LVM CAPITAL MANAGEMENT LTD/MI
CIK 1053054
13F filing for Q2 2026・No. 2,293
- Holdings
- US$1.19B
- Quarter change
- +US$1.19B
- Entries
- 163
- Net bought (estimate)
- −US$19.17M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 12
- Cut 49
- Added 27
- Corporate actions 0
- Unchanged 72
Largest holdings
163 stocks worth US$1.19B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 364,448 | US$105.46M | 8.83% |
| AVGOBroadcomCOM | Cut | 232,862 | US$87.96M | 7.36% |
| MSFTMicrosoftCOM | Cut | 168,745 | US$62.95M | 5.27% |
| LLYELI LILLYCOM | Cut | 50,521 | US$60.6M | 5.07% |
| AMATAPPLIED MATERIALSCOM | Cut | 65,908 | US$47.65M | 3.99% |
| GOOGLAlphabetCOM | Cut | 128,145 | US$45.8M | 3.83% |
| CSCOCISCO SYSTEMSCOM | Cut | 378,528 | US$44.46M | 3.72% |
| ABBVABBVIECOM | Added | 172,974 | US$43.53M | 3.64% |
| MSMORGAN STANLEYCOM | Cut | 190,045 | US$39.73M | 3.32% |
| JNJJOHNSON & JOHNSONCOM | Cut | 141,759 | US$36M | 3.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.