Lsv Asset Management
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$46.4M
Holdings
876
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BAC
Verizon Communications Inc
Q1 2026: Increased +39.7% (28.5k → 39.9k shares)
2.0%
02
$GOOGL
Alphabet Inc
Q1 2026: Sold 2.8% (133.5k → 129.7k shares)
1.7%
03
$T
AT&T Inc
Q1 2026: Sold 0.9% (21.8k → 21.6k shares)
1.4%
04
$C
Citigroup Inc
Held since at least Q1 2024
1.4%
05
$CSCO
Cisco Systems Inc
Q4 2025: New position (391.7k shares)
1.3%
06
$MRK
Merck & Co Inc
Q1 2026: Increased +1.4% (12.0k → 12.1k shares)
1.3%
07
$BMY
Bristol-Myers Squibb Co
Q1 2026: Increased +3.8% (12.2k → 12.7k shares)
1.2%
08
$STT
State Street Corp
Held since at least Q1 2024
1.1%
09
$GM
General Motors Co
Held since at least Q1 2024
1.1%
10
$BK
Bank of New York Mellon Corp/The
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.