LVM CAPITAL MANAGEMENT LTD/MI

Est. AUM

$1.06B

13F long equity 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	367,294	8.79%	SOLE
2	BROADCOM	COM	$73.9M	238,888	6.97%	SOLE
3	MICROSOFT	COM	$62.8M	169,522	5.92%	SOLE
4	ELI LILLY	COM	$46.6M	50,694	4.40%	SOLE
5	EXXON MOBIL	COM	$42.4M	249,646	3.99%	SOLE
6	ALPHABET CL A	COM	$37.3M	129,742	3.52%	SOLE
7	ABBVIE	COM	$37.3M	171,469	3.52%	SOLE
8	JOHNSON & JOHNSON	COM	$34.7M	142,029	3.27%	SOLE
9	MORGAN STANLEY	COM	$31.5M	191,464	2.97%	SOLE
10	CISCO SYSTEMS	COM	$30.3M	390,074	2.85%	SOLE
11	NORTHROP GRUMMAN	COM	$26.6M	38,946	2.51%	SOLE
12	ISHARES GOLD TRUST ETF	COM	$26.5M	301,112	2.50%	SOLE
13	PROCTER & GAMBLE	COM	$26.2M	181,520	2.47%	SOLE
14	WISDOMTREE US DIV GROWTH ETF	COM	$25.3M	287,570	2.38%	SOLE
15	AMERICAN EXPRESS	COM	$24.1M	79,698	2.27%	SOLE
16	APPLIED MATERIALS	COM	$24.1M	70,416	2.27%	SOLE
17	NVENT ELECTRIC	COM	$19.4M	163,891	1.83%	SOLE
18	ISHARES MSCI INTERNATIONAL QUA	COM	$18.5M	400,012	1.74%	SOLE
19	IDACORP	COM	$18.3M	127,711	1.72%	SOLE
20	STRYKER	COM	$17.7M	54,008	1.67%	SOLE
21	JPMORGAN CHASE	COM	$17.0M	57,873	1.61%	SOLE
22	NVIDIA	COM	$15.5M	88,860	1.46%	SOLE
23	HUBBELL	COM	$15.3M	31,156	1.44%	SOLE
24	ISHARES MSCI EMERGING MARKETS	COM	$14.6M	185,430	1.38%	SOLE
25	KROGER	COM	$14.3M	197,757	1.35%	SOLE
26	AMAZON	COM	$13.9M	66,851	1.31%	SOLE
27	EOG RESOURCES	COM	$11.9M	82,004	1.12%	SOLE
28	SPDR S&P 500 EQUITY ETF	COM	$11.6M	17,823	1.09%	SOLE
29	VERTEX PHARMACEUTICALS	COM	$11.5M	25,830	1.09%	SOLE
30	AMGEN	COM	$10.5M	29,729	0.99%	SOLE
31	HOME DEPOT	COM	$10.4M	31,487	0.98%	SOLE
32	PFIZER	COM	$9.4M	336,052	0.89%	SOLE
33	PALO ALTO NETWORKS	COM	$9.3M	57,742	0.87%	SOLE
34	DIGITAL REALTY TRUST	COM	$8.3M	46,179	0.78%	SOLE
35	FORTINET	COM	$8.2M	99,906	0.77%	SOLE
36	CHEVRON	COM	$8.0M	38,462	0.75%	SOLE
37	UBER	COM	$7.8M	108,191	0.73%	SOLE
38	WISDOMTREE US SMALLCAP DIV GRO	COM	$7.6M	144,094	0.72%	SOLE
39	WASTE MANAGEMENT	COM	$7.1M	30,883	0.67%	SOLE
40	LOCKHEED MARTIN	COM	$5.4M	8,990	0.51%	SOLE
41	ISHARES CORE INTERNATIONAL STO	COM	$5.3M	61,118	0.50%	SOLE
42	SPDR PORTFOLIO TOTAL EQUITY MA	COM	$5.2M	65,631	0.49%	SOLE
43	ALTRIA GROUP	COM	$4.9M	74,972	0.47%	SOLE
44	SCHWAB US DIVIDEND EQ ETF	COM	$4.4M	144,486	0.42%	SOLE
45	REALTY INCOME	COM	$4.2M	68,706	0.40%	SOLE
46	PHILIP MORRIS	COM	$4.0M	24,183	0.38%	SOLE
47	SPDR GOLD TRUST ETF	COM	$3.2M	7,475	0.30%	SOLE
48	WISDOMTREE HIGH DIVIDEND ETF	COM	$3.2M	29,072	0.30%	SOLE
49	ALPHABET CL C	COM	$3.1M	10,683	0.29%	SOLE
50	HERSHEY	COM	$3.0M	14,327	0.28%	SOLE

1–50 of 160

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