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Lvm Capital Management LTD/MI

All holdings · as of Mar 31, 2026

160 positions

CompanyClassValue ↓Shares% of portfolio
ABBOTT LABORATORIES—$2.9K28,4960.3%
INTERNATIONAL BUSINESS MACHINES CORP—$2.8K11,4950.3%
SYSCO CORP—$2.8K38,9350.3%
CASEYS GENERAL STORES INC—$2.8K3,7800.3%
PEPSICO INC—$2.7K17,3810.3%
Salesforce Inc—$2.4K13,1200.2%
TECHNOLOGY SECTOR SPDR ETF—$2.4K18,3560.2%
FIFTH THIRD BANCORP—$2.3K48,4870.2%
Warren E. Buffett—$2.2K4,6000.2%
ISHARES RUSSELL 1000 GROWTH IN—$2.1K4,9770.2%
COCA COLA CO—$2.1K27,6240.2%
NEXTERA ENERGY INC—$2.0K21,7160.2%
CATERPILLAR INC—$1.5K2,1660.1%
SPROTT PHYSICAL GOLD TRUST—$1.5K43,3250.1%
CHICAGO ATLANTIC BDC—$1.5K161,3260.1%
TORONTO-DOMINION BANK—$1.5K16,1360.1%
RTX Corp—$1.5K7,6620.1%
Merck & Co., Inc.—$1.5K12,1430.1%
SPDR HEALTH CARE SECTOR ETF—$1.5K9,9180.1%
DEERE & CO—$1.2K2,0950.1%
MCDONALD'S CORP—$1.0K3,3720.1%
VERIZON COMMUNICATIONS INC—$1.0K20,7700.1%
VANECK SEMICONDUCTOR ETF—$1.0K2,7050.1%
VANGUARD FTSE EMERGING MARKETS—$1.0K19,1250.1%
ISHARES S&P MID-CAP EQUITY ETF—$1.0K15,2860.1%
INTEL CORP—$1.0K22,9310.1%
Medtronic plc—$97111,2100.1%
3M CO—$9566,5840.1%
TRAVELERS COMPANIES, INC.—$9483,2510.1%
SPDR NYSE TECHNOLOGY EQUITY ET—$9363,6680.1%
BANK OF AMERICA CORP /DE—$93119,1000.1%
Duke Energy Corp—$9096,9410.1%
VANGUARD DIVIDEND APPRECIATION—$8644,0160.1%
Phillips 66—$8524,6760.1%
CINTAS CORP—$8374,9500.1%
ISHARES S&P SMALLCAP 600 INDEX—$8196,5860.1%
BRISTOL MYERS SQUIBB CO—$77012,6940.1%
ORACLE CORP—$7525,1110.1%
ASTRAZENECA ADR—$7313,7050.1%
COSTCO WHOLESALE CORP /NEW—$7207230.1%
BERKSHIRE HATHAWAY CL A—$71810.1%
Visa Inc—$7122,3570.1%
Mercantile Bank Corporation—$70613,9770.1%
SPDR PORTFOLIO DEVELOPED WORLD—$68915,1000.1%
The PNC Financial Services Group, Inc.—$6803,2670.1%
Eaton Corp plc—$6621,8510.1%
UNITEDHEALTH GROUP INC—$6602,4400.1%
Sempra—$6496,6770.1%
CANADIAN NATIONAL RAILWAY—$6476,3000.1%
American Tower Corp—$6353,6820.1%
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