LVM CAPITAL MANAGEMENT LTD/MI

Est. AUM

$1.06B

13F long equity, this entity only

Positions

160

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE	COM	$93.2M	367294	8.79%	SOLE
2	BROADCOM	COM	$73.9M	238888	6.97%	SOLE
3	MICROSOFT	COM	$62.8M	169522	5.92%	SOLE
4	ELI LILLY	COM	$46.6M	50694	4.40%	SOLE
5	EXXON MOBIL	COM	$42.4M	249646	3.99%	SOLE
6	ALPHABET CL A	COM	$37.3M	129742	3.52%	SOLE
7	ABBVIE	COM	$37.3M	171469	3.52%	SOLE
8	JOHNSON & JOHNSON	COM	$34.7M	142029	3.27%	SOLE
9	MORGAN STANLEY	COM	$31.5M	191464	2.97%	SOLE
10	CISCO SYSTEMS	COM	$30.3M	390074	2.85%	SOLE
11	NORTHROP GRUMMAN	COM	$26.6M	38946	2.51%	SOLE
12	ISHARES GOLD TRUST ETF	COM	$26.5M	301112	2.50%	SOLE
13	PROCTER & GAMBLE	COM	$26.2M	181520	2.47%	SOLE
14	WISDOMTREE US DIV GROWTH ETF	COM	$25.3M	287570	2.38%	SOLE
15	AMERICAN EXPRESS	COM	$24.1M	79698	2.27%	SOLE
16	APPLIED MATERIALS	COM	$24.1M	70416	2.27%	SOLE
17	NVENT ELECTRIC	COM	$19.4M	163891	1.83%	SOLE
18	ISHARES MSCI INTERNATIONAL QUA	COM	$18.5M	400012	1.74%	SOLE
19	IDACORP	COM	$18.3M	127711	1.72%	SOLE
20	STRYKER	COM	$17.7M	54008	1.67%	SOLE
21	JPMORGAN CHASE	COM	$17.0M	57873	1.61%	SOLE
22	NVIDIA	COM	$15.5M	88860	1.46%	SOLE
23	HUBBELL	COM	$15.3M	31156	1.44%	SOLE
24	ISHARES MSCI EMERGING MARKETS	COM	$14.6M	185430	1.38%	SOLE
25	KROGER	COM	$14.3M	197757	1.35%	SOLE
26	AMAZON	COM	$13.9M	66851	1.31%	SOLE
27	EOG RESOURCES	COM	$11.9M	82004	1.12%	SOLE
28	SPDR S&P 500 EQUITY ETF	COM	$11.6M	17823	1.09%	SOLE
29	VERTEX PHARMACEUTICALS	COM	$11.5M	25830	1.09%	SOLE
30	AMGEN	COM	$10.5M	29729	0.99%	SOLE
31	HOME DEPOT	COM	$10.4M	31487	0.98%	SOLE
32	PFIZER	COM	$9.4M	336052	0.89%	SOLE
33	PALO ALTO NETWORKS	COM	$9.3M	57742	0.87%	SOLE
34	DIGITAL REALTY TRUST	COM	$8.3M	46179	0.78%	SOLE
35	FORTINET	COM	$8.2M	99906	0.77%	SOLE
36	CHEVRON	COM	$8.0M	38462	0.75%	SOLE
37	UBER	COM	$7.8M	108191	0.73%	SOLE
38	WISDOMTREE US SMALLCAP DIV GRO	COM	$7.6M	144094	0.72%	SOLE
39	WASTE MANAGEMENT	COM	$7.1M	30883	0.67%	SOLE
40	LOCKHEED MARTIN	COM	$5.4M	8990	0.51%	SOLE
41	ISHARES CORE INTERNATIONAL STO	COM	$5.3M	61118	0.50%	SOLE
42	SPDR PORTFOLIO TOTAL EQUITY MA	COM	$5.2M	65631	0.49%	SOLE
43	ALTRIA GROUP	COM	$4.9M	74972	0.47%	SOLE
44	SCHWAB US DIVIDEND EQ ETF	COM	$4.4M	144486	0.42%	SOLE
45	REALTY INCOME	COM	$4.2M	68706	0.40%	SOLE
46	PHILIP MORRIS	COM	$4.0M	24183	0.38%	SOLE
47	SPDR GOLD TRUST ETF	COM	$3.2M	7475	0.30%	SOLE
48	WISDOMTREE HIGH DIVIDEND ETF	COM	$3.2M	29072	0.30%	SOLE
49	ALPHABET CL C	COM	$3.1M	10683	0.29%	SOLE
50	HERSHEY	COM	$3.0M	14327	0.28%	SOLE

1–50 of 160

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.