Josef Lakonishok's portfolio
In the Q3 2026 13F, filed November 6, 2026, LSV Asset Management reported 895 US stock positions worth $54.1B. The largest was Alphabet (GOOGL) at 1.7% of the portfolio. New positions: Chevron (CVX), Zebra Technologies (ZBRA) and Becton Dickinson and Company (BDX). Added to: Salesforce (CRM) and Micron Technology (MU). The Q4 2026 13F is due by February 14, 2027.
What changed in Q3 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- ChevronCVX$193M
- Zebra TechnologiesZBRA$160M
- Becton Dickinson and CompanyBDX$111M
- ICF InternationalICFI$13M
- YextYEXT$8M
- NB BancorpNBBK$8M
- Nutex HealthNUTX$8M
- Southwest AirlinesLUV$7M
- HilltopHTH$6M
- Advanced Micro DevicesAMD$5M
Added to
- SalesforceCRM$606M
- Micron TechnologyMU$544M
- AdobeADBE$497M
- Arrow ElectronicsARW$432M
- Meta PlatformsMETA$315M
- QorvoQRVO$312M
- Cirrus LogicCRUS$285M
- Gen DigitalGEN$239M
- CrocsCROX$215M
- CF IndustriesCF$213M
Trimmed
- AlphabetGOOGL$913M
- Dell TechnologiesDELL$887M
- Hewlett Packard EnterpriseHPE$790M
- Merck & CompanyMRK$738M
- CitigroupC$703M
- State StreetSTT$613M
- Bristol-Myers SquibbBMY$593M
- Marathon PetroleumMPC$564M
- Verizon CommunicationsVZ$559M
- AT&TT$556M
Sold out
None this quarter.
Holdings
895 US-listed positions in the Q3 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| AlphabetGOOGL | 1.69% | $913M | 2,654,126 | Trimmed |
| Dell TechnologiesDELL | 1.64% | $887M | 1,648,902 | Trimmed |
| Hewlett Packard EnterpriseHPE | 1.46% | $790M | 12,361,194 | Trimmed |
| Merck & CompanyMRK | 1.36% | $738M | 5,077,473 | Trimmed |
| CitigroupC | 1.30% | $703M | 5,428,031 | Trimmed |
| Qualcomm | 1.23% | $667M | 3,623,300 | Held |
| State StreetSTT | 1.13% | $613M | 3,510,066 | Trimmed |
| SalesforceCRM | 1.12% | $606M | 2,641,173 | Added |
| Bristol-Myers SquibbBMY | 1.09% | $593M | 9,497,545 | Trimmed |
| Marathon PetroleumMPC | 1.04% | $564M | 1,426,501 | Trimmed |
| Walt Disney Co/The | 1.04% | $562M | 5,361,818 | Held |
| Verizon CommunicationsVZ | 1.03% | $559M | 12,176,482 | Trimmed |
| AT&TT | 1.03% | $556M | 22,805,450 | Trimmed |
| Micron TechnologyMU | 1.00% | $544M | 510,723 | Added |
| PfizerPFE | 0.98% | $533M | 18,676,078 | Trimmed |
| General MotorsGM | 0.96% | $522M | 6,782,729 | Trimmed |
| TD SynnexSNX | 0.96% | $520M | 2,022,969 | Trimmed |
| AdobeADBE | 0.92% | $497M | 2,073,358 | Added |
| Jazz PharmaceuticalsJAZZ | 0.91% | $495M | 2,135,935 | Trimmed |
| Wells Fargo & CompanyWFC | 0.91% | $491M | 6,128,685 | Trimmed |
| Cisco SystemsCSCO | 0.88% | $473M | 4,398,497 | Trimmed |
| IncyteINCY | 0.87% | $471M | 3,881,403 | Trimmed |
| ExelixisEXEL | 0.85% | $461M | 7,889,731 | Trimmed |
| Valero EnergyVLO | 0.84% | $455M | 1,175,120 | Trimmed |
| Altria GroupMO | 0.81% | $436M | 6,473,518 | Trimmed |
| Newmont | 0.80% | $433M | 3,757,193 | Held |
| Arrow ElectronicsARW | 0.80% | $432M | 1,901,051 | Added |
| HPHPQ | 0.76% | $408M | 13,058,331 | Trimmed |
| FoxFOXA | 0.72% | $390M | 6,217,580 | Trimmed |
| Expedia | 0.71% | $384M | 1,456,463 | Held |
| HF SinclairDINO | 0.71% | $382M | 3,561,701 | Trimmed |
| CVS HealthCVS | 0.71% | $382M | 4,455,620 | Trimmed |
| DropboxDBX | 0.70% | $378M | 11,180,055 | Trimmed |
| KrogerKR | 0.70% | $377M | 6,436,029 | Trimmed |
| BorgWarnerBWA | 0.69% | $371M | 6,179,949 | Trimmed |
| Bank of AmericaBAC | 0.67% | $361M | 6,628,038 | Trimmed |
| Gilead SciencesGILD | 0.65% | $353M | 2,371,061 | Trimmed |
| TextronTXT | 0.64% | $345M | 4,521,938 | Trimmed |
| HCA HealthcareHCA | 0.62% | $338M | 792,157 | Trimmed |
| Citizens FinancialCFG | 0.61% | $331M | 5,191,004 | Trimmed |
| AllstateALL | 0.61% | $328M | 1,477,902 | Trimmed |
| American InternationalAIG | 0.60% | $326M | 4,384,924 | Trimmed |
| Hartford Insurance Group Inc/The | 0.59% | $320M | 2,612,319 | Held |
| AvnetAVT | 0.58% | $316M | 3,163,934 | Trimmed |
| Meta PlatformsMETA | 0.58% | $315M | 434,826 | Added |
| QorvoQRVO | 0.58% | $312M | 2,724,799 | Added |
| ComcastCMCSA | 0.57% | $307M | 14,109,856 | Trimmed |
| PulteGroupPHM | 0.56% | $303M | 2,610,348 | Trimmed |
| Exxon MobilXOM | 0.54% | $294M | 1,809,242 | Trimmed |
| TargetTGT | 0.54% | $293M | 1,870,357 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Josef Lakonishok own?
In the Q3 2026 13F, LSV Asset Management reported 895 US stock positions worth $54.1B. The largest: Alphabet (GOOGL) 1.7%, Dell Technologies (DELL) 1.6%, Hewlett Packard Enterprise (HPE) 1.5%, Merck & Company (MRK) 1.4%, Citigroup (C) 1.3%.
What did Josef Lakonishok buy last quarter?
In Q3 2026: new position in Chevron (CVX); new position in Zebra Technologies (ZBRA); new position in Becton Dickinson and Company (BDX); added to Salesforce (CRM); added to Micron Technology (MU); added to Adobe (ADBE).
What did Josef Lakonishok sell last quarter?
In Q3 2026: cut Alphabet (GOOGL); cut Dell Technologies (DELL); cut Hewlett Packard Enterprise (HPE).
When is Josef Lakonishok's next 13F?
13F filings are due 45 days after each quarter ends. The Q4 2026 filing is due by February 14, 2027.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.