§ 13F · FUND PROFILE
LVM CAPITAL MANAGEMENT LTD/MI.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1M (13F)Positions · 165Turnover · — · Q1Filed · Apr 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | 367K | $93K | 8.8% | ±0% |
| 2 | AVGO | BROADCOM | 239K | $74K | 7.0% | ±0% |
| 3 | MSFT | MICROSOFT | 170K | $63K | 5.9% | +1% |
| 4 | LLY | ELI LILLY | 51K | $47K | 4.4% | −1% |
| 5 | XOM | EXXON MOBIL | 250K | $42K | 4.0% | +1% |
| 6 | GOOGL | ALPHABET CL A | 130K | $37K | 3.5% | −3% |
| 7 | ABBV | ABBVIE | 171K | $37K | 3.5% | +1% |
| 8 | JNJ | JOHNSON & JOHNSON | 142K | $35K | 3.3% | −2% |
| 9 | MS | MORGAN STANLEY | 191K | $32K | 3.0% | −1% |
| 10 | CSCO | CISCO SYSTEMS | 390K | $30K | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LVM SIGNAL
AC read
LVM CAPITAL MANAGEMENT LTD/MI is a Other fund managing $1 million in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed