LVM CAPITAL MANAGEMENT LTD/MI Information

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)
265

Sector Weighting

Basic Materials 2.08%
Capital Goods 1.57%
Conglomerates
Consumer Cyclical 2.38%
Consumer/Non-Cyclical 14.58%
Energy 11.06%
Financial 16.93%
Healthcare 11.68%
Services 15.34%
Technology 14.24%
Transportation 0.27%
Utilities 7.46%

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
HUNTINGTON BANCSHARES INC COM -132 Sold Out 0
LUMINEX CORP DEL COM -184 Sold Out 0
HARRIS CORP DEL COM 319 -4,934 (93.92) 6,325
MARKET VECTORS ETF TR GOLD MINER ETF 237 -1,805 (88.41) 8,975
SHIP FINANCE INTERNATIONAL LTD SHS 2,419 -4,603 (65.55) 138,171
UNIVERSAL CORP VA COM 2,287 -1,262 (35.56) 37,600
GENERAL MTRS CO JR PFD CNV SRB 5,718 -3,064 (34.89) 117,465
SPDR GOLD TRUST GOLD SHS 445 -220 (33.04) 3,395
ABBOTT LABS COM 2,919 -1,432 (32.9) 79,786
CASEYS GEN STORES INC COM 371 -123 (24.92) 6,025
3M CO COM 2,665 -551 (17.14) 23,923
NEXTERA ENERGY INC COM 5,638 -1,101 (16.34) 69,525
PHILLIPS 66 COM 257 -50 (16.31) 3,925
EXXON MOBIL CORP COM 10,377 -1,903 (15.5) 113,092
ISHARES TR RUSSELL1000VAL 267 -47 (15.09) 3,094
FREEPORT-MCMORAN COPPER & GOLD COM 111 -16 (12.82) 3,400
UNITED TECHNOLOGIES CORP COM 258 -34 (11.67) 2,650
ORACLE CORP COM 337 -42 (11.09) 9,625
STRYKER CORP COM 2,593 -315 (10.84) 37,629
SELECT SECTOR SPDR TR TECHNOLOGY 458 -55 (10.74) 14,213

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