Filed: 7/9/2026ACC: 0001053054-26-000003
📋 What this filing means
LVM CAPITAL MANAGEMENT LTD/MI filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $1.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$1.19M
Total AUM (reported)
7.44M
Total Shares
Allocation by class
COM$1.19M100.0%
Portfolio Concentration
Top 3$256.4K21.5%
4–10$317.8K26.6%
11–25$333.2K27.9%
Rest$287.5K24.1%
Top 3 weight
21.5%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 7.44M
Sole
Full voting authority
7.44M
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)
Sole163
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings163
Rows:
APPLE
SOLEShares364.45K
TypeSH
Market value$105.5K
8.83%
Sole
364.45K
Shared
0.00
None
0.00
BROADCOM
SOLEShares232.86K
TypeSH
Market value$88.0K
7.36%
Sole
232.86K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares168.75K
TypeSH
Market value$62.9K
5.27%
Sole
168.75K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares50.52K
TypeSH
Market value$60.6K
5.07%
Sole
50.52K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares65.91K
TypeSH
Market value$47.7K
3.99%
Sole
65.91K
Shared
0.00
None
0.00
ALPHABET CL A
SOLEShares128.15K
TypeSH
Market value$45.8K
3.83%
Sole
128.15K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares378.53K
TypeSH
Market value$44.5K
3.72%
Sole
378.53K
Shared
0.00
None
0.00
ABBVIE
SOLEShares172.97K
TypeSH
Market value$43.5K
3.64%
Sole
172.97K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares190.04K
TypeSH
Market value$39.7K
3.32%
Sole
190.04K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares141.76K
TypeSH
Market value$36.0K
3.01%
Sole
141.76K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares248.90K
TypeSH
Market value$34.0K
2.85%
Sole
248.90K
Shared
0.00
None
0.00
WISDOMTREE US DIV GROWTH ETF
SOLEShares291.80K
TypeSH
Market value$27.9K
2.34%
Sole
291.80K
Shared
0.00
None
0.00
NVENT ELECTRIC
SOLEShares160.04K
TypeSH
Market value$27.1K
2.27%
Sole
160.04K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares79.69K
TypeSH
Market value$27.0K
2.26%
Sole
79.69K
Shared
0.00
None
0.00
PROCTER & GAMBLE
SOLEShares181.40K
TypeSH
Market value$26.6K
2.23%
Sole
181.40K
Shared
0.00
None
0.00
ISHARES GOLD TRUST ETF
SOLEShares299.59K
TypeSH
Market value$22.6K
1.89%
Sole
299.59K
Shared
0.00
None
0.00
NORTHROP GRUMMAN
SOLEShares40.15K
TypeSH
Market value$20.4K
1.71%
Sole
40.15K
Shared
0.00
None
0.00
ISHARES MSCI INTERNATIONAL QUA
SOLEShares400.57K
TypeSH
Market value$19.8K
1.66%
Sole
400.57K
Shared
0.00
None
0.00
STRYKER
SOLEShares62.58K
TypeSH
Market value$19.7K
1.65%
Sole
62.58K
Shared
0.00
None
0.00
IDACORP
SOLEShares129.11K
TypeSH
Market value$19.5K
1.63%
Sole
129.11K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
SOLEShares56.11K
TypeSH
Market value$19.1K
1.60%
Sole
56.11K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares57.95K
TypeSH
Market value$19.0K
1.59%
Sole
57.95K
Shared
0.00
None
0.00
NVIDIA
SOLEShares89.08K
TypeSH
Market value$17.8K
1.49%
Sole
89.08K
Shared
0.00
None
0.00
HUBBELL
SOLEShares31.25K
TypeSH
Market value$16.4K
1.37%
Sole
31.25K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKETS
SOLEShares157.71K
TypeSH
Market value$16.1K
1.35%
Sole
157.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 364.45K | SH | $105.5K 8.83% | 364.45K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 232.86K | SH | $88.0K 7.36% | 232.86K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 168.75K | SH | $62.9K 5.27% | 168.75K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 50.52K | SH | $60.6K 5.07% | 50.52K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 65.91K | SH | $47.7K 3.99% | 65.91K | 0.00 | 0.00 |
ALPHABET CL ASOLE | COM | 128.15K | SH | $45.8K 3.83% | 128.15K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 378.53K | SH | $44.5K 3.72% | 378.53K | 0.00 | 0.00 |
ABBVIESOLE | COM | 172.97K | SH | $43.5K 3.64% | 172.97K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 190.04K | SH | $39.7K 3.32% | 190.04K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 141.76K | SH | $36.0K 3.01% | 141.76K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 248.90K | SH | $34.0K 2.85% | 248.90K | 0.00 | 0.00 |
WISDOMTREE US DIV GROWTH ETFSOLE | COM | 291.80K | SH | $27.9K 2.34% | 291.80K | 0.00 | 0.00 |
NVENT ELECTRICSOLE | COM | 160.04K | SH | $27.1K 2.27% | 160.04K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 79.69K | SH | $27.0K 2.26% | 79.69K | 0.00 | 0.00 |
PROCTER & GAMBLESOLE | COM | 181.40K | SH | $26.6K 2.23% | 181.40K | 0.00 | 0.00 |
ISHARES GOLD TRUST ETFSOLE | COM | 299.59K | SH | $22.6K 1.89% | 299.59K | 0.00 | 0.00 |
NORTHROP GRUMMANSOLE | COM | 40.15K | SH | $20.4K 1.71% | 40.15K | 0.00 | 0.00 |
ISHARES MSCI INTERNATIONAL QUASOLE | COM | 400.57K | SH | $19.8K 1.66% | 400.57K | 0.00 | 0.00 |
STRYKERSOLE | COM | 62.58K | SH | $19.7K 1.65% | 62.58K | 0.00 | 0.00 |
IDACORPSOLE | COM | 129.11K | SH | $19.5K 1.63% | 129.11K | 0.00 | 0.00 |
PALO ALTO NETWORKSSOLE | COM | 56.11K | SH | $19.1K 1.60% | 56.11K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 57.95K | SH | $19.0K 1.59% | 57.95K | 0.00 | 0.00 |
NVIDIASOLE | COM | 89.08K | SH | $17.8K 1.49% | 89.08K | 0.00 | 0.00 |
HUBBELLSOLE | COM | 31.25K | SH | $16.4K 1.37% | 31.25K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETSSOLE | COM | 157.71K | SH | $16.1K 1.35% | 157.71K | 0.00 | 0.00 |
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