13F Filings History of LVM CAPITAL MANAGEMENT LTD/MI

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$1,076,495,000
Signature - Title
Dave P. Cleveland - Principal
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by LVM CAPITAL MANAGEMENT LTD/MI. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LVM CAPITAL MANAGEMENT LTD/MI reported 157 stock holdings with total value $1,076,495,000 as of Q4 2025. Top holdings included AAPL, AVGO, MSFT, LLY, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 157 $1,076,495,000 +$26,414,714 -$34,452,597 -$8,037,883 AAPL, AVGO, MSFT, LLY, GOOGL 13F-HR 12 Jan 2026, 15:31
Q3 2025 161 $1,040,508,000 +$16,540,199 -$29,103,134 -$12,562,935 AAPL, MSFT, AVGO, LLY, ABBV 13F-HR 09 Oct 2025, 12:53
Q2 2025 150 $964,241,000 +$26,540,325 -$30,824,184 -$4,283,859 MSFT, AAPL, AVGO, LLY, ABBV 13F-HR 02 Jul 2025, 09:49
Q1 2025 147 $898,108,000 +$30,026,405 -$28,006,185 +$2,020,220 AAPL, MSFT, AVGO, LLY, ABBV 13F-HR 08 Apr 2025, 13:11
Q4 2024 151 $929,846,000 +$48,741,367 -$37,862,772 +$10,878,595 AAPL, AVGO, MSFT, LLY, PG 13F-HR 10 Jan 2025, 12:44
Q3 2024 138 $783,009,000 $0 $0 $0 AAPL, MSFT, LLY, PG, XOM 13F-HR 03 Oct 2024, 14:38
Q2 2024 138 $878,784,000 +$27,084,166 -$24,564,916 +$2,519,250 AAPL, MSFT, AVGO, LLY, PG 13F-HR 16 Jul 2024, 12:57
Q1 2024 136 $846,578,000 +$18,873,220 -$16,455,346 +$2,417,874 MSFT, AAPL, AVGO, PG, LLY 13F-HR 15 Apr 2024, 10:03
Q4 2023 142 $781,105,000 +$35,661,514 -$28,805,475 +$6,856,039 AAPL, MSFT, AVGO, PG, ABBV 13F-HR 12 Jan 2024, 11:49
Q3 2023 134 $709,350,000 +$28,353,117 -$31,971,129 -$3,618,012 AAPL, MSFT, AVGO, XOM, PG 13F-HR 10 Oct 2023, 16:02
Q2 2023 139 $748,112,000 +$15,372,406 -$24,903,325 -$9,530,919 AAPL, MSFT, AVGO, PG, XOM 13F-HR 07 Jul 2023, 12:35
Q1 2023 139 $720,775,000 +$21,939,768 -$21,136,051 +$803,717 AAPL, MSFT, AVGO, PG, XOM 13F-HR 17 Apr 2023, 09:40
Q4 2022 132 $690,090,000 +$19,220,533 -$41,025,714 -$21,805,181 AAPL, MSFT, PG, ABBV, XOM 13F-HR 03 Jan 2023, 12:41
Q3 2022 130 $653,441,000 +$45,613,981 -$23,646,453 +$21,967,528 AAPL, MSFT, JNJ, PG, ABBV 13F-HR 05 Oct 2022, 12:16
Q2 2022 129 $689,659,000 +$36,567,000 -$14,713,605 +$21,853,395 AAPL, MSFT, PG, ABBV, JNJ 13F-HR 14 Jul 2022, 15:13
Q1 2022 138 $756,937,000 +$40,917,208 -$6,553,021 +$34,364,187 AAPL, MSFT, PG, ABBV, AVGO 13F-HR 13 Apr 2022, 11:26
Q4 2021 130 $750,083,000 +$21,530,464 -$19,303,646 +$2,226,818 AAPL, MSFT, PG, AVGO, SYK 13F-HR 04 Jan 2022, 12:24
Q3 2021 129 $663,341,000 +$29,395,296 -$21,065,409 +$8,329,887 AAPL, MSFT, PG, SYK, JNJ 13F-HR 05 Oct 2021, 15:11
Q2 2021 129 $655,300,000 +$20,396,087 -$13,875,162 +$6,520,925 AAPL, MSFT, PG, SYK, ABBV 13F-HR 08 Jul 2021, 11:12
Q1 2021 127 $616,434,000 +$15,995,093 -$14,543,175 +$1,451,918 AAPL, MSFT, PG, SYK, ABBV 13F-HR 06 Apr 2021, 13:02
Q4 2020 121 $593,536,000 +$48,415,751 -$18,209,204 +$30,206,547 AAPL, MSFT, PG, ABBV, SYK 13F-HR 11 Jan 2021, 11:42
Q3 2020 105 $515,767,000 +$56,519,546 -$9,442,197 +$47,077,349 AAPL, MSFT, JNJ, SYK, ABBV 13F-HR 05 Oct 2020, 15:51
Q2 2020 104 $487,641,000 +$30,838,287 -$21,512,304 +$9,325,983 AAPL, MSFT, ABBV, CSCO, INTC 13F-HR 13 Jul 2020, 11:59
Q1 2020 102 $405,587,000 +$15,331,453 -$27,222,422 -$11,890,969 AAPL, MSFT, ABBV, DLR, INTC 13F-HR 16 Apr 2020, 14:00
Q4 2019 117 $506,590,000 +$21,696,882 -$19,827,250 +$1,869,632 AAPL, MSFT, DLR, ABBV, CSCO 13F-HR 15 Jan 2020, 12:55
Q3 2019 115 $470,683,000 +$21,569,183 -$3,188,047 +$18,381,136 AAPL, MSFT, DLR, BA, CSCO 13F-HR 04 Oct 2019, 14:50
Q2 2019 109 $438,724,000 +$6,028,132 -$10,566,459 -$4,538,327 AAPL, MSFT, CSCO, DLR, BA 13F-HR 02 Jul 2019, 12:25
Q1 2019 109 $435,899,000 +$20,876,374 -$12,026,682 +$8,849,692 AAPL, MSFT, CSCO, BA, DLR 13F-HR 05 Apr 2019, 08:56
Q4 2018 104 $381,781,000 +$20,074,220 -$28,973,290 -$8,899,070 AAPL, MSFT, DLR, BA, CSCO 13F-HR 14 Jan 2019, 14:54
Q3 2018 112 $438,017,000 +$5,581,343 -$11,765,600 -$6,184,257 AAPL, MSFT, BA, CSCO, DLR 13F-HR 05 Oct 2018, 16:03
Q2 2018 111 $414,823,000 +$17,661,306 -$38,993,560 -$21,332,254 AAPL, MSFT, BA, DLR, CSCO 13F-HR 10 Jul 2018, 09:03
Q1 2018 113 $433,504,000 +$9,469,193 -$12,594,448 -$3,125,255 WM, AAPL, MSFT, BA, CSCO 13F-HR 16 Apr 2018, 12:08
Q4 2017 116 $442,015,000 +$24,189,289 -$26,361,865 -$2,172,576 WM, AAPL, DLR, MSFT, BA 13F-HR 11 Jan 2018, 08:52
Q3 2017 116 $418,702,000 +$42,821,933 -$37,200,330 +$5,621,603 WM, AAPL, DLR, MSFT, BA 13F-HR 16 Oct 2017, 11:49
Q2 2017 116 $392,131,000 +$20,833,078 -$24,081,515 -$3,248,437 WM, AAPL, DFT, JNJ, MSFT 13F-HR 14 Jul 2017, 14:54
Q1 2017 115 $389,108,000 +$28,814,302 -$18,177,570 +$10,636,732 WM, AAPL, DFT, T, MSFT 13F-HR 11 Apr 2017, 12:15
Q4 2016 113 $361,914,000 +$135,394,167 -$113,188,185 +$22,205,982 WM, AAPL, DFT, T, MSFT 13F-HR 09 Jan 2017, 14:46
Q3 2016 111 $289,237,000 +$108,833,337 -$120,197,144 -$11,363,807 AAPL, TYG, T, DFT, XOM 13F-HR 03 Oct 2016, 14:26
Q2 2016 113 $345,541,000 +$28,020,072 -$14,319,854 +$13,700,218 WM, DFT, AAPL, T, JNJ 13F-HR 08 Jul 2016, 12:02
Q1 2016 106 $315,185,000 +$44,362,031 -$22,465,943 +$21,896,088 WM, AAPL, DFT, T, MSFT 13F-HR 04 Apr 2016, 12:11
Q4 2015 104 $283,010,000 +$7,677,729 -$20,119,491 -$12,441,762 AAPL, DFT, T, MSFT, JNJ 13F-HR 13 Jan 2016, 14:03
Q3 2015 105 $277,328,000 +$20,954,960 -$20,042,531 +$912,429 AAPL, T, CSCO, JNJ, DFT 13F-HR 20 Oct 2015, 13:58
Q2 2015 111 $300,232,000 +$15,760,637 -$10,748,474 +$5,012,163 AAPL, T, DFT, CSCO, TYG 13F-HR 08 Jul 2015, 11:06
Q1 2015 108 $298,590,000 +$25,790,996 -$20,961,691 +$4,829,305 AAPL, DFT, TYG, T, CSCO 13F-HR 08 Apr 2015, 13:18
Q4 2014 117 $300,731,000 +$9,309,652 -$21,985,854 -$12,676,202 AAPL, DFT, T, TYG, CSCO 13F-HR 09 Jan 2015, 12:31
Q3 2014 116 $304,072,000 +$11,483,125 -$11,570,243 -$87,118 AAPL, TYG, T, DFT, MSFT 13F-HR 03 Oct 2014, 14:42
Q2 2014 111 $310,339,000 +$30,476,469 -$11,591,951 +$18,884,518 AAPL, TYG, T, DFT, XOM 13F-HR 14 Jul 2014, 08:58
Q1 2014 115 $286,553,000 +$42,882,875 -$31,918,659 +$10,964,216 T, AAPL, TYG, XOM, ESV 13F-HR 14 Apr 2014, 14:55
Q4 2013 115 $281,722,000 $0 $0 $0 AAPL, TYG, XOM, DEM, T 13F-HR 21 Jan 2014, 08:42