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) 307

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 2.83%
Conglomerates
Consumer Cyclical 1.65%
Consumer/Non-Cyclical 7.39%
Energy 9.84%
Financial 20.81%
Healthcare 13.76%
Services 17.01%
Technology 19.24%
Transportation 0.28%
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 ▲
APACHE CORP COM -1,626 Sold Out 0
CATERPILLAR INC DEL COM -219 Sold Out 0
CELGENE CORP COM -310 Sold Out 0
E M C CORP MASS COM -188 Sold Out 0
GLAXOSMITHKLINE PLC SPONSORED ADR -232 Sold Out 0
ISHARES TR SP SMCP600VL ETF -210 Sold Out 0
ISHARES TR NA NAT RES -374 Sold Out 0
KIMBERLY CLARK CORP COM -208 Sold Out 0
MARKET VECTORS ETF TR PHARMACEUTICAL -524 Sold Out 0
PACCAR INC COM -201 Sold Out 0
SELECT SECTOR SPDR TR SBI HEALTHCARE -486 Sold Out 0
SPDR SERIES TRUST S&P DIVID ETF -1,403 Sold Out 0
VANGUARD WORLD FDS INF TECH ETF -558 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 218 New 1
GOOGLE INC CL C 220 New 405
AMGEN INC COM 262 New 1,600
WHIRLPOOL CORP COM 312 -19 (5.8) 1,625
AIR PRODS & CHEMS INC COM 244 New 1,650
DUN & BRADSTREET CORP DEL NEW COM 234 New 1,800
HOME DEPOT INC COM 202 -34 (14.29) 1,800