1y return+27.2%S&P 500 +20.9%
3y return+61.2%S&P 500 +68.5%
5y return+71.5%S&P 500 +74.5%
10y return+198.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $298 against $357 in the S&P 500.2
Lvm Capital Management Ltd/miS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple | $105K | 8.8% | |
| AVGOBroadcom | $88K | 7.4% | −2.5% |
| MSFTMicrosoft | $63K | 5.3% | |
| LLYEli Lilly | $61K | 5.1% | |
| AMATApplied Materials | $48K | 4.0% | −6.4% |
| GOOGLAlphabet Cl A | $46K | 3.8% | −1.2% |
| CSCOCisco Systems | $44K | 3.7% | −3.0% |
| ABBVAbbvie | $44K | 3.6% | |
| MSMorgan Stanley | $40K | 3.3% | |
| JNJJohnson & Johnson | $36K | 3.0% | |
| XOMExxon Mobil | $34K | 2.8% | New |
| DGRWWisdomtree Us Div Growth Etf | $28K | 2.3% | +1.5% |
| Nvent ElectricCUSIP G6700G107 | $27K | 2.3% | −2.4% |
| AXPAmerican Express | $27K | 2.3% | |
| PGProcter & Gamble | $27K | 2.2% | |
| IAUIshares Gold Trust Etf | $23K | 1.9% | |
| NOCNorthrop Grumman | $20K | 1.7% | +3.1% |
| IQLTIshares Msci International Qua | $20K | 1.7% | |
| SYKStryker | $20K | 1.6% | +15.9% |
| IDAIdacorp | $20K | 1.6% | +1.1% |
| PANWPalo Alto Networks | $19K | 1.6% | −2.8% |
| JPMJpmorgan Chase | $19K | 1.6% | |
| NVDANvidia | $18K | 1.5% | |
| HUBBHubbell | $16K | 1.4% | |
| EMXCIshares Msci Emerging Markets | $16K | 1.4% | −14.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom | June 30, 2020 | +1096.9% | $88K |
| NVDANvidia | June 30, 2021 | +900.3% | $18K |
| LLYEli Lilly | June 30, 2020 | +630.6% | $61K |
| AMATApplied Materials | March 31, 2021 | +441.2% | $48K |
| GOOGLAlphabet Cl A | June 30, 2020 | +404.0% | $46K |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $40K |
| AXPAmerican Express | June 30, 2020 | +255.3% | $27K |
| JPMJpmorgan Chase | June 30, 2020 | +248.0% | $19K |
| Nvent ElectricCUSIP G6700G107 | September 30, 2023 | +220.1% | $27K |
| AAPLApple | June 30, 2020 | +217.3% | $105K |
Sold off last quarter
- Exxon MobilCUSIP 30231G102 was $42K
- CRMSalesforce was $2,449
- Astrazeneca AdrCUSIP 046353108 was $731
- PWRQuanta Services was $589
- LyondellbasellCUSIP N53745100 was $562
- MGMMgm Resorts was $535
- DELLDell Technologies was $531
- STZConstellaton Brands was $527
- PCGP G & E was $518
- EQIXEquinix was $517
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +4.4% | +2.4% |
| September 30, 2025 | +9.2% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −11.9% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
| December 31, 2021 | +12.7% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lvm Capital Management Ltd/mi Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1053054&type=13F-HR&dateb=&owner=include&count=40CIK 1053054
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1053054/000105305426000003/Filed July 9, 2026 · accession 0001053054-26-000003