$0 is the total value of LVM CAPITAL MANAGEMENT LTD/MI's 0 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NFLX | New | NETFLIX | $861 | – | 2,492 | +100.0% | 0.12% | – |
| ADBE | New | ADOBE SYSTEMS | $834 | – | 2,163 | +100.0% | 0.12% | – |
| DE | New | DEERE | $815 | – | 1,975 | +100.0% | 0.11% | – |
| MPC | New | MARATHON PETROLEUM | $804 | – | 5,960 | +100.0% | 0.11% | – |
| TROW | New | T ROWE PRICE | $790 | – | 6,994 | +100.0% | 0.11% | – |
| MRNA | New | MODERNA | $759 | – | 4,945 | +100.0% | 0.10% | – |
| PNW | New | PINNACLE WEST CAPITAL | $750 | – | 9,460 | +100.0% | 0.10% | – |
| ECL | New | ECOLAB | $747 | – | 4,510 | +100.0% | 0.10% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL | $738 | – | 432 | +100.0% | 0.10% | – |
| GNRC | New | GENERAC | $703 | – | 6,513 | +100.0% | 0.10% | – |
| GNTX | New | GENTEX | $384 | – | 13,683 | +100.0% | 0.05% | – |
| PSQ | New | PROSHARES SHORT QQQ | $268 | – | 22,000 | +100.0% | 0.04% | – |
| EOG | New | EOG RESOURCES | $232 | – | 2,025 | +100.0% | 0.03% | – |
| ZTS | New | ZOETIS | $211 | – | 1,266 | +100.0% | 0.03% | – |
| IJR | New | ISHARES S&P SMALLCAP 600 INDEX | $201 | – | 2,083 | +100.0% | 0.03% | – |
| F | New | FORD MOTOR | $133 | – | 10,582 | +100.0% | 0.02% | – |
| SENS | New | SENSEONICS HOLDINGS | $17 | – | 24,008 | +100.0% | 0.00% | – |
| MMAT | New | META MATERIALS INC COM | $4 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
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.