SEC Filing Analysis: LVM CAPITAL MANAGEMENT LTD/MI

Executive Summary

• Trading Significance: Low
• Key Takeaway: LVM Capital Management has filed its quarterly Form 13F-HR, disclosing its long positions as of September 30, 2025. The portfolio shows a significant concentration in large-cap technology and healthcare companies.
• Market Impact: As a routine disclosure from a moderately sized investment manager, this filing is not expected to have a significant market impact. It serves as an informational data point for tracking institutional sentiment.

Filer Information

Field	Value
Filer Name	LVM CAPITAL MANAGEMENT LTD/MI
CIK	0001053054
Type	Institutional Investment Manager

Filing Overview

Field	Value
Form Type	13F-HR (Holdings Report)
Filing Date	2025-10-09
Period of Report	2025-09-30
Description	A quarterly report filed by institutional investment managers with at least $100 million in equity assets under management. It discloses their long U.S. equity holdings.

Top Holdings Analysis

The filing details numerous positions. The top holdings by market value indicate the core of the firm's investment strategy.

#	Issuer	Value (USD)	Shares Held
1	APPLE	$97,066,000	381,204
2	MICROSOFT	$87,440,000	168,820
3	BROADCOM	$81,318,000	246,484
4	ELI LILLY	$39,325,000	51,540
5	ABBVIE	$39,284,000	169,664
6	ALPHABET CL A	$34,037,000	140,014
7	MORGAN STANLEY	$31,334,000	197,116
8	EXXON MOBIL	$28,104,000	249,261
9	PROCTER & GAMBLE	$27,957,000	181,955
10	JOHNSON & JOHNSON	$27,176,000	146,566

Note: Values are reported in thousands in the filing; the table reflects the full dollar amount.

Portfolio Insights

Sector Concentration

• The portfolio is heavily weighted towards the Information Technology sector, with Apple, Microsoft, and Broadcom as the top three holdings.
• There is also a strong allocation to the Healthcare sector, represented by major positions in Eli Lilly, Abbvie, and Johnson & Johnson.

Investment Strategy

• The focus on mega-cap stocks like Apple, Microsoft, and Alphabet suggests a strategy centered on established, market-leading companies with strong fundamentals.
• The inclusion of dividend-paying stalwarts like Procter & Gamble and Johnson & Johnson points to a potential emphasis on quality and income generation alongside growth.

Contextual Analysis

Timing Significance

This filing is backward-looking, reflecting positions held at the end of the third quarter of 2025. The portfolio may have changed between the reporting date (Sept 30) and the filing date (Oct 9). Its primary use is for historical analysis and trend-spotting across institutions.

Company Context

LVM Capital Management is a Michigan-based investment advisory firm. This 13F-HR filing is part of its regular compliance and disclosure obligations under SEC regulations.

Risk Assessment

Risk Level: Low

Analytical Considerations

• Historical Data: This analysis is based on data that is over a week old. The firm's current holdings may differ.
• Limited Scope: 13F filings do not disclose short positions, cash holdings, or non-U.S. equity positions. Therefore, this is not a complete picture of the firm's overall portfolio or risk exposure.
• No Transaction Data: The filing shows a snapshot of holdings, not the buy/sell activity that led to these positions. It is impossible to determine the cost basis or profitability from this document alone.

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IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.

Analysis generated on 2025-10-10 | Data source: SEC EDGAR