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) |
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 |
Latest News Headlines
Tech Data Adds Hosted PBX and Cloud Server Through Partnership With Intermedia 10:21AM ET - GlobeNewswire
Sabra Health Care REIT, Inc. Announces $200 Million Senior Notes Offering by Certain of Its Subsidi 10:20AM ET - GlobeNewswire
HSBC Director, N American Chairman John Thornton Resigns 10:16AM ET - Dow Jones Business News
Yahoo to Buy Tumblr for $1.1 Billion in Cash -2- 10:15AM ET - Dow Jones Business News
Group Led by Blackstone Launches Bid for Pactera 10:05AM ET - Dow Jones Business News
View All