Universe · entity
LVM CAPITAL MANAGEMENT LTD/MI
Institutional manager (13F) · CIK 1053054
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $975k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE | $93k | 367,294 |
| 2 | BROADCOM | $74k | 238,888 |
| 3 | MICROSOFT | $63k | 169,522 |
| 4 | ELI LILLY | $47k | 50,694 |
| 5 | EXXON MOBIL | $42k | 249,646 |
| 6 | ALPHABET CL A | $37k | 129,742 |
| 7 | ABBVIE | $37k | 171,469 |
| 8 | JOHNSON & JOHNSON | $35k | 142,029 |
| 9 | MORGAN STANLEY | $32k | 191,464 |
| 10 | CISCO SYSTEMS | $30k | 390,074 |
| 11 | NORTHROP GRUMMAN | $27k | 38,946 |
| 12 | ISHARES GOLD TRUST ETF | $27k | 301,112 |
| 13 | PROCTER & GAMBLE | $26k | 181,520 |
| 14 | WISDOMTREE US DIV GROWTH ETF | $25k | 287,570 |
| 15 | AMERICAN EXPRESS | $24k | 79,698 |
| 16 | APPLIED MATERIALS | $24k | 70,416 |
| 17 | NVENT ELECTRIC | $19k | 163,891 |
| 18 | ISHARES MSCI INTERNATIONAL QUA | $18k | 400,012 |
| 19 | IDACORP | $18k | 127,711 |
| 20 | STRYKER | $18k | 54,008 |
| 21 | JPMORGAN CHASE | $17k | 57,873 |
| 22 | NVIDIA | $15k | 88,860 |
| 23 | HUBBELL | $15k | 31,156 |
| 24 | ISHARES MSCI EMERGING MARKETS | $15k | 185,430 |
| 25 | KROGER | $14k | 197,757 |
| 26 | AMAZON | $14k | 66,851 |
| 27 | EOG RESOURCES | $12k | 82,004 |
| 28 | SPDR S&P 500 EQUITY ETF | $12k | 17,823 |
| 29 | VERTEX PHARMACEUTICALS | $12k | 25,830 |
| 30 | AMGEN | $10k | 29,729 |
| 31 | HOME DEPOT | $10k | 31,487 |
| 32 | PFIZER | $9k | 336,052 |
| 33 | PALO ALTO NETWORKS | $9k | 57,742 |
| 34 | DIGITAL REALTY TRUST | $8k | 46,179 |
| 35 | FORTINET | $8k | 99,906 |
| 36 | CHEVRON | $8k | 38,462 |
| 37 | UBER | $8k | 108,191 |
| 38 | WISDOMTREE US SMALLCAP DIV GRO | $8k | 144,094 |
| 39 | WASTE MANAGEMENT | $7k | 30,883 |
| 40 | LOCKHEED MARTIN | $5k | 8,990 |
| 41 | ISHARES CORE INTERNATIONAL STO | $5k | 61,118 |
| 42 | SPDR PORTFOLIO TOTAL EQUITY MA | $5k | 65,631 |
| 43 | ALTRIA GROUP | $5k | 74,972 |
| 44 | SCHWAB US DIVIDEND EQ ETF | $4k | 144,486 |
| 45 | REALTY INCOME | $4k | 68,706 |
| 46 | PHILIP MORRIS | $4k | 24,183 |
| 47 | SPDR GOLD TRUST ETF | $3k | 7,475 |
| 48 | WISDOMTREE HIGH DIVIDEND ETF | $3k | 29,072 |
| 49 | ALPHABET CL C | $3k | 10,683 |
| 50 | HERSHEY | $3k | 14,327 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.