account_balance
Investment manager · 13F filer · SEC CIK 1053054
LVM Capital Management Ltd
Reported value$1.2Bas of Sep 30, 2026
Positions158 8 new, 13 sold out
Top 10 weight48.7%AAPL alone is 10%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.9%
MSFTMicrosoft Corp
7.0%Trimmed −3%
AVGOBroadcom Inc.
6.7%
LLYELI Lilly & Co
4.9%
ABBVAbbVie Inc.
3.8%
GOOGLAlphabet Inc.
3.6%
XOMExxonMobil Holdings Corp
3.4%
CSCOCisco Systems, Inc.
3.3%Trimmed −2%
JNJJohnson & Johnson
3.1%
MSMorgan Stanley
2.9%
AMATApplied Materials Inc
2.5%Trimmed −11%
DGRWWisdomtree US Div Growth ETF
2.4%
AAPLApple Inc.
9.9%
MSFTMicrosoft Corp
7.0%Trimmed −3%
AVGOBroadcom Inc.
6.7%
LLYELI Lilly & Co
4.9%
ABBVAbbVie Inc.
3.8%
GOOGLAlphabet Inc.
3.6%
XOMExxonMobil Holdings Corp
3.4%
CSCOCisco Systems, Inc.
3.3%
JNJ3.1%MS2.9%AMAT2.5%DGRW
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.9% HeldMSFT Microsoft Corp 7.0% Trimmed −3%AVGO Broadcom Inc. 6.7% HeldLLY ELI Lilly & Co 4.9% HeldABBV AbbVie Inc. 3.8% HeldGOOGL Alphabet Inc. 3.6% HeldXOM ExxonMobil Holdings Corp 3.4% HeldCSCO Cisco Systems, Inc. 3.3% Trimmed −2%JNJ Johnson & Johnson 3.1% HeldMS Morgan Stanley 2.9% HeldAMAT Applied Materials Inc 2.5% Trimmed −11%
DGRW Wisdomtree US Div Growth ETF 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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