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 $1.06B across 160 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($93.2M, 8.79%), AVGO ($73.9M, 6.97%), MSFT ($62.8M, 5.92%), LLY ($46.6M, 4.40%), XOM ($42.4M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $93.2M | 8.79% | 367,294 | Trimmed |
| 2 | AVGO | BROADCOM | $73.9M | 6.97% | 238,888 | Trimmed |
| 3 | MSFT | MICROSOFT | $62.8M | 5.92% | 169,522 | Added |
| 4 | LLY | ELI LILLY | $46.6M | 4.40% | 50,694 | Trimmed |
| 5 | XOM | EXXON MOBIL | $42.4M | 3.99% | 249,646 | Added |
| 6 | ABBV | ABBVIE | $37.3M | 3.52% | 171,469 | Added |
| 7 | GOOGL | ALPHABET CL A | $37.3M | 3.52% | 129,742 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $34.7M | 3.27% | 142,029 | Trimmed |
| 9 | MS | MORGAN STANLEY | $31.5M | 2.97% | 191,464 | Trimmed |
| 10 | CSCO | CISCO SYSTEMS | $30.3M | 2.85% | 390,074 | Trimmed |
| 11 | NOC | NORTHROP GRUMMAN | $26.6M | 2.51% | 38,946 | Trimmed |
| 12 | IAU | ISHARES GOLD TRUST ETF | $26.5M | 2.50% | 301,112 | Trimmed |
| 13 | PG | PROCTER & GAMBLE | $26.2M | 2.47% | 181,520 | Added |
| 14 | DGRW | WISDOMTREE US DIV GROWTH ETF | $25.3M | 2.38% | 287,570 | Added |
| 15 | AXP | AMERICAN EXPRESS | $24.1M | 2.27% | 79,698 | Added |
| 16 | AMAT | APPLIED MATERIALS | $24.1M | 2.27% | 70,416 | Trimmed |
| 17 | NVT | NVENT ELECTRIC | $19.4M | 1.83% | 163,891 | Trimmed |
| 18 | IQLT | ISHARES MSCI INTERNATIONAL QUA | $18.5M | 1.74% | 400,012 | Added |
| 19 | IDA | IDACORP | $18.3M | 1.72% | 127,711 | Added |
| 20 | SYK | STRYKER | $17.7M | 1.67% | 54,008 | Added |
| 21 | JPM | JPMORGAN CHASE | $17.0M | 1.61% | 57,873 | Added |
| 22 | NVDA | NVIDIA | $15.5M | 1.46% | 88,860 | Added |
| 23 | HUBB | HUBBELL | $15.3M | 1.44% | 31,156 | Added |
| 24 | EMXC | ISHARES MSCI EMERGING MARKETS | $14.6M | 1.38% | 185,430 | Added |
| 25 | KR | KROGER | $14.3M | 1.35% | 197,757 | Added |
Source: SEC Form 13F filings · as of 2026-03-31