Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2026)

About Lvm Capital Management Ltd/Mi

Investment Activity

Lvm Capital Management Ltd/Mi has $1.19 million in total holdings as of June 30, 2026.
Lvm Capital Management Ltd/Mi owns shares of 163 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 4.20% of the portfolio was purchased this quarter.
About 5.61% of the portfolio was sold this quarter.
This quarter, Lvm Capital Management Ltd/Mi has purchased 160 new stocks and bought additional shares in 30 stocks.
Lvm Capital Management Ltd/Mi sold shares of 49 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Apple: $105,457
Broadcom: $87,964
Microsoft: $62,945
Eli Lilly and Company: $60,596
Applied Materials: $47,651

Largest New Holdings this Quarter

30233Q108 - EXXON MOBIL: $34,029 Holding
G0593M107 - AstraZeneca: $703 Holding
12008R107 - Builders FirstSource: $666 Holding
015271109 - Alexandria Real Estate Equities: $617 Holding
25746U109 - Dominion Energy: $613 Holding

Largest Purchases this Quarter

EXXON MOBIL: 248,897 shares (about $34.03K)
Stryker: 8,576 shares (about $2.70K)
iShares Russell 1000 Growth ETF: 14,931 shares (about $1.85K)
AstraZeneca: 3,705 shares (about $703.00)
Builders FirstSource: 7,445 shares (about $666.00)

Largest Sales this Quarter

Applied Materials: 4,508 shares (about $3.26K)
iShares MSCI Emerging Markets ex China ETF: 27,718 shares (about $2.84K)
Broadcom: 6,026 shares (about $2.28K)
Cisco Systems: 11,546 shares (about $1.36K)
Apple: 2,846 shares (about $823.52)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$105,457	$824 â–¼	-0.8%	364,448	8.8%	Computer and Technology
AVGO Broadcom	$87,964	$2,276 â–¼	-2.5%	232,862	7.4%	Computer and Technology
MSFT Microsoft	$62,945	$290 â–¼	-0.5%	168,745	5.3%	Computer and Technology
LLY Eli Lilly and Company	$60,596	$208 â–¼	-0.3%	50,521	5.1%	Medical
AMAT Applied Materials	$47,651	$3,259 â–¼	-6.4%	65,908	4.0%	Computer and Technology
GOOGL Alphabet	$45,795	$571 â–¼	-1.2%	128,145	3.8%	Computer and Technology
CSCO Cisco Systems	$44,462	$1,356 â–¼	-3.0%	378,528	3.7%	Computer and Technology
ABBV AbbVie	$43,527	$379 â–²	0.9%	172,974	3.6%	Medical
MS Morgan Stanley	$39,727	$297 â–¼	-0.7%	190,045	3.3%	Finance
JNJ Johnson & Johnson	$36,002	$69 â–¼	-0.2%	141,759	3.0%	Medical
EXXON MOBIL	$34,029	$34,029 â–²	New Holding	248,897	2.8%	COM
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$27,902	$405 â–²	1.5%	291,804	2.3%	Manufacturing
NVT nVent Electric	$27,144	$654 â–¼	-2.4%	160,036	2.3%	Computer and Technology
AXP American Express	$26,955	$3 â–¼	0.0%	79,690	2.3%	Finance
PG Procter & Gamble	$26,600	$18 â–¼	-0.1%	181,395	2.2%	Consumer Staples
IAU iShares Gold Trust	$22,622	$115 â–¼	-0.5%	299,586	1.9%	Finance
NOC Northrop Grumman	$20,446	$611 â–²	3.1%	40,145	1.7%	Aerospace
IQLT iShares MSCI Intl Quality Factor ETF	$19,848	$28 â–²	0.1%	400,574	1.7%	ETF
SYK Stryker	$19,704	$2,700 â–²	15.9%	62,584	1.6%	Medical
IDA IDACORP	$19,534	$211 â–²	1.1%	129,107	1.6%	Utilities
PANW Palo Alto Networks	$19,135	$556 â–¼	-2.8%	56,112	1.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$18,970	$26 â–²	0.1%	57,953	1.6%	Finance
NVDA NVIDIA	$17,823	$43 â–²	0.2%	89,075	1.5%	Computer and Technology
HUBB Hubbell	$16,350	$49 â–²	0.3%	31,250	1.4%	Industrials
EMXC iShares MSCI Emerging Markets ex China ETF	$16,134	$2,836 â–¼	-14.9%	157,712	1.4%	Manufacturing
AMZN Amazon.com	$16,086	$153 â–²	1.0%	67,491	1.3%	Retail/Wholesale
FTNT Fortinet	$15,325	$22 â–¼	-0.1%	99,761	1.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$13,018	$292 â–¼	-2.2%	17,432	1.1%	Finance
VRTX Vertex Pharmaceuticals	$12,411	$419 â–¼	-3.3%	24,986	1.0%	Medical
EOG EOG Resources	$10,793	$155 â–²	1.5%	83,199	0.9%	Energy
KR Kroger	$10,564	$417 â–¼	-3.8%	190,239	0.9%	Retail/Wholesale
AMGN Amgen	$10,550	$216 â–¼	-2.0%	29,133	0.9%	Medical
HD Home Depot	$10,418	$687 â–¼	-6.2%	29,539	0.9%	Retail/Wholesale
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$8,813	$260 â–²	3.0%	148,480	0.7%	Manufacturing
DLR Digital Realty Trust	$8,146	$146 â–¼	-1.8%	45,364	0.7%	Finance
PFE Pfizer	$8,105	$12 â–²	0.2%	336,569	0.7%	Medical
UBER Uber Technologies	$7,998	$191 â–²	2.4%	110,834	0.7%	Computer and Technology
WM Waste Management	$6,883		0.0%	30,883	0.6%	Business Services
CVX Chevron	$6,346	$30 â–¼	-0.5%	38,284	0.5%	Energy
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$6,053	$95 â–²	1.6%	66,672	0.5%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$6,023	$189 â–²	3.2%	63,103	0.5%	Manufacturing
MO Altria Group	$5,394	$0 â–¼	0.0%	74,967	0.5%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$4,757	$175 â–²	3.8%	150,001	0.4%	ETF
O Realty Income	$4,501	$244 â–²	5.7%	72,646	0.4%	Finance
PM Philip Morris International	$4,382	$7 â–²	0.2%	24,223	0.4%	Consumer Staples
LMT Lockheed Martin	$4,325	$255 â–¼	-5.6%	8,490	0.4%	Aerospace
GOOG Alphabet	$3,735	$40 â–¼	-1.1%	10,570	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$3,500	$3 â–²	0.1%	18,372	0.3%	ETF
DHS WisdomTree U.S. High Dividend Fund	$3,261	$44 â–¼	-1.3%	28,687	0.3%	Finance
IBM International Business Machines	$3,204	$28 â–¼	-0.9%	11,395	0.3%	Computer and Technology
SYY Sysco	$3,199	$55 â–¼	-1.7%	38,276	0.3%	Consumer Staples
INTC Intel	$3,118	$84 â–¼	-2.6%	22,331	0.3%	Computer and Technology
CASY Casey's General Stores	$3,004		0.0%	3,780	0.3%	Retail/Wholesale
GLD SPDR Gold Shares	$2,754		0.0%	7,475	0.2%	Finance
FITB Fifth Third Bancorp	$2,694	$39 â–¼	-1.4%	47,787	0.2%	Finance
ABT Abbott Laboratories	$2,586		0.0%	28,496	0.2%	Medical
IWF iShares Russell 1000 Growth ETF	$2,472	$1,854 â–²	300.0%	19,908	0.2%	ETF
HSY Hershey	$2,413	$101 â–¼	-4.0%	13,754	0.2%	Consumer Staples
PEP PepsiCo	$2,353		0.0%	17,381	0.2%	Consumer Staples
CAT Caterpillar	$2,307		0.0%	2,166	0.2%	Industrials
BRK.B Berkshire Hathaway	$2,269	$33 â–¼	-1.4%	4,535	0.2%	Finance
KO CocaCola	$2,174	$71 â–¼	-3.2%	26,748	0.2%	Consumer Staples
TD Toronto Dominion Bank	$1,959		0.0%	16,136	0.2%	Finance
NEE NextEra Energy	$1,906		0.0%	21,716	0.2%	Utilities
XLV Health Care Select Sector SPDR Fund	$1,638	$64 â–²	4.1%	10,321	0.1%	ETF
SMH VanEck Semiconductor ETF	$1,613	$161 â–¼	-9.1%	2,460	0.1%	Manufacturing
SSIC Silver Spike Investment	$1,576		0.0%	161,326	0.1%	Finance
MRK Merck & Co., Inc.	$1,528	$32 â–¼	-2.1%	11,893	0.1%	Medical
RTX RTX	$1,454		0.0%	7,662	0.1%	Aerospace
XNTK SPDR NYSE Technology ETF	$1,450	$17 â–²	1.2%	3,711	0.1%	ETF
DE Deere & Company	$1,329		0.0%	2,095	0.1%	Industrials
SPROTT PHYSICAL GOLD TRUST	$1,307		0.0%	43,325	0.1%	COM
IJH iShares Core S&P Mid-Cap ETF	$1,179		0.0%	15,286	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,131	$11 â–¼	-1.0%	18,941	0.1%	ETF
BAC Bank of America	$1,088		0.0%	19,100	0.1%	Finance
TRV Travelers Companies	$1,073		0.0%	3,251	0.1%	Finance
MMM 3M	$1,066		0.0%	6,584	0.1%	Multi-Sector Conglomerates
UNH UnitedHealth Group	$1,014		0.0%	2,440	0.1%	Medical
IJR iShares Core S&P Small-Cap ETF	$977		0.0%	6,586	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$950		0.0%	4,016	0.1%	ETF
CLX Clorox	$917	$621 â–²	209.8%	9,606	0.1%	Consumer Staples
MCD McDonald's	$911		0.0%	3,372	0.1%	Retail/Wholesale
DUK Duke Energy	$879		0.0%	6,941	0.1%	Utilities
CTAS Cintas	$842		0.0%	4,950	0.1%	Business Services
V Visa	$809		0.0%	2,357	0.1%	Business Services
ETN Eaton	$806	$17 â–²	2.2%	1,891	0.1%	Industrials
PNC The PNC Financial Services Group	$804		0.0%	3,267	0.1%	Finance
MBWM Mercantile Bank	$797	$6 â–¼	-0.7%	13,877	0.1%	Finance
PSX Phillips 66	$790		0.0%	4,676	0.1%	Energy
MDT Medtronic	$762	$115 â–¼	-13.1%	9,745	0.1%	Medical
SPDW SPDR Portfolio Developed World ex-US ETF	$761		0.0%	15,100	0.1%	ETF
CNI Canadian National Railway	$751		0.0%	6,300	0.1%	Transportation
BRK.A Berkshire Hathaway	$749		0.0%	1	0.1%	Finance
ORCL Oracle	$734	$15 â–¼	-2.0%	5,011	0.1%	Computer and Technology
BMY Bristol Myers Squibb	$731		0.0%	12,694	0.1%	Medical
AZNCF AstraZeneca	$703	$703 â–²	New Holding	3,705	0.1%	Medical
MRNA Moderna	$696	$0 â–²	0.0%	9,941	0.1%	Medical
NUE Nucor	$691	$67 â–¼	-8.8%	3,100	0.1%	Basic Materials
COST Costco Wholesale	$667	$9 â–¼	-1.4%	713	0.1%	Retail/Wholesale
BLDR Builders FirstSource	$666	$666 â–²	New Holding	7,445	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2026)

About Lvm Capital Management Ltd/Mi

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2026)

About Lvm Capital Management Ltd/Mi

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLvm Capital Management Ltd/Mi

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools