LVM CAPITAL MANAGEMENT LTD/MI Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 122
New Positions 4
Increased Positions 23
Decreased Positions 57
Positions with Activity 80
Sold Out Positions 13
Total Mkt Value (in $ millions) 306

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

Sector Weighting

Basic Materials 0.6%
Capital Goods 2.83%
Conglomerates
Consumer Cyclical 1.66%
Consumer/Non-Cyclical 7.37%
Energy 9.84%
Financial 20.82%
Healthcare 13.75%
Services 16.97%
Technology 19.27%
Transportation 0.27%
Utilities 6.38%

122 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DIAGEO P L C SPON ADR NEW 336 -22 (6.25) 3,000
UNITED PARCEL SERVICE INC CL B 329 New 3,240
MEDTRONIC PLC SHS 318 78 32.33 4,081
UNITED TECHNOLOGIES CORP COM 314 New 2,650
WHIRLPOOL CORP COM 312 -19 (5.8) 1,625
DOW CHEM CO COM 308 New 6,000
CINTAS CORP COM 301 New 3,500
MERCANTILE BANK CORP COM 290 New 14,495
NEVADA GOLD & CASINOS INC COM NEW 289 -1 (0.42) 146,000
WALGREENS BOOTS ALLIANCE INC COM 284 -13 (4.26) 3,281
FISERV INC COM 279 New 3,460
CHURCH & DWIGHT INC COM 274 New 3,250
COLGATE PALMOLIVE CO COM 274 -7 (2.61) 4,000
AMERICAN WTR WKS CO INC NEW COM 267 New 5,050
AMGEN INC COM 262 New 1,600
SPROTT PHYSICAL GOLD TRUST UNIT 249 100 66.67 25,000
AIR PRODS & CHEMS INC COM 242 New 1,650
CLOROX CO DEL COM 232 New 2,117
DUN & BRADSTREET CORP DEL NEW COM 232 New 1,800
US BANCORP DEL COM NEW 225 New 5,160


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