$0 is the total value of LVM CAPITAL MANAGEMENT LTD/MI's 0 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUBB | New | HUBBELL | $6,300 | – | 20,100 | +100.0% | 0.89% | – |
| NVT | New | NVENT ELECTRIC | $6,041 | – | 114,005 | +100.0% | 0.85% | – |
| CMA | New | COMERICA | $1,425 | – | 34,307 | +100.0% | 0.20% | – |
| EXPE | New | EXPEDIA | $676 | – | 6,555 | +100.0% | 0.10% | – |
| WDC | New | WESTERN DIGITAL | $672 | – | 14,730 | +100.0% | 0.10% | – |
| WRK | New | WESTROCK | $653 | – | 18,245 | +100.0% | 0.09% | – |
| HAL | New | HALLIBURTON | $650 | – | 16,051 | +100.0% | 0.09% | – |
| CINF | New | CINCINNATI FINANCIAL | $653 | – | 6,381 | +100.0% | 0.09% | – |
| BSX | New | BOSTON SCIENTIFIC | $647 | – | 12,250 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.