LVM CAPITAL MANAGEMENT LTD/MI

Q2 2026 13F-HR Holdings

Location
Portage, MI
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$1,194,811
Net value change ($000)
+134,456 (12.7%)
New positions
15
Sold out positions
12
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXON MOBIL 34,029 NEW
AMAT 23,584 98.0%
CSCO 14,196 46.9%
AVGO 14,026 19.0%
LLY 13,969 30.0%
AAPL 12,242 13.1%
PANW 9,878 106.7%
GOOGL 8,486 22.7%
MS 8,218 26.1%
NVT 7,759 40.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -42,355 -100.0%
NOC -6,125 -23.1%
IAU -3,924 -14.8%
KR -3,746 -26.2%
CRM -2,449 -100.0%
CVX -1,612 -20.3%
PFE -1,331 -14.1%
LMT -1,108 -20.4%
EOG -1,062 -9.0%
AZN -731 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type