LVM CAPITAL MANAGEMENT LTD/MI
Top Portfolio Positions
120 positions ·
$954,895,937 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
367,294 | $93,215,544 | 9.76% | |
| AVGO |
Broadcom Inc.
Technology
|
238,888 | $73,938,224 | 7.74% | |
| MSFT |
Microsoft Corp
Technology
|
169,522 | $62,751,958 | 6.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
50,694 | $46,626,820 | 4.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
249,646 | $42,354,940 | 4.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
129,742 | $37,308,609 | 3.91% | |
| ABBV |
AbbVie Inc.
Healthcare
|
171,469 | $37,292,792 | 3.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
142,029 | $34,717,568 | 3.64% | |
| MS |
Morgan Stanley
Financial Services
|
191,464 | $31,509,230 | 3.30% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
390,074 | $30,265,841 | 3.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VXRT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,250 | 25,000 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $8,750 | 25,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,000 | 25,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,250 | 25,000 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $10,250 | 25,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $16,500 | 25,000 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $10,625 | 12,500 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $8,375 | 12,500 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,250 | 12,500 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,125 | 12,500 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $9,375 | 12,500 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,125 | 12,500 | Shares | Sole | 2023-07-07 | |
| No 13F history on record for this holder in this stock. | ||||||