LVM CAPITAL MANAGEMENT LTD/MI

CIK 0001053054 · PORTAGE, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

LVM CAPITAL MANAGEMENT LTD/MI reported 163 positions worth $1.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AAPL (8.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.2M
2026 Q2
Positions
163
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.1%
Est. Net Flow (Q)
2026 Q2
10 / 163 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLESH$105.5K8.83%364,448
2AVGOBROADCOM SH$88.0K7.36%232,862
3MSFTMICROSOFT SH$62.9K5.27%168,745
4LLYELI LILLY SH$60.6K5.07%50,521
5AMATAPPLIED MATERIALSSH$47.7K3.99%65,908
6GOOGLALPHABET CL ASH$45.8K3.83%128,145
7CSCOCISCO SYSTEMSSH$44.5K3.72%378,528
8ABBVABBVIESH$43.5K3.64%172,974
9MSMORGAN STANLEYSH$39.7K3.32%190,045
10JNJJOHNSON & JOHNSONSH$36.0K3.01%141,759

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LVM CAPITAL MANAGEMENT LTD/MI hold as of Q2 2026?

LVM CAPITAL MANAGEMENT LTD/MI reported 163 positions worth $1.2M in its Q2 2026 13F filing. Largest positions: AAPL (8.8%), AVGO (7.4%), MSFT (5.3%), LLY (5.1%) and AMAT (4.0%).

What did LVM CAPITAL MANAGEMENT LTD/MI buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LVM CAPITAL MANAGEMENT LTD/MI sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.