LVM CAPITAL MANAGEMENT LTD/MI
7840 MOORSBRIDGE ROAD, PORTAGE, Michigan, 49024, (616) 321-8120
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 117 |
| New Positions | 16 |
| Increased Positions | 38 |
| Decreased Positions | 51 |
| Positions with Activity | 89 |
| Sold Out Positions | 2 |
| Total Mkt Value (in $ millions) |
262 |
Sector Weighting
| Basic Materials | 2.16% |
| Capital Goods | 1.57% |
| Conglomerates | |
| Consumer Cyclical | 2.38% |
| Consumer/Non-Cyclical | 14.49% |
| Energy | 11.24% |
| Financial | 16.87% |
| Healthcare | 11.76% |
| Services | 15.27% |
| Technology | 14.28% |
| Transportation | 0.27% |
| Utilities | 7.26% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
117 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ISHARES TR | MSCI EMERG MKT | 497 | -32 | (6.03) | 11,647 |
| TRAVELERS COMPANIES INC | COM | 493 | New | 5,900 | |
| MERCK & CO INC NEW | COM | 465 | -16 | (3.35) | 9,825 |
| APPLIED MATLS INC | COM | 464 | New | 31,800 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 464 | New | 4,165 | |
| CVS CAREMARK CORPORATION | COM | 462 | New | 7,916 | |
| SPDR GOLD TRUST | GOLD SHS | 457 | -225 | (33.04) | 3,395 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 451 | -54 | (10.74) | 14,213 |
| ENSCO PLC | SHS CLASS A | 449 | 449 | New | 7,225 |
| ASTRAZENECA PLC | SPONSORED ADR | 435 | -5 | (1.18) | 8,350 |
| ISHARES TR | S&P NA NAT RES | 435 | -23 | (5.09) | 10,714 |
| CANADIAN NATL RY CO | COM | 430 | New | 4,247 | |
| VERIZON COMMUNICATIONS INC | COM | 419 | 4 | 1.07 | 8,067 |
| ALLIANCE DATA SYSTEMS CORP | COM | 393 | New | 2,200 | |
| MCDONALDS CORP | COM | 393 | -46 | (10.57) | 3,885 |
| CASEYS GEN STORES INC | COM | 370 | -123 | (24.92) | 6,025 |
| ENDURANCE SPECIALTY HLDGS LTD | PFD SER A | 360 | New | 12,700 | |
| GLAXOSMITHKLINE PLC | SPONSORED ADR | 341 | 341 | New | 6,460 |
| JPMORGAN CHASE & CO | COM | 336 | New | 6,303 | |
| ORACLE CORP | COM | 329 | -41 | (11.09) | 9,625 |
Latest News Headlines
UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
UPDATE: Visa, MasterCard Strike Back at Swipe-Fee Settlement Foes 6:32PM ET - Dow Jones Business News
Berkshire's Weschler Reveals Personal Stakes in DaVita, DirecTV 6:18PM ET - Dow Jones Business News
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StoneMor Partners L.P. Announces Successful Results of the Tender Offer for Its Outstanding 10.25% 5:36PM ET - GlobeNewswire
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