StockDriftsStockDriftsTop 50 Lvm Capital Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | 8.83% | 364.4K | $105.5M | -0.77%(-2.85K) | $29.02(+952.26%) | 2026-06-30 | |
| AVGO | BROADCOM | 7.36% | 232.9K | $88.0M | -2.52%(-6.03K) | $182.56(+115.68%) | 2026-06-30 | |
| MSFT | MICROSOFT | 5.27% | 168.7K | $62.9M | -0.46%(-777) | $42.28(+1049.78%) | 2026-06-30 | |
| LLY | ELI LILLY | 5.07% | 50.5K | $60.6M | -0.34%(-173) | $286.91(+311.07%) | 2026-06-30 | |
| AMAT | APPLIED MATERIALS | 3.99% | 65.9K | $47.7M | -6.40%(-4.51K) | $136.29(+290.20%) | 2026-06-30 | |
| GOOGL | ALPHABET CL A | 3.83% | 128.1K | $45.8M | -1.23%(-1.60K) | $105.41(+227.03%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS | 3.72% | 378.5K | $44.5M | -2.96%(-11.55K) | $26.43(+329.57%) | 2026-06-30 | |
| ABBV | ABBVIE | 3.64% | 173.0K | $43.5M | +0.88%(+1.50K) | $69.61(+258.32%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 3.32% | 190.0K | $39.7M | -0.74%(-1.42K) | $50.81(+331.60%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.01% | 141.8K | $36.0M | -0.19%(-270) | $98.06(+165.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.78% | +80.62% | +13.98% | +92.34% |
| Top 20 Holdings Unweighted | +21.68% | +80.18% | +13.23% | +86.09% |
Lvm Capital Management LTD reports $1.19B in US-listed equity holdings across 163 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.8%), AVGO (7.4%) and MSFT (5.3%). The top 20 holdings account for 67.21% of reported assets. Its disclosed equity book has returned +80.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lvm Capital Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1053054). View Lvm Capital Management LTD’s 13F filings on SEC