Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LVM CAPITAL MANAGEMENT LTD/MI (CIK 1053054) reported $1.19B across 163 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($105.5M, 8.83%), AVGO ($88.0M, 7.36%), MSFT ($62.9M, 5.27%), LLY ($60.6M, 5.07%), AMAT ($47.7M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $105.5M | 8.83% | 364,448 | Trimmed |
| 2 | AVGO | BROADCOM | $88.0M | 7.36% | 232,862 | Trimmed |
| 3 | MSFT | MICROSOFT | $62.9M | 5.27% | 168,745 | Trimmed |
| 4 | LLY | ELI LILLY | $60.6M | 5.07% | 50,521 | Trimmed |
| 5 | AMAT | APPLIED MATERIALS | $47.7M | 3.99% | 65,908 | Trimmed |
| 6 | GOOGL | ALPHABET CL A | $45.8M | 3.83% | 128,145 | Trimmed |
| 7 | CSCO | CISCO SYSTEMS | $44.5M | 3.72% | 378,528 | Trimmed |
| 8 | ABBV | ABBVIE | $43.5M | 3.64% | 172,974 | Added |
| 9 | MS | MORGAN STANLEY | $39.7M | 3.32% | 190,045 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $36.0M | 3.01% | 141,759 | Trimmed |
| 11 | XOM | EXXON MOBIL | $34.0M | 2.85% | 248,897 | New |
| 12 | DGRW | WISDOMTREE US DIV GROWTH ETF | $27.9M | 2.34% | 291,804 | Added |
| 13 | NVT | NVENT ELECTRIC | $27.1M | 2.27% | 160,036 | Trimmed |
| 14 | AXP | AMERICAN EXPRESS | $27.0M | 2.26% | 79,690 | Trimmed |
| 15 | PG | PROCTER & GAMBLE | $26.6M | 2.23% | 181,395 | Trimmed |
| 16 | IAU | ISHARES GOLD TRUST ETF | $22.6M | 1.89% | 299,586 | Trimmed |
| 17 | NOC | NORTHROP GRUMMAN | $20.4M | 1.71% | 40,145 | Added |
| 18 | IQLT | ISHARES MSCI INTERNATIONAL QUA | $19.8M | 1.66% | 400,574 | Added |
| 19 | SYK | STRYKER | $19.7M | 1.65% | 62,584 | Added |
| 20 | IDA | IDACORP | $19.5M | 1.63% | 129,107 | Added |
| 21 | PANW | PALO ALTO NETWORKS | $19.1M | 1.60% | 56,112 | Trimmed |
| 22 | JPM | JPMORGAN CHASE | $19.0M | 1.59% | 57,953 | Added |
| 23 | NVDA | NVIDIA | $17.8M | 1.49% | 89,075 | Added |
| 24 | HUBB | HUBBELL | $16.4M | 1.37% | 31,250 | Added |
| 25 | EMXC | ISHARES MSCI EMERGING MARKETS | $16.1M | 1.35% | 157,712 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30