Filed: 10/9/2025ACC: 0001053054-25-000010
📋 What this filing means
LVM CAPITAL MANAGEMENT LTD/MI filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $1.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
165
Positions
$1.04M
Total AUM (reported)
7.13M
Total Shares
Allocation by class
COM$1.04M100.0%
Portfolio Concentration
Top 3$265.8K25.5%
4–10$227.2K21.8%
11–25$281.8K27.1%
Rest$265.6K25.5%
Top 3 weight
25.5%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 7.13M
Sole
Full voting authority
7.13M
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)
Sole165
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings165
Rows:
APPLE
SOLEShares381.20K
TypeSH
Market value$97.1K
9.33%
Sole
381.20K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares168.82K
TypeSH
Market value$87.4K
8.40%
Sole
168.82K
Shared
0.00
None
0.00
BROADCOM
SOLEShares246.48K
TypeSH
Market value$81.3K
7.82%
Sole
246.48K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares51.54K
TypeSH
Market value$39.3K
3.78%
Sole
51.54K
Shared
0.00
None
0.00
ABBVIE
SOLEShares169.66K
TypeSH
Market value$39.3K
3.78%
Sole
169.66K
Shared
0.00
None
0.00
ALPHABET CL A
SOLEShares140.01K
TypeSH
Market value$34.0K
3.27%
Sole
140.01K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares197.12K
TypeSH
Market value$31.3K
3.01%
Sole
197.12K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares249.26K
TypeSH
Market value$28.1K
2.70%
Sole
249.26K
Shared
0.00
None
0.00
PROCTER & GAMBLE
SOLEShares181.96K
TypeSH
Market value$28.0K
2.69%
Sole
181.96K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares146.57K
TypeSH
Market value$27.2K
2.61%
Sole
146.57K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares392.54K
TypeSH
Market value$26.9K
2.58%
Sole
392.54K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares80.11K
TypeSH
Market value$26.6K
2.56%
Sole
80.11K
Shared
0.00
None
0.00
WISDOMTREE US DIV GROWTH ETF
SOLEShares290.41K
TypeSH
Market value$25.8K
2.48%
Sole
290.41K
Shared
0.00
None
0.00
NORTHROP GRUMMAN
SOLEShares38.88K
TypeSH
Market value$23.7K
2.28%
Sole
38.88K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares53.50K
TypeSH
Market value$21.7K
2.08%
Sole
53.50K
Shared
0.00
None
0.00
ISHARES GOLD TRUST ETF
SOLEShares295.48K
TypeSH
Market value$21.5K
2.07%
Sole
295.48K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares55.75K
TypeSH
Market value$17.6K
1.69%
Sole
55.75K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares82.02K
TypeSH
Market value$16.8K
1.61%
Sole
82.02K
Shared
0.00
None
0.00
IDACORP
SOLEShares126.06K
TypeSH
Market value$16.7K
1.60%
Sole
126.06K
Shared
0.00
None
0.00
NVENT ELECTRIC
SOLEShares164.41K
TypeSH
Market value$16.2K
1.56%
Sole
164.41K
Shared
0.00
None
0.00
NVIDIA
SOLEShares82.65K
TypeSH
Market value$15.4K
1.48%
Sole
82.65K
Shared
0.00
None
0.00
STRYKER
SOLEShares37.06K
TypeSH
Market value$13.7K
1.32%
Sole
37.06K
Shared
0.00
None
0.00
KROGER
SOLEShares199.55K
TypeSH
Market value$13.5K
1.29%
Sole
199.55K
Shared
0.00
None
0.00
HUBBELL
SOLEShares30.17K
TypeSH
Market value$13.0K
1.25%
Sole
30.17K
Shared
0.00
None
0.00
SPDR S&P 500 EQUITY ETF
SOLEShares19.27K
TypeSH
Market value$12.8K
1.23%
Sole
19.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 381.20K | SH | $97.1K 9.33% | 381.20K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 168.82K | SH | $87.4K 8.40% | 168.82K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 246.48K | SH | $81.3K 7.82% | 246.48K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 51.54K | SH | $39.3K 3.78% | 51.54K | 0.00 | 0.00 |
ABBVIESOLE | COM | 169.66K | SH | $39.3K 3.78% | 169.66K | 0.00 | 0.00 |
ALPHABET CL ASOLE | COM | 140.01K | SH | $34.0K 3.27% | 140.01K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 197.12K | SH | $31.3K 3.01% | 197.12K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 249.26K | SH | $28.1K 2.70% | 249.26K | 0.00 | 0.00 |
PROCTER & GAMBLESOLE | COM | 181.96K | SH | $28.0K 2.69% | 181.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 146.57K | SH | $27.2K 2.61% | 146.57K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 392.54K | SH | $26.9K 2.58% | 392.54K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 80.11K | SH | $26.6K 2.56% | 80.11K | 0.00 | 0.00 |
WISDOMTREE US DIV GROWTH ETFSOLE | COM | 290.41K | SH | $25.8K 2.48% | 290.41K | 0.00 | 0.00 |
NORTHROP GRUMMANSOLE | COM | 38.88K | SH | $23.7K 2.28% | 38.88K | 0.00 | 0.00 |
HOME DEPOTSOLE | COM | 53.50K | SH | $21.7K 2.08% | 53.50K | 0.00 | 0.00 |
ISHARES GOLD TRUST ETFSOLE | COM | 295.48K | SH | $21.5K 2.07% | 295.48K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 55.75K | SH | $17.6K 1.69% | 55.75K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 82.02K | SH | $16.8K 1.61% | 82.02K | 0.00 | 0.00 |
IDACORPSOLE | COM | 126.06K | SH | $16.7K 1.60% | 126.06K | 0.00 | 0.00 |
NVENT ELECTRICSOLE | COM | 164.41K | SH | $16.2K 1.56% | 164.41K | 0.00 | 0.00 |
NVIDIASOLE | COM | 82.65K | SH | $15.4K 1.48% | 82.65K | 0.00 | 0.00 |
STRYKERSOLE | COM | 37.06K | SH | $13.7K 1.32% | 37.06K | 0.00 | 0.00 |
KROGERSOLE | COM | 199.55K | SH | $13.5K 1.29% | 199.55K | 0.00 | 0.00 |
HUBBELLSOLE | COM | 30.17K | SH | $13.0K 1.25% | 30.17K | 0.00 | 0.00 |
SPDR S&P 500 EQUITY ETFSOLE | COM | 19.27K | SH | $12.8K 1.23% | 19.27K | 0.00 | 0.00 |
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