Institutions / Lvm Capital Management LTD/MI
Lvm Capital Management LTD/MI
CIK 1053054 · Institution · as of Mar 31, 2026
Portfolio value
$1.06M
Positions
160
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.06M-1.5%Positions
160-0.6%Top holdings
Mar 31, 2026View all 160 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $93.2K | 8.8% |
| Broadcom Inc. | $73.9K | 7.0% |
| Microsoft Corp | $62.8K | 5.9% |
| ELI LILLY & Co | $46.6K | 4.4% |
| Exxon Mobil Corp | $42.4K | 4.0% |
| Alphabet Inc. | $37.3K | 3.5% |
| AbbVie Inc. | $37.3K | 3.5% |
| Johnson & Johnson | $34.7K | 3.3% |
| Morgan Stanley | $31.5K | 3.0% |
| Cisco Systems, Inc. | $30.3K | 2.9% |
| Northrop Grumman Corp | $26.6K | 2.5% |
| iShares Gold Trust ETF | $26.5K | 2.5% |
| PROCTER & GAMBLE Co | $26.2K | 2.5% |
| WisdomTree US Div Growth ETF | $25.3K | 2.4% |
| American Express Co | $24.1K | 2.3% |
| Applied Materials Inc /De | $24.1K | 2.3% |
| nVent Electric plc | $19.4K | 1.8% |
| iShares MSCI International Qua | $18.5K | 1.7% |
| IDACORP Inc | $18.3K | 1.7% |
| Stryker Corp | $17.7K | 1.7% |
| JPMORGAN CHASE & CO | $17.0K | 1.6% |
| NVIDIA Corp | $15.5K | 1.5% |
| Hubbell Inc | $15.3K | 1.4% |
| iShares MSCI Emerging Markets | $14.6K | 1.4% |
| Kroger Co | $14.3K | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Salesforce Inc | $-6.6K | -35K -72.98% | 13,120 0.23% of portfolio | low |
| Q1 2026 as of | Add | 46434v456 | $6.6K | +143K +55.37% | 400,012 1.74% of portfolio | low |
| Q1 2026 as of | Exit | ICON plc | $-5.9K | -32K -100.00% | — | low |
| Q1 2026 as of | Add | 46434G764 | $5.8K | +74K +66.08% | 185,430 1.38% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp | $5.6K | +17K +45.72% | 54,008 1.67% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. | $-4.8K | -15K -31.66% | 31,487 0.98% of portfolio | low |
| Q1 2026 as of | Exit | CMA Comerica Inc Common Stock | $-2.4K | -28K -100.00% | — | low |
| Q1 2026 as of | New | Fifth Third Bancorp | $2.3K | +48K | 48,487 0.21% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De | $-1.8K | -5K -6.84% | 70,416 2.27% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. | $-1.1K | -4K -2.84% | 129,742 3.52% of portfolio | low |