LVM CAPITAL MANAGEMENT LTD/MI
RIA/Wealth
LVM CAPITAL MANAGEMENT LTD/MI is a RIA/Wealth based in Portage, MI led by Craig Alan Vander Molen, reporting $1.2B in AUM as of Q3 2025 with 37% Technology concentration.
PresidentCraig Alan Vander Molen
- Portfolio Value
- $1.0B
- Positions
- 153
- Top Holding
- AAPL at 9.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LVM CAPITAL MANAGEMENT LTD/MI's portfolio (49% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $97.1M | 9.64% | -$1.5M Sold | 0.00% 381.2K shares | |
Software - Infrastructure Technology | $87.4M | 8.69% | -$3.2M Sold | 0.00% 168.8K shares | |
Semiconductors Technology | $81.3M | 8.08% | -$7.1M Sold | 0.01% 246.5K shares | |
Drug Manufacturers - General Healthcare | $39.3M | 3.91% | +$598.2K Bought | 0.01% 51.5K shares | |
Drug Manufacturers - General Healthcare | $39.3M | 3.90% | +$538.6K Bought | 0.01% 169.7K shares | |
Internet Content & Information Communication Services | $34.0M | 3.38% | -$160.2K Sold | 0.00% 140.0K shares | |
Financial - Capital Markets Financial Services | $31.3M | 3.11% | +$278.2K Bought | 0.01% 197.1K shares | |
Oil & Gas Integrated Energy | $28.1M | 2.79% | -$127.9K Sold | 0.01% 249.3K shares | |
Household & Personal Products Consumer Defensive | $28.0M | 2.78% | — | 0.01% 182.0K shares | |
Drug Manufacturers - General Healthcare | $27.2M | 2.70% | -$47.3K Sold | 0.01% 146.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LVM CAPITAL MANAGEMENT LTD/MI's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for LVM CAPITAL MANAGEMENT LTD/MI
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