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LVM CAPITAL MANAGEMENT LTD/MI
LVM CAPITAL MANAGEMENT LTD/MI
Latest filing: 2026-06-30
LVM CAPITAL MANAGEMENT LTD/MI runs LVM CAPITAL MANAGEMENT LTD/MI and currently holds 159 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.19B. Their top holdings are AAPL, AVGO, MSFT, LLY, AMAT. The top five represent 30.5% of reported portfolio weight. LVM CAPITAL MANAGEMENT LTD/MI ranks #540 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LVM CAPITAL MANAGEMENT LTD/MI initiated 3 new positions. They added to 26 existing positions. They trimmed 41 positions. Their current best-performing preview position is INTC with returns of +216.39%.
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159 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE | 8.83% | $17.53 | $309.35 | +1,664.69% | Trimmed -0.77% |
 AVGO BROADCOM | 7.36% | $208.82 | $368.45 | +76.44% | Trimmed -2.52% |
 MSFT MICROSOFT | 5.27% | $46.15 | $483.24 | +947.11% | Trimmed -0.46% |
 LLY ELI LILLY | 5.07% | $275.05 | $1,254.77 | +356.20% | Trimmed -0.34% |
 AMAT APPLIED MATERIALS | 3.99% | $133.28 | $492.32 | +269.39% | Trimmed -6.40% |
 GOOGL ALPHABET CL A | 3.83% | $83.63 | $344.82 | +312.32% | Trimmed -1.23% |
 CSCO CISCO SYSTEMS | 3.72% | $24.44 | $111.04 | +354.34% | Trimmed -2.96% |
 ABBV ABBVIE | 3.64% | $71.86 | $265.01 | +268.79% | Added +0.88% |
 MS MORGAN STANLEY | 3.33% | $51.16 | $214.20 | +318.69% | Trimmed -0.74% |
 JNJ JOHNSON & JOHNSON | 3.01% | $97.70 | $270.30 | +176.66% | Trimmed -0.19% |
Showing 1-10 of 159