Morningstar® Investment Profile™   Morningstar®
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LVIP JPMorgan U.S. Equity Standard
Release date as of 2025-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 416,105
   
Market Capitalization % of Portfolio
Giant 47.48
Large 36.09
Medium 16.43
Small 0.00
Micro 0.00
   
Investment Valuation Stock
Portfolio
Forward P/E 24.2
Price/Book 4.9
Price/Sales 3.9
Price/Cash Flow 16.7
Dividend Yield 1.3
Long-Term Earnings 9.8
Historical Earnings 13.8
Sales Growth 7.9
Cash-Flow Growth 15.5
Book-Value Growth 10.5
As of 2025-06-30
Data as of 2025-06-30
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 96.2
Bullet Non-U.S. Stocks Non-U.S. Stocks 2.6
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.3
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2025-06-30
  Morningstar Equity Sectors
% of Stocks
Cyclical 30.48
Basic Materials 1.82
Consumer Cyclical 12.23
Financial Services 15.82
Real Estate 0.61
Sensitive 54.74
Communication Services 8.12
Energy 4.29
Industrials 10.66
Technology 31.67
Defensive 14.77
Consumer Defensive 3.23
Healthcare 7.93
Utilities 3.61
Data through 2025-06-30
  Top 25 Holdings
Total Number of Stock Holdings 52
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 44.35
Turnover % (as of 2024-12-31) 47.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector P/E % of Net
Assets
Microsoft Corp 37.36 9.07
NVIDIA Corp 51.18 6.75
Apple Inc 35.29 5.81
Amazon.com Inc 35.30 4.70
Meta Platforms Inc Class A 27.24 4.01
Wells Fargo & Co 14.06 3.26
Broadcom Inc 113.06 3.01
Mastercard Inc Class A 39.82 2.69
American Express Co 22.96 2.54
Alphabet Inc Class A 22.56 2.51
Baker Hughes Co Class A 14.89 2.44
Eaton Corp PLC 35.75 2.32
Walmart Inc 36.13 2.16
NXP Semiconductors NV --- 2.15
Lowe's Companies Inc 21.13 2.03
Oracle Corp 55.37 2.00
McDonald's Corp 26.75 1.99
Arthur J. Gallagher & Co 45.33 1.97
Exxon Mobil Corp 16.10 1.80
Vulcan Materials Co 40.38 1.80
Stryker Corp 51.61 1.74
Ameriprise Financial Inc 16.12 1.73
Northrop Grumman Corp 21.69 1.64
AbbVie Inc 99.01 1.59
Howmet Aerospace Inc 51.51 1.53
Data through 2025-06-30
Show Data Definitions

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