LC

LVM CAPITAL MANAGEMENT LTD/MI

13F
LVM CAPITAL MANAGEMENT LTD/MI
Last update 2025-07-02 153 Stocks (14 new)
Value $964.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(9.02%)AAPL(8.24%)AVGO(7.66%)LLY(4.10%)ABBV(3.22%)
Summary Stock Picks Current Portfolio
LVM CAPITAL MANAGEMENT LTD/MI Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
174,910
87,000.0
-1.66%
9.020
-0.12%
0.000
+32.27%
+21.78%
3,800,482.7
Software
AAPL
Apple Inc
387,208
79,440.0
-0.95%
8.240
-0.09%
0.000
+2.88%
-14.30%
3,197,760.3
Hardware
AVGO
Broadcom Inc
268,133
73,910.0
-3.87%
7.660
-0.20%
0.010
+53.84%
+25.23%
1,358,221.3
Semiconductors
LLY
Eli Lilly and Co
50,756
39,570.0
+2.39%
4.100
+0.10%
0.010
-6.31%
+4.52%
721,662.8
Drug Manufacturers
ABBV
AbbVie Inc
167,338
31,060.0
+0.73%
3.220
+0.02%
0.010
+6.65%
+10.28%
336,870.7
Drug Manufacturers
PG
Procter & Gamble Co
181,955
28,990.0
-0.08%
3.010
0%
0.010
+0.03%
-3.63%
371,609.9
Consumer Packaged Goods
MS
Morgan Stanley
195,366
27,520.0
-0.92%
2.850
-0.02%
0.010
+24.23%
+14.99%
227,667.1
Capital Markets
CSCO
Cisco Systems Inc
394,230
27,350.0
-0.44%
2.840
-0.01%
0.010
+22.26%
+17.83%
270,903.5
Hardware
XOM
Exxon Mobil Corp
250,395
26,990.0
+0.82%
2.800
+0.02%
0.010
+2.89%
+4.83%
477,292.5
Oil & Gas
AXP
American Express Co
83,460
26,620.0
-3.12%
2.760
-0.08%
0.010
+15.41%
+4.54%
214,157.8
Credit Services

LVM CAPITAL MANAGEMENT LTD/MI's Historical Top Holdings Breakdowns

LVM CAPITAL MANAGEMENT LTD/MI's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LMT
Lockheed Martin Corp
2025-06-30
Reduce
Reduce
-1.16%
●
430.82 ($467.75) 486.45
$420.70
-10.06%
Reduce -68.57%
10,650
-23,240
UBER
Uber Technologies Inc
2025-06-30
New Buy
New Buy
+1.03%
●
64.62 ($82.17) 93.3
$90.99
10.74%
New holding
106,727
106,727
NOC
Northrop Grumman Corp
2025-06-30
Add
Add
+0.32%
●
456.3 ($491.89) 540.39
$568.92
15.66%
Add 18.76%
39,485
6,237
ICLR
Icon PLC
2025-06-30
Reduce
Reduce
-0.31%
●
126.62 ($142.36) 174.99
$191.24
34.34%
Reduce -28.39%
40,603
-16,096
AVGO
Broadcom Inc
2025-06-30
Reduce
Reduce
-0.20%
●
146.29 ($216.36) 275.65
$288.77
33.47%
Reduce -3.87%
268,133
-10,806
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.12%
●
354.56 ($433.34) 497.45
$511.33
18.00%
Reduce -1.66%
174,910
-2,955
LLY
Eli Lilly and Co
2025-06-30
Add
Add
+0.10%
●
713.71 ($777.85) 898.95
$803.87
3.35%
Add 2.39%
50,756
1,186
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.10%
●
496.48 ($571.44) 617.85
$635.18
11.15%
Reduce -7.7%
19,588
-1,634
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.09%
●
172.42 ($202.27) 223.89
$214.10
5.85%
Reduce -0.95%
387,208
-3,705
MMM
3M Co
2025-06-30
Reduce
Reduce
-0.08%
●
126.09 ($142.98) 154.15
$149.25
4.39%
Reduce -41.98%
6,872
-4,972

LVM CAPITAL MANAGEMENT LTD/MI Total Holding History ($B)

To

LVM CAPITAL MANAGEMENT LTD/MI's Asset Allocation

To

LVM CAPITAL MANAGEMENT LTD/MI Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LVM CAPITAL MANAGEMENT LTD/MI's Hypothetical Growth since 2025-06-30

LVM CAPITAL MANAGEMENT LTD/MI's Yearly Returns

Year Portfolio % % Excess Gain %

LVM CAPITAL MANAGEMENT LTD/MI's Holdings Heat Map

Size field:

LVM CAPITAL MANAGEMENT LTD/MI's Holdings Bubble Chart

LVM CAPITAL MANAGEMENT LTD/MI News

  • 1

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