74460D109 Mar 2026 8,943 -6,101 $2.8M -30.1% 0.93% EC
46 ITT Inc 45073V108 Mar 2026 14,198 -2,882 $2.8M -13.7% 0.92% EC
47 Sempra 816851109 Mar 2026 30,147 +4,272 $2.8M +11.2% 0.92% EC
48 Packaging Corp of America 695156109 Mar 2026 11,659 +906 $2.8M +21.7% 0.91% EC
49 Ball Corp 058498106 Mar 2026 44,391 +7,140 $2.8M +25.8% 0.91% EC
50 EQT Corp 26884L109 Mar 2026 51,982 +14,141 $2.8M +14.8% 0.91% EC
51 Martin Marietta Materials Inc 573284106 Mar 2026 4,729 +367 $2.7M +6.2% 0.89% EC
52 Brown & Brown Inc 115236101 Mar 2026 41,066 +5,463 $2.6M +13.5% 0.86% EC
53 Ralph Lauren Corp 751212101 Mar 2026 6,506 -2,177 $2.6M -12.6% 0.86% EC
54 Jazz Pharmaceuticals PLC 000000000 Mar 2026 10,814 -11,097 $2.6M +47.6% 0.85% EC
55 Regency Centers Corp 758849103 Mar 2026 32,214 -26,475 $2.6M -42.2% 0.84% EC
56 CBRE Group Inc 12504L109 Mar 2026 18,839 +10,237 $2.5M +117.8% 0.83% EC
57 Ferguson Enterprises Inc 31488V107 Mar 2026 10,611 +1,200 $2.5M +14.7% 0.83% EC
58 Arch Capital Group Ltd 000000000 Mar 2026 25,802 NEW $2.5M 0.82% EC
59 Darden Restaurants Inc 237194105 Mar 2026 12,148 -963 $2.5M -2.6% 0.82% EC
60 United Rentals Inc 911363109 Jun 2026 2,171 NEW $2.5M 0.81% EC
61 Devon Energy Corp 25179M103 Jun 2026 59,319 NEW $2.5M 0.80% EC
62 Baker Hughes Co 05722G100 Mar 2026 43,053 -4,526 $2.4M -17.7% 0.78% EC
63 Masco Corp 574599106 Mar 2026 29,183 -5,334 $2.4M +14.0% 0.78% EC
64 Marathon Petroleum Corp 56585A102 Mar 2026 9,011 -14,054 $2.3M -59.1% 0.76% EC
65 Hewlett Packard Enterprise Co 42824C109 Jun 2026 51,034 NEW $2.3M 0.75% EC
66 State Street Corp 857477103 Mar 2026 13,479 -18,819 $2.3M -44.1% 0.75% EC
67 Humana Inc 444859102 Mar 2026 5,753 -4,199 $2.3M +32.4% 0.75% EC
68 Crown Holdings Inc 228368106 Mar 2026 20,347 +1,580 $2.3M +20.9% 0.75% EC
69 Teledyne Technologies Inc 879360105 Mar 2026 3,355 -2,284 $2.2M -34.4% 0.73% EC
70 Crown Castle Inc 22822V101 Jun 2026 29,124 NEW $2.2M 0.72% EC
71 Cognizant Technology Solutions Corp 192446102 Mar 2026 56,895 +25,882 $2.2M +15.8% 0.72% EC
72 Owens Corning 690742101 Mar 2026 13,576 -2,597 $2.2M +23.3% 0.71% EC
73 Nasdaq Inc 631103108 Jun 2026 27,122 NEW $2.1M 0.70% EC
74 L3Harris Technologies Inc 502431109 Jun 2026 7,316 NEW $2.1M 0.70% EC
75 Woodward Inc 980745103 Mar 2026 4,953 +297 $2.1M +26.4% 0.69% EC
76 Royal Caribbean Cruises Ltd 000000000 Mar 2026 6,609 NEW $2.1M 0.69% EC
77 Tractor Supply Co 892356106 Jun 2026 64,396 NEW $2.0M 0.67% EC
78 Toll Brothers Inc 889478103 Jun 2026 12,054 NEW $2.0M 0.65% EC
79 Becton Dickinson & Co 075887109 Jun 2026 13,081 NEW $2.0M 0.65% EC
80 Hershey Co/The 427866108 Mar 2026 11,267 +197 $2.0M -14.1% 0.65% EC
81 ON Semiconductor Corp 682189105 Mar 2026 20,735 -11,923 $2.0M -3.1% 0.64% EC
82 Genuine Parts Co 372460105 Mar 2026 16,461 -8,258 $1.9M -25.7% 0.64% EC
83 Keurig Dr Pepper Inc 49271V100 Mar 2026 59,120 -45,349 $1.9M -29.7% 0.63% EC
84 Chemed Corp 16359R103 Mar 2026 4,037 -1,081 $1.9M -2.7% 0.62% EC
85 Diamondback Energy Inc 25278X109 Mar 2026 10,414 -10,986 $1.8M -56.8% 0.60% EC
86 Ford Motor Co 345370860 Jun 2026 129,250 NEW $1.8M 0.59% EC
87 Steel Dynamics Inc 858119100 Mar 2026 7,465 +579 $1.7M +38.2% 0.56% EC
88 FTI Consulting Inc 302941109 Mar 2026 11,243 +3,626 $1.7M +24.4% 0.55% EC
89 Nordson Corp 655663102 Mar 2026 5,477 +425 $1.7M +22.9% 0.54% EC
90 Post Holdings Inc 737446104 Mar 2026 18,429 -4,981 $1.6M -29.7% 0.53% EC
91 DuPont de Nemours Inc 26614N201 Jun 2026 11,718 NEW $1.6M 0.52% EC
92 Mohawk Industries Inc 608190104 Mar 2026 12,892 -11,007 $1.6M -33.5% 0.51% EC
93 Ulta Beauty Inc 90384S303 Jun 2026 3,162 NEW $1.4M 0.47% EC
94 Ross Stores Inc 778296103 Mar 2026 6,372 -12,654 $1.4M -67.1% 0.44% EC
95 US Foods Holding Corp 912008109 Mar 2026 12,962 -4,153 $1.3M -16.0% 0.43% EC
96 Gaming and Leisure Properties Inc 36467J108 Jun 2026 28,544 NEW $1.3M 0.42% EC
97 Essential Utilities Inc 29670G102 Mar 2026 32,813 +4,778 $1.3M +11.3% 0.41% EC
98 LyondellBasell Industries NV 000000000 Mar 2026 22,763 NEW $1.2M 0.39% EC
99 Molson Coors Beverage Co 60871R209 Jun 2026 28,838 NEW $1.1M 0.37% EC
100 Charter Communications Inc 16119P108 Jun 2026 7,559 NEW $1.1M 0.35% EC
101 Lululemon Athletica Inc 550021109 Mar 2026 9,350 +738 $1.1M -19.0% 0.35% EC
102 GoDaddy Inc 380237107 Mar 2026 10,338 -6,898 $877K -38.4% 0.29% EC
103 Workday Inc 98138H101 Jun 2026 6,694 NEW $819K 0.27% EC
104 W R Berkley Corp 084423102 Mar 2026 8,565 -14,219 $604K -60.0% 0.20% EC
105 Alcoa Corp 013872106 Mar 2026 10,844 +737 $565K -15.7% 0.19% EC
Coterra Energy Inc 127097103 125,353 SOLD $4.4M
Ingersoll Rand Inc 45687V106 33,804 SOLD $2.7M
Western Digital Corp 958102105 9,316 SOLD $2.5M
International Paper Co 460146103 50,616 SOLD $1.8M
Simon Property Group Inc 828806109 8,436 SOLD $1.6M
DuPont de Nemours Inc 26614N102 32,426 SOLD $1.5M
Expedia Group Inc 30212P303 4,980 SOLD $1.1M
Warner Music Group Corp 934550203 35,837 SOLD $0.9M