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CIK: 0001053054
Total reported value
$1.2B
$1.2B
155 檔
26.8%
At the close of Q4 2024, Lvm Capital Management Ltd/mi disclosed equity holdings valued at approximately $1.2B, spread across 155 reported holdings.
Lvm Capital Management Ltd/mi executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 7 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.62% | +0.04% | -2.48% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 8.43% | +0.39% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.08% | -0.65% | -1.03% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.03% | +0.67% | +31.15% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.29% | -0.24% | -0.13% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.12% | +0.12% | +4.41% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.86% | -3.99% | EXIT | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.81% | +0.31% | -1.02% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.76% | -0.01% | +3.05% | |
| 10 | MS | Morgan Stanley | Stock-Financials | 2.65% | +0.35% | -0.42% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.55% | -0.04% | -0.03% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.54% | +0.87% | -1.91% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.37% | -0.11% | -4.25% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.33% | -0.26% | -1.11% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.80% | -0.15% | +2.48% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.66% | -0.23% | EXIT | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.65% | -0.80% | +4.72% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.55% | -0.61% | +1.84% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.44% | -0.02% | -1.47% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.42% | +1.72% | +2.38% | |
| 21 | IDA | Idacorp Inc | Stock-Utilities | 1.42% | -0.09% | -0.35% | |
| 22 | KR | Kroger Co | Stock-Consumer Staples | 1.39% | -0.47% | -4.82% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | — | -3.90% | |
| 24 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.32% | — | -0.23% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.32% | -0.05% | +1.23% | |
| 26 | HUBB | Hubbell Inc | Stock-Industrials | 1.24% | -0.07% | +3.68% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.14% | -0.11% | -32.40% | |
| 28 | NVT | nVent Electric plc | Stock-Industrials | 1.11% | +0.44% | +8.11% | |
| 29 | EOG | Eog Resources Inc | Stock-Energy | 1.08% | -0.22% | +135.14% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.22% | -39.86% | |
| 31 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.93% | -0.10% | -3.03% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.91% | +0.51% | +10.73% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.89% | +0.73% | +146.31% | |
| 34 | ✓ | Stock-Other | 0.86% | -0.08% | +714.10% | ||
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.82% | -0.21% | -13.91% | |
| 36 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.74% | +0.02% | +5.72% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.67% | -0.09% | +0.55% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.53% | — | -31.67% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | -0.02% | -3.86% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | -0.03% | — | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.47% | -0.02% | -18.45% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.46% | — | +4.29% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.46% | +0.02% | -5.53% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.05% | -0.11% | |
| 45 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.44% | -0.03% | -4.14% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.02% | EXIT | |
| 47 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.41% | -0.08% | -63.27% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.06% | -5.14% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | -0.02% | +207.64% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.33% | +0.01% | -6.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +8.4% | NEW | New buy |
| 2 | ✓ | +0.7% | +714.10% | Add | |
| 3 | EOG | Eog Resources Inc | +0.6% | +135.14% | Add |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.5% | NEW | New buy |
| 5 | AXP | American Express Co | +0.4% | +3.05% | Add |
| 6 | MS | Morgan Stanley | +0.3% | -0.42% | Trim |
| 7 | FTNT | Fortinet Inc | +0.3% | +10.73% | Add |
| 8 | AAPL | Apple Inc | +0.3% | -2.48% | Trim |
| 9 | CRM | Salesforce Inc | +0.3% | +3.37% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -1.91% | Trim |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | +146.31% | Add |
| 12 | UAL | United Airlines Holdings Inc | +0.1% | NEW | New buy |
| 13 | OKE | Oneok Inc | +0.1% | NEW | New buy |
| 14 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | NEW | New buy |
| 15 | NRG | Nrg Energy Inc | +0.1% | NEW | New buy |
| 16 | HUBB | Hubbell Inc | +0.1% | +3.68% | Add |
| 17 | IDA | Idacorp Inc | +0.1% | -0.35% | Trim |
| 18 | KR | Kroger Co | 0% | -4.82% | Trim |
| 19 | IBM | Intl Business Machines CORP | 0% | +6.00% | Add |
| 20 | IAU | Ishares Gold Trust | 0% | +1.84% | Add |
| 21 | DGRS | Wisdomtree U.s. Smallcap Qua | 0% | +5.72% | Add |
| 22 | NOC | Northrop Grumman CORP | — | +4.72% | Add |
| 23 | DLR | Digital Realty Trust Inc | — | -3.03% | Trim |
| 24 | LLY | Eli Lilly & Co | -0.1% | +31.15% | Add |
| 25 | IP | International Paper Co | -0.1% | EXIT | Sold out |
| 26 | MPWR | Monolithic Power Systems Inc | -0.1% | EXIT | Sold out |
| 27 | CNP | Centerpoint Energy Inc | -0.1% | EXIT | Sold out |
| 28 | REGN | Regeneron Pharmaceuticals | -0.1% | EXIT | Sold out |
| 29 | BBY | Best Buy Co Inc | -0.1% | EXIT | Sold out |
| 30 | HD | Home Depot Inc | -0.1% | -4.25% | Trim |
| 31 | LMT | Lockheed Martin CORP | -0.1% | +2.48% | Add |
| 32 | HON | Honeywell International Inc | -0.1% | EXIT | Sold out |
| 33 | TD | Toronto-dominion Bank | -0.1% | -29.93% | Trim |
| 34 | INTC | Intel CORP | -0.1% | -38.51% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | +4.41% | Add |
| 36 | MDT | Medtronic plc | -0.2% | -43.32% | Trim |
| 37 | O | Realty Income CORP | -0.2% | -18.45% | Trim |
| 38 | SBUX | Starbucks CORP | -0.2% | -31.67% | Trim |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | -0.2% | -0.03% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.02% | Trim |
| 41 | PFE | Pfizer Inc | -0.3% | -13.91% | Trim |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | +1.23% | Add |
| 43 | XOM | Exxon Mobil CORP | -0.5% | +1.77% | Add |
| 44 | ✓ | -0.8% | EXIT | Sold out | |
| 45 | AMAT | Applied Materials Inc | -0.9% | +2.38% | Add |
| 46 | ICLR | ICON Public Limited Company | -0.9% | -0.23% | Trim |
| 47 | HSY | Hershey Co/the | -1% | -63.27% | Trim |
| 48 | CVX | Chevron CORP | -1% | -39.86% | Trim |
| 49 | AMGN | Amgen Inc | -1.2% | -32.40% | Trim |
| 50 | MSFT | Microsoft CORP | -1.7% | -1.03% | Trim |
According to official SEC Form 13F filings, Lvm Capital Management Ltd/mi reported a total U.S. public equity portfolio value of $1.2B across 155 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, MSFT) accounted for 26.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
AVGO
市值: $78.4M
Top Position Liquidated / Trimmed
前期市值: $6.3M
During Q4 2024, Lvm Capital Management Ltd/mi's top holdings by market value included AAPL (10.6%)、AVGO (8.4%)、MSFT (8.1%). The largest single position, AAPL, represented 10.6% of total portfolio value.
In Q4 2024, Lvm Capital Management Ltd/mi made 50 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 20 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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