LVM CAPITAL MANAGEMENT LTD/MI
CIK 0001053054 · PORTAGE, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
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
Top Holdings
AAPL
APPLE
8.8%
AVGO
BROADCOM
7.4%
MSFT
MICROSOFT
5.3%
LLY
ELI LILLY
5.1%
AMAT
APPLIED MATERIALS
4.0%
GOOGL
ALPHABET CL A
3.8%
CSCO
CISCO SYSTEMS
3.7%
ABBV
ABBVIE
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.