Filed: 7/2/2025ACC: 0001053054-25-000005
📋 What this filing means
LVM CAPITAL MANAGEMENT LTD/MI filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $964.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$964.2K
Total AUM (reported)
7.12M
Total Shares
Allocation by class
COM$964.2K100.0%
Portfolio Concentration
Top 3$240.4K24.9%
4–10$208.1K21.6%
11–25$256.0K26.6%
Rest$259.8K26.9%
Top 3 weight
24.9%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 7.12M
Sole
Full voting authority
7.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole154
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings154
Rows:
MICROSOFT
SOLEShares174.91K
TypeSH
Market value$87.0K
9.02%
Sole
174.91K
Shared
0.00
None
0.00
APPLE
SOLEShares387.21K
TypeSH
Market value$79.4K
8.24%
Sole
387.21K
Shared
0.00
None
0.00
BROADCOM
SOLEShares268.13K
TypeSH
Market value$73.9K
7.67%
Sole
268.13K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares50.76K
TypeSH
Market value$39.6K
4.10%
Sole
50.76K
Shared
0.00
None
0.00
ABBVIE
SOLEShares167.34K
TypeSH
Market value$31.1K
3.22%
Sole
167.34K
Shared
0.00
None
0.00
PROCTER & GAMBLE
SOLEShares181.96K
TypeSH
Market value$29.0K
3.01%
Sole
181.96K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares195.37K
TypeSH
Market value$27.5K
2.85%
Sole
195.37K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares394.23K
TypeSH
Market value$27.4K
2.84%
Sole
394.23K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares250.40K
TypeSH
Market value$27.0K
2.80%
Sole
250.40K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares83.46K
TypeSH
Market value$26.6K
2.76%
Sole
83.46K
Shared
0.00
None
0.00
ALPHABET CL A
SOLEShares140.67K
TypeSH
Market value$24.8K
2.57%
Sole
140.67K
Shared
0.00
None
0.00
WISDOMTREE US DIV GROWTH ETF
SOLEShares292.22K
TypeSH
Market value$24.5K
2.54%
Sole
292.22K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares146.82K
TypeSH
Market value$22.4K
2.33%
Sole
146.82K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares54.33K
TypeSH
Market value$19.9K
2.07%
Sole
54.33K
Shared
0.00
None
0.00
NORTHROP GRUMMAN
SOLEShares39.48K
TypeSH
Market value$19.7K
2.05%
Sole
39.48K
Shared
0.00
None
0.00
ISHARES GOLD TRUST ETF
SOLEShares292.68K
TypeSH
Market value$18.3K
1.89%
Sole
292.68K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares55.36K
TypeSH
Market value$16.0K
1.66%
Sole
55.36K
Shared
0.00
None
0.00
STRYKER
SOLEShares37.89K
TypeSH
Market value$15.0K
1.55%
Sole
37.89K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares81.50K
TypeSH
Market value$14.9K
1.55%
Sole
81.50K
Shared
0.00
None
0.00
IDACORP
SOLEShares125.26K
TypeSH
Market value$14.5K
1.50%
Sole
125.26K
Shared
0.00
None
0.00
KROGER
SOLEShares199.09K
TypeSH
Market value$14.3K
1.48%
Sole
199.09K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares30.07K
TypeSH
Market value$13.4K
1.39%
Sole
30.07K
Shared
0.00
None
0.00
NVIDIA
SOLEShares83.63K
TypeSH
Market value$13.2K
1.37%
Sole
83.63K
Shared
0.00
None
0.00
SALESFORCE
SOLEShares47.17K
TypeSH
Market value$12.9K
1.33%
Sole
47.17K
Shared
0.00
None
0.00
HUBBELL
SOLEShares29.97K
TypeSH
Market value$12.2K
1.27%
Sole
29.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFTSOLE | COM | 174.91K | SH | $87.0K 9.02% | 174.91K | 0.00 | 0.00 |
APPLESOLE | COM | 387.21K | SH | $79.4K 8.24% | 387.21K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 268.13K | SH | $73.9K 7.67% | 268.13K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 50.76K | SH | $39.6K 4.10% | 50.76K | 0.00 | 0.00 |
ABBVIESOLE | COM | 167.34K | SH | $31.1K 3.22% | 167.34K | 0.00 | 0.00 |
PROCTER & GAMBLESOLE | COM | 181.96K | SH | $29.0K 3.01% | 181.96K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 195.37K | SH | $27.5K 2.85% | 195.37K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 394.23K | SH | $27.4K 2.84% | 394.23K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 250.40K | SH | $27.0K 2.80% | 250.40K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 83.46K | SH | $26.6K 2.76% | 83.46K | 0.00 | 0.00 |
ALPHABET CL ASOLE | COM | 140.67K | SH | $24.8K 2.57% | 140.67K | 0.00 | 0.00 |
WISDOMTREE US DIV GROWTH ETFSOLE | COM | 292.22K | SH | $24.5K 2.54% | 292.22K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 146.82K | SH | $22.4K 2.33% | 146.82K | 0.00 | 0.00 |
HOME DEPOTSOLE | COM | 54.33K | SH | $19.9K 2.07% | 54.33K | 0.00 | 0.00 |
NORTHROP GRUMMANSOLE | COM | 39.48K | SH | $19.7K 2.05% | 39.48K | 0.00 | 0.00 |
ISHARES GOLD TRUST ETFSOLE | COM | 292.68K | SH | $18.3K 1.89% | 292.68K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 55.36K | SH | $16.0K 1.66% | 55.36K | 0.00 | 0.00 |
STRYKERSOLE | COM | 37.89K | SH | $15.0K 1.55% | 37.89K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 81.50K | SH | $14.9K 1.55% | 81.50K | 0.00 | 0.00 |
IDACORPSOLE | COM | 125.26K | SH | $14.5K 1.50% | 125.26K | 0.00 | 0.00 |
KROGERSOLE | COM | 199.09K | SH | $14.3K 1.48% | 199.09K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 30.07K | SH | $13.4K 1.39% | 30.07K | 0.00 | 0.00 |
NVIDIASOLE | COM | 83.63K | SH | $13.2K 1.37% | 83.63K | 0.00 | 0.00 |
SALESFORCESOLE | COM | 47.17K | SH | $12.9K 1.33% | 47.17K | 0.00 | 0.00 |
HUBBELLSOLE | COM | 29.97K | SH | $12.2K 1.27% | 29.97K | 0.00 | 0.00 |
Page 1 of 7
…