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Dave P. Cleveland

Lvm Capital Management Ltd Mi

Assets Managed
$1.195B
Holdings
163
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.69%(2Q avg: 5.6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvm Capital Management Ltd Mi's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 163 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 2026 - Q2, they manage 1.195B in assets, with a quarterly growth rate of 12.69% and a 2-quarter average growth rate of 5.6%. The portfolio is managed by Dave P. Cleveland, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.77%
8.83%
$105.457M
364,448 shares@ $289.37 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.52%
7.37%
$87.964M
232,862 shares@ $377.76 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.45%
5.27%
$62.945M
168,745 shares@ $373.02 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.34%
5.08%
$60.596M
50,521 shares@ $1199.43 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -6.4%
3.99%
$47.651M
65,908 shares@ $723.0 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.23%
3.84%
$45.795M
128,145 shares@ $357.37 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -2.95%
3.73%
$44.462M
378,528 shares@ $117.47 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.88%
3.65%
$43.527M
172,974 shares@ $251.64 avg price
MS
Morgan Stanley
Recent Activity
Decreased -0.74%
3.33%
$39.727M
190,045 shares@ $209.04 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.19%
3.02%
$36.002M
141,759 shares@ $253.97 avg price

1-10 of 163