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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$1.54 Million 0.16% of portfolio
22,192
Q4 2024 Added 1.04%
$141B
$1.36 Million 0.14% of portfolio
18,456
Q2 2025 Reduced 9.0%
$89.6B
$1.33 Million 0.14% of portfolio
5,995
Q2 2025 Added 62.82%
$211B
$1.31 Million 0.14% of portfolio
45,324
Q2 2025 Added 60.99%
$2.36T
$1.21 Million 0.13% of portfolio
5,513
Q2 2025 Reduced 2.82%
$124B
$1.3 Million 0.13% of portfolio
14,901
Q2 2025 Reduced 2.61%
$20.3B
$1.17 Million 0.12% of portfolio
5,238
Q2 2025 Reduced 4.45%
$233B
$1.12 Million 0.12% of portfolio
7,677
Q2 2025 Reduced 0.65%
$815B
$1.15 Million 0.12% of portfolio
5,261
Q1 2025 Reduced 0.94%
$142B
$1.11 Million 0.11% of portfolio
2,175
Q2 2025 Reduced 1.14%
$0
$1.11 Million 0.11% of portfolio
43,675
Q1 2023 Reduced 0.57%
$86.6B
$1.05 Million 0.11% of portfolio
6,872
Q2 2025 Reduced 41.98%
$205B
$965,000 0.1% of portfolio
12,192
Q2 2025 Reduced 3.08%
$222B
$944,000 0.1% of portfolio
3,232
Q2 2025 Reduced 2.5%
$64.8B
$869,000 0.09% of portfolio
3,251
Q1 2025 Reduced 0.15%
$325B
$856,000 0.09% of portfolio
2,747
Q2 2025 Reduced 0.4%
$42.4B
$857,000 0.09% of portfolio
5,787
Q2 2025 Added 136.98%
$230B
$871,000 0.09% of portfolio
2,246
Q2 2025 Reduced 1.1%
$442B
$728,000 0.08% of portfolio
1
Q3 2017 New
$23.6B
$744,000 0.08% of portfolio
6,510
Q2 2025 New
$121B
$789,000 0.08% of portfolio
2,559
Q2 2024 Added 0.55%
$554B
$751,000 0.08% of portfolio
2,118
Q2 2025 Reduced 1.17%
$98.5B
$637,000 0.07% of portfolio
13,774
Q2 2025 Reduced 0.91%
$79.5B
$657,000 0.07% of portfolio
5,250
Q2 2025 Reduced 2.78%
$425B
$643,000 0.07% of portfolio
650
Q2 2025 Added 10.17%
$64.6B
$655,000 0.07% of portfolio
6,300
Q1 2023 Reduced 3.51%
$81.8B
$609,000 0.06% of portfolio
3,267
Q4 2024 Reduced 11.2%
$63.1B
$554,000 0.06% of portfolio
4,645
Q4 2024 Reduced 1.63%
$18.3B
$595,000 0.06% of portfolio
10,214
Q2 2025 Reduced 22.91%
$101B
$600,000 0.06% of portfolio
819
Q2 2025 New
$42.3B
$621,000 0.06% of portfolio
4,821
Q2 2025 Reduced 2.19%
$63B
$621,000 0.06% of portfolio
10,665
Q2 2025 New
$30.5B
$580,000 0.06% of portfolio
2,011
Q2 2025 New
$150B
$586,000 0.06% of portfolio
1,643
Q4 2024 Added 2.56%
$34.4B
$500,000 0.05% of portfolio
4,992
Q2 2025 New
$281B
$443,000 0.05% of portfolio
4,539
Q2 2025 Reduced 0.98%
$184B
$519,000 0.05% of portfolio
12,015
Q1 2025 Reduced 1.84%
$186B
$471,000 0.05% of portfolio
1,164
Q4 2024 Added 0.26%
$242B
$517,000 0.05% of portfolio
7,411
Q4 2024 Added 1.52%
$94.2B
$504,000 0.05% of portfolio
4,278
Q2 2025 Reduced 0.37%
$26.2B
$505,000 0.05% of portfolio
6,677
Q4 2024 Added 2.38%
$1.69T
$528,000 0.05% of portfolio
716
Q2 2025 Reduced 10.05%
$36.4B
$466,000 0.05% of portfolio
3,600
Q2 2025 New
$27.8B
$529,000 0.05% of portfolio
9,380
Q2 2025 New
$102B
$515,000 0.05% of portfolio
23,006
Q2 2025 Reduced 1.62%
$556B
$400,000 0.04% of portfolio
713
Q4 2024 Added 0.42%
$27.4B
$378,000 0.04% of portfolio
9,000
Q2 2025 Added 100.0%
$15.2B
$380,000 0.04% of portfolio
3,171
Q2 2025 Reduced 2.91%
$177B
$372,000 0.04% of portfolio
707
Q4 2024 Added 10.82%

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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