LVM CAPITAL MANAGEMENT LTD/MI
Sector Allocation
- Technology42.7%$512.6M
- Healthcare17.0%$203.7M
- Financials13.5%$161.5M
- Other7.2%$85.7M
- Energy5.2%$62.4M
- Consumer Staples4.6%$55.7M
- Industrials3.1%$37.6M
- Consumer Discretionary3.1%$36.8M
- Utilities2.3%$27.6M
- Real Estate1.1%$12.6M
AUM History
13fpro.ai/research/fund/lvm-capital-management-ltd-mi-1053054
Conviction and streaks
Stable · top 10 = 48.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$119.0MMSFT
$84.3MAVGO
$80.6MLLY
$58.4MABBV
$45.0MGOOGL
$43.5MXOM.R34088
$40.5MCSCO
$39.9MJNJ
$37.1MMS
$35.3MAMAT
$30.1MWT
$28.7MPG
$26.4MNVT
$25.3MAXP
$24.3MIAU
$23.6MNVDA
$20.8MPANW
$20.1M- ISHARES$19.9M
NOC
$19.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lvm-capital-management-ltd-mi-1053054
LVM CAPITAL MANAGEMENT LTD/MI 13F holdings — Q3 2026
$1.2B portfolio (+0.4% QoQ) · 158 holdings · Q3 2026 13F · top 10 are 49% of the stock portfolio
$119.0M
9.9% of stocks
-2%This quarter+1.3%Since filed2+ qtrsHeld$84.3M
7.0% of stocks
-3%This quarter+0.1%Since filed2+ qtrsHeld$80.6M
6.7% of stocks
-1%This quarter-1.6%Since filed2+ qtrsHeld$58.4M
4.9% of stocks
-0.1%This quarter-0.3%Since filed2+ qtrsHeld$45.0M
3.8% of stocks
-0.6%This quarter-0.8%Since filed2+ qtrsHeld$43.5M
3.6% of stocks
-1%This quarter-6.6%Since filed2+ qtrsHeld$40.5M
3.4% of stocks
-0.0%This quarter—Since filed2+ qtrsHeld$39.9M
3.3% of stocks
-2%This quarter+3.3%Since filed2+ qtrsHeld$37.1M
3.1% of stocks
-1%This quarter+2.7%Since filed2+ qtrsHeld$35.3M
3.0% of stocks
-1%This quarter+1.7%Since filed2+ qtrsHeld
All holdings — LVM CAPITAL MANAGEMENT LTD/MI (Q3 2026)
158 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | APPLIED MATERIALS INC /DE | Technology | $30.1M | 2.5% | 59K | -11% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | WisdomTree, Inc.etf/fund | Financials | $28.7M | 2.4% | 295K | +1.0% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | PROCTER & GAMBLE Co | Consumer Staples | $26.4M | 2.2% | 181K | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | nVent Electric plc | Industrials | $25.3M | 2.1% | 158K | -1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMERICAN EXPRESS CO | Financials | $24.3M | 2.0% | 80K | +0.1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ISHARES GOLD TRUSTetf/fund | Financials | $23.6M | 2.0% | 302K | +0.7% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | NVIDIA CORP | Technology | $20.8M | 1.7% | 91K | +2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Palo Alto Networks Inc | Technology | $20.1M | 1.7% | 51K | -10% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES MSCI INTERNATIONAL QUA - COMetf/fund | — | $19.9M | 1.7% | 403K | +0.6% | — | — | 13F |
| 20 | NORTHROP GRUMMAN CORP /DE/ | Technology | $19.7M | 1.6% | 41K | +2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $19.3M | 1.6% | 58K | +0.9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | STRYKER CORP | Healthcare | $18.9M | 1.6% | 68K | +9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Fortinet, Inc. | Technology | $17.7M | 1.5% | 99K | -0.5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMAZON COM INC | Consumer Discretionary | $17.2M | 1.4% | 69K | +2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | IDACORP INC | Utilities | $17.0M | 1.4% | 130K | +0.9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES MSCI EMERGING MARKETS - COM | — | $15.4M | 1.3% | 155K | -2% | |||
| 27 | $HUBB | HUBBELL INC | Technology | $15.2M | 1.3% | 34K | +7% | |||
| 28 | $SPY | SPDR S&P 500 ETF TRUST | — | $13.3M | 1.1% | 17K | +0.2% | |||
| 29 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $12.3M | 1.0% | 24K | -6% | |||
| 30 | $AMGN | AMGEN INC | Healthcare | $12.3M | 1.0% | 29K | -0.2% | |||
| 31 | $EOG | EOG RESOURCES INC | Energy | $11.8M | 1.0% | 86K | +3% | |||
| 32 | $KR | KROGER CO | Consumer Staples | $10.5M | 0.9% | 180K | -5% | |||
| 33 | $PFE | PFIZER INC | Healthcare | $9.4M | 0.8% | 329K | -2% | |||
| 34 | $WT | WisdomTree, Inc. | Financials | $8.5M | 0.7% | 152K | +2% | |||
| 35 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $8.0M | 0.7% | 45K | +0.1% | |||
| 36 | $CVX | CHEVRON CORP | Energy | $7.9M | 0.7% | 39K | +1% | |||
| 37 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $7.8M | 0.7% | 27K | -7% | |||
| 38 | $UBER | Uber Technologies, Inc | Technology | $7.7M | 0.6% | 112K | +1% | |||
| 39 | $WM | WASTE MANAGEMENT INC | Utilities | $6.3M | 0.5% | 31K | +0.3% | |||
| 40 | — | SPDR PORTFOLIO TOTAL EQUITY MA - COM | — | $6.1M | 0.5% | 66K | -0.8% | |||
| 41 | — | ISHARES CORE INTERNATIONAL STO - COM | — | $6.0M | 0.5% | 64K | +0.9% | |||
| 42 | — | SCHWAB US DIVIDEND EQ ETF - COM | — | $5.0M | 0.4% | 155K | +3% | |||
| 43 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $5.0M | 0.4% | 74K | -2% | |||
| 44 | $PM | Philip Morris International Inc. | Consumer Staples | $4.6M | 0.4% | 24K | -1% | |||
| 45 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.5M | 0.4% | 19K | +472% | |||
| 46 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.1M | 0.3% | 8,078 | -5% | |||
| 47 | $O | REALTY INCOME CORP | Real Estate | $4.1M | 0.3% | 75K | +3% | |||
| 48 | — | TECHNOLOGY SECTOR SPDR ETF - COM | — | $3.5M | 0.3% | 18K | -2% | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $3.5M | 0.3% | 10K | -3% | |||
| 50 | $WT | WisdomTree, Inc. | Financials | $3.2M | 0.3% | 28K | -0.7% | |||
| 51 | $GLD | SPDR GOLD TRUST | Financials | $3.0M | 0.3% | 7,975 | +7% | |||
| 52 | $SYY | SYSCO CORP | Consumer Discretionary | $3.0M | 0.3% | 38K | -0.4% | |||
| 53 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.8M | 0.2% | 28K | -0.4% | |||
| 54 | $INTC | INTEL CORP | Technology | $2.7M | 0.2% | 22K | -0.8% | |||
| 55 | — | ISHARES RUSSELL 1000 GROWTH IN - COM | — | $2.5M | 0.2% | 20K | — | |||
| 56 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.4M | 0.2% | 11K | -3% | |||
| 57 | $FITB | FIFTH THIRD BANCORP | Financials | $2.4M | 0.2% | 48K | +0.3% | |||
| 58 | $KO | COCA COLA CO | Consumer Staples | $2.3M | 0.2% | 27K | +0.2% | |||
| 59 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.3M | 0.2% | 4,554 | +0.4% | |||
| 60 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $2.3M | 0.2% | 3,720 | -2% | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $2.2M | 0.2% | 17K | -1% | |||
| 62 | $HSY | HERSHEY CO | Consumer Staples | $2.1M | 0.2% | 13K | -4% | |||
| 63 | $CAT | CATERPILLAR INC | Industrials | $1.8M | 0.1% | 2,239 | +3% | |||
| 64 | $TD | TORONTO DOMINION BANK | Financials | $1.8M | 0.1% | 15K | -5% | |||
| 65 | $MRK | Merck & Co., Inc. | Healthcare | $1.7M | 0.1% | 12K | +1% | |||
| 66 | — | SPDR HEALTH CARE SECTOR ETF - COM | — | $1.7M | 0.1% | 10K | -0.8% | |||
| 67 | $NEE | NEXTERA ENERGY INC | Utilities | $1.6M | 0.1% | 22K | — | |||
| 68 | — | VANECK SEMICONDUCTOR ETF - COM | — | $1.5M | 0.1% | 2,460 | — | |||
| 69 | — | SPDR NYSE TECHNOLOGY EQUITY ET - COM | — | $1.5M | 0.1% | 3,810 | +3% | |||
| 70 | $RTX | RTX Corp | Industrials | $1.5M | 0.1% | 7,833 | +2% | |||
| 71 | $DE | DEERE & CO | Industrials | $1.4M | 0.1% | 2,095 | — | |||
| 72 | $PHYS | Sprott Physical Gold Trust | Financials | $1.4M | 0.1% | 43K | — | |||
| 73 | $PSX | Phillips 66 | Energy | $1.2M | 0.1% | 4,771 | +2% | |||
| 74 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.2M | 0.1% | 3,366 | +4% | |||
| 75 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.1% | 1,650 | +143% | |||
| 76 | — | VANGUARD FTSE EMERGING MARKETS - COM | — | $1.1M | 0.1% | 19K | +0.5% | |||
| 77 | — | ISHARES S&P MID-CAP EQUITY ETF - COM | — | $1.1M | 0.1% | 15K | +0.3% | |||
| 78 | $MMM | 3M CO | Healthcare | $1.1M | 0.1% | 6,584 | — | |||
| 79 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.0M | 0.1% | 19K | — | |||
| 80 | — | VANGUARD DIVIDEND APPRECIATION - COM | — | $937K | 0.1% | 4,016 | — | |||
| 81 | $CTAS | CINTAS CORP | Consumer Discretionary | $916K | 0.1% | 4,697 | -5% | |||
| 82 | — | ISHARES S&P SMALLCAP 600 INDEX - COM | — | $896K | 0.1% | 6,586 | — | |||
| 83 | $V | VISA INC. | Financials | $896K | 0.1% | 2,493 | +6% | |||
| 84 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $896K | 0.1% | 2,440 | — | |||
| 85 | $FISV | FISERV INC | Financials | $871K | 0.1% | 19K | +267% | |||
| 86 | $ETN | Eaton Corp plc | Industrials | $853K | 0.1% | 1,986 | +5% | |||
| 87 | $NUE | NUCOR CORP | Materials | $816K | 0.1% | 3,490 | +13% | |||
| 88 | $MRNA | Moderna, Inc. | Healthcare | $811K | 0.1% | 4,211 | -58% | |||
| 89 | $MBWM | MERCANTILE BANK CORP | Financials | $809K | 0.1% | 14K | — | |||
| 90 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $792K | 0.1% | 13K | — | |||
| 91 | $MDT | Medtronic plc | Healthcare | $787K | 0.1% | 9,121 | -6% | |||
| 92 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $778K | 0.1% | 1,153 | +2% | |||
| 93 | $DUK | Duke Energy CORP | Utilities | $771K | 0.1% | 6,763 | -3% | |||
| 94 | — | SPDR PORTFOLIO DEVELOPED WORLD - COM | — | $758K | 0.1% | 15K | — | |||
| 95 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $749K | 0.1% | 6,300 | — | |||
| 96 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 97 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $726K | 0.1% | 3,267 | — | |||
| 98 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $701K | 0.1% | 2,717 | — | |||
| 99 | $IT | GARTNER INC | Technology | $689K | 0.1% | 3,695 | New | |||
| 100 | $BE | Bloom Energy Corp | Technology | $670K | 0.1% | 2,420 | New | |||
| 101 | — | ISHARES S&P 500 INDEX ETF - COM | — | $658K | 0.1% | 859 | +0.7% | |||
| 102 | $ORCL | ORACLE CORP | Technology | $646K | 0.1% | 4,702 | -6% | |||
| 103 | $DOW | DOW INC. | Materials | $644K | 0.1% | 23K | New | |||
| 104 | $EXC | EXELON CORP | Utilities | $637K | 0.1% | 16K | New | |||
| 105 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $635K | 0.1% | 6,845 | New | |||
| 106 | $HAL | HALLIBURTON CO | Energy | $629K | 0.1% | 20K | New | |||
| 107 | $LULU | lululemon athletica inc. | Consumer Discretionary | $625K | 0.1% | 6,500 | New | |||
| 108 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $617K | 0.1% | 678 | -5% | |||
| 109 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $603K | 0.1% | 3,682 | — | |||
| 110 | $AZN | ASTRAZENECA PLC | Healthcare | $598K | 0.1% | 3,705 | — | |||
| 111 | $MU | MICRON TECHNOLOGY INC | Technology | $543K | 0.1% | 510 | +0.4% | |||
| 112 | $T | AT&T INC. | Communication Services | $528K | 0.0% | 22K | — | |||
| 113 | $SRE | SEMPRA | Utilities | $521K | 0.0% | 6,677 | — | |||
| 114 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $460K | 0.0% | 10K | -2% | |||
| 115 | $WMT | Walmart Inc. | Consumer Staples | $459K | 0.0% | 4,420 | +4% | |||
| 116 | — | VANGUARD GROWTH ETF - COM | — | $447K | 0.0% | 4,958 | +1% | |||
| 117 | $FAST | FASTENAL CO | Industrials | $446K | 0.0% | 9,000 | — | |||
| 118 | — | VANGUARD S&P 500 ETF - COM | — | $415K | 0.0% | 593 | +0.7% | |||
| 119 | $SO | SOUTHERN CO | Utilities | $412K | 0.0% | 4,974 | — | |||
| 120 | — | DIMENSIONAL US MARKETWIDE VALU - COM | — | $407K | 0.0% | 7,391 | — | |||
| 121 | $PCAR | PACCAR INC | Industrials | $405K | 0.0% | 3,688 | New | |||
| 122 | $KMB | KIMBERLY CLARK CORP | Materials | $405K | 0.0% | 4,152 | -3% | |||
| 123 | $MA | Mastercard Inc | Financials | $392K | 0.0% | 710 | — | |||
| 124 | — | SPDR CONSUMER DISCRETIONARY ET - COM | — | $391K | 0.0% | 3,594 | — | |||
| 125 | — | PROSHARES S&P 500 DIVIDEND ARI - COM | — | $356K | 0.0% | 6,580 | — | |||
| 126 | $YUM | YUM BRANDS INC | Consumer Discretionary | $351K | 0.0% | 2,577 | — | |||
| 127 | $APD | Air Products & Chemicals, Inc. | Materials | $344K | 0.0% | 1,237 | — | |||
| 128 | $TXN | TEXAS INSTRUMENTS INC | Technology | $342K | 0.0% | 1,221 | — | |||
| 129 | — | ENERGY SECTOR SPDR ETF - COM | — | $327K | 0.0% | 5,309 | +2% | |||
| 130 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $314K | 0.0% | 514 | -1.0% | |||
| 131 | — | ISHARES DIVIDEND EQUITY ETF - COM | — | $306K | 0.0% | 2,011 | — | |||
| 132 | $PH | Parker-Hannifin Corp | Industrials | $286K | 0.0% | 299 | — | |||
| 133 | $WT | WisdomTree, Inc. | Financials | $279K | 0.0% | 2,874 | — | |||
| 134 | $GD | GENERAL DYNAMICS CORP | Industrials | $274K | 0.0% | 825 | — | |||
| 135 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $272K | 0.0% | 3,184 | -1% | |||
| 136 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $268K | 0.0% | 2,849 | — | |||
| 137 | $SPGI | S&P Global Inc. | Financials | $266K | 0.0% | 674 | — | |||
| 138 | — | ISHARES RUSSELL 2000 SMALLCAP - COM | — | $264K | 0.0% | 950 | — | |||
| 139 | $WT | WisdomTree, Inc. | Financials | $259K | 0.0% | 4,006 | +2% | |||
| 140 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $258K | 0.0% | 835 | — | |||
| 141 | $USB | US BANCORP \DE\ | Financials | $256K | 0.0% | 4,431 | -8% | |||
| 142 | $COP | CONOCOPHILLIPS | Energy | $254K | 0.0% | 2,030 | +5% | |||
| 143 | — | VANGUARD TOTAL STOCK MARKET ET - COM | — | $254K | 0.0% | 678 | — | |||
| 144 | $CLX | CLOROX CO /DE/ | Consumer Staples | $250K | 0.0% | 3,084 | -68% | |||
| 145 | — | VANGUARD INFORMATION TECHNOLOG - COM | — | $249K | 0.0% | 1,980 | -1% | |||
| 146 | $TT | Trane Technologies plc | Technology | $249K | 0.0% | 550 | — | |||
| 147 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $243K | 0.0% | 2,045 | — | |||
| 148 | — | FIDELITY NASDAQ COMPOSITE INDE - COM | — | $241K | 0.0% | 2,281 | — | |||
| 149 | $FNV | FRANCO NEVADA Corp | Materials | $238K | 0.0% | 1,000 | — | |||
| 150 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $233K | 0.0% | 8,905 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 48 added to, 50 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$ITGARTNER INC$689K
first bought this quarter
$BEBloom Energy Corp$670K
first bought this quarter
$DOWDOW INC.$644K
first bought this quarter
$EXCEXELON CORP$637K
first bought this quarter
$ELESTEE LAUDER COMPANIES INC$635K
first bought this quarter
$HALHALLIBURTON CO$629K
first bought this quarter
+2 more in the Excel export
Added to (48)
$MCDMCDONALDS CORP+472%
now $4.5M · held 2+ qtrs
$SYKSTRYKER CORP+9%
now $18.9M · held 2+ qtrs
$HUBBHUBBELL INC+7%
now $15.2M · held 2+ qtrs
$METAMeta Platforms, Inc.+143%
now $1.2M · held 2+ qtrs
$FISVFISERV INC+267%
now $871K · held 2+ qtrs
now $20.8M · held 2+ qtrs
+42 more in the Excel export
Trimmed (50)
now $30.1M · held 2+ qtrs
now $119.0M · held 2+ qtrs
now $84.3M · held 2+ qtrs
now $20.1M · held 2+ qtrs
now $80.6M · held 2+ qtrs
$MRNAModerna, Inc.-58%
now $811K · held 2+ qtrs
+44 more in the Excel export
Sold out (13)
$LIENChicago Atlantic BDC, Inc.was $1.6M
held 3+ qtrs
$BLDRBuilders FirstSource, Inc.was $666K
held 1+ qtrs
$AREALEXANDRIA REAL ESTATE EQUITIES, INC.was $617K
held 1+ qtrs
$DDOMINION ENERGY, INCwas $613K
held 1+ qtrs
$IPINTERNATIONAL PAPER CO /NEW/was $612K
held 1+ qtrs
$BBYBEST BUY CO INCwas $600K
+7 more in the Excel export
Holdings by quarter
Every 13F LVM CAPITAL MANAGEMENT LTD/MI has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow LVM CAPITAL MANAGEMENT LTD?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LVM CAPITAL MANAGEMENT LTD's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LVM CAPITAL MANAGEMENT LTD/MI disclosed 158 positions worth $1.2B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 9.9% of the equity portfolio, followed by $MSFT and $AVGO. During the quarter the fund opened 8 new positions and exited 13 — including a new stake in $IT and a full exit from $LIEN. The portfolio is most concentrated in Technology (42.7% of disclosed assets). All figures are sourced directly from LVM CAPITAL MANAGEMENT LTD/MI’s Form 13F-HR filing with the SEC under CIK 1053054.
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AI-Powered Hedge Fund Analysis: LVM CAPITAL MANAGEMENT LTD/MI
13F Pro is an AI hedge fund tracker and stock research platform. For LVM CAPITAL MANAGEMENT LTD/MI (SEC CIK: 1053054), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LVM CAPITAL MANAGEMENT LTD/MI's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.