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LVM CAPITAL MANAGEMENT LTD/MI 13F portfolio summary

LVM CAPITAL MANAGEMENT LTD/MI of LVM CAPITAL MANAGEMENT LTD/MI has 152 current stock holdings with a reported portfolio value of $1.06B. The portfolio 1 year return is +20.93%. Top holdings include WEBB (0.00%), AAPL (8.81%), AVGO (6.99%), MSFT (5.93%), LLY (4.41%).

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LVM CAPITAL MANAGEMENT LTD/MI

LVM CAPITAL MANAGEMENT LTD/MI
Latest filing: 2026-03-31

LVM CAPITAL MANAGEMENT LTD/MI runs LVM CAPITAL MANAGEMENT LTD/MI and currently holds 152 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.06B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LVM CAPITAL MANAGEMENT LTD/MI ranks #814 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LVM CAPITAL MANAGEMENT LTD/MI's portfolio at LVM CAPITAL MANAGEMENT LTD/MI has delivered returns of +20.93%. Their 3-year annualized return is +49.39%. Looking at the 5-year horizon, LVM CAPITAL MANAGEMENT LTD/MI has achieved +60.11% annualized returns at LVM CAPITAL MANAGEMENT LTD/MI.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.93%
#618/1000
3 Year
+49.39%
#828/1000
5 Year
+60.11%
#696/1000

Portfolio Value

$1.06B

Alpha Score

42.9

#814 of 1000

Holdings

152

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change