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) 303

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 2.79%
Conglomerates
Consumer Cyclical 1.67%
Consumer/Non-Cyclical 7.4%
Energy 9.7%
Financial 20.84%
Healthcare 13.87%
Services 17.04%
Technology 19.21%
Transportation 0.27%
Utilities 6.4%

122 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPECTRA ENERGY CORP COM 219 New 6,216
BANK AMER CORP COM 217 New 13,159
BERKSHIRE HATHAWAY INC DEL CL A 216 New 1
GOOGLE INC CL C 216 New 405
REINSURANCE GROUP AMER INC COM NEW 215 New 2,300
HOME DEPOT INC COM 200 -33 (14.29) 1,800
WASTE MGMT INC DEL COM 193 New 3,900
SKINNY NUTRITIONAL CORP COM New 242,900
BROWNSTONE ENERGY INC COM New 10,000
APACHE CORP COM -1,606 Sold Out 0
CATERPILLAR INC DEL COM -215 Sold Out 0
CELGENE CORP COM -306 Sold Out 0
E M C CORP MASS COM -184 Sold Out 0
GLAXOSMITHKLINE PLC SPONSORED ADR -224 Sold Out 0
ISHARES TR SP SMCP600VL ETF -206 Sold Out 0
ISHARES TR NA NAT RES -365 Sold Out 0
KIMBERLY CLARK CORP COM -204 Sold Out 0
MARKET VECTORS ETF TR PHARMACEUTICAL -517 Sold Out 0
PACCAR INC COM -200 Sold Out 0
SELECT SECTOR SPDR TR SBI HEALTHCARE -479 Sold Out 0


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