LVM Capital Management Ltd/MI has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists a total of 158 separate positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Apple Inc. is the largest individual holding, with 357,194 shares. Microsoft Corp. follows with 164,433 shares, and NVIDIA Corp. holds 91,126 shares. Other significant technology positions include Broadcom Inc. (229,426 shares), Cisco Systems Inc. (370,951 shares), and Meta Platforms Inc. (1,650 shares).
Major financial institutions are also represented, including JPMorgan Chase & Co. (58,482 shares), Morgan Stanley (187,905 shares), and Visa Inc. (2,493 shares). The portfolio also includes substantial stakes in energy companies such as Exxon Mobil (248,831 shares) and Chevron (38,842 shares), as well as healthcare giants like Eli Lilly (50,488 shares) and Johnson & Johnson (140,225 shares).
In addition to individual stocks, the filing includes several exchange-traded funds (ETFs). The top ETF holdings include the iShares Core S&P 500 ETF (859 shares), the SPDR S&P 500 ETF (17,474 shares), and the Vanguard Total Stock Market ETF (678 shares). The firm also holds shares in various sector-specific ETFs, such as the Technology Sector SPDR ETF and the SPDR Gold Trust.
