LVM CAPITAL MANAGEMENT LTD/MI Information

7840 MOORSBRIDGE ROAD, PORTAGE, Michigan, 49024, (616) 321-8120

Report Date: 03/31/2014

Position Statistics

Total Positions 126
New Positions 8
Increased Positions 50
Decreased Positions 40
Positions with Activity 90
Sold Out Positions 9
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 2%
Capital Goods 1.37%
Conglomerates
Consumer Cyclical 0.57%
Consumer/Non-Cyclical 8.81%
Energy 15.27%
Financial 16.58%
Healthcare 14.11%
Services 20.42%
Technology 16.6%
Transportation 0.29%
Utilities 3.98%

126 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM -229 Sold Out 0
DUN & BRADSTREET CORP DEL NEW COM -198 Sold Out 0
FISERV INC COM -212 Sold Out 0
LANDAUER INC COM -493 Sold Out 0
MOLSON COORS BREWING CO CL B -9,630 Sold Out 0
PRIMERO MNG CORP COM -83 Sold Out 0
QUALCOMM INC COM -267 Sold Out 0
ROYAL DUTCH SHELL PLC SPONS ADR A -287 Sold Out 0
SELECT SECTOR SPDR TR SBI INT-UTILS -252 Sold Out 0
SKINNY NUTRITIONAL CORP COM New 242,900
BROWNSTONE ENERGY INC COM New 10,000
MONITISE PLC SHS 20 6 39 27,800
NEVADA GOLD & CASINOS INC COM NEW 155 64 69.27 146,620
SPROTT PHYSICAL GOLD TRUST UNIT 167 New 15,000
GRAPHIC PACKAGING HLDG CO COM 175 175 New 15,000
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 192 (0.05) 5,897
GOOGLE INC CL C 200 New 345
PACCAR INC COM 201 201 New 3,062
BANK OF AMERICA CORPORATION COM 202 New 13,159
GOOGLE INC CL A 202 New 345


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