LVM CAPITAL MANAGEMENT LTD/MI - Portfolio overview

LVM CAPITAL MANAGEMENT LTD/MI has 177 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE, 8.95%
2. AVGO - BROADCOM, 7.10%
3. MSFT - MICROSOFT, 6.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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