Filed: 4/2/2026ACC: 0001053054-26-000002
📋 What this filing means
LVM CAPITAL MANAGEMENT LTD/MI filed this quarterly 13F‑HR report disclosing 160 equity positions with a total reported market value of $1.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
160
Positions
$1.06M
Total AUM (reported)
7.41M
Total Shares
Allocation by class
COM$1.06M100.0%
Portfolio Concentration
Top 3$229.9K21.7%
4–10$260.1K24.5%
11–25$303.4K28.6%
Rest$267.0K25.2%
Top 3 weight
21.7%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 7.41M
Sole
Full voting authority
7.41M
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)
Sole160
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings160
Rows:
APPLE
SOLEShares367.29K
TypeSH
Market value$93.2K
8.79%
Sole
367.29K
Shared
0.00
None
0.00
BROADCOM
SOLEShares238.89K
TypeSH
Market value$73.9K
6.97%
Sole
238.89K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares169.52K
TypeSH
Market value$62.8K
5.92%
Sole
169.52K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares50.69K
TypeSH
Market value$46.6K
4.40%
Sole
50.69K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares249.65K
TypeSH
Market value$42.4K
3.99%
Sole
249.65K
Shared
0.00
None
0.00
ALPHABET CL A
SOLEShares129.74K
TypeSH
Market value$37.3K
3.52%
Sole
129.74K
Shared
0.00
None
0.00
ABBVIE
SOLEShares171.47K
TypeSH
Market value$37.3K
3.52%
Sole
171.47K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares142.03K
TypeSH
Market value$34.7K
3.27%
Sole
142.03K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares191.46K
TypeSH
Market value$31.5K
2.97%
Sole
191.46K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares390.07K
TypeSH
Market value$30.3K
2.85%
Sole
390.07K
Shared
0.00
None
0.00
NORTHROP GRUMMAN
SOLEShares38.95K
TypeSH
Market value$26.6K
2.51%
Sole
38.95K
Shared
0.00
None
0.00
ISHARES GOLD TRUST ETF
SOLEShares301.11K
TypeSH
Market value$26.5K
2.50%
Sole
301.11K
Shared
0.00
None
0.00
PROCTER & GAMBLE
SOLEShares181.52K
TypeSH
Market value$26.2K
2.47%
Sole
181.52K
Shared
0.00
None
0.00
WISDOMTREE US DIV GROWTH ETF
SOLEShares287.57K
TypeSH
Market value$25.3K
2.38%
Sole
287.57K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares79.70K
TypeSH
Market value$24.1K
2.27%
Sole
79.70K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares70.42K
TypeSH
Market value$24.1K
2.27%
Sole
70.42K
Shared
0.00
None
0.00
NVENT ELECTRIC
SOLEShares163.89K
TypeSH
Market value$19.4K
1.83%
Sole
163.89K
Shared
0.00
None
0.00
ISHARES MSCI INTERNATIONAL QUA
SOLEShares400.01K
TypeSH
Market value$18.5K
1.74%
Sole
400.01K
Shared
0.00
None
0.00
IDACORP
SOLEShares127.71K
TypeSH
Market value$18.3K
1.72%
Sole
127.71K
Shared
0.00
None
0.00
STRYKER
SOLEShares54.01K
TypeSH
Market value$17.7K
1.67%
Sole
54.01K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares57.87K
TypeSH
Market value$17.0K
1.61%
Sole
57.87K
Shared
0.00
None
0.00
NVIDIA
SOLEShares88.86K
TypeSH
Market value$15.5K
1.46%
Sole
88.86K
Shared
0.00
None
0.00
HUBBELL
SOLEShares31.16K
TypeSH
Market value$15.3K
1.44%
Sole
31.16K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKETS
SOLEShares185.43K
TypeSH
Market value$14.6K
1.38%
Sole
185.43K
Shared
0.00
None
0.00
KROGER
SOLEShares197.76K
TypeSH
Market value$14.3K
1.35%
Sole
197.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 367.29K | SH | $93.2K 8.79% | 367.29K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 238.89K | SH | $73.9K 6.97% | 238.89K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 169.52K | SH | $62.8K 5.92% | 169.52K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 50.69K | SH | $46.6K 4.40% | 50.69K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 249.65K | SH | $42.4K 3.99% | 249.65K | 0.00 | 0.00 |
ALPHABET CL ASOLE | COM | 129.74K | SH | $37.3K 3.52% | 129.74K | 0.00 | 0.00 |
ABBVIESOLE | COM | 171.47K | SH | $37.3K 3.52% | 171.47K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 142.03K | SH | $34.7K 3.27% | 142.03K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 191.46K | SH | $31.5K 2.97% | 191.46K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 390.07K | SH | $30.3K 2.85% | 390.07K | 0.00 | 0.00 |
NORTHROP GRUMMANSOLE | COM | 38.95K | SH | $26.6K 2.51% | 38.95K | 0.00 | 0.00 |
ISHARES GOLD TRUST ETFSOLE | COM | 301.11K | SH | $26.5K 2.50% | 301.11K | 0.00 | 0.00 |
PROCTER & GAMBLESOLE | COM | 181.52K | SH | $26.2K 2.47% | 181.52K | 0.00 | 0.00 |
WISDOMTREE US DIV GROWTH ETFSOLE | COM | 287.57K | SH | $25.3K 2.38% | 287.57K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 79.70K | SH | $24.1K 2.27% | 79.70K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 70.42K | SH | $24.1K 2.27% | 70.42K | 0.00 | 0.00 |
NVENT ELECTRICSOLE | COM | 163.89K | SH | $19.4K 1.83% | 163.89K | 0.00 | 0.00 |
ISHARES MSCI INTERNATIONAL QUASOLE | COM | 400.01K | SH | $18.5K 1.74% | 400.01K | 0.00 | 0.00 |
IDACORPSOLE | COM | 127.71K | SH | $18.3K 1.72% | 127.71K | 0.00 | 0.00 |
STRYKERSOLE | COM | 54.01K | SH | $17.7K 1.67% | 54.01K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 57.87K | SH | $17.0K 1.61% | 57.87K | 0.00 | 0.00 |
NVIDIASOLE | COM | 88.86K | SH | $15.5K 1.46% | 88.86K | 0.00 | 0.00 |
HUBBELLSOLE | COM | 31.16K | SH | $15.3K 1.44% | 31.16K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETSSOLE | COM | 185.43K | SH | $14.6K 1.38% | 185.43K | 0.00 | 0.00 |
KROGERSOLE | COM | 197.76K | SH | $14.3K 1.35% | 197.76K | 0.00 | 0.00 |
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