LVM CAPITAL MANAGEMENT LTD/MI

PORTAGE, MI · CIK 1053054 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPortage, MI

$1.2bn reported value +12.7% vs Q1 2026

163positions

48.1%in top 10

15 new 27 added 49 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	364,448	$105.5m8.83%	8.83%	Reduced -2.8k	-2,846 -0.8%
2	BROADCOM INC COM AVGO	AVGO	232,862	$88.0m7.36%	7.36%	Reduced -6.0k	-6,026 -2.5%
3	MICROSOFT CORP COM MSFT	MSFT	168,745	$62.9m5.27%	5.27%	Reduced -777	-777 -0.5%
4	ELI LILLY & CO COM LLY	LLY	50,521	$60.6m5.07%	5.07%	Reduced -173	-173 -0.3%
5	APPLIED MATLS INC COM AMAT	AMAT	65,908	$47.7m3.99%	3.99%	Reduced -4.5k	-4,508 -6.4%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	128,145	$45.8m3.83%	3.83%	Reduced -1.6k	-1,597 -1.2%
7	CISCO SYS INC COM CSCO	CSCO	378,528	$44.5m3.72%	3.72%	Reduced -11.5k	-11,546 -3.0%
8	ABBVIE INC COM ABBV	ABBV	172,974	$43.5m3.64%	3.64%	Added +1.5k	+1,505 0.9%
9	MORGAN STANLEY COM NEW MS	MS	190,045	$39.7m3.32%	3.32%	Reduced -1.4k	-1,419 -0.7%
10	JOHNSON & JOHNSON COM JNJ	JNJ	141,759	$36.0m3.01%	3.01%	Reduced -270	-270 -0.2%
11	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	248,897	$34.0m2.85%	2.85%	New
12	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	291,804	$27.9m2.34%	2.34%	Added +4.2k	+4,234 1.5%
13	NVENT ELECTRIC PLC SHS NVT	NVT	160,036	$27.1m2.27%	2.27%	Reduced -3.9k	-3,855 -2.4%
14	AMERICAN EXPRESS CO COM AXP	AXP	79,690	$27.0m2.26%	2.26%	Reduced -8	-8 -0.0%
15	PROCTER AND GAMBLE CO COM PG	PG	181,395	$26.6m2.23%	2.23%	Reduced -125	-125 -0.1%
16	ISHARES GOLD TR ISHARES NEW IAU	IAU	299,586	$22.6m1.89%	1.89%	Reduced -1.5k	-1,526 -0.5%
17	NORTHROP GRUMMAN CORP COM NOC	NOC	40,145	$20.4m1.71%	1.71%	Added +1.2k	+1,199 3.1%
18	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	400,574	$19.8m1.66%	1.66%	Added +562	+562 0.1%
19	STRYKER CORPORATION COM SYK	SYK	62,584	$19.7m1.65%	1.65%	Added +8.6k	+8,576 15.9%
20	IDACORP INC COM IDA	IDA	129,107	$19.5m1.63%	1.63%	Added +1.4k	+1,396 1.1%
21	PALO ALTO NETWORKS INC COM PANW	PANW	56,112	$19.1m1.60%	1.60%	Reduced -1.6k	-1,630 -2.8%
22	JPMORGAN CHASE & CO COM JPM	JPM	57,953	$19.0m1.59%	1.59%	Added +80	+80 0.1%
23	NVIDIA CORPORATION COM NVDA	NVDA	89,075	$17.8m1.49%	1.49%	Added +215	+215 0.2%
24	HUBBELL INC COM HUBB	HUBB	31,250	$16.4m1.37%	1.37%	Added +94	+94 0.3%
25	ISHARES INC MSCI EMRG CHN EMXC	EMXC	157,712	$16.1m1.35%	1.35%	Reduced -27.7k	-27,718 -14.9%
26	AMAZON COM INC COM AMZN	AMZN	67,491	$16.1m1.35%	1.35%	Added +640	+640 1.0%
27	FORTINET INC COM FTNT	FTNT	99,761	$15.3m1.28%	1.28%	Reduced -145	-145 -0.1%
28	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,432	$13.0m1.09%	1.09%	Reduced -391	-391 -2.2%
29	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	24,986	$12.4m1.04%	1.04%	Reduced -844	-844 -3.3%
30	EOG RES INC COM EOG	EOG	83,199	$10.8m0.90%	0.90%	Added +1.2k	+1,195 1.5%
31	KROGER CO COM KR	KR	190,239	$10.6m0.88%	0.88%	Reduced -7.5k	-7,518 -3.8%
32	AMGEN INC COM AMGN	AMGN	29,133	$10.6m0.88%	0.88%	Reduced -596	-596 -2.0%
33	HOME DEPOT INC COM HD	HD	29,539	$10.4m0.87%	0.87%	Reduced -1.9k	-1,948 -6.2%
34	WISDOMTREE TR US S CAP QTY DIV DGRS	DGRS	148,480	$8.8m0.74%	0.74%	Added +4.4k	+4,386 3.0%
35	DIGITAL RLTY TR INC COM DLR	DLR	45,364	$8.1m0.68%	0.68%	Reduced -815	-815 -1.8%
36	PFIZER INC COM PFE	PFE	336,569	$8.1m0.68%	0.68%	Added +517	+517 0.1%
37	UBER TECHNOLOGIES INC COM UBER	UBER	110,834	$8.0m0.67%	0.67%	Added +2.6k	+2,643 2.4%
38	WASTE MGMT INC DEL COM WM	WM	30,883	$6.9m0.58%	0.58%	Unchanged
39	CHEVRON CORP NEW COM CVX	CVX	38,284	$6.3m0.53%	0.53%	Reduced -178	-178 -0.5%
40	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	66,672	$6.1m0.51%	0.51%	Added +1.0k	+1,041 1.6%
41	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	63,103	$6.0m0.50%	0.50%	Added +2.0k	+1,985 3.2%
42	ALTRIA GROUP INC COM MO	MO	74,967	$5.4m0.45%	0.45%	Reduced -5	-5 -0.0%
43	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	150,001	$4.8m0.40%	0.40%	Added +5.5k	+5,515 3.8%
44	REALTY INCOME CORP COM O	O	72,646	$4.5m0.38%	0.38%	Added +3.9k	+3,940 5.7%
45	PHILIP MORRIS INTL INC COM PM	PM	24,223	$4.4m0.37%	0.37%	Added +40	+40 0.2%
46	LOCKHEED MARTIN CORP COM LMT	LMT	8,490	$4.3m0.36%	0.36%	Reduced -500	-500 -5.6%
47	ALPHABET INC CAP STK CL C GOOG	GOOG	10,570	$3.7m0.31%	0.31%	Reduced -113	-113 -1.1%
48	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	18,372	$3.5m0.29%	0.29%	Added +16	+16 0.1%
49	WISDOMTREE TR US HIGH DIVIDEND DHS	DHS	28,687	$3.3m0.27%	0.27%	Reduced -385	-385 -1.3%
50	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	11,395	$3.2m0.27%	0.27%	Reduced -100	-100 -0.9%
51	SYSCO CORP COM SYY	SYY	38,276	$3.2m0.27%	0.27%	Reduced -659	-659 -1.7%
52	INTEL CORP COM INTC	INTC	22,331	$3.1m0.26%	0.26%	Reduced -600	-600 -2.6%
53	CASEYS GEN STORES INC COM CASY	CASY	3,780	$3.0m0.25%	0.25%	Unchanged
54	SPDR GOLD TR GOLD SHS GLD	GLD	7,475	$2.8m0.23%	0.23%	Unchanged
55	FIFTH THIRD BANCORP COM FITB	FITB	47,787	$2.7m0.23%	0.23%	Reduced -700	-700 -1.4%
56	ABBOTT LABS COM ABT	ABT	28,496	$2.6m0.22%	0.22%	Unchanged
57	ISHARES TR RUS 1000 GRW ETF IWF	IWF	19,908	$2.5m0.21%	0.21%	Unchanged
58	HERSHEY CO COM HSY	HSY	13,754	$2.4m0.20%	0.20%	Reduced -573	-573 -4.0%
59	PEPSICO INC COM PEP	PEP	17,381	$2.4m0.20%	0.20%	Unchanged
60	CATERPILLAR INC COM CAT	CAT	2,166	$2.3m0.19%	0.19%	Unchanged
61	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,535	$2.3m0.19%	0.19%	Reduced -65	-65 -1.4%
62	COCA COLA CO COM KO	KO	26,748	$2.2m0.18%	0.18%	Reduced -876	-876 -3.2%
63	TORONTO DOMINION BK ONT COM NEW TD	TD	16,136	$2.0m0.16%	0.16%	Unchanged
64	NEXTERA ENERGY INC COM NEE	NEE	21,716	$1.9m0.16%	0.16%	Unchanged
65	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	10,321	$1.6m0.14%	0.14%	Added +403	+403 4.1%
66	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,460	$1.6m0.14%	0.14%	Reduced -245	-245 -9.1%
67	CHICAGO ATLANTIC BDC INC COM LIEN	LIEN	161,326	$1.6m0.13%	0.13%	Unchanged
68	MERCK & CO INC COM MRK	MRK	11,893	$1.5m0.13%	0.13%	Reduced -250	-250 -2.1%
69	RTX CORPORATION COM RTX	RTX	7,662	$1.5m0.12%	0.12%	Unchanged
70	SPDR SERIES TRUST NYSE TECH ETF XNTK	XNTK	3,711	$1.4m0.12%	0.12%	Added +43	+43 1.2%
71	DEERE & CO COM DE	DE	2,095	$1.3m0.11%	0.11%	Unchanged
72	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	43,325	$1.3m0.11%	0.11%	Unchanged
73	ISHARES TR CORE S&P MCP ETF IJH	IJH	15,286	$1.2m0.10%	0.10%	Unchanged
74	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	18,941	$1.1m0.09%	0.09%	Reduced -184	-184 -1.0%
75	BANK AMERICA CORP COM BAC	BAC	19,100	$1.1m0.09%	0.09%	Unchanged
76	TRAVELERS COMPANIES INC COM TRV	TRV	3,251	$1.1m0.09%	0.09%	Unchanged
77	3M CO COM MMM	MMM	6,584	$1.1m0.09%	0.09%	Unchanged
78	UNITEDHEALTH GROUP INC COM UNH	UNH	2,440	$1.0m0.08%	0.08%	Unchanged
79	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,586	$977.0k0.08%	0.08%	Unchanged
80	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,016	$950.0k0.08%	0.08%	Unchanged
81	CLOROX CO DEL COM CLX	CLX	9,606	$917.0k0.08%	0.08%	Added +6.5k	+6,505 209.8%
82	MCDONALDS CORP COM MCD	MCD	3,372	$911.0k0.08%	0.08%	Unchanged
83	DUKE ENERGY CORP NEW COM NEW DUK	DUK	6,941	$879.0k0.07%	0.07%	Unchanged
84	CINTAS CORP COM CTAS	CTAS	4,950	$842.0k0.07%	0.07%	Unchanged
85	VISA INC COM CL A V	V	2,357	$809.0k0.07%	0.07%	Unchanged
86	EATON CORP PLC SHS ETN	ETN	1,891	$806.0k0.07%	0.07%	Added +40	+40 2.2%
87	PNC FINL SVCS GROUP INC COM PNC	PNC	3,267	$804.0k0.07%	0.07%	Unchanged
88	MERCANTILE BK CORP COM MBWM	MBWM	13,877	$797.0k0.07%	0.07%	Reduced -100	-100 -0.7%
89	PHILLIPS 66 COM PSX	PSX	4,676	$790.0k0.07%	0.07%	Unchanged
90	MEDTRONIC PLC SHS MDT	MDT	9,745	$762.0k0.06%	0.06%	Reduced -1.5k	-1,465 -13.1%
91	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	15,100	$761.0k0.06%	0.06%	Unchanged
92	CANADIAN NATL RY CO COM CNI	CNI	6,300	$751.0k0.06%	0.06%	Unchanged
93	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$749.0k0.06%	0.06%	Unchanged
94	ORACLE CORP COM ORCL	ORCL	5,011	$734.0k0.06%	0.06%	Reduced -100	-100 -2.0%
95	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	12,694	$731.0k0.06%	0.06%	Unchanged
96	ASTRAZENECA PLC ORD AZN	AZN	3,705	$703.0k0.06%	0.06%	New
97	MODERNA INC COM MRNA	MRNA	9,941	$696.0k0.06%	0.06%	Added +1	+1 0.0%
98	NUCOR CORP COM NUE	NUE	3,100	$691.0k0.06%	0.06%	Reduced -300	-300 -8.8%
99	COSTCO WHSL CORP NEW COM COST	COST	713	$667.0k0.06%	0.06%	Reduced -10	-10 -1.4%
100	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	7,445	$666.0k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	249,646	$42.4m249.6k shares
SALESFORCE INC CRM	CRM	13,120	$2.4m13.1k shares
ASTRAZENECA PLC		3,705	$731.0k3.7k shares
QUANTA SVCS INC PWR	PWR	1,072	$589.0k1.1k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	6,970	$562.0k7.0k shares
MGM RESORTS INTERNATIONAL MGM	MGM	14,450	$535.0k14.4k shares
DELL TECHNOLOGIES INC DELL	DELL	3,235	$531.0k3.2k shares
CONSTELLATION BRANDS INC STZ	STZ	3,510	$527.0k3.5k shares
PG&E CORP PCG	PCG	29,455	$518.0k29.5k shares
EQUINIX INC EQIX	EQIX	527	$517.0k527 shares
DISNEY WALT CO DIS	DIS	2,216	$214.0k2.2k shares
HONEYWELL INTL INC		452	$204.0k452 shares