LVM CAPITAL MANAGEMENT LTD/MI: 13F holdings
CIK 10530542026Q2
| Positions | 163 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 163 (+3 vs prior quarter) |
|---|
| Reported value | $1.2bn (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE | 364,448 | $105.5m | 8.8% |
| AVGO BROADCOM | 232,862 | $88.0m | 7.4% |
| MSFT MICROSOFT | 168,745 | $62.9m | 5.3% |
| LLY ELI LILLY | 50,521 | $60.6m | 5.1% |
| AMAT APPLIED MATERIALS | 65,908 | $47.7m | 4.0% |
| GOOGL ALPHABET CL A | 128,145 | $45.8m | 3.8% |
| CSCO CISCO SYSTEMS | 378,528 | $44.5m | 3.7% |
| ABBV ABBVIE | 172,974 | $43.5m | 3.6% |
| MS MORGAN STANLEY | 190,045 | $39.7m | 3.3% |
| JNJ JOHNSON & JOHNSON | 141,759 | $36.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1053054")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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