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PZLV Top Holdings & Constituents

PZLV, offered by Pzena, holds 41 reported positions across $59.4M in assets. Its largest holdings are Humana Inc (HUM) (5.87%), Baxter International Inc (BAX) (4.44%), and Skyworks Solutions Inc (SWKS) (3.97%). The 5 biggest positions account for 21.75% of reported assets. The table below lists every reported holding with its portfolio weight and market value in US dollars — open any constituent to research its own performance.


PositionWeightMarket Value
HUM
Humana Inc
5.87%
$3.64M
BAX
Baxter International Inc
4.44%
$2.75M
SWKS
Skyworks Solutions Inc
3.97%
$2.46M
CVS
CVS Health Corp
3.78%
$2.35M
LEA
Lear Corp
3.68%
$2.28M

Holdings data comes from the latest SEC Form N-PORT-P filing for this fund, covering the reporting period ended May 31, 2026. Market values are reported in US dollars, and each weight represents the position's share of reported fund assets. Cash, derivatives, and rounding can mean displayed weights do not total 100%. Funds rebalance and file on a schedule, so this page may not reflect intraday or post-filing changes.