CIK 1053054
LVM CAPITAL MANAGEMENT LTD/MI
Institutional 13F holdings & portfolio
Holdings
161
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 161
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET CL C | 11K | $1M+ | SH |
| GLD | SPDR GOLD TRUST ETF | 8K | $1M+ | SH |
| DHS | WISDOMTREE HIGH DIVIDEND ETF | 29K | $1M+ | SH |
| SYY | SYSCO | 40K | $1M+ | SH |
| XLK | TECHNOLOGY SECTOR SPDR ETF | 18K | $1M+ | SH |
| HSY | HERSHEY | 14K | $1M+ | SH |
| PEP | PEPSICO | 18K | $1M+ | SH |
| CMA | COMERICA | 28K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH IN | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY CL B | 5K | $1M+ | SH |
| CASY | CASEYS GENERAL STORES | 4K | $1M+ | SH |
| KO | COCA-COLA | 28K | $1M+ | SH |
| NEE | NEXTERA ENERGY | 22K | $1M+ | SH |
| LIEN | CHICAGO ATLANTIC BDC | 161K | $1M+ | SH |
| TD | TORONTO-DOMINION BANK | 17K | $1M+ | SH |
| XLV | SPDR HEALTH CARE SECTOR ETF | 9K | $1M+ | SH |
| PHYS | SPROTT PHYSICAL GOLD TRUST | 44K | $1M+ | SH |
| RTX | RTX CORP | 8K | $1M+ | SH |
| MRK | MERCK | 12K | $1M+ | SH |
| CAT | CATERPILLAR | 2K | $1M+ | SH |
| MDT | MEDTRONIC | 12K | $1M+ | SH |
| IJH | ISHARES S&P MID-CAP EQUITY ETF | 16K | $1M+ | SH |
| MMM | 3M | 7K | $1M+ | SH |
| ORCL | ORACLE | 5K | $1M+ | SH |
| BAC | BANK OF AMERICA | 18K | $500K+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 3K | $500K+ | SH |
| DE | DEERE | 2K | $500K+ | SH |
| MCD | MCDONALDS | 3K | $500K+ | SH |
| TRV | TRAVELERS | 3K | $500K+ | SH |
| XNTK | SPDR NYSE TECHNOLOGY EQUITY ET | 3K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION | 4K | $500K+ | SH |
| CTAS | CINTAS | 5K | $500K+ | SH |
| INTC | INTEL | 23K | $500K+ | SH |
| DUK | DUKE ENERGY | 7K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP | 2K | $500K+ | SH |
| IJR | ISHARES S&P SMALLCAP 600 INDEX | 7K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY CL A | 1 | $500K+ | SH |
| V | VISA CL A | 2K | $500K+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS | 13K | $500K+ | SH |
| PNC | PNC FINANCIAL | 3K | $500K+ | SH |
| AZN | ASTRAZENECA ADR | 7K | $500K+ | SH |
| MBWM | MERCANTILE BANK | 14K | $500K+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD | 15K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB | 12K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING | 3K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC | 1K | $500K+ | SH |
| AMT | AMERICAN TOWER | 4K | $500K+ | SH |
| NUE | NUCOR | 4K | $500K+ | SH |
| CNI | CANADIAN NATIONAL RAILWAY | 6K | $500K+ | SH |
| SRE | SEMPRA ENERGY | 7K | $500K+ | SH |