§ 13F · FUND PROFILE
LVM CAPITAL MANAGEMENT LTD/MI.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $964.2B (13F)Positions · 154Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | 369K | $100.2B | 9.3% | −3% |
| 2 | AVGO | BROADCOM | 240K | $83.1B | 7.7% | −3% |
| 3 | MSFT | MICROSOFT | 169K | $81.5B | 7.6% | ±0% |
| 4 | LLY | ELI LILLY | 51K | $55.0B | 5.1% | −1% |
| 5 | GOOGL | ALPHABET CL A | 134K | $41.8B | 3.9% | −5% |
| 6 | ABBV | ABBVIE | 170K | $38.8B | 3.6% | ±0% |
| 7 | MS | MORGAN STANLEY | 193K | $34.2B | 3.2% | −2% |
| 8 | CSCO | CISCO SYSTEMS | 392K | $30.2B | 2.8% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 145K | $30.1B | 2.8% | −1% |
| 10 | XOM | EXXON MOBIL | 248K | $29.8B | 2.8% | −1% |
§ 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 $964.2 trillion in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed