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

LVM CAPITAL MANAGEMENT LTD/MI

$1.1B in tracked AUM across 160 positions as of Q1 2026.

LC
CIK 0001053054 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
160
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · 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
$93M367K8.8%02
AVGO
BROADCOM
$74M239K7.0%03
MSFT
MICROSOFT
$63M170K5.9%04
LLY
ELI LILLY
$47M51K4.4%05
XOM
EXXON MOBIL
$42M250K4.0%06
GOOGL
ALPHABET CL A
$37M130K3.5%07
ABBV
ABBVIE
$37M171K3.5%08
JNJ
JOHNSON & JOHNSON
$35M142K3.3%09
MS
MORGAN STANLEY
$32M191K3.0%10
CSCO
CISCO SYSTEMS
$30M390K2.9%

Filing history

2026Q1Mar 31
$1.1B▼ 1.5%
160 positionsView →2025Q4Dec 31
$1.1B▲ 3.5%
161 positionsView →2025Q3Sep 30
$1.0B▲ 7.9%
165 positionsView →2025Q2Jun 30
$964M▲ 7.4%
154 positionsLocked2025Q1Mar 31
$898M▼ 3.4%
151 positionsLocked2024Q4Dec 31
$930M▲ 5.8%
155 positionsLocked2024Q3Sep 30
$879M— 0.0%
142 positionsLocked2024Q2Jun 30
$879M▲ 3.8%
142 positionsLocked2024Q1Mar 31
$847M▲ 8.4%
141 positionsLocked2023Q4Dec 31
$781M▲ 10.1%
147 positionsLocked2023Q3Sep 30
$709M▼ 5.2%
138 positionsLocked2023Q2Jun 30
$748M▲ 3.8%
142 positionsLocked
Showing 12 of 79