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Lone Peak SMID Value (LPSV) ETF Holdings & Analysis
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Track LPSV in your portfolio for free · Portfolio tracker
What LPSV does
An actively managed exchange-traded fund that seeks to provide long-term capital appreciation. The fund invests in a portfolio of small and mid-capitalization companies that the adviser believes represent either high-quality, strong return profiles (Durable Value) or have negative market sentiment but defensible franchise value (Dynamic Value). It is not an index fund.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| KBR, Inc. | 6.18% | |
| Photronics, Inc. | 5.78% | |
| OPENLANE, Inc. | 5.37% | |
| Everus Construction Group, Inc. | 5.29% | |
| Octave Specialty Group, Inc. | 5.29% | |
| Sanmina Corporation | 5.04% | |
| Kornit Digital Ltd. | 4.79% | |
| Global Payments, Inc. | 4.74% | |
| IES Holdings, Inc. | 4.67% | |
| Rocket Companies, Inc. | 4.45% |
Geographic allocation
| United States | 95.27% |
| Israel | 4.50% |
| Other | 0.23% |
PortView Portfolio Insights
PortView analyzes how LPSV fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze LPSV in PortView →Related securities
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Frequently asked questions
- What does LPSV track?
- LPSV is the Lone Peak SMID Value ETF, a Other ETF.
- What is the expense ratio of LPSV?
- Expense ratio data for LPSV is shown on the page when available from our data provider.
- What are the largest holdings in LPSV?
- Top holdings include KBR, PLAB, OPLN, ECG, AMBC.
- How can PortView analyze LPSV overlap with other ETFs?
- PortView computes the holdings overlap between LPSV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.