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LVM CAPITAL MANAGEMENT LTD/MI

LVM CAPITAL MANAGEMENT LTD/MI is an Investment Adviser institutional filer with the SEC under CIK 1053054, reporting 158 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-20

Top 10 portfolio positions

The largest reported holdings in LVM CAPITAL MANAGEMENT LTD/MI's most recent 13F filing, ranked by reported market value.

  1. APPLE (AAPL)
  2. MICROSOFT (MSFT)
  3. BROADCOM (AVGO)
  4. ELI LILLY (LLY)
  5. ABBVIE (ABBV)
  6. ALPHABET CL A (GOOGL)
  7. EXXON MOBIL (XOM)
  8. CISCO SYSTEMS (CSCO)
  9. JOHNSON & JOHNSON (JNJ)
  10. MORGAN STANLEY (MS)
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