LVM CAPITAL MANAGEMENT LTD/MI 13F Portfolio
LVM CAPITAL MANAGEMENT LTD/MI runs LVM CAPITAL MANAGEMENT LTD/MI and currently holds 159 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$1.19B
Alpha Score
55.8
#540 of 1000
Holdings
159
LVM CAPITAL MANAGEMENT LTD/MI Current 13F Holdings
Reported holdings from LVM CAPITAL MANAGEMENT LTD/MI's latest SEC 13F filing, ranked by portfolio weight.
159 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE | 8.83% | $17.53 | $336.68 | +1,820.60% | Trimmed -0.77% |
 AVGO BROADCOM | 7.36% | $208.82 | $361.54 | +73.13% | Trimmed -2.52% |
 MSFT MICROSOFT | 5.27% | $46.15 | $535.07 | +1,059.41% | Trimmed -0.46% |
 LLY ELI LILLY | 5.07% | $275.05 | $1,178.52 | +328.47% | Trimmed -0.34% |
 AMAT APPLIED MATERIALS | 3.99% | $133.28 | $507.03 | +280.42% | Trimmed -6.40% |
 GOOGL ALPHABET CL A | 3.83% | $83.63 | $351.66 | +320.50% | Trimmed -1.23% |
 CSCO CISCO SYSTEMS | 3.72% | $24.44 | $118.39 | +384.41% | Trimmed -2.96% |
 ABBV ABBVIE | 3.64% | $71.86 | $276.45 | +284.71% | Added +0.88% |
 MS MORGAN STANLEY | 3.33% | $51.16 | $190.00 | +271.38% | Trimmed -0.74% |
 JNJ JOHNSON & JOHNSON | 3.01% | $97.70 | $261.49 | +167.65% | Trimmed -0.19% |
Showing 1-10 of 159