LVM CAPITAL MANAGEMENT LTD/MI
CIK: 1053054SEC EDGAR →
Portfolio Value
$1.1B
Holdings
160
As of
Q1 2026
New Positions
160
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE | 367,294 | $93.2M | 8.80% |
| 2 | BROADCOM | 238,888 | $73.9M | 6.98% |
| 3 | MICROSOFT | 169,522 | $62.8M | 5.92% |
| 4 | ELI LILLY | 50,694 | $46.6M | 4.40% |
| 5 | EXXON MOBIL | 249,646 | $42.4M | 4.00% |
| 6 | ALPHABET CL A | 129,742 | $37.3M | 3.52% |
| 7 | ABBVIE | 171,469 | $37.3M | 3.52% |
| 8 | JOHNSON & JOHNSON | 142,029 | $34.7M | 3.28% |
| 9 | MORGAN STANLEY | 191,464 | $31.5M | 2.97% |
| 10 | CISCO SYSTEMS | 390,074 | $30.3M | 2.86% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 16 | $333.0M | 31.4% |
| Healthcare | 17 | $176.4M | 16.7% |
| Financial Services | 43 | $145.6M | 13.7% |
| Unknown | 17 | $97.4M | 9.2% |
| Industrials | 18 | $82.4M | 7.8% |
| Energy | 7 | $64.1M | 6.1% |
| Consumer Defensive | 14 | $59.1M | 5.6% |
| Communication Services | 5 | $41.6M | 3.9% |
| Consumer Cyclical | 8 | $29.6M | 2.8% |
| Utilities | 8 | $23.3M | 2.2% |
| Real Estate | 3 | $5.4M | 0.5% |
| Basic Materials | 4 | $1.7M | 0.2% |