Filed: 1/12/2026ACC: 0001053054-26-000001
📋 What this filing means
LVM CAPITAL MANAGEMENT LTD/MI filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $1.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$1.08M
Total AUM (reported)
7.25M
Total Shares
Allocation by class
COM$1.08M100.0%
Portfolio Concentration
Top 3$264.9K24.6%
4–10$259.8K24.1%
11–25$284.7K26.4%
Rest$267.1K24.8%
Top 3 weight
24.6%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 7.25M
Sole
Full voting authority
7.25M
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)
Sole161
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings161
Rows:
APPLE
SOLEShares368.72K
TypeSH
Market value$100.2K
9.31%
Sole
368.72K
Shared
0.00
None
0.00
BROADCOM
SOLEShares240.09K
TypeSH
Market value$83.1K
7.72%
Sole
240.09K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares168.57K
TypeSH
Market value$81.5K
7.57%
Sole
168.57K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares51.20K
TypeSH
Market value$55.0K
5.11%
Sole
51.20K
Shared
0.00
None
0.00
ALPHABET CL A
SOLEShares133.53K
TypeSH
Market value$41.8K
3.88%
Sole
133.53K
Shared
0.00
None
0.00
ABBVIE
SOLEShares169.71K
TypeSH
Market value$38.8K
3.60%
Sole
169.71K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares192.74K
TypeSH
Market value$34.2K
3.18%
Sole
192.74K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares391.75K
TypeSH
Market value$30.2K
2.80%
Sole
391.75K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares145.29K
TypeSH
Market value$30.1K
2.79%
Sole
145.29K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares247.55K
TypeSH
Market value$29.8K
2.77%
Sole
247.55K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares79.19K
TypeSH
Market value$29.3K
2.72%
Sole
79.19K
Shared
0.00
None
0.00
PROCTER & GAMBLE
SOLEShares181.21K
TypeSH
Market value$26.0K
2.41%
Sole
181.21K
Shared
0.00
None
0.00
WISDOMTREE US DIV GROWTH ETF
SOLEShares285.06K
TypeSH
Market value$25.5K
2.37%
Sole
285.06K
Shared
0.00
None
0.00
ISHARES GOLD TRUST ETF
SOLEShares301.37K
TypeSH
Market value$24.5K
2.27%
Sole
301.37K
Shared
0.00
None
0.00
NORTHROP GRUMMAN
SOLEShares39.17K
TypeSH
Market value$22.3K
2.07%
Sole
39.17K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares75.58K
TypeSH
Market value$19.4K
1.80%
Sole
75.58K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares55.94K
TypeSH
Market value$18.0K
1.67%
Sole
55.94K
Shared
0.00
None
0.00
NVENT ELECTRIC
SOLEShares165.43K
TypeSH
Market value$16.9K
1.57%
Sole
165.43K
Shared
0.00
None
0.00
NVIDIA
SOLEShares87.41K
TypeSH
Market value$16.3K
1.51%
Sole
87.41K
Shared
0.00
None
0.00
IDACORP
SOLEShares126.79K
TypeSH
Market value$16.0K
1.49%
Sole
126.79K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares46.07K
TypeSH
Market value$15.9K
1.47%
Sole
46.07K
Shared
0.00
None
0.00
AMAZON
SOLEShares64.50K
TypeSH
Market value$14.9K
1.38%
Sole
64.50K
Shared
0.00
None
0.00
HUBBELL
SOLEShares30.64K
TypeSH
Market value$13.6K
1.26%
Sole
30.64K
Shared
0.00
None
0.00
SPDR S&P 500 EQUITY ETF
SOLEShares19.18K
TypeSH
Market value$13.1K
1.21%
Sole
19.18K
Shared
0.00
None
0.00
STRYKER
SOLEShares37.06K
TypeSH
Market value$13.0K
1.21%
Sole
37.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 368.72K | SH | $100.2K 9.31% | 368.72K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 240.09K | SH | $83.1K 7.72% | 240.09K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 168.57K | SH | $81.5K 7.57% | 168.57K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 51.20K | SH | $55.0K 5.11% | 51.20K | 0.00 | 0.00 |
ALPHABET CL ASOLE | COM | 133.53K | SH | $41.8K 3.88% | 133.53K | 0.00 | 0.00 |
ABBVIESOLE | COM | 169.71K | SH | $38.8K 3.60% | 169.71K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 192.74K | SH | $34.2K 3.18% | 192.74K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 391.75K | SH | $30.2K 2.80% | 391.75K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 145.29K | SH | $30.1K 2.79% | 145.29K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 247.55K | SH | $29.8K 2.77% | 247.55K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 79.19K | SH | $29.3K 2.72% | 79.19K | 0.00 | 0.00 |
PROCTER & GAMBLESOLE | COM | 181.21K | SH | $26.0K 2.41% | 181.21K | 0.00 | 0.00 |
WISDOMTREE US DIV GROWTH ETFSOLE | COM | 285.06K | SH | $25.5K 2.37% | 285.06K | 0.00 | 0.00 |
ISHARES GOLD TRUST ETFSOLE | COM | 301.37K | SH | $24.5K 2.27% | 301.37K | 0.00 | 0.00 |
NORTHROP GRUMMANSOLE | COM | 39.17K | SH | $22.3K 2.07% | 39.17K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 75.58K | SH | $19.4K 1.80% | 75.58K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 55.94K | SH | $18.0K 1.67% | 55.94K | 0.00 | 0.00 |
NVENT ELECTRICSOLE | COM | 165.43K | SH | $16.9K 1.57% | 165.43K | 0.00 | 0.00 |
NVIDIASOLE | COM | 87.41K | SH | $16.3K 1.51% | 87.41K | 0.00 | 0.00 |
IDACORPSOLE | COM | 126.79K | SH | $16.0K 1.49% | 126.79K | 0.00 | 0.00 |
HOME DEPOTSOLE | COM | 46.07K | SH | $15.9K 1.47% | 46.07K | 0.00 | 0.00 |
AMAZONSOLE | COM | 64.50K | SH | $14.9K 1.38% | 64.50K | 0.00 | 0.00 |
HUBBELLSOLE | COM | 30.64K | SH | $13.6K 1.26% | 30.64K | 0.00 | 0.00 |
SPDR S&P 500 EQUITY ETFSOLE | COM | 19.18K | SH | $13.1K 1.21% | 19.18K | 0.00 | 0.00 |
STRYKERSOLE | COM | 37.06K | SH | $13.0K 1.21% | 37.06K | 0.00 | 0.00 |
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