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
$234B
$3.45 Million 0.36% of portfolio
11,700
Q1 2025 Reduced 2.35%
$199B
$3.5 Million 0.36% of portfolio
26,543
Q2 2025 Reduced 1.45%
$0
$3.22 Million 0.33% of portfolio
33,667
Q2 2025 Reduced 15.27%
$40.5B
$3.08 Million 0.32% of portfolio
40,633
Q2 2025 Reduced 0.12%
$27B
$3.09 Million 0.32% of portfolio
18,625
Q2 2025 Reduced 3.57%
$0
$2.35 Million 0.24% of portfolio
9,374
Q2 2025 Reduced 0.02%
$622B
$2.28 Million 0.24% of portfolio
4,685
Q2 2025 Added 1.63%
$107B
$2.23 Million 0.23% of portfolio
7,325
Q2 2025 Added 15.81%
$299B
$1.99 Million 0.21% of portfolio
28,182
Q2 2025 Reduced 1.01%
$19.6B
$1.93 Million 0.2% of portfolio
3,780
Q2 2025 Reduced 2.83%
$1.18T
$1.96 Million 0.2% of portfolio
11,072
Q4 2024 Added 0.11%
$8.83B
$1.75 Million 0.18% of portfolio
29,307
Q4 2024 Reduced 14.57%
$141B
$1.54 Million 0.16% of portfolio
22,192
Q4 2024 Added 1.04%
$136B
$1.36 Million 0.14% of portfolio
18,456
Q2 2025 Reduced 9.0%
$108B
$1.33 Million 0.14% of portfolio
5,995
Q2 2025 Added 62.82%
$199B
$1.31 Million 0.14% of portfolio
45,324
Q2 2025 Added 60.99%
$123B
$1.3 Million 0.13% of portfolio
14,901
Q2 2025 Reduced 2.61%
$22.6B
$1.17 Million 0.12% of portfolio
5,238
Q2 2025 Reduced 4.45%
$228B
$1.12 Million 0.12% of portfolio
7,677
Q2 2025 Reduced 0.65%
$0
$1.13 Million 0.12% of portfolio
8,434
Q2 2025 Added 9.72%
$655B
$1.15 Million 0.12% of portfolio
5,261
Q1 2025 Reduced 0.94%
$155B
$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%
$82.5B
$1.05 Million 0.11% of portfolio
6,872
Q2 2025 Reduced 41.98%
$0
$1.01 Million 0.1% of portfolio
16,257
Q2 2025 Reduced 4.27%
$213B
$965,000 0.1% of portfolio
12,192
Q2 2025 Reduced 3.08%
$217B
$944,000 0.1% of portfolio
3,232
Q2 2025 Reduced 2.5%
$61.4B
$869,000 0.09% of portfolio
3,251
Q1 2025 Reduced 0.15%
$261B
$856,000 0.09% of portfolio
2,747
Q2 2025 Reduced 0.4%
$0
$825,000 0.09% of portfolio
2,965
Q2 2025 Reduced 4.05%
$388B
$853,000 0.09% of portfolio
18,033
Q2 2025 Reduced 1.64%
$41.5B
$857,000 0.09% of portfolio
5,787
Q2 2025 Added 136.98%
$227B
$871,000 0.09% of portfolio
2,246
Q2 2025 Reduced 1.1%
$435B
$728,000 0.08% of portfolio
1
Q3 2017 New
$0
$734,000 0.08% of portfolio
6,717
Q2 2025 Reduced 0.53%
$24.3B
$744,000 0.08% of portfolio
6,510
Q2 2025 New
$127B
$789,000 0.08% of portfolio
2,559
Q2 2024 Added 0.55%
$0
$732,000 0.08% of portfolio
4,024
Q4 2024 Reduced 0.54%
$579B
$751,000 0.08% of portfolio
2,118
Q2 2025 Reduced 1.17%
$104B
$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%
$413B
$643,000 0.07% of portfolio
650
Q2 2025 Added 10.17%
$0
$657,000 0.07% of portfolio
2,799
Q2 2025 Added 141.71%
$64.7B
$655,000 0.07% of portfolio
6,300
Q1 2023 Reduced 3.51%
$0
$565,000 0.06% of portfolio
5,635
Q2 2025 Reduced 29.69%
$79.2B
$609,000 0.06% of portfolio
3,267
Q4 2024 Reduced 11.2%
$59.8B
$554,000 0.06% of portfolio
4,645
Q4 2024 Reduced 1.63%
$0
$609,000 0.06% of portfolio
15,100
Q1 2025 Reduced 9.31%
$19.8B
$595,000 0.06% of portfolio
10,214
Q2 2025 Reduced 22.91%

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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