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LVM CAPITAL MANAGEMENT LTD/MI — 13F Holdings & Portfolio

CIK 1053054 · latest 13F-HR filed 2026-10-20

Backtest portfolio

LVM CAPITAL MANAGEMENT LTD/MI manages $1.20B in 13F-reported U.S. long-equity assets across 158 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (9.92%), MSFT (7.03%), AVGO (6.72%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 8 new positions and exited 13; 38 existing positions rose in reported value and 52 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.20B

Long-equity book

Holdings
158

Distinct positions

Period
2026-09-30

Filed 2026-10-20

Q/Q Activity
+8 / −13 / ↑38 / ↓52

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL9.9% · -2%MSFT7.0% · -3%AVGO6.7% · -2%LLY4.9% · -0%ABBV3.8% · -1%GOOGL3.6% · -1%XOM3.4% · -0%CSCO3.3% · -2%JNJ3.1% · -1%MS2.9% · -1%AMAT2.5% · -11%DGRW2.4% · +1%PG2.2% · 0%NVT2.1% · -2%AXP2.0% · +0%IAU2.0% · +1%NVDA1.7% · +2%PANW1.7% · -10%IQLT1.7% · +1%NOC1.6% · +2%JPM1.6% · +1%SYK1.6% · +9%FTNT1.5% · -0%AMZN1.4% · +2%IDA1.4% · +1%EMXC1.3% · -2%HUBB1.3% · +7%SPY1.1% · +0%VRTX1.0% · -6%AMGN1.0% · -0%EOG1.0% · +3%KR0.9% · -6%PFE0.8% · -2%DGRS0.7% · +2%DLR0.7% · +0%CVX0.7% · +2%HD0.7% · -7%UBER0.6% · +1%WM0.5% · +0%SPTM0.5% · -1%IXUS0.5% · +1%SCHD0.4% · +3%MO0.4% · -2%PM0.4% · -1%MCD0.4% · +472%LMT0.3% · -5%O0.3% · +3%XLK0.3% · -2%GOOG0.3% · -3%DHS0.3% · -1%GLD0.3% · +7%SYY0.2% · -0%ABT0.2% · -0%INTC0.2% · -1%IWF0.2% · 0%IBM0.2% · -3%FITB0.2% · +0%KO0.2% · +0%BRK.B0.2% · +0%CASY0.2% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 48.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 18, 2026.

Assets Under Management
$1.56B
Discretionary
$1.52B
Employees
15
Accounts
1,416
Address
7840 MOORSBRIDGE ROAD
PORTAGE, MI 49024
Phone
(269) 321-8120
Website
Name Title / Status Ownership Type
VANDER MOLEN, CRAIG, ALAN ControlPRESIDENT
since Jun 1988
25–50%Individual
ALVORD, TYLER, WAYNEPRINCIPAL
since Apr 2024
10–25%Individual
CLEVELAND, DAVID, PAULCHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER
since Mar 1990
10–25%Individual
PRUDHOMME, CHARLES, ALANPRINCIPAL
since Dec 2015
10–25%Individual
Rummel, Jordan, JohnPRINCIPAL
since Jul 2025
5–10%Individual
Ownership & leadership changes · 8 filings with changes since Mar 19, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 9, 2025 filing
  • ChangedALVORD, TYLER, WAYNE · title SHAREHOLDER → PRINCIPAL; ownership 5–10% → 10–25%
  • ChangedRummel, Jordan, John · title SHAREHOLDER → PRINCIPAL; ownership Less than 5% → 5–10%
  • ChangedVANDER MOLEN, CRAIG, ALAN · ownership 50–75% → 25–50%
Feb 3, 2023 filing
  • No longer listedHARRISON, LAWRENCE, LEONARD · SECRETARY, TREASURER · 10–25% · listed since Sep 1990
  • AddedRummel, Jordan, John · SHAREHOLDER · Less than 5%
  • ChangedCLEVELAND, DAVID, PAUL · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER
Sep 24, 2021 filing
  • ChangedALVORD, TYLER, WAYNE · ownership Less than 5% → 5–10%
Sep 24, 2019 filing
  • AddedALVORD, TYLER, WAYNE · SHAREHOLDER · Less than 5%
Jan 8, 2016 filing
  • ChangedCLEVELAND, DAVID, PAUL · ownership 5–10% → 10–25%
  • ChangedHARRISON, LAWRENCE, LEONARD · ownership 5–10% → 10–25%
  • ChangedPRUDHOMME, CHARLES, ALAN · title SHAREHOLDER → PRINCIPAL; ownership Less than 5% → 10–25%
  • ChangedVANDER MOLEN, CRAIG, ALAN · ownership 75% or more → 50–75%
Feb 20, 2015 filing
  • No longer listedELDRIDGE, MICHELLE, LARABEE · SHAREHOLDER · Less than 5% · listed since Jun 1998
Sep 25, 2014 filing
  • ChangedVANDER MOLEN, CRAIG, ALAN · ownership 50–75% → 75% or more
Jan 3, 2014 filing
  • No longer listedDOCTOR, SANDRA · SHAREHOLDER · 5–10% · listed since Jun 1988
Mar 19, 2012 filing (earliest on record)
  • ListedCLEVELAND, DAVID, PAUL · CHIEF COMPLIANCE OFFICER · 5–10%
  • ListedDOCTOR, SANDRA · SHAREHOLDER · 5–10%
  • ListedELDRIDGE, MICHELLE, LARABEE · SHAREHOLDER · Less than 5%
  • ListedHARRISON, LAWRENCE, LEONARD · SECRETARY, TREASURER · 5–10%
  • ListedPRUDHOMME, CHARLES, ALAN · SHAREHOLDER · Less than 5%
  • ListedVANDER MOLEN, CRAIG, ALAN · PRESIDENT · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 38 →

Top Trims

Show all 52 →

New Positions

Show all 8 →

Exited Positions

Show all 13 →

LVM CAPITAL MANAGEMENT LTD/MI Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE AAPL 037833100 $119.0M 9.92% 357,194 SH
2 MICROSOFT MSFT 594918104 $84.3M 7.03% 164,433 SH
3 BROADCOM AVGO 11135F101 $80.6M 6.72% 229,426 SH
4 ELI LILLY LLY 532457108 $58.4M 4.87% 50,488 SH
5 ABBVIE ABBV 00287Y109 $45.0M 3.75% 171,995 SH
6 ALPHABET CL A GOOGL 02079K305 $43.5M 3.62% 126,313 SH
7 EXXON MOBIL XOM 30233Q108 $40.5M 3.38% 248,831 SH
8 CISCO SYSTEMS CSCO 17275R102 $39.9M 3.33% 370,951 SH
9 JOHNSON & JOHNSON JNJ 478160104 $37.1M 3.09% 140,225 SH
10 MORGAN STANLEY MS 617446448 $35.3M 2.95% 187,905 SH
11 APPLIED MATERIALS AMAT 038222105 $30.1M 2.51% 58,870 SH
12 WISDOMTREE US DIV GROWTH ETF DGRW 97717X669 $28.7M 2.39% 294,702 SH
13 PROCTER & GAMBLE PG 742718109 $26.4M 2.20% 181,395 SH
14 NVENT ELECTRIC NVT G6700G107 $25.3M 2.11% 157,676 SH
15 AMERICAN EXPRESS AXP 025816109 $24.3M 2.02% 79,752 SH
16 ISHARES GOLD TRUST ETF IAU 464285204 $23.6M 1.96% 301,697 SH
17 NVIDIA NVDA 67066G104 $20.8M 1.73% 91,126 SH
18 PALO ALTO NETWORKS PANW 697435105 $20.1M 1.68% 50,647 SH
19 ISHARES MSCI INTERNATIONAL QUA IQLT 46434V456 $19.9M 1.66% 402,821 SH
20 NORTHROP GRUMMAN NOC 666807102 $19.7M 1.64% 40,765 SH
21 JPMORGAN CHASE JPM 46625H100 $19.3M 1.61% 58,482 SH
22 STRYKER SYK 863667101 $18.9M 1.57% 68,471 SH
23 FORTINET FTNT 34959E109 $17.7M 1.48% 99,271 SH
24 AMAZON AMZN 023135106 $17.2M 1.43% 69,091 SH
25 IDACORP IDA 451107106 $17.0M 1.42% 130,299 SH
26 ISHARES MSCI EMERGING MARKETS EMXC 46434G764 $15.4M 1.28% 155,176 SH
27 HUBBELL HUBB 443510607 $15.2M 1.27% 33,557 SH
28 SPDR S&P 500 EQUITY ETF SPY 78462F103 $13.3M 1.11% 17,474 SH
29 VERTEX PHARMACEUTICALS VRTX 92532F100 $12.3M 1.03% 23,610 SH
30 AMGEN AMGN 031162100 $12.3M 1.02% 29,084 SH
31 EOG RESOURCES EOG 26875P101 $11.8M 0.99% 85,948 SH
32 KROGER KR 501044101 $10.5M 0.88% 179,839 SH
33 PFIZER PFE 717081103 $9.4M 0.78% 328,723 SH
34 WISDOMTREE US SMALLCAP DIV GRO DGRS 97717X651 $8.5M 0.71% 152,027 SH
35 DIGITAL REALTY TRUST DLR 253868103 $8.0M 0.66% 45,404 SH
36 CHEVRON CVX 166764100 $7.9M 0.66% 38,842 SH
37 HOME DEPOT HD 437076102 $7.8M 0.65% 27,445 SH
38 UBER UBER 90353T100 $7.7M 0.64% 112,377 SH
39 WASTE MANAGEMENT WM 94106L109 $6.3M 0.53% 30,987 SH
40 SPDR PORTFOLIO TOTAL EQUITY MA SPTM 78464A805 $6.1M 0.51% 66,122 SH
41 ISHARES CORE INTERNATIONAL STO IXUS 46432F834 $6.0M 0.50% 63,653 SH
42 SCHWAB US DIVIDEND EQ ETF SCHD 808524797 $5.0M 0.42% 155,148 SH
43 ALTRIA GROUP MO 02209S103 $5.0M 0.41% 73,542 SH
44 PHILIP MORRIS PM 718172109 $4.6M 0.38% 23,898 SH
45 MCDONALDS MCD 580135101 $4.5M 0.37% 19,280 SH
46 LOCKHEED MARTIN LMT 539830109 $4.1M 0.34% 8,078 SH
47 REALTY INCOME O 756109104 $4.1M 0.34% 74,926 SH
48 TECHNOLOGY SECTOR SPDR ETF XLK 81369Y803 $3.5M 0.29% 17,989 SH
49 ALPHABET CL C GOOG 02079K107 $3.5M 0.29% 10,290 SH
50 WISDOMTREE HIGH DIVIDEND ETF DHS 97717W208 $3.2M 0.27% 28,497 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-20 $1.20B 158 0001053054-26-000009
2026-06-30 2026-07-09 $1.19B 163 0001053054-26-000003
2026-03-31 2026-04-02 $1.06B 160 0001053054-26-000002
2025-12-31 2026-01-12 $1.08B 161 0001053054-26-000001
Filer Information
Address
7840 MOORSBRIDGE ROAD
PORTAGE, MI 49024
Phone
(616) 321-8120
Filing Manager
LVM CAPITAL MANAGEMENT LTD/MI
PORTAGE, MI
Signatory
Dave P. Cleveland
Principal