Lvm Capital Management LTD Portfolio Holdings

Lvm Capital Management LTD

  • $1.06 Billion
  • Q4 2025

Lvm Capital Management LTD has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $98.6M, Microsoft Corp with a value of $85.5M, Broadcom Inc. with a value of $82.3M, Eli Lilly & CO with a value of $52.3M, and Abb Vie Inc. with a value of $39.7M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $1.04B to 1.06B.

Below you can find more details about Lvm Capital Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.06 Billion
Technology: $377 Million
Healthcare: $181 Million
ETFs: $127 Million
Financial Services: $88 Million
Industrials: $73 Million
Consumer Defensive: $60.8 Million
Energy: $44.5 Million
Communication Services: $41.8 Million
Other: $70.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.9B
$614,000 0.06% of portfolio
6,677
Q4 2024 Added 2.38%
$38B
$576,000 0.05% of portfolio
3,900
Q4 2025 Added 105.26%
$9.23B
$493,000 0.05% of portfolio
35,685
Q4 2025 New
$140B
$575,000 0.05% of portfolio
1,633
Q4 2025 Reduced 0.61%
$99.5B
$572,000 0.05% of portfolio
12,224
Q4 2025 Reduced 4.31%
$0
$576,000 0.05% of portfolio
853
Q4 2025 Reduced 6.88%
$23.5B
$481,000 0.05% of portfolio
13,445
Q4 2025 New
$181B
$556,000 0.05% of portfolio
21,834
Q4 2025 Reduced 21.56%
$404B
$574,000 0.05% of portfolio
630
Q4 2025 Reduced 4.55%
$0
$509,000 0.05% of portfolio
5,542
Q4 2025 Added 95.9%
$23.5B
$412,000 0.04% of portfolio
3,937
Q4 2025 New
$57.4B
$387,000 0.04% of portfolio
9,640
Q4 2025 New
$42.4B
$384,000 0.04% of portfolio
2,577
Q3 2025 Reduced 55.47%
$0
$395,000 0.04% of portfolio
818
Q1 2025 Reduced 2.39%
$172B
$432,000 0.04% of portfolio
10,540
Q4 2025 Reduced 10.6%
$59.1B
$436,000 0.04% of portfolio
5,615
Q4 2025 New
$193B
$400,000 0.04% of portfolio
3,791
Q4 2025 Reduced 89.81%
$19.5B
$379,000 0.04% of portfolio
11,570
Q4 2025 New
$98.6B
$435,000 0.04% of portfolio
4,807
Q3 2025 New
$20.9B
$391,000 0.04% of portfolio
2,295
Q4 2025 New
$35.1B
$453,000 0.04% of portfolio
4,355
Q4 2025 Reduced 7.75%
$1.37T
$413,000 0.04% of portfolio
678
Q4 2025 Reduced 3.83%
$512B
$381,000 0.04% of portfolio
710
Q3 2025 Reduced 0.42%
$9.69B
$353,000 0.03% of portfolio
14,290
Q4 2025 New
$0
$357,000 0.03% of portfolio
578
Q1 2025 Reduced 21.15%
$159B
$345,000 0.03% of portfolio
707
Q4 2024 Added 10.82%
$57.5B
$293,000 0.03% of portfolio
1,132
Q4 2024 Added 5.6%
$170B
$298,000 0.03% of portfolio
2,043
Q4 2025 Reduced 3.31%
$12.8B
$319,000 0.03% of portfolio
3,084
Q4 2025 Reduced 2.74%
$23.2B
$364,000 0.03% of portfolio
9,000
Q2 2025 Added 100.0%
$0
$346,000 0.03% of portfolio
3,365
Q4 2025 Reduced 40.28%
$0
$332,000 0.03% of portfolio
7,391
Q3 2025 New
$0
$214,000 0.02% of portfolio
3,916
Q4 2025 Reduced 5.77%
$28.1B
$242,000 0.02% of portfolio
5,105
Q4 2025 Reduced 2.82%
$5.38B
$252,000 0.02% of portfolio
11,050
Q2 2024 Reduced 18.45%
$62.3B
$230,000 0.02% of portfolio
1,900
Q3 2025 New
$0
$239,000 0.02% of portfolio
727
Q4 2025 Reduced 0.68%
$0
$213,000 0.02% of portfolio
1,516
Q1 2025 New
$65.7B
$250,000 0.02% of portfolio
3,184
Q4 2024 Reduced 0.5%
$67.6B
$189,000 0.02% of portfolio
4,166
Q3 2025 New
$20.4B
$240,000 0.02% of portfolio
2,864
Q4 2023 Reduced 0.87%
$151B
$223,000 0.02% of portfolio
688
Q4 2025 Reduced 1.43%
$37.7B
$196,000 0.02% of portfolio
1,000
Q3 2025 New
$1.29T
$192,000 0.02% of portfolio
470
Q4 2025 New
$65.7B
$237,000 0.02% of portfolio
835
Q2 2025 New
$0
$205,000 0.02% of portfolio
2,281
Q3 2025 New
$94.5B
$249,000 0.02% of portfolio
725
Q4 2025 Reduced 4.61%
$154B
$255,000 0.02% of portfolio
250
Q2 2025 Added 16.28%
$96.9B
$229,000 0.02% of portfolio
550
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $1.06 Billion
  • Prior Value $1.04 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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