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 0.59%
Capital Goods 2.8%
Conglomerates
Consumer Cyclical 1.67%
Consumer/Non-Cyclical 7.38%
Energy 9.63%
Financial 20.81%
Healthcare 13.85%
Services 17.05%
Technology 19.34%
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
BERKSHIRE HATHAWAY INC DEL CL A 217 New 1
UNITED PARCEL SERVICE INC CL B 327 New 3,240
BERKSHIRE HATHAWAY INC DEL CL B NEW 605 New 4,180
GOOGLE INC CL C 219 New 405
3M CO COM 2,987 -10 (0.32) 18,549
ABBOTT LABS COM 2,677 -374 (12.25) 54,630
ABBVIE INC COM 10,115 254 2.58 150,119
AGL RES INC COM 1,234 -55 (4.24) 24,870
AIR PRODS & CHEMS INC COM 243 New 1,650
ALLIANCE DATA SYSTEMS CORP COM 665 New 2,200
ALTRIA GROUP INC COM 3,169 -262 (7.63) 61,150
AMERICAN WTR WKS CO INC NEW COM 269 New 5,050
AMGEN INC COM 257 New 1,600
APACHE CORP COM -1,589 Sold Out 0
APPLE INC COM 20,175 -1,196 (5.6) 152,786
APPLIED MATLS INC COM 643 New 31,600
AT&T INC COM 12,376 -630 (4.84) 354,117
BANK AMER CORP COM 220 New 13,159
BAXTER INTL INC COM 6,261 -1,929 (23.56) 93,395
BRISTOL MYERS SQUIBB CO COM 1,617 New 23,637


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