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CIK: 0001053054
Total reported value
$1.2B
$1.2B
165 檔
28.8%
The Q3 2025 SEC filing reveals that Lvm Capital Management Ltd/mi held a total portfolio value of $1.2B, covering 165 public equity positions.
Lvm Capital Management Ltd/mi executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.33% | +0.04% | -1.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.40% | -0.65% | -3.48% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 7.82% | +0.39% | -8.07% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.78% | +0.67% | +1.54% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.78% | +0.12% | +1.39% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | +0.31% | -0.47% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 3.01% | +0.35% | +0.90% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.70% | -3.99% | EXIT | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.69% | -0.24% | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.61% | -0.26% | -0.17% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.58% | +0.87% | -0.43% | |
| 12 | AXP | American Express Co | Stock-Financials | 2.56% | -0.01% | -4.02% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.48% | -0.04% | -0.62% | |
| 14 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.28% | -0.80% | -1.52% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.08% | -0.11% | -1.52% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 2.07% | -0.61% | +0.96% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.02% | +0.72% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.61% | +1.72% | +0.64% | |
| 19 | IDA | Idacorp Inc | Stock-Utilities | 1.60% | -0.09% | +0.64% | |
| 20 | NVT | nVent Electric plc | Stock-Industrials | 1.56% | +0.44% | +3.85% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | +0.03% | -1.18% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.32% | -0.02% | -2.20% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 1.29% | -0.47% | +0.23% | |
| 24 | HUBB | Hubbell Inc | Stock-Industrials | 1.25% | -0.07% | +0.67% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | — | -1.60% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.10% | -0.23% | EXIT | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 1.07% | -0.06% | +6.30% | |
| 28 | ✓ | Stock-Other | 1.06% | -0.08% | +3.56% | ||
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.05% | +0.73% | +12.66% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.97% | -0.05% | -14.07% | |
| 31 | EOG | Eog Resources Inc | Stock-Energy | 0.97% | -0.22% | +2.00% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.11% | -1.09% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.80% | -0.21% | +0.95% | |
| 34 | FTNT | Fortinet Inc | Stock-Tech | 0.79% | +0.51% | +8.44% | |
| 35 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.77% | -0.10% | -0.13% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.69% | -0.03% | +5.51% | |
| 37 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.66% | +0.02% | -1.19% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.09% | +0.13% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.22% | -14.73% | |
| 40 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.55% | — | -18.75% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | -0.02% | +0.21% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.48% | — | +3.21% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.48% | +0.02% | +2.20% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | -0.15% | -8.38% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.44% | -0.02% | -1.32% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | -0.02% | EXIT | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | -0.01% | -0.79% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.02% | +1.33% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.06% | -2.17% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.34% | — | -13.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.6% | -8.07% | Trim |
| 2 | MSFT | Microsoft CORP | +1% | -3.48% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.47% | Trim |
| 4 | NVT | nVent Electric plc | +0.6% | +3.85% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | -1.18% | Add |
| 6 | MS | Morgan Stanley | +0.5% | +0.90% | Trim |
| 7 | NOC | Northrop Grumman CORP | +0.4% | -1.52% | Add |
| 8 | AMAT | Applied Materials Inc | +0.3% | +0.64% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.72% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | +244.16% | Add |
| 11 | HUBB | Hubbell Inc | +0.2% | +0.67% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +12.66% | Add |
| 13 | IAU | Ishares Gold Trust | +0.1% | +0.96% | Add |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +5.51% | Add |
| 15 | ✓ | +0.1% | +3.56% | Add | |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -0.74% | Trim |
| 17 | GLD | Spdr Gold Shares | +0.1% | +2.73% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 19 | XLK | Ss Technology Select Sector | 0% | -0.83% | Trim |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +2.20% | Add |
| 21 | IXUS | Ishares Core Intl Stock ETF | 0% | +3.21% | Add |
| 22 | IDA | Idacorp Inc | 0% | +0.64% | Add |
| 23 | DLR | Digital Realty Trust Inc | 0% | -0.13% | Trim |
| 24 | AXP | American Express Co | 0% | -4.02% | Trim |
| 25 | UNH | Unitedhealth Group Inc | -0.1% | -11.18% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.60% | Trim |
| 27 | MMM | 3m Co | -0.1% | — | Trim |
| 28 | ABBV | Abbvie Inc | -0.1% | +1.39% | Add |
| 29 | JNJ | Johnson & Johnson | -0.1% | -0.17% | Trim |
| 30 | DHS | Wisdomtree US High Dividend | -0.1% | -4.18% | Trim |
| 31 | CSCO | Cisco Systems Inc | -0.1% | -0.43% | Trim |
| 32 | HD | Home Depot Inc | -0.1% | -1.52% | Trim |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | -0.2% | -0.62% | Trim |
| 34 | PEP | Pepsico Inc | -0.2% | -28.12% | Trim |
| 35 | SBUX | Starbucks CORP | -0.2% | -13.21% | Trim |
| 36 | AMGN | Amgen Inc | -0.3% | -1.09% | Trim |
| 37 | EOG | Eog Resources Inc | -0.3% | +2.00% | Add |
| 38 | CRM | Salesforce Inc | -0.3% | +2.61% | Add |
| 39 | AAPL | Apple Inc | -0.3% | -1.55% | Trim |
| 40 | CVX | Chevron CORP | -0.3% | -14.73% | Trim |
| 41 | ICLR | ICON Public Limited Company | -0.6% | -18.75% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.6% | -0.45% | Add |
| 43 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | -14.07% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.8% | — | Trim |
| 45 | LLY | Eli Lilly & Co | -0.8% | +1.54% | Add |
| 46 | LMT | Lockheed Martin CORP | -1.2% | -8.38% | Trim |
| 47 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 48 | EQT | Eqt CORP | — | EXIT | Sold out |
| 49 | MBWM | Mercantile Bank CORP | — | NEW | New buy |
| 50 | ULTA | Ulta Beauty Inc | — | EXIT | Sold out |
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 165 disclosed positions in Q3 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 AAPL, MSFT, AVGO) accounted for 28.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
UBER
市值: $11.1M
Top Position Liquidated / Trimmed
EQT
前期市值: $708.0K
During Q3 2025, Lvm Capital Management Ltd/mi's top holdings by market value included AAPL (9.3%)、MSFT (8.4%)、AVGO (7.8%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q3 2025, Lvm Capital Management Ltd/mi made 49 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 25 holdings, and fully liquidating 2 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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