§ 13F · FUND PROFILE
LVM CAPITAL MANAGEMENT LTD/MI.
AUM · $1M (13F)Positions · 163Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$41K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | 364K | $105K | 8.8% | −1% |
| 2 | AVGO | BROADCOM | 233K | $88K | 7.4% | −3% |
| 3 | MSFT | MICROSOFT | 169K | $63K | 5.3% | ±0% |
| 4 | LLY | ELI LILLY | 51K | $61K | 5.1% | ±0% |
| 5 | AMAT | APPLIED MATERIALS | 66K | $48K | 4.0% | −6% |
| 6 | GOOGL | ALPHABET CL A | 128K | $46K | 3.8% | −1% |
| 7 | CSCO | CISCO SYSTEMS | 379K | $44K | 3.7% | −3% |
| 8 | ABBV | ABBVIE | 173K | $44K | 3.6% | +1% |
| 9 | MS | MORGAN STANLEY | 190K | $40K | 3.3% | −1% |
| 10 | JNJ | JOHNSON & JOHNSON | 142K | $36K | 3.0% | ±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 163 positions.
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