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Dave P. Cleveland

@Lvm Capital Management Ltd Mi

Latest period2024 - Q4ReportedManaged Assets$929.846MTotal holdings155
Assets growth rate5.82%Assets growth rate (2-Q avg)2.91%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvm Capital Management Ltd Mi's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 155 positions.

Assets under management

The assets under management (AUM) of Lvm Capital Management Ltd Mi over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 929.846M in assets, with a quarterly growth rate of 5.82% and a 2-quarter average growth rate of 2.91%. The portfolio is managed by Dave P. Cleveland, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CDNSCadence Design Systems
Recent Activity
New Position
0.04%
$281,000
935 shares@ $300.54 avg price
TJXTjx
Recent Activity
New Position
0.03%
$250,000
2,068 shares@ $120.89 avg price
BXBlackstone Group Lp
Recent Activity
New Position
0.03%
$249,000
1,443 shares@ $172.56 avg price
TXNTexas Instruments
Recent Activity
New Position
0.03%
$224,000
1,193 shares@ $187.77 avg price
PHParker-hannifin
Recent Activity
New Position
0.03%
$222,000
349 shares@ $636.11 avg price
BLKBlackrock
Recent Activity
New Position
0.03%
$220,000
215 shares@ $1023.26 avg price
VTIVanguard Total Stock Market Et
Recent Activity
New Position
0.03%
$211,000
730 shares@ $289.05 avg price
EMREmerson Electric
Recent Activity
New Position
0.03%
$209,000
1,689 shares@ $123.75 avg price
TTTrane
Recent Activity
New Position
0.03%
$203,000
550 shares@ $369.1 avg price
USMVIshares Msci Usa Minimum Volat
Recent Activity
New Position
0.03%
$202,000
2,280 shares@ $88.6 avg price