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Portfolio (Quarterly) Guide ↗

LVM CAPITAL MANAGEMENT LTD/MI

· CIK 0001053054
13F Portfolio $1.1B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 161 New
Page 9 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WEBB INTERACT SERVICES 303,575.0 NEW
Page 9 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Healthcare 18.6%
Financial Services 13.4%
Industrials 7.5%
Consumer Defensive 6.1%
Communication Services 4.9%
Energy 4.6%
Consumer Cyclical 3.6%
Utilities 2.1%
Real Estate 1.2%