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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VRTXVertex Pharmaceuticals
| 1.32% | $12.235M 30,383 shares@ $402.7 avg price | Increased 1.24% |
HUBBHubbell
| 1.24% | $11.522M 27,506 shares@ $418.9 avg price | Increased 3.68% |
NVTNvent Electric
| 1.11% | $10.307M 151,221 shares@ $68.16 avg price | Increased 8.12% |
EOGEog Resources
| 1.08% | $10.022M 81,762 shares@ $122.58 avg price | Increased 135.15% |
FTNTFortinet
| 0.92% | $8.487M 89,827 shares@ $94.49 avg price | Increased 10.74% |
PANWPalo Alto Networks
| 0.9% | $8.278M 45,493 shares@ $181.97 avg price | Increased 146.31% |
IQLTIshares Msci International Qua
| 0.87% | $8.01M 215,778 shares@ $37.13 avg price | Increased 714.11% |
DGRSWisdomtree Us Smallcap Div Gro
| 0.75% | $6.918M 135,035 shares@ $51.24 avg price | Increased 5.72% |
WMWaste Management
| 0.67% | $6.207M 30,758 shares@ $201.81 avg price | Increased 0.55% |
IXUSIshares Core International Sto
| 0.46% | $4.251M 64,266 shares@ $66.15 avg price | Increased 4.3% |