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Holdings (Monthly) Guide ↗

LVIP JPMorgan U.S. Equity Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $410M AUM 15 positions Period Jun 2026 Filed Aug 6, 2026 EDGAR ↗ ← All Funds
All 15 New 15 Added 35 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet Inc 02079K305 Mar 2026 77,128 +16,318 $27.6M +57.6% 6.72% EC
2 Broadcom Inc 11135F101 Mar 2026 44,200 +5,071 $16.7M +37.9% 4.07% EC
3 Micron Technology Inc 595112103 Mar 2026 11,516 +4,130 $13.3M +432.7% 3.24% EC
4 Mastercard Inc 57636Q104 Mar 2026 23,122 +1,707 $11.9M +11.0% 2.90% EC
5 NextEra Energy Inc 65339F101 Mar 2026 108,979 +12,739 $9.6M +7.0% 2.33% EC
6 Baker Hughes Co 05722G100 Mar 2026 139,686 +32,954 $7.8M +19.0% 1.89% EC
7 Walmart Inc 931142103 Mar 2026 62,453 +2,836 $7.1M -4.5% 1.73% EC
8 Howmet Aerospace Inc 443201108 Mar 2026 19,728 +767 $5.3M +21.4% 1.29% EC
9 Blackstone Inc 09260D107 Mar 2026 42,861 +10,762 $5.0M +36.6% 1.23% EC
10 AutoZone Inc 053332102 Mar 2026 1,403 +328 $4.5M +23.5% 1.09% EC
11 ConocoPhillips 20825C104 Mar 2026 40,825 +8,803 $4.2M +0.4% 1.04% EC
12 US Bancorp 902973304 Mar 2026 58,924 +27,333 $3.6M +116.6% 0.87% EC
13 Mondelez International Inc 609207105 Mar 2026 52,906 +6,963 $3.1M +15.6% 0.75% EC
14 DoorDash Inc 25809K105 Mar 2026 13,699 +3,756 $2.5M +69.3% 0.62% EC
15 Marriott International Inc/MD 571903202 Mar 2026 6,561 +2,267 $2.4M +73.1% 0.59% EC