Lvm Capital Management Ltd
160 holdingsFiling period: 2026-06-30Current AUM: $1.28Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | 364.4K | $105.5M | $125.3M | 9.76% | -2,846 | 2026-06-30 |
| 2 | AVGO | Broadcom | 232.9K | $88.0M | $76.7M | 5.97% | -6,026 | 2026-06-30 |
| 3 | MSFT | Microsoft | 168.7K | $62.9M | $89.9M | 7.00% | -777 | 2026-06-30 |
| 4 | LLY | Eli Lilly | 50.5K | $60.6M | $64.6M | 5.03% | -173 | 2026-06-30 |
| 5 | AMAT | Applied Materials | 65.9K | $47.7M | $25.5M | 1.99% | -4,508 | 2026-06-30 |
| 6 | GOOGL | Alphabet CL A | 128.1K | $45.8M | $40.6M | 3.16% | -1,597 | 2026-06-30 |
| 7 | CSCO | Cisco Systems | 378.5K | $44.5M | $41.7M | 3.25% | -11,546 | 2026-06-30 |
| 8 | ABBV | Abbvie | 173.0K | $43.5M | $49.6M | 3.86% | +1.5K | 2026-06-30 |
| 9 | MS | Morgan Stanley | 190.0K | $39.7M | $34.9M | 2.72% | -1,419 | 2026-06-30 |
| 10 | JNJ | Johnson & Johnson | 141.8K | $36.0M | $37.7M | 2.94% | -270 | 2026-06-30 |
| 11 | XOM | Exxon Mobil | 248.9K | $34.0M | $45.9M | 3.58% | -- | 2026-06-30 |
| 12 | XOM | Exxon Mobil | 248.9K | $34.0M | $45.9M | 3.58% | -- | 2026-06-30 |
| 13 | DGRW | WisdomTree US Div Growth ETF | 291.8K | $27.9M | $28.8M | 2.24% | +4.2K | 2026-06-30 |
| 14 | — | Nvent Electric | 160.0K | $27.1M | $27.1M | 2.11% | -3,855 | 2026-06-30 |
| 15 | AXP | American Express | 79.7K | $27.0M | $25.1M | 1.96% | -8 | 2026-06-30 |
| 16 | PG | Procter & Gamble | 181.4K | $26.6M | $29.0M | 2.26% | -125 | 2026-06-30 |
| 17 | IAU | iShares Gold Trust ETF | 299.6K | $22.6M | $22.6M | 1.76% | -1,526 | 2026-06-30 |
| 18 | NOC | Northrop Grumman | 40.1K | $20.4M | $22.7M | 1.77% | +1.2K | 2026-06-30 |
| 19 | — | iShares Msci International Qua | 400.6K | $19.8M | $19.8M | 1.55% | +562 | 2026-06-30 |
| 20 | SYK | Stryker | 62.6K | $19.7M | $19.2M | 1.49% | +8.6K | 2026-06-30 |
| 21 | IDA | Idacorp | 129.1K | $19.5M | $18.1M | 1.41% | +1.4K | 2026-06-30 |
| 22 | PANW | Palo Alto Networks | 56.1K | $19.1M | $21.9M | 1.71% | -1,630 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase | 58.0K | $19.0M | $19.4M | 1.51% | +80 | 2026-06-30 |
| 24 | NVDA | NVIDIA | 89.1K | $17.8M | $19.2M | 1.50% | +215 | 2026-06-30 |
| 25 | HUBB | Hubbell | 31.3K | $16.4M | $14.4M | 1.12% | +94 | 2026-06-30 |
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