LVM CAPITAL MANAGEMENT LTD/MI

PrivateCIK: 1053054
Location

PORTAGE, MI

163
Positions
$1.19M
Total AUM (reported)
7.44M
Total Shares

Allocation by class

TOTAL AUM$1.19M163 positions
COM$1.19M100.0%

Portfolio Concentration

Top 321.5%4–1026.6%11–2527.9%Rest24.1%TOP 1048.1%0%100%
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

SOLE
COM
Shares364.45K
TypeSH
Market value$105.5K
8.83%
Sole
364.45K
Shared
0.00
None
0.00

BROADCOM

SOLE
COM
Shares232.86K
TypeSH
Market value$88.0K
7.36%
Sole
232.86K
Shared
0.00
None
0.00

MICROSOFT

SOLE
COM
Shares168.75K
TypeSH
Market value$62.9K
5.27%
Sole
168.75K
Shared
0.00
None
0.00

ELI LILLY

SOLE
COM
Shares50.52K
TypeSH
Market value$60.6K
5.07%
Sole
50.52K
Shared
0.00
None
0.00

APPLIED MATERIALS

SOLE
COM
Shares65.91K
TypeSH
Market value$47.7K
3.99%
Sole
65.91K
Shared
0.00
None
0.00

ALPHABET CL A

SOLE
COM
Shares128.15K
TypeSH
Market value$45.8K
3.83%
Sole
128.15K
Shared
0.00
None
0.00

CISCO SYSTEMS

SOLE
COM
Shares378.53K
TypeSH
Market value$44.5K
3.72%
Sole
378.53K
Shared
0.00
None
0.00

ABBVIE

SOLE
COM
Shares172.97K
TypeSH
Market value$43.5K
3.64%
Sole
172.97K
Shared
0.00
None
0.00

MORGAN STANLEY

SOLE
COM
Shares190.04K
TypeSH
Market value$39.7K
3.32%
Sole
190.04K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares141.76K
TypeSH
Market value$36.0K
3.01%
Sole
141.76K
Shared
0.00
None
0.00

EXXON MOBIL

SOLE
COM
Shares248.90K
TypeSH
Market value$34.0K
2.85%
Sole
248.90K
Shared
0.00
None
0.00

WISDOMTREE US DIV GROWTH ETF

SOLE
COM
Shares291.80K
TypeSH
Market value$27.9K
2.34%
Sole
291.80K
Shared
0.00
None
0.00

NVENT ELECTRIC

SOLE
COM
Shares160.04K
TypeSH
Market value$27.1K
2.27%
Sole
160.04K
Shared
0.00
None
0.00

AMERICAN EXPRESS

SOLE
COM
Shares79.69K
TypeSH
Market value$27.0K
2.26%
Sole
79.69K
Shared
0.00
None
0.00

PROCTER & GAMBLE

SOLE
COM
Shares181.40K
TypeSH
Market value$26.6K
2.23%
Sole
181.40K
Shared
0.00
None
0.00

ISHARES GOLD TRUST ETF

SOLE
COM
Shares299.59K
TypeSH
Market value$22.6K
1.89%
Sole
299.59K
Shared
0.00
None
0.00

NORTHROP GRUMMAN

SOLE
COM
Shares40.15K
TypeSH
Market value$20.4K
1.71%
Sole
40.15K
Shared
0.00
None
0.00

ISHARES MSCI INTERNATIONAL QUA

SOLE
COM
Shares400.57K
TypeSH
Market value$19.8K
1.66%
Sole
400.57K
Shared
0.00
None
0.00

STRYKER

SOLE
COM
Shares62.58K
TypeSH
Market value$19.7K
1.65%
Sole
62.58K
Shared
0.00
None
0.00

IDACORP

SOLE
COM
Shares129.11K
TypeSH
Market value$19.5K
1.63%
Sole
129.11K
Shared
0.00
None
0.00

PALO ALTO NETWORKS

SOLE
COM
Shares56.11K
TypeSH
Market value$19.1K
1.60%
Sole
56.11K
Shared
0.00
None
0.00

JPMORGAN CHASE

SOLE
COM
Shares57.95K
TypeSH
Market value$19.0K
1.59%
Sole
57.95K
Shared
0.00
None
0.00

NVIDIA

SOLE
COM
Shares89.08K
TypeSH
Market value$17.8K
1.49%
Sole
89.08K
Shared
0.00
None
0.00

HUBBELL

SOLE
COM
Shares31.25K
TypeSH
Market value$16.4K
1.37%
Sole
31.25K
Shared
0.00
None
0.00

ISHARES MSCI EMERGING MARKETS

SOLE
COM
Shares157.71K
TypeSH
Market value$16.1K
1.35%
Sole
157.71K
Shared
0.00
None
0.00
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