13F-HR filed by LVM CAPITAL MANAGEMENT LTD/MI
LVM CAPITAL MANAGEMENT LTD/MI filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 163 holding rows worth $1,194,811,000.
- Accession
- 0001053054-26-000003
- Filer
- CIK 1053054
- Filed
- 2026-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 163 entries on the cover page, a total value of $1,194,811,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,194,811,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-06658. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 364,448 | $105,457,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 232,862 | $87,964,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 168,745 | $62,945,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 50,521 | $60,596,000 | thousands, detected and multiplied | |
| Applied Materials,Inc. | 038222105 | COM | 65,908 | $47,651,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 128,145 | $45,795,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 378,528 | $44,462,000 | thousands, detected and multiplied | |
| AbbVie,Inc. | 00287Y109 | COM | 172,974 | $43,527,000 | thousands, detected and multiplied | |
| Morgan Stanley | 617446448 | COM | 190,045 | $39,727,000 | thousands, detected and multiplied | |
| Johnson & Johnson | 478160104 | COM | 141,759 | $36,002,000 | thousands, detected and multiplied | |
| EXXON MOBIL CORP | 30233Q108 | COM | 248,897 | $34,029,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 291,804 | $27,902,000 | thousands, detected and multiplied | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 160,036 | $27,144,000 | thousands, detected and multiplied | |
| American Express Company | 025816109 | COM | 79,690 | $26,955,000 | thousands, detected and multiplied | |
| Procter & Gamble Co | 742718109 | COM | 181,395 | $26,600,000 | thousands, detected and multiplied | |
| iShares Gold Trust | 464285204 | COM | 299,586 | $22,622,000 | thousands, detected and multiplied | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 40,145 | $20,446,000 | thousands, detected and multiplied | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 400,574 | $19,848,000 | thousands, detected and multiplied | |
| Stryker Corporation | 863667101 | COM | 62,584 | $19,704,000 | thousands, detected and multiplied | |
| IDACORP INC | 451107106 | COM | 129,107 | $19,534,000 | thousands, detected and multiplied | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 56,112 | $19,135,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 57,953 | $18,970,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 89,075 | $17,823,000 | thousands, detected and multiplied | |
| HUBBELL INC COM | 443510607 | Stock | 31,250 | $16,350,000 | thousands, detected and multiplied | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 157,712 | $16,134,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 67,491 | $16,086,000 | thousands, detected and multiplied | |
| FORTINET INC COM | 34959E109 | Stock | 99,761 | $15,325,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 17,432 | $13,018,000 | thousands, detected and multiplied | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 24,986 | $12,411,000 | thousands, detected and multiplied | |
| EOG RES INC COM | 26875P101 | Stock | 83,199 | $10,793,000 | thousands, detected and multiplied | |
| KROGER CO COM | 501044101 | Stock | 190,239 | $10,564,000 | thousands, detected and multiplied | |
| Amgen Inc. | 031162100 | COM | 29,133 | $10,550,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 29,539 | $10,418,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717X651 | US S CAP QTY DIV | 148,480 | $8,813,000 | thousands, detected and multiplied | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 45,364 | $8,146,000 | thousands, detected and multiplied | |
| Pfizer Inc. | 717081103 | COM | 336,569 | $8,105,000 | thousands, detected and multiplied | |
| Uber Technologies | 90353T100 | COM | 110,834 | $7,998,000 | thousands, detected and multiplied | |
| Waste Management, Inc. | 94106L109 | COM | 30,883 | $6,883,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 38,284 | $6,346,000 | thousands, detected and multiplied | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 66,672 | $6,053,000 | thousands, detected and multiplied | |
| ISHARES TR | 46432F834 | COM | 63,103 | $6,023,000 | thousands, detected and multiplied | |
| Altria Group Inc | 02209S103 | COM | 74,967 | $5,394,000 | thousands, detected and multiplied | |
| SCHD | 808524797 | COM | 150,001 | $4,757,000 | thousands, detected and multiplied | |
| REALTY INCOME CORP COM | 756109104 | REIT | 72,646 | $4,501,000 | thousands, detected and multiplied | |
| Philip Morris International Inc. | 718172109 | COM | 24,223 | $4,382,000 | thousands, detected and multiplied | |
| Lockheed Martin Corporation | 539830109 | COM | 8,490 | $4,325,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 10,570 | $3,735,000 | thousands, detected and multiplied | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 18,372 | $3,500,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W208 | US HIGH DIVIDEND | 28,687 | $3,261,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 11,395 | $3,204,000 | thousands, detected and multiplied | |
| SYSCOCORP | 871829107 | COM | 38,276 | $3,199,000 | thousands, detected and multiplied | |
| Intel Corp | 458140100 | COM | 22,331 | $3,118,000 | thousands, detected and multiplied | |
| CASEYS GEN STORES INC | 147528103 | COM | 3,780 | $3,004,000 | thousands, detected and multiplied | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 7,475 | $2,754,000 | thousands, detected and multiplied | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 47,787 | $2,694,000 | thousands, detected and multiplied | |
| Abbott Laboratories | 002824100 | COM | 28,496 | $2,586,000 | thousands, detected and multiplied | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 19,908 | $2,472,000 | thousands, detected and multiplied | |
| HERSHEY CO COM | 427866108 | Stock | 13,754 | $2,413,000 | thousands, detected and multiplied | |
| PepsiCo,Inc. | 713448108 | COM | 17,381 | $2,353,000 | thousands, detected and multiplied | |
| Caterpillar Inc. | 149123101 | COM | 2,166 | $2,307,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,535 | $2,269,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 26,748 | $2,174,000 | thousands, detected and multiplied | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 16,136 | $1,959,000 | thousands, detected and multiplied | |
| NextEra Energy,Inc. | 65339F101 | COM | 21,716 | $1,906,000 | thousands, detected and multiplied | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 10,321 | $1,638,000 | thousands, detected and multiplied | |
| VANECK ETF TRUST | 92189F676 | COM | 2,460 | $1,613,000 | thousands, detected and multiplied | |
| CHICAGO ATLANTIC BDC INC | 828174102 | COM | 161,326 | $1,576,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 11,893 | $1,528,000 | thousands, detected and multiplied | |
| Raytheon Technologies Corporation | 75513E101 | COM | 7,662 | $1,454,000 | thousands, detected and multiplied | |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 78464A102 | ETF | 3,711 | $1,450,000 | thousands, detected and multiplied | |
| Deere & Company | 244199105 | COM | 2,095 | $1,329,000 | thousands, detected and multiplied | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 43,325 | $1,307,000 | thousands, detected and multiplied | |
| IJH | 464287507 | COM | 15,286 | $1,179,000 | thousands, detected and multiplied | |
| VWO | 922042858 | SHS | 18,941 | $1,131,000 | thousands, detected and multiplied | |
| Bank of America Corp | 060505104 | COM | 19,100 | $1,088,000 | thousands, detected and multiplied | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 3,251 | $1,073,000 | thousands, detected and multiplied | |
| 3M CO COM | 88579Y101 | Stock | 6,584 | $1,066,000 | thousands, detected and multiplied | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,440 | $1,014,000 | thousands, detected and multiplied | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 6,586 | $977,000 | thousands, detected and multiplied | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,016 | $950,000 | thousands, detected and multiplied | |
| CLOROX CO DEL | 189054109 | COM | 9,606 | $917,000 | thousands, detected and multiplied | |
| McDonalds Corporation | 580135101 | COM | 3,372 | $911,000 | thousands, detected and multiplied | |
| Duke Energy Corporation | 26441C204 | COM | 6,941 | $879,000 | thousands, detected and multiplied | |
| CINTAS CORP COM | 172908105 | Stock | 4,950 | $842,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 2,357 | $809,000 | thousands, detected and multiplied | |
| Eaton Corp. Plc | G29183103 | COM | 1,891 | $806,000 | thousands, detected and multiplied | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 3,267 | $804,000 | thousands, detected and multiplied | |
| MERCANTILE BANK CORP | 587376104 | COMMON STOCK | 13,877 | $797,000 | thousands, detected and multiplied | |
| PHILLIPS 66 COM | 718546104 | Stock | 4,676 | $790,000 | thousands, detected and multiplied | |
| Medtronic Plc | G5960L103 | COM | 9,745 | $762,000 | thousands, detected and multiplied | |
| SPDW | 78463X889 | COM | 15,100 | $761,000 | thousands, detected and multiplied | |
| CANADIANNATLRYCOF | 136375102 | STOK | 6,300 | $751,000 | thousands, detected and multiplied | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $749,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 5,011 | $734,000 | thousands, detected and multiplied | |
| Bristol-Myers Squibb Company | 110122108 | COM | 12,694 | $731,000 | thousands, detected and multiplied | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 3,705 | $703,000 | thousands, detected and multiplied | |
| MODERNA INC | 60770K107 | COM | 9,941 | $696,000 | thousands, detected and multiplied | |
| NUCOR CORP COM | 670346105 | Stock | 3,100 | $691,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 713 | $667,000 | thousands, detected and multiplied | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 7,445 | $666,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 853 | $639,000 | thousands, detected and multiplied | |
| SEMPRA COM | 816851109 | Stock | 6,677 | $619,000 | thousands, detected and multiplied | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 11,675 | $617,000 | thousands, detected and multiplied | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 8,980 | $613,000 | thousands, detected and multiplied | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 16,070 | $612,000 | thousands, detected and multiplied | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,717 | $608,000 | thousands, detected and multiplied | |
| American Tower Corporation | 03027X100 | COM | 3,682 | $602,000 | thousands, detected and multiplied | |
| BEST BUY INC COM | 086516101 | Stock | 7,905 | $600,000 | thousands, detected and multiplied | |
| WILLIAMS COS INC COM | 969457100 | Stock | 7,999 | $595,000 | thousands, detected and multiplied | |
| Micron Technology,Inc. | 595112103 | COM | 508 | $586,000 | thousands, detected and multiplied | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 31,990 | $578,000 | thousands, detected and multiplied | |
| HP INC COM | 40434L105 | Stock | 26,075 | $572,000 | thousands, detected and multiplied | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,128 | $566,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 4,270 | $484,000 | thousands, detected and multiplied | |
| Southern Company | 842587107 | COM | 4,974 | $476,000 | thousands, detected and multiplied | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 4,290 | $471,000 | thousands, detected and multiplied | |
| AT&T Inc | 00206R102 | COM | 21,634 | $448,000 | thousands, detected and multiplied | |
| Verizon Communications Inc | 92343V104 | COM | 10,220 | $433,000 | thousands, detected and multiplied | |
| FASTENAL CO COM | 311900104 | Stock | 9,000 | $432,000 | thousands, detected and multiplied | |
| Vanguard Growth | 922908736 | COM | 4,908 | $423,000 | thousands, detected and multiplied | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 3,594 | $422,000 | thousands, detected and multiplied | |
| YUM BRANDS INC COM | 988498101 | Stock | 2,577 | $412,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 7,391 | $407,000 | thousands, detected and multiplied | |
| Vanguard S&P 500 ETF | 922908363 | COM | 589 | $404,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 678 | $382,000 | thousands, detected and multiplied | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 6,580 | $370,000 | thousands, detected and multiplied | |
| MasterCard, Inc | 57636Q104 | COM | 710 | $365,000 | thousands, detected and multiplied | |
| Texas Instruments Incorporated | 882508104 | COM | 1,221 | $364,000 | thousands, detected and multiplied | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,237 | $363,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287168 | COM | 2,011 | $314,000 | thousands, detected and multiplied | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 519 | $301,000 | thousands, detected and multiplied | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 3,218 | $295,000 | thousands, detected and multiplied | |
| USBANCORPDEL | 902973304 | COM NEW | 4,831 | $292,000 | thousands, detected and multiplied | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 299 | $292,000 | thousands, detected and multiplied | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 825 | $292,000 | thousands, detected and multiplied | |
| iShares Russell 2000 ETF | 464287655 | SHS | 950 | $285,000 | thousands, detected and multiplied | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,045 | $280,000 | thousands, detected and multiplied | |
| GENTEX CORP COM | 371901109 | Stock | 11,050 | $279,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 2,874 | $277,000 | thousands, detected and multiplied | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 2,849 | $276,000 | thousands, detected and multiplied | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,187 | $275,000 | thousands, detected and multiplied | |
| S&P Global,Inc. | 78409V104 | COM | 674 | $274,000 | thousands, detected and multiplied | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 550 | $270,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 3,931 | $266,000 | thousands, detected and multiplied | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 835 | $263,000 | thousands, detected and multiplied | |
| FISERV INC | 337738108 | COM | 5,250 | $258,000 | thousands, detected and multiplied | |
| TJX Companies Inc | 872540109 | COM | 1,677 | $254,000 | thousands, detected and multiplied | |
| VTI | 922908769 | COM | 678 | $251,000 | thousands, detected and multiplied | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 250 | $240,000 | thousands, detected and multiplied | |
| VGT | 92204A702 | SHS | 2,002 | $239,000 | thousands, detected and multiplied | |
| BROWN FORMAN CORP CL B | 115637209 | Stock | 8,905 | $237,000 | thousands, detected and multiplied | |
| FIDELITY COMWLTH TR | 315912808 | COM | 2,281 | $235,000 | thousands, detected and multiplied | |
| DTE ENERGY CO COM | 233331107 | Stock | 1,508 | $230,000 | thousands, detected and multiplied | |
| Lam Research Corporation | 512807306 | COM | 500 | $217,000 | thousands, detected and multiplied | |
| FRANCO NEV CORP COM | 351858105 | Stock | 1,000 | $208,000 | thousands, detected and multiplied | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 5,532 | $203,000 | thousands, detected and multiplied | |
| ConocoPhillips | 20825C104 | COM | 1,930 | $201,000 | thousands, detected and multiplied | |
| ORISKO METALS | 688274109 | COM | 55,100 | $69,000 | thousands, detected and multiplied | |
| VAXART INC NEW | 92243A200 | COM | 25,000 | $15,000 | thousands, detected and multiplied | |
| ECOLOCLEAN INDUSTRIES, INC | 27887U104 | COMMON STOCK | 26,300 | $0 | thousands, detected and multiplied | Value filed as zero, left out of ratios. |
| REPUBLIC FIRST BANCORP INC | 760416107 | COM | 50,000 | $0 | thousands, detected and multiplied | Value filed as zero, left out of ratios. |
| GNIS PETROLEUM | 451725105 | COM | 22,000 | $0 | thousands, detected and multiplied | Value filed as zero, left out of ratios. |
| WEBB INTERACT SERVICES | 94748P104 | COM | 303,575 | $0 | thousands, detected and multiplied | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001053054-26-000003 | this filing | 2026-07-09 | acceptance time not in the bulk data set |