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) 293

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

Sector Weighting

Basic Materials 0.61%
Capital Goods 2.67%
Conglomerates
Consumer Cyclical 1.62%
Consumer/Non-Cyclical 7.16%
Energy 9.93%
Financial 20.73%
Healthcare 14.51%
Services 17.09%
Technology 18.87%
Transportation 0.27%
Utilities 6.3%

122 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
APACHE CORP COM -1,507 Sold Out 0
CATERPILLAR INC DEL COM -208 Sold Out 0
CELGENE CORP COM -309 Sold Out 0
E M C CORP MASS COM -185 Sold Out 0
GLAXOSMITHKLINE PLC SPONSORED ADR -212 Sold Out 0
ISHARES TR SP SMCP600VL ETF -207 Sold Out 0
ISHARES TR NA NAT RES -345 Sold Out 0
KIMBERLY CLARK CORP COM -197 Sold Out 0
MARKET VECTORS ETF TR PHARMACEUTICAL -505 Sold Out 0
PACCAR INC COM -195 Sold Out 0
SELECT SECTOR SPDR TR SBI HEALTHCARE -481 Sold Out 0
SPDR SERIES TRUST S&P DIVID ETF -1,345 Sold Out 0
VANGUARD WORLD FDS INF TECH ETF -534 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 205 New 1
GOOGLE INC CL C 211 New 405
AMGEN INC COM 246 New 1,600
WHIRLPOOL CORP COM 281 -17 (5.8) 1,625
AIR PRODS & CHEMS INC COM 226 New 1,650
DUN & BRADSTREET CORP DEL NEW COM 220 New 1,800
HOME DEPOT INC COM 200 -33 (14.29) 1,800


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