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 $1.06 million in total holdings as of March 31, 2026.
Lvm Capital Management Ltd/Mi owns shares of 160 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 3.17% of the portfolio was purchased this quarter.
About 3.24% of the portfolio was sold this quarter.
This quarter, Lvm Capital Management Ltd/Mi has purchased 161 new stocks and bought additional shares in 52 stocks.
Lvm Capital Management Ltd/Mi sold shares of 50 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Apple: $93,215
Broadcom: $73,938
Microsoft: $62,752
Eli Lilly and Company: $46,627
ExxonMobil: $42,355

Largest New Holdings this Quarter

316773100 - Fifth Third Bancorp: $2,253 Holding
74762E102 - Quanta Services: $589 Holding
N53745100 - LyondellBasell Industries: $562 Holding
552953101 - MGM Resorts International: $535 Holding
24703L202 - Dell Technologies: $531 Holding

Largest Purchases this Quarter

iShares MSCI Intl Quality Factor ETF: 142,551 shares (about $6.59K)
iShares MSCI Emerging Markets ex China ETF: 73,777 shares (about $5.80K)
Stryker: 16,945 shares (about $5.57K)
Fifth Third Bancorp: 48,487 shares (about $2.25K)
EOG Resources: 7,499 shares (about $1.08K)

Largest Sales this Quarter

Salesforce: 35,431 shares (about $6.61K)
Home Depot: 14,586 shares (about $4.80K)
Applied Materials: 5,167 shares (about $1.77K)
Alphabet: 3,787 shares (about $1.09K)
SPDR S&P 500 ETF Trust: 1,354 shares (about $880.56)

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	$93,215	$362 ▼	-0.4%	367,294	8.8%	Computer and Technology
AVGO Broadcom	$73,938	$372 ▼	-0.5%	238,888	7.0%	Computer and Technology
MSFT Microsoft	$62,752	$352 ▲	0.6%	169,522	5.9%	Computer and Technology
LLY Eli Lilly and Company	$46,627	$463 ▼	-1.0%	50,694	4.4%	Medical
XOM ExxonMobil	$42,355	$356 ▲	0.8%	249,646	4.0%	Energy
GOOGL Alphabet	$37,309	$1,089 ▼	-2.8%	129,742	3.5%	Computer and Technology
ABBV AbbVie	$37,293	$382 ▲	1.0%	171,469	3.5%	Medical
JNJ Johnson & Johnson	$34,717	$797 ▼	-2.2%	142,029	3.3%	Medical
MS Morgan Stanley	$31,509	$210 ▼	-0.7%	191,464	3.0%	Finance
CSCO Cisco Systems	$30,266	$130 ▼	-0.4%	390,074	2.9%	Computer and Technology
NOC Northrop Grumman	$26,571	$152 ▼	-0.6%	38,946	2.5%	Aerospace
IAU iShares Gold Trust	$26,546	$23 ▼	-0.1%	301,112	2.5%	Finance
PG Procter & Gamble	$26,219	$44 ▲	0.2%	181,520	2.5%	Consumer Staples
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$25,260	$221 ▲	0.9%	287,570	2.4%	Manufacturing
AXP American Express	$24,107	$152 ▲	0.6%	79,698	2.3%	Finance
AMAT Applied Materials	$24,067	$1,766 ▼	-6.8%	70,416	2.3%	Computer and Technology
NVT nVent Electric	$19,385	$182 ▼	-0.9%	163,891	1.8%	Computer and Technology
IQLT iShares MSCI Intl Quality Factor ETF	$18,493	$6,590 ▲	55.4%	400,012	1.7%	ETF
IDA IDACORP	$18,259	$131 ▲	0.7%	127,711	1.7%	Utilities
SYK Stryker	$17,747	$5,568 ▲	45.7%	54,008	1.7%	Medical
JPM JPMorgan Chase & Co.	$17,024	$570 ▲	3.5%	57,873	1.6%	Finance
NVDA NVIDIA	$15,497	$252 ▲	1.7%	88,860	1.5%	Computer and Technology
HUBB Hubbell	$15,289	$256 ▲	1.7%	31,156	1.4%	Industrials
EMXC iShares MSCI Emerging Markets ex China ETF	$14,586	$5,803 ▲	66.1%	185,430	1.4%	Manufacturing
KR Kroger	$14,310	$26 ▲	0.2%	197,757	1.3%	Retail/Wholesale
AMZN Amazon.com	$13,923	$489 ▲	3.6%	66,851	1.3%	Retail/Wholesale
EOG EOG Resources	$11,855	$1,084 ▲	10.1%	82,004	1.1%	Energy
SPY SPDR S&P 500 ETF Trust	$11,591	$881 ▼	-7.1%	17,823	1.1%	Finance
VRTX Vertex Pharmaceuticals	$11,534	$25 ▲	0.2%	25,830	1.1%	Medical
AMGN Amgen	$10,460	$168 ▼	-1.6%	29,729	1.0%	Medical
HD Home Depot	$10,356	$4,797 ▼	-31.7%	31,487	1.0%	Retail/Wholesale
PFE Pfizer	$9,436	$218 ▲	2.4%	336,052	0.9%	Medical
PANW Palo Alto Networks	$9,257	$450 ▲	5.1%	57,742	0.9%	Computer and Technology
DLR Digital Realty Trust	$8,322	$38 ▼	-0.5%	46,179	0.8%	Finance
FTNT Fortinet	$8,164	$192 ▲	2.4%	99,906	0.8%	Computer and Technology
CVX Chevron	$7,958	$47 ▼	-0.6%	38,462	0.8%	Energy
UBER Uber Technologies	$7,782	$375 ▲	5.1%	108,191	0.7%	Computer and Technology
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$7,631	$350 ▲	4.8%	144,094	0.7%	Manufacturing
WM Waste Management	$7,097	$29 ▲	0.4%	30,883	0.7%	Business Services
LMT Lockheed Martin	$5,433	$377 ▼	-6.5%	8,990	0.5%	Aerospace
IXUS iShares Core MSCI Total International Stock ETF	$5,295	$177 ▼	-3.2%	61,118	0.5%	Manufacturing
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$5,189	$127 ▲	2.5%	65,631	0.5%	ETF
MO Altria Group	$4,947	$136 ▼	-2.7%	74,972	0.5%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$4,433	$163 ▲	3.8%	144,486	0.4%	ETF
O Realty Income	$4,203	$85 ▼	-2.0%	68,706	0.4%	Finance
PM Philip Morris International	$3,998	$31 ▼	-0.8%	24,183	0.4%	Consumer Staples
GLD SPDR Gold Shares	$3,216	$43 ▼	-1.3%	7,475	0.3%	Finance
DHS WisdomTree U.S. High Dividend Fund	$3,175	$28 ▼	-0.9%	29,072	0.3%	Finance
GOOG Alphabet	$3,065		0.0%	10,683	0.3%	Computer and Technology
HSY Hershey	$2,978	$24 ▲	0.8%	14,327	0.3%	Consumer Staples
ABT Abbott Laboratories	$2,926	$47 ▼	-1.6%	28,496	0.3%	Medical
IBM International Business Machines	$2,786	$6 ▼	-0.2%	11,495	0.3%	Computer and Technology
SYY Sysco	$2,777	$70 ▼	-2.4%	38,935	0.3%	Consumer Staples
CASY Casey's General Stores	$2,751		0.0%	3,780	0.3%	Retail/Wholesale
PEP PepsiCo	$2,699	$82 ▼	-3.0%	17,381	0.3%	Consumer Staples
CRM Salesforce	$2,449	$6,614 ▼	-73.0%	13,120	0.2%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$2,440	$3 ▼	-0.1%	18,356	0.2%	ETF
FITB Fifth Third Bancorp	$2,253	$2,253 ▲	New Holding	48,487	0.2%	Finance
BRK.B Berkshire Hathaway	$2,204	$12 ▼	-0.5%	4,600	0.2%	Finance
IWF iShares Russell 1000 Growth ETF	$2,122	$27 ▼	-1.3%	4,977	0.2%	ETF
KO CocaCola	$2,101	$8 ▲	0.4%	27,624	0.2%	Consumer Staples
NEE NextEra Energy	$2,017	$44 ▼	-2.1%	21,716	0.2%	Utilities
SPROTT PHYSICAL GOLD TRUST	$1,535	$12 ▼	-0.8%	43,325	0.1%	COM
CAT Caterpillar	$1,535		0.0%	2,166	0.1%	Industrials
SSIC Silver Spike Investment	$1,507		0.0%	161,326	0.1%	Finance
TD Toronto Dominion Bank	$1,506	$112 ▼	-6.9%	16,136	0.1%	Finance
RTX RTX	$1,478		0.0%	7,662	0.1%	Aerospace
MRK Merck & Co., Inc.	$1,461	$20 ▲	1.4%	12,143	0.1%	Medical
XLV Health Care Select Sector SPDR Fund	$1,454	$82 ▲	5.9%	9,918	0.1%	ETF
DE Deere & Company	$1,180		0.0%	2,095	0.1%	Industrials
MCD McDonald's	$1,048	$64 ▲	6.5%	3,372	0.1%	Retail/Wholesale
VZ Verizon Communications	$1,043	$514 ▲	97.1%	20,770	0.1%	Computer and Technology
SMH VanEck Semiconductor ETF	$1,037	$15 ▼	-1.5%	2,705	0.1%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$1,034	$315 ▲	43.7%	19,125	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,032	$66 ▼	-6.0%	15,286	0.1%	ETF
INTC Intel	$1,012	$3 ▼	-0.3%	22,931	0.1%	Computer and Technology
MDT Medtronic	$971	$85 ▼	-8.1%	11,210	0.1%	Medical
MMM 3M	$956		0.0%	6,584	0.1%	Multi-Sector Conglomerates
TRV Travelers Companies	$948		0.0%	3,251	0.1%	Finance
XNTK SPDR NYSE Technology ETF	$936	$74 ▲	8.6%	3,668	0.1%	ETF
BAC Bank of America	$931	$54 ▲	6.2%	19,100	0.1%	Finance
DUK Duke Energy	$909		0.0%	6,941	0.1%	Utilities
VIG Vanguard Dividend Appreciation ETF	$864	$48 ▼	-5.3%	4,016	0.1%	ETF
PSX Phillips 66	$852	$51 ▲	6.4%	4,676	0.1%	Energy
CTAS Cintas	$837		0.0%	4,950	0.1%	Business Services
IJR iShares Core S&P Small-Cap ETF	$819		0.0%	6,586	0.1%	ETF
BMY Bristol Myers Squibb	$770	$29 ▲	3.8%	12,694	0.1%	Medical
ORCL Oracle	$752	$15 ▼	-1.9%	5,111	0.1%	Computer and Technology
ASTRAZENECA ADR	$731	$731 ▼	-50.0%	3,705	0.1%	COM
COST Costco Wholesale	$720	$93 ▲	14.8%	723	0.1%	Retail/Wholesale
BRK.A Berkshire Hathaway	$718		0.0%	1	0.1%	Finance
V Visa	$712	$77 ▲	12.1%	2,357	0.1%	Business Services
MBWM Mercantile Bank	$706		0.0%	13,977	0.1%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$689		0.0%	15,100	0.1%	ETF
PNC The PNC Financial Services Group	$680		0.0%	3,267	0.1%	Finance
ETN Eaton	$662	$78 ▲	13.3%	1,851	0.1%	Industrials
UNH UnitedHealth Group	$660		0.0%	2,440	0.1%	Medical
SRE Sempra Energy	$649		0.0%	6,677	0.1%	Utilities
CNI Canadian National Railway	$647		0.0%	6,300	0.1%	Transportation
AMT American Tower	$635		0.0%	3,682	0.1%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

Stock Ideas and Recommendations

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