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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001053054

LVM CAPITAL MANAGEMENT LTD/MI

PORTAGE, MI · File #028-06658

Latest AUM
$1.1M
Positions
161
Top-10 Concentration
53.0%
Filings
12

Sector Allocation

Technology
32.8%$353,021
Healthcare
16.5%$177,521
Financials
6.9%$74,063
Industrials
6.0%$64,667
Energy
4.2%$45,711
Consumer Staples
2.7%$29,004
Utilities
1.6%$16,978
Real Estate
0.4%$3,951
Materials
0.1%$1,333

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLEAAPL368,719$100,24010.13%
2BROADCOMAVGO240,090$83,0958.40%
3MICROSOFTMSFT168,571$81,5248.24%
4ELI LILLYLLY51,197$55,0205.56%
5ALPHABET CL AGOOG133,529$41,7954.23%
6ABBVIEABBV169,711$38,7773.92%
7MORGAN STANLEYMS-PQ192,743$34,2183.46%
8CISCO SYSTEMSCSCO391,748$30,1763.05%
9JOHNSON & JOHNSONJNJ145,288$30,0673.04%
10EXXON MOBILXOM247,550$29,7903.01%
11AMERICAN EXPRESSAXP79,194$29,2982.96%
12PROCTER & GAMBLE742718109181,212$25,9702.63%
13WISDOMTREE US DIV GROWTH ETFWT285,055$25,4922.58%
14ISHARES GOLD TRUST ETFIAU301,370$24,4622.47%
15NORTHROP GRUMMANNOC39,169$22,3352.26%
16APPLIED MATERIALS03822210575,583$19,4241.96%
17JPMORGAN CHASEVYLD55,936$18,0241.82%
18NVENT ELECTRICNVT165,427$16,8691.71%
19NVIDIANVDA87,413$16,3031.65%
20IDACORPIDA126,792$16,0471.62%