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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$167B
$471,000 0.05% of portfolio
1,164
Q4 2024 Added 0.26%
$90.8B
$504,000 0.05% of portfolio
4,278
Q2 2025 Reduced 0.37%
$23.4B
$505,000 0.05% of portfolio
6,677
Q4 2024 Added 2.38%
$36.4B
$466,000 0.05% of portfolio
3,600
Q2 2025 New
$27.5B
$529,000 0.05% of portfolio
9,380
Q2 2025 New
$95.7B
$515,000 0.05% of portfolio
23,006
Q2 2025 Reduced 1.62%
$25.8B
$378,000 0.04% of portfolio
9,000
Q2 2025 Added 100.0%
$15.7B
$380,000 0.04% of portfolio
3,171
Q2 2025 Reduced 2.91%
$173B
$372,000 0.04% of portfolio
707
Q4 2024 Added 10.82%
$23.6B
$275,000 0.03% of portfolio
2,864
Q4 2023 Reduced 0.87%
$27.1B
$286,000 0.03% of portfolio
3,600
Q3 2023 Reduced 7.98%
$74.1B
$289,000 0.03% of portfolio
3,184
Q4 2024 Reduced 0.5%
$168B
$262,000 0.03% of portfolio
250
Q2 2025 Added 16.28%
$87.1B
$285,000 0.03% of portfolio
925
Q1 2025 Reduced 1.07%
$64.5B
$319,000 0.03% of portfolio
1,132
Q4 2024 Added 5.6%
$143B
$255,000 0.03% of portfolio
2,068
Q4 2024 New
$30.3B
$327,000 0.03% of portfolio
6,326
Q2 2025 Reduced 4.69%
$60.9B
$213,000 0.02% of portfolio
835
Q2 2025 New
$91.5B
$208,000 0.02% of portfolio
299
Q2 2025 New
$177B
$227,000 0.02% of portfolio
1,168
Q2 2025 Reduced 2.1%
$102B
$240,000 0.02% of portfolio
550
Q2 2025 New
$83.7B
$211,000 0.02% of portfolio
725
Q2 2025 New

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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