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CIK: 0001053054
Total reported value
$1.2B
$1.2B
164 檔
30.4%
At the close of Q2 2026, Lvm Capital Management Ltd/mi disclosed equity holdings valued at approximately $1.2B, spread across 164 reported holdings.
Lvm Capital Management Ltd/mi executed strategic sector rebalancing during Q2 2026, establishing 15 new positions while fully exiting 12 holdings and trimming 49 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, MSFT) accounted for 30.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $34.0M
Top Position Liquidated / Trimmed
XOM
前期市值: $42.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.83% | +1.09% | -0.77% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 7.36% | -0.64% | -2.52% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.27% | +1.76% | -0.46% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.07% | -0.20% | -0.34% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 3.99% | -1.48% | -6.40% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | -0.21% | -1.23% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 3.72% | -0.39% | -2.96% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 3.64% | +0.11% | +0.88% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 3.32% | -0.37% | -0.74% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.01% | +0.08% | -0.19% | |
| 11 | ✓ | Stock-Other | 2.85% | +0.53% | — | ||
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.34% | +0.05% | +1.47% | |
| 13 | NVT | nVent Electric plc | Stock-Industrials | 2.27% | -0.16% | -2.35% | |
| 14 | AXP | American Express Co | Stock-Financials | 2.26% | -0.24% | -0.01% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.23% | -0.03% | -0.07% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.89% | +0.07% | -0.51% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.71% | -0.07% | +3.08% | |
| 18 | ✓ | Stock-Other | 1.66% | — | +0.14% | ||
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.66% | — | +0.14% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.65% | -0.08% | +15.88% | |
| 21 | IDA | Idacorp Inc | Stock-Utilities | 1.63% | -0.21% | +1.09% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.60% | +0.08% | -2.82% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | +0.02% | +0.14% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.24% | +0.24% | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 1.37% | -0.10% | +0.30% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.35% | -0.07% | -14.95% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.09% | +0.96% | |
| 28 | FTNT | Fortinet Inc | Stock-Tech | 1.28% | +0.20% | -0.15% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.02% | -2.19% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.04% | -0.01% | -3.27% | |
| 31 | EOG | Eog Resources Inc | Stock-Energy | 0.90% | +0.09% | +1.46% | |
| 32 | KR | Kroger Co | Stock-Consumer Staples | 0.88% | — | -3.80% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | +0.14% | -2.00% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.22% | -6.19% | |
| 35 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.74% | -0.03% | +3.04% | |
| 36 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.68% | -0.02% | -1.76% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | +0.10% | +0.15% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.67% | -0.03% | +2.44% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.05% | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.53% | +0.13% | -0.46% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.51% | — | +1.59% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.50% | — | +3.25% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.45% | -0.04% | -0.01% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | +0.02% | +3.82% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.38% | -0.04% | +5.73% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | +0.01% | +0.17% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.36% | -0.02% | -5.56% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.02% | -1.06% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.29% | — | +0.09% | |
| 50 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.27% | — | -1.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.9% | NEW | New buy | |
| 2 | AMAT | Applied Materials Inc | +1.7% | -6.40% | Trim |
| 3 | CSCO | Cisco Systems Inc | +0.9% | -2.96% | Trim |
| 4 | PANW | Palo Alto Networks Inc | +0.7% | -2.82% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.7% | -0.34% | Trim |
| 6 | FTNT | Fortinet Inc | +0.5% | -0.15% | Trim |
| 7 | NVT | nVent Electric plc | +0.4% | -2.35% | Trim |
| 8 | AVGO | Broadcom Inc | +0.4% | -2.52% | Trim |
| 9 | MS | Morgan Stanley | +0.4% | -0.74% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.23% | Trim |
| 11 | INTC | Intel CORP | +0.2% | -2.62% | Trim |
| 12 | ABBV | Abbvie Inc | +0.1% | +0.88% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | +0.09% | Add |
| 14 | AZN | AstraZeneca PLC | +0.1% | NEW | New buy |
| 15 | BLDR | Builders Firstsource Inc | +0.1% | NEW | New buy |
| 16 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 17 | ARE | Alexandria Real Estate Equit | +0.1% | NEW | New buy |
| 18 | D | Dominion Energy Inc | +0.1% | NEW | New buy |
| 19 | IP | International Paper Co | +0.1% | NEW | New buy |
| 20 | BBY | Best Buy Co Inc | +0.1% | NEW | New buy |
| 21 | CLX | Clorox Company | +0.1% | +209.77% | Add |
| 22 | WMB | Williams Cos Inc | +0.1% | NEW | New buy |
| 23 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 24 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | New buy |
| 25 | HPQ | Hp Inc | +0.1% | NEW | New buy |
| 26 | AAPL | Apple Inc | 0% | -0.77% | Trim |
| 27 | AMZN | Amazon.com Inc | 0% | +0.96% | Add |
| 28 | SMH | Vaneck Semiconductor ETF | 0% | -9.06% | Trim |
| 29 | NVDA | Nvidia CORP | 0% | +0.24% | Add |
| 30 | XNTK | Ss Spdr Nyse Tech ETF | 0% | +1.17% | Add |
| 31 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 32 | DGRS | Wisdomtree U.s. Smallcap Qua | 0% | +3.04% | Add |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +1.59% | Add |
| 34 | GOOG | Alphabet Inc-cl C | 0% | -1.06% | Trim |
| 35 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 36 | FITB | Fifth Third Bancorp | 0% | -1.44% | Trim |
| 37 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 38 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 39 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | NEW | New buy |
| 40 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 41 | SYY | Sysco CORP | 0% | -1.69% | Trim |
| 42 | IBM | Intl Business Machines CORP | 0% | -0.87% | Trim |
| 43 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 44 | MRNA | Moderna Inc | 0% | +0.01% | Add |
| 45 | ETN | Eaton Corporation plc | 0% | +2.16% | Add |
| 46 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 47 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 48 | NUE | Nucor CORP | 0% | -8.82% | Trim |
| 49 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 50 | OMZNF | Osisko Metals Inc | 0% | +22.17% | Add |
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 164 disclosed positions in Q2 2026.
During Q2 2026, Lvm Capital Management Ltd/mi's top holdings by market value included AAPL (8.8%)、AVGO (7.4%)、MSFT (5.3%). The largest single position, AAPL, represented 8.8% of total portfolio value.
In Q2 2026, Lvm Capital Management Ltd/mi made 106 total portfolio adjustments, initiating 15 new buys, adding to 30 positions, trimming 49 holdings, and fully liquidating 12 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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