$0 is the total value of LVM CAPITAL MANAGEMENT LTD/MI's 0 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAX | New | BAXTER INTERNATIONAL | $8,560,000 | – | 116,330 | +100.0% | 2.99% | – |
| DFS | New | DISCOVER FINANCIAL SERVICES | $6,811,000 | – | 117,045 | +100.0% | 2.38% | – |
| VZ | New | VERIZON COMMUNICATIONS | $253,000 | – | 5,317 | +100.0% | 0.09% | – |
| EES | New | WISDOMTREE SMALLCAP EARNINGS F | $237,000 | – | 2,910 | +100.0% | 0.08% | – |
| WAG | New | WALGREEN | $221,000 | – | 3,350 | +100.0% | 0.08% | – |
| VOD | New | VODAFONE GROUP PLC-SP ADR | $217,000 | – | 5,897 | +100.0% | 0.08% | – |
| MMP | New | MAGELLAN MIDSTREAM PARTNERS | $209,000 | – | 3,000 | +100.0% | 0.07% | – |
| PCAR | New | PACCAR | $207,000 | – | 3,062 | +100.0% | 0.07% | – |
| KMB | New | KIMBERLY CLARK | $204,000 | – | 1,850 | +100.0% | 0.07% | – |
| GPK | New | GRAPHIC PACKAGING HOLDING | $152,000 | – | 15,000 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE | 45 | Q2 2024 | 10.8% |
| MICROSOFT | 45 | Q2 2024 | 9.2% |
| CISCO SYSTEMS | 45 | Q2 2024 | 4.7% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 4.2% |
| ABBVIE | 45 | Q2 2024 | 4.3% |
| AT&T | 45 | Q2 2024 | 4.7% |
| EXXON MOBIL | 45 | Q2 2024 | 4.2% |
| INTEL | 45 | Q2 2024 | 3.9% |
| IDACORP | 45 | Q2 2024 | 2.6% |
| TORONTO-DOMINION BANK | 45 | Q2 2024 | 2.7% |
View LVM CAPITAL MANAGEMENT LTD/MI's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-03 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-13 |
View LVM CAPITAL MANAGEMENT LTD/MI's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.