$0 is the total value of LVM CAPITAL MANAGEMENT LTD/MI's 0 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZTS | New | ZOETIS | $346,000 | – | 1,416 | +100.0% | 0.05% | – |
| QCOM | New | QUALCOMM | $227,000 | – | 1,240 | +100.0% | 0.03% | – |
| ETN | New | EATON | $227,000 | – | 1,315 | +100.0% | 0.03% | – |
| WMT | New | WAL-MART STORES | $209,000 | – | 1,445 | +100.0% | 0.03% | – |
| TECH | New | TECHNE | $202,000 | – | 390 | +100.0% | 0.03% | – |
| VO | New | VANGUARD MID-CAP ETF | $200,000 | – | 785 | +100.0% | 0.03% | – |
| NSC | New | NORFOLK SOUTHERN | $200,000 | – | 672 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE | 42 | Q3 2023 | 10.8% |
| MICROSOFT | 42 | Q3 2023 | 8.5% |
| CISCO SYSTEMS | 42 | Q3 2023 | 4.7% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.2% |
| ABBVIE | 42 | Q3 2023 | 4.3% |
| AT&T | 42 | Q3 2023 | 4.7% |
| EXXON MOBIL | 42 | Q3 2023 | 4.2% |
| INTEL | 42 | Q3 2023 | 3.9% |
| IDACORP | 42 | Q3 2023 | 2.6% |
| TORONTO-DOMINION BANK | 42 | Q3 2023 | 2.7% |
View LVM CAPITAL MANAGEMENT LTD/MI's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-04 |
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.