LVM CAPITAL MANAGEMENT LTD/MI
CIK: 1053054SEC EDGAR →
Portfolio Value
$1.2B
Holdings
163
As of
Q2 2026
New Positions
13
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE | 364,448 | $105.5M | 8.83% |
| 2 | BROADCOM | 232,862 | $88.0M | 7.37% |
| 3 | MICROSOFT | 168,745 | $62.9M | 5.27% |
| 4 | ELI LILLY | 50,521 | $60.6M | 5.07% |
| 5 | APPLIED MATERIALS | 65,908 | $47.7M | 3.99% |
| 6 | ALPHABET CL A | 128,145 | $45.8M | 3.84% |
| 7 | CISCO SYSTEMS | 378,528 | $44.5M | 3.72% |
| 8 | ABBVIE | 172,974 | $43.5M | 3.65% |
| 9 | MORGAN STANLEY | 190,045 | $39.7M | 3.33% |
| 10 | JOHNSON & JOHNSON | 141,759 | $36.0M | 3.02% |
Quarterly Changes
Top Buys
New Positions (15)
EXXON MOBIL
$34.0M · 249K shares
$703K · 4K shares
$666K · 7K shares
$617K · 12K shares
$613K · 9K shares
$612K · 16K shares
$600K · 8K shares
$595K · 8K shares
$586K · 508 shares
$578K · 32K shares
$572K · 26K shares
$301K · 519 shares
$239K · 2K shares
$235K · 2K shares
$217K · 500 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $418.1M | 35.0% |
| Healthcare | 17 | $199.6M | 16.7% |
| Financial Services | 45 | $164.2M | 13.8% |
| Unknown | 19 | $137.3M | 11.5% |
| Industrials | 15 | $83.7M | 7.0% |
| Consumer Defensive | 13 | $55.8M | 4.7% |
| Communication Services | 5 | $50.9M | 4.3% |
| Consumer Cyclical | 8 | $32.0M | 2.7% |
| Utilities | 8 | $24.5M | 2.1% |
| Energy | 7 | $19.7M | 1.6% |
| Real Estate | 3 | $5.7M | 0.5% |
| Basic Materials | 5 | $2.5M | 0.2% |