LVM CAPITAL MANAGEMENT LTD/MI Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$1.1B
Holdings
161
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (161 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE | 368,719 | $100.2M | 9.31% | |
| 2 | AVGOBROADCOM | 240,090 | $83.1M | 7.72% | |
| 3 | MSFTMICROSOFT | 168,571 | $81.5M | 7.57% | |
| 4 | LLYELI LILLY | 51,197 | $55.0M | 5.11% | |
| 5 | GOOGLALPHABET CL A | 133,529 | $41.8M | 3.88% | |
| 6 | ABBVABBVIE | 169,711 | $38.8M | 3.60% | |
| 7 | DWDMORGAN STANLEY | 192,743 | $34.2M | 3.18% | |
| 8 | CSCOCISCO SYSTEMS | 391,748 | $30.2M | 2.80% | |
| 9 | JNJJOHNSON & JOHNSON | 145,288 | $30.1M | 2.79% | |
| 10 | XOMEXXON MOBIL | 247,550 | $29.8M | 2.77% | |
| 11 | AXPAMERICAN EXPRESS | 79,194 | $29.3M | 2.72% | |
| 12 | PGPROCTER & GAMBLE | 181,212 | $26.0M | 2.41% | |
| 13 | DGRWWISDOMTREE US DIV GROWTH ETF | 285,055 | $25.5M | 2.37% | |
| 14 | IAU*ISHARES GOLD TRUST ETF | 301,370 | $24.5M | 2.27% | |
| 15 | NOCNORTHROP GRUMMAN | 39,169 | $22.3M | 2.07% | |
| 16 | AMATAPPLIED MATERIALS | 75,583 | $19.4M | 1.80% | |
| 17 | JPMJPMORGAN CHASE | 55,936 | $18.0M | 1.67% | |
| 18 | NVTNVENT ELECTRIC | 165,427 | $16.9M | 1.57% | |
| 19 | NVDANVIDIA | 87,413 | $16.3M | 1.51% | |
| 20 | IDAIDACORP | 126,792 | $16.0M | 1.49% | |
| 21 | HDHOME DEPOT | 46,073 | $15.9M | 1.47% | |
| 22 | AMZNAMAZON | 64,503 | $14.9M | 1.38% | |
| 23 | HUBBHUBBELL | 30,635 | $13.6M | 1.26% | |
| 24 | SPYSPDR S&P 500 EQUITY ETF | 19,177 | $13.1M | 1.21% | |
| 25 | SYKSTRYKER | 37,063 | $13.0M | 1.21% | |
| 26 | CRMSALESFORCE | 48,551 | $12.9M | 1.19% | |
| 27 | KRKROGER | 197,394 | $12.3M | 1.15% | |
| 28 | AQLTISHARES MSCI INTERNATIONAL QUA | 257,461 | $11.7M | 1.09% | |
| 29 | VRTXVERTEX PHARMACEUTICALS | 25,775 | $11.7M | 1.09% | |
| 30 | PANWPALO ALTO NETWORKS | 54,938 | $10.1M | 0.94% | |
| 31 | AMGNAMGEN | 30,207 | $9.9M | 0.92% | |
| 32 | UBERUBER | 102,980 | $8.4M | 0.78% | |
| 33 | PFEPFIZER | 328,276 | $8.2M | 0.76% | |
| 34 | EMXCISHARES MSCI EMERGING MARKETS | 111,653 | $8.1M | 0.75% | |
| 35 | EOGEOG RESOURCES | 74,505 | $7.8M | 0.73% | |
| 36 | FTNTFORTINET | 97,551 | $7.7M | 0.72% | |
| 37 | FQIDIGITAL REALTY TRUST | 46,392 | $7.2M | 0.67% | |
| 38 | DGRSWISDOMTREE US SMALLCAP DIV GRO | 137,487 | $6.8M | 0.63% | |
| 39 | WMWASTE MANAGEMENT | 30,758 | $6.8M | 0.63% | |
| 40 | CVXCHEVRON | 38,689 | $5.9M | 0.55% | |
| 41 | ICLRICON | 32,257 | $5.9M | 0.55% | |
| 42 | IXUSISHARES CORE INTERNATIONAL STO | 63,165 | $5.3M | 0.50% | |
| 43 | SPTMSPDR PORTFOLIO TOTAL EQUITY MA | 64,031 | $5.3M | 0.49% | |
| 44 | LMTLOCKHEED MARTIN | 9,613 | $4.7M | 0.43% | |
| 45 | MOALTRIA GROUP | 77,040 | $4.4M | 0.41% | |
| 46 | OREALTY INCOME | 70,099 | $4.0M | 0.37% | |
| 47 | 4I1PHILIP MORRIS | 24,373 | $3.9M | 0.36% | |
| 48 | SCHDSCHWAB US DIVIDEND EQ ETF | 139,177 | $3.8M | 0.35% | |
| 49 | ABTABBOTT LABS | 28,951 | $3.6M | 0.34% | |
| 50 | IBMINTERNATIONAL BUSINESS MACHINE | 11,520 | $3.4M | 0.32% | |
| 51 | GOOGALPHABET CL C | 10,683 | $3.4M | 0.31% | |
| 52 | GQ9SPDR GOLD TRUST ETF | 7,575 | $3.0M | 0.28% | |
| 53 | DHSWISDOMTREE HIGH DIVIDEND ETF | 29,329 | $3.0M | 0.28% | |
| 54 | SYYSYSCO | 39,910 | $2.9M | 0.27% | |
| 55 | XLKTECHNOLOGY SECTOR SPDR ETF | 18,377 | $2.6M | 0.25% | |
| 56 | HSYHERSHEY | 14,212 | $2.6M | 0.24% | |
| 57 | PEPPEPSICO | 17,910 | $2.6M | 0.24% | |
| 58 | CMACOMERICA | 28,107 | $2.4M | 0.23% | |
| 59 | IWFISHARES RUSSELL 1000 GROWTH IN | 5,041 | $2.4M | 0.22% | |
| 60 | BRK/BBERKSHIRE HATHAWAY CL B | 4,625 | $2.3M | 0.22% | |
| 61 | CASYCASEYS GENERAL STORES | 3,780 | $2.1M | 0.19% | |
| 62 | KOCOCA-COLA | 27,524 | $1.9M | 0.18% | |
| 63 | NEENEXTERA ENERGY | 22,192 | $1.8M | 0.17% | |
| 64 | LIENCHICAGO ATLANTIC BDC | 161,326 | $1.7M | 0.15% | |
| 65 | TDTORONTO-DOMINION BANK | 17,336 | $1.6M | 0.15% | |
| 66 | XLVSPDR HEALTH CARE SECTOR ETF | 9,362 | $1.4M | 0.13% | |
| 67 | PHYS/USPROTT PHYSICAL GOLD TRUST | 43,675 | $1.4M | 0.13% | |
| 68 | RTXRTX CORP | 7,662 | $1.4M | 0.13% | |
| 69 | MRKMERCK | 11,977 | $1.3M | 0.12% | |
| 70 | CATCATERPILLAR | 2,166 | $1.2M | 0.12% | |
| 71 | MDTMEDTRONIC | 12,196 | $1.2M | 0.11% | |
| 72 | IJHISHARES S&P MID-CAP EQUITY ETF | 16,257 | $1.1M | 0.10% | |
| 73 | MMM3M | 6,584 | $1.1M | 0.10% | |
| 74 | ORCLORACLE | 5,211 | $1.0M | 0.09% | |
| 75 | BACBANK OF AMERICA | 17,993 | $990K | 0.09% | |
| 76 | SMHVANECK SEMICONDUCTOR ETF | 2,745 | $989K | 0.09% | |
| 77 | DEDEERE | 2,095 | $975K | 0.09% | |
| 78 | MCDMCDONALDS | 3,167 | $968K | 0.09% | |
| 79 | TRVTRAVELERS | 3,251 | $943K | 0.09% | |
| 80 | XNTKSPDR NYSE TECHNOLOGY EQUITY ET | 3,379 | $939K | 0.09% | |
| 81 | VIGVANGUARD DIVIDEND APPRECIATION | 4,241 | $932K | 0.09% | |
| 82 | CITCINTAS | 4,950 | $931K | 0.09% | |
| 83 | INTCINTEL | 23,006 | $849K | 0.08% | |
| 84 | DUKDUKE ENERGY | 6,941 | $814K | 0.08% | |
| 85 | UNHUNITEDHEALTH GROUP | 2,440 | $805K | 0.07% | |
| 86 | IJRISHARES S&P SMALLCAP 600 INDEX | 6,586 | $792K | 0.07% | |
| 87 | BRK-BBERKSHIRE HATHAWAY CL A | 1 | $755K | 0.07% | |
| 88 | VVISA CL A | 2,102 | $737K | 0.07% | |
| 89 | VWOVANGUARD FTSE EMERGING MARKETS | 13,305 | $715K | 0.07% | |
| 90 | PNCPNC FINANCIAL | 3,267 | $682K | 0.06% | |
| 91 | AZNASTRAZENECA ADR | 7,411 | $681K | 0.06% | |
| 92 | MBWMMERCANTILE BANK | 13,977 | $672K | 0.06% | |
| 93 | SPDWSPDR PORTFOLIO DEVELOPED WORLD | 15,100 | $671K | 0.06% | |
| 94 | BMYBRISTOL-MYERS SQUIBB | 12,224 | $659K | 0.06% | |
| 95 | ADPAUTOMATIC DATA PROCESSING | 2,559 | $658K | 0.06% | |
| 96 | TMOTHERMO FISHER SCIENTIFIC | 1,128 | $654K | 0.06% | |
| 97 | AMTAMERICAN TOWER | 3,682 | $646K | 0.06% | |
| 98 | NUENUCOR | 3,900 | $636K | 0.06% | |
| 99 | CNRCANADIAN NATIONAL RAILWAY | 6,300 | $623K | 0.06% | |
| 100 | SRESEMPRA ENERGY | 6,677 | $590K | 0.05% |
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