Lvm Capital Management LTD Portfolio Holdings

Lvm Capital Management LTD

  • $963 Million
  • Q2 2025

Lvm Capital Management LTD has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $963 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $87M, Apple Inc. with a value of $79.4M, Broadcom Inc. with a value of $73.9M, Eli Lilly & CO with a value of $39.6M, and Abb Vie Inc. with a value of $31.1M.

Examining the 13F form we can see an increase of $66.6M in the current position value, from $897M to 963M.

Below you can find more details about Lvm Capital Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $963 Million
Technology: $345 Million
Healthcare: $153 Million
ETFs: $109 Million
Financial Services: $81.5 Million
Consumer Defensive: $68.5 Million
Industrials: $64.1 Million
Energy: $45.7 Million
Communication Services: $33.9 Million
Other: $63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.71T
$87 Million 9.03% of portfolio
174,910
Q2 2025 Reduced 1.66%
$3.37T
$79.4 Million 8.25% of portfolio
387,208
Q2 2025 Reduced 0.95%
$111B
$73.9 Million 7.67% of portfolio
268,133
Q2 2025 Reduced 3.87%
$734B
$39.6 Million 4.11% of portfolio
50,756
Q2 2025 Added 2.39%
$332B
$31.1 Million 3.22% of portfolio
167,338
Q2 2025 Added 0.73%
$380B
$29 Million 3.01% of portfolio
181,955
Q2 2025 Reduced 0.08%
$243B
$27.5 Million 2.86% of portfolio
195,366
Q2 2025 Reduced 0.92%
$283B
$27.4 Million 2.84% of portfolio
394,230
Q2 2025 Reduced 0.44%
$463B
$27 Million 2.8% of portfolio
250,395
Q2 2025 Added 0.82%
$241B
$26.6 Million 2.76% of portfolio
83,460
Q2 2025 Reduced 3.12%
$1.07T
$24.8 Million 2.57% of portfolio
140,673
Q2 2025 Reduced 1.89%
$0
$24.4 Million 2.53% of portfolio
292,224
Q2 2025 Reduced 1.29%
$406B
$22.4 Million 2.33% of portfolio
146,821
Q2 2025 Reduced 0.92%
$376B
$19.9 Million 2.07% of portfolio
54,329
Q2 2025 Added 0.01%
$78.2B
$19.7 Million 2.05% of portfolio
39,485
Q2 2025 Added 18.76%
$53.4B
$18.3 Million 1.89% of portfolio
292,677
Q2 2025 Reduced 0.39%
$148B
$15 Million 1.56% of portfolio
37,890
Q2 2025 Added 1.87%
$164B
$14.9 Million 1.55% of portfolio
81,498
Q2 2025 Reduced 0.54%
$5.88B
$14.5 Million 1.5% of portfolio
125,257
Q2 2025 Added 1.85%
$51.1B
$14.3 Million 1.48% of portfolio
199,090
Q2 2025 Reduced 3.51%
$118B
$13.4 Million 1.39% of portfolio
30,070
Q2 2025 Added 0.52%
$394B
$13.2 Million 1.37% of portfolio
83,632
Q2 2025 Added 2.73%
$270B
$12.9 Million 1.34% of portfolio
47,175
Q2 2025 Added 1.06%
$22.2B
$12.2 Million 1.27% of portfolio
29,973
Q2 2025 Added 1.62%
$0
$12.1 Million 1.26% of portfolio
19,588
Q2 2025 Reduced 7.7%
$12.4B
$11.6 Million 1.2% of portfolio
158,318
Q2 2025 Added 0.02%
$70.1B
$10.5 Million 1.09% of portfolio
88,118
Q2 2025 Added 1.29%
$0
$10.4 Million 1.08% of portfolio
239,889
Q2 2025 Added 6.98%
$191B
$9.96 Million 1.03% of portfolio
106,727
Q2 2025 New
$60.3B
$9.73 Million 1.01% of portfolio
47,526
Q2 2025 Added 1.03%
$84.1B
$9.52 Million 0.99% of portfolio
90,057
Q2 2025 Added 0.94%
$157B
$8.55 Million 0.89% of portfolio
30,621
Q2 2025 Reduced 1.13%
$49.3B
$8.13 Million 0.84% of portfolio
46,664
Q2 2025 Reduced 1.54%
$142B
$7.8 Million 0.81% of portfolio
321,855
Q2 2025 Added 2.74%
$93.1B
$7.04 Million 0.73% of portfolio
30,758
Q4 2024 Added 0.55%
$289B
$6.99 Million 0.73% of portfolio
48,788
Q2 2025 Reduced 5.46%
$0
$6.53 Million 0.68% of portfolio
139,379
Q2 2025 Added 2.25%
$0
$6.33 Million 0.66% of portfolio
100,599
Q2 2025 Added 11.9%
$12B
$5.91 Million 0.61% of portfolio
40,603
Q2 2025 Reduced 28.39%
$108B
$5.04 Million 0.52% of portfolio
85,919
Q2 2025 Reduced 1.46%
$123B
$4.93 Million 0.51% of portfolio
10,650
Q2 2025 Reduced 68.57%
$225B
$4.77 Million 0.5% of portfolio
38,500
Q2 2025 Added 1.2%
$0
$4.52 Million 0.47% of portfolio
58,436
Q2 2025 Reduced 1.81%
$0
$4.49 Million 0.47% of portfolio
60,298
Q2 2025 Reduced 1.03%
$281B
$4.47 Million 0.46% of portfolio
24,566
Q2 2025 Reduced 0.18%
$108B
$4.39 Million 0.46% of portfolio
47,885
Q2 2025 Reduced 6.6%
$35.5B
$4.36 Million 0.45% of portfolio
75,602
Q2 2025 Reduced 0.87%
$234B
$4.03 Million 0.42% of portfolio
29,653
Q2 2025 Reduced 1.59%
$0
$3.72 Million 0.39% of portfolio
141,025
Q2 2025 Added 10.52%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $963 Million
  • Prior Value $897 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 02, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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