Institutional Fund
Lvm Capital Management Ltd/Mi
Portage, MICIK 10530545 filings on record
Portfolio Value
$1.06M
Q1 2026
Holdings
160
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-1.5%
from $1.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.8%
- Broadcom Inc7.0%
- Microsoft Corp5.9%
- Eli Lilly & Co4.4%
- Exxon Mobil Corp4.0%
- Alphabet Inc3.5%
- Other66.4%
Portfolio Holdings
160 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 367.3K | $93.2K | 8.8% | −1.4K | Reduced |
| 2 | Broadcom Inc | 238.9K | $73.9K | 7.0% | −1.2K | Reduced |
| 3 | Microsoft Corp | 169.5K | $62.8K | 5.9% | +951 | Added |
| 4 | Eli Lilly & Co | 50.7K | $46.6K | 4.4% | −503 | Reduced |
| 5 | Exxon Mobil Corp | 249.6K | $42.4K | 4.0% | +2.1K | Added |
| 6 | Alphabet Inc | 129.7K | $37.3K | 3.5% | −3.8K | Reduced |
| 7 | Abbvie Inc | 171.5K | $37.3K | 3.5% | +1.8K | Added |
| 8 | Johnson & Johnson | 142.0K | $34.7K | 3.3% | −3.3K | Reduced |
| 9 | Morgan Stanley | 191.5K | $31.5K | 3.0% | −1.3K | Reduced |
| 10 | Cisco Sys Inc | 390.1K | $30.3K | 2.9% | −1.7K | Reduced |
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