LVM CAPITAL MANAGEMENT LTD/MI
•CIK: 1053054•Filing: Q4 2025
LVM Capital Management Ltd/MI manages $1.1B across a diversified portfolio of 157 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, notably holding AAPL at $100.2M and AVGO at $83.1M. Further top allocations include MSFT ($81.5M), LLY ($55.0M), and GOOGL ($41.8M), signaling a core focus on established growth leaders. This structure suggests a conviction-driven, large-cap equity mandate.
Total AUM
$1.1B
QoQ Performance
+3.5%
Positions
157
Top 10 Concentration
48.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AVGO
MSFT
LLY
AAPL9.3%
AVGO7.7%
MSFT7.6%
LLY5.1%
GOOGL3.9%
ABBV3.6%
DWD3.2%
CSCO2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.9%
Other33.9%
Healthcare13.9%
Financial4.9%
Consumer3.8%
Energy3.5%
Consumer Staples2.0%
ETF1.3%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW12 new positions
↑27 increased
↓78 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023