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David P. Cleveland

Lvm Capital Management Ltd Mi

Assets Managed
$1.06B
Holdings
160
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-1.49%(2Q avg: 0.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvm Capital Management Ltd Mi's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 160 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.06B in assets, with a quarterly growth rate of -1.49% and a 2-quarter average growth rate of 0.98%. The portfolio is managed by David P. Cleveland, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.38%
8.8%
$93.215M
367,294 shares@ $253.79 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.5%
6.98%
$73.938M
238,888 shares@ $309.51 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.57%
5.92%
$62.752M
169,522 shares@ $370.18 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.98%
4.4%
$46.627M
50,694 shares@ $919.78 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.85%
4%
$42.355M
249,646 shares@ $169.67 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.83%
3.52%
$37.309M
129,742 shares@ $287.57 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 1.04%
3.52%
$37.293M
171,469 shares@ $217.5 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.24%
3.28%
$34.717M
142,029 shares@ $244.44 avg price
MS
Morgan Stanley
Recent Activity
Decreased -0.66%
2.98%
$31.509M
191,464 shares@ $164.57 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -0.42%
2.86%
$30.266M
390,074 shares@ $77.6 avg price

1-10 of 160