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CIK: 0001053054
Total reported value
$1.2B
$1.2B
154 檔
26.0%
As reported in its official Q2 2025 Form 13F filing, Lvm Capital Management Ltd/mi's tracked investment portfolio stood at $1.2B with 154 total positions.
Lvm Capital Management Ltd/mi executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 4 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.02% | -0.65% | -1.66% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.24% | +0.04% | -0.95% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 7.67% | +0.39% | -3.87% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.10% | +0.67% | +2.39% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.22% | +0.12% | +0.73% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.01% | -0.24% | -0.08% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 2.85% | +0.35% | -0.92% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.84% | +0.87% | -0.44% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.80% | -3.99% | EXIT | |
| 10 | AXP | American Express Co | Stock-Financials | 2.76% | -0.01% | -3.12% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | +0.31% | -1.89% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.54% | -0.04% | -1.29% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.33% | -0.26% | -0.92% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.07% | -0.11% | +0.01% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.05% | -0.80% | +18.76% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.89% | -0.61% | -0.39% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | -0.02% | +3.75% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.02% | +1.87% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.55% | +1.72% | -0.54% | |
| 20 | IDA | Idacorp Inc | Stock-Utilities | 1.50% | -0.09% | +1.85% | |
| 21 | KR | Kroger Co | Stock-Consumer Staples | 1.48% | -0.47% | -3.51% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.39% | -0.05% | +0.52% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.03% | +2.73% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.33% | -0.23% | EXIT | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 1.27% | -0.07% | +1.62% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | — | -7.70% | |
| 27 | NVT | nVent Electric plc | Stock-Industrials | 1.20% | +0.44% | +0.02% | |
| 28 | EOG | Eog Resources Inc | Stock-Energy | 1.09% | -0.22% | +1.29% | |
| 29 | ✓ | Stock-Other | 1.08% | -0.08% | +6.98% | ||
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 1.03% | -0.06% | — | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.01% | +0.73% | +1.03% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.99% | +0.51% | +0.94% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | -0.11% | -1.13% | |
| 34 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.84% | -0.10% | -1.54% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.81% | -0.21% | +2.74% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.73% | -0.09% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.22% | -5.46% | |
| 38 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.67% | +0.02% | +2.25% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.66% | -0.03% | +11.90% | |
| 40 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.61% | — | -28.39% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | -0.02% | -1.46% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | -0.15% | -68.57% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.02% | EXIT | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.47% | — | -1.81% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.47% | +0.02% | -1.03% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.46% | -0.01% | -0.18% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.46% | — | -6.60% | |
| 48 | O | Realty Income CORP | Stock-Real Estate | 0.45% | -0.02% | -0.87% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.06% | -1.59% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | -0.02% | +10.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.5% | -3.87% | Trim |
| 2 | MSFT | Microsoft CORP | +1.6% | -1.66% | Trim |
| 3 | UBER | Uber Technologies Inc | +1% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.4% | +2.73% | Add |
| 5 | MS | Morgan Stanley | +0.3% | -0.92% | Trim |
| 6 | NVT | nVent Electric plc | +0.3% | +0.02% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | -0.54% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +3.75% | Add |
| 9 | AXP | American Express Co | +0.2% | -3.12% | Trim |
| 10 | HUBB | Hubbell Inc | +0.2% | +1.62% | Add |
| 11 | NOC | Northrop Grumman CORP | +0.2% | +18.76% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -0.44% | Trim |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +1.03% | Add |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +11.90% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.89% | Trim |
| 16 | ✓ | +0.1% | +6.98% | Add | |
| 17 | DLR | Digital Realty Trust Inc | +0.1% | -1.54% | Trim |
| 18 | DIS | Walt Disney Co/the | +0.1% | +1.20% | Add |
| 19 | DG | Dollar General CORP | +0.1% | NEW | New buy |
| 20 | NEM | Newmont CORP | +0.1% | NEW | New buy |
| 21 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 22 | VRSN | Verisign Inc | +0.1% | NEW | New buy |
| 23 | ROL | Rollins Inc | +0.1% | NEW | New buy |
| 24 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 25 | FTNT | Fortinet Inc | 0% | +0.94% | Add |
| 26 | PM | Philip Morris International | 0% | -0.18% | Trim |
| 27 | SYK | Stryker CORP | 0% | +1.87% | Add |
| 28 | IAU | Ishares Gold Trust | 0% | -0.39% | Trim |
| 29 | FMC | Fmc CORP | -0.1% | EXIT | Sold out |
| 30 | ULTA | Ulta Beauty Inc | -0.1% | EXIT | Sold out |
| 31 | MTD | Mettler-toledo International | -0.1% | EXIT | Sold out |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -0.40% | Trim |
| 33 | MMM | 3m Co | -0.1% | -41.98% | Trim |
| 34 | NRG | Nrg Energy Inc | -0.1% | EXIT | Sold out |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -1.29% | Trim |
| 36 | PEP | Pepsico Inc | -0.1% | -1.45% | Trim |
| 37 | DHS | Wisdomtree US High Dividend | -0.1% | -15.27% | Trim |
| 38 | SBUX | Starbucks CORP | -0.1% | -6.60% | Trim |
| 39 | EOG | Eog Resources Inc | -0.2% | +1.29% | Add |
| 40 | AMGN | Amgen Inc | -0.2% | -1.13% | Trim |
| 41 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | +0.52% | Add |
| 42 | CVX | Chevron CORP | -0.2% | -5.46% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.4% | -0.92% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.5% | -0.08% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.5% | +2.39% | Add |
| 46 | ICLR | ICON Public Limited Company | -0.5% | -28.39% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.5% | +0.82% | Add |
| 48 | ABBV | Abbvie Inc | -0.7% | +0.73% | Add |
| 49 | LMT | Lockheed Martin CORP | -1.2% | -68.57% | Trim |
| 50 | AAPL | Apple Inc | -1.4% | -0.95% | 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 154 disclosed positions in Q2 2025.
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 MSFT, AAPL, AVGO) accounted for 26.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
UBER
市值: $10.0M
Top Position Liquidated / Trimmed
NRG
前期市值: $674.0K
During Q2 2025, Lvm Capital Management Ltd/mi's top holdings by market value included MSFT (9.0%)、AAPL (8.2%)、AVGO (7.7%). The largest single position, MSFT, represented 9.0% of total portfolio value.
In Q2 2025, Lvm Capital Management Ltd/mi made 49 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 23 holdings, and fully liquidating 4 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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