13F Insight
DOSSIER · 13F-HR · Q1 2026

LVM CAPITAL MANAGEMENT LTD/MI

LVM /MI's family office based in Chicago, IL — $1M in tracked AUM across 160 positions as of Q1 2026.

L/
LVM /MI·Chicago, IL·Family Office
CIK 0001053054 · last filed Mar 31, 2026
Total AUM
$1M
▲ 5.1%
vs prior
Holdings
160
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
23% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LVM CAPITAL MANAGEMENT LTD/MI filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE
$93,215367K8.8%
02
AVGO
BROADCOM
$73,938239K7.0%
03
MSFT
MICROSOFT
$62,752170K5.9%
04
LLY
ELI LILLY
$46,62751K4.4%
05
XOM
EXXON MOBIL
$42,355250K4.0%
06
GOOGL
ALPHABET CL A
$37,309130K3.5%
07
ABBV
ABBVIE
$37,293171K3.5%
08
JNJ
JOHNSON & JOHNSON
$34,717142K3.3%
09
MS
MORGAN STANLEY
$31,509191K3.0%
10
CSCO
CISCO SYSTEMS
$30,266390K2.9%

Filing history

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