LVM CAPITAL MANAGEMENT LTD/MI Information

7840 MOORSBRIDGE ROAD, PORTAGE, Michigan, 49024, (616) 321-8120

Report Date: 12/31/2014

Position Statistics

Total Positions 125
New Positions 8
Increased Positions 23
Decreased Positions 62
Positions with Activity 85
Sold Out Positions 7
Total Mkt Value (in $ millions) 296

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.59%
Capital Goods 2.6%
Conglomerates
Consumer Cyclical 0.51%
Consumer/Non-Cyclical 8.12%
Energy 9.41%
Financial 18.36%
Healthcare 14.89%
Services 19.78%
Technology 17.49%
Transportation 0.3%
Utilities 7.95%

85 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 18,662 -470 (2.46) 161,841
DUPONT FABROS TECHNOLOGY INC COM 16,084 -386 (2.35) 425,840
AT&T INC COM 12,162 -258 (2.08) 372,145
SCANA CORP NEW COM 11,906 -284 (2.33) 185,420
TORTOISE ENERGY INFRSTRCTR CP COM 11,703 -432 (3.56) 275,096
CISCO SYS INC COM 11,464 -391 (3.3) 427,697
MEDICAL PPTYS TRUST INC COM 10,637 -58 (0.54) 691,615
BCE INC COM NEW 10,345 -235 (2.22) 223,665
MICROSOFT CORP COM 9,959 -68 (0.68) 241,792
EXXON MOBIL CORP COM 9,467 -248 (2.56) 107,637
JOHNSON & JOHNSON COM 9,370 -216 (2.26) 92,334
INTEL CORP COM 9,285 202 2.23 274,913
ABBVIE INC COM 9,052 -306 (3.27) 146,349
BAXTER INTL INC COM 8,572 -32 (0.37) 122,175
PHILIP MORRIS INTL INC COM 7,510 -233 (3.01) 93,200
PNC FINL SVCS GROUP INC COM 7,225 21 .29 86,375
IDACORP INC COM 6,938 -210 (2.94) 100,860
TORONTO DOMINION BK ONT COM NEW 6,804 -68 (1) 166,450
DISCOVER FINL SVCS COM 6,567 -56 (0.85) 119,315
TOTAL S A SPONSORED ADR 5,894 -579 (8.95) 116,555


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