Fund Holdings

LVM CAPITAL MANAGEMENT LTD/MI

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
EXXON MOBIL(XOM)0249,646+249,646042,355+42,355
ISHARES MSCI INTERNATIONAL QUA0400,012+400,012018,493+18,493
ISHARES MSCI EMERGING MARKETS0185,430+185,430014,586+14,586
STRYKER(SYK)054,008+54,008017,747+17,747
JOHNSON & JOHNSON(JNJ)0142,029+142,029034,717+34,717
APPLIED MATERIALS070,416+70,416024,067+24,067
NORTHROP GRUMMAN(NOC)038,946+38,946026,571+26,571
EOG RESOURCES(EOG)082,004+82,004011,855+11,855
NVENT ELECTRIC(NVT)0163,891+163,891019,385+19,385
FIFTH THIRD BANCORP(FITB)048,487+48,48702,253+2,253
IDACORP(IDA)0127,711+127,711018,259+18,259
ISHARES GOLD TRUST ETF(IAU)0301,112+301,112026,546+26,546
CHEVRON(CVX)038,462+38,46207,958+7,958
KROGER(KR)0197,757+197,757014,310+14,310
HUBBELL(HUBB)031,156+31,156015,289+15,289
PFIZER(PFE)0336,052+336,05209,436+9,436
DIGITAL REALTY TRUST(DLR)046,179+46,17908,322+8,322
WISDOMTREE US SMALLCAP DIV GRO(WT)0144,094+144,09407,631+7,631
LOCKHEED MARTIN(LMT)08,990+8,99005,433+5,433
CASEYS GENERAL STORES(CASY)03,780+3,78002,751+2,751
SCHWAB US DIVIDEND EQ ETF0144,486+144,48604,433+4,433
VERIZON COMMUNICATIONS(VZ)020,770+20,77001,043+1,043
QUANTA SERVICES01,072+1,0720589+589
AMGEN(AMGN)029,729+29,729010,460+10,460
LYONDELLBASELL06,970+6,9700562+562
MGM RESORTS(MGM)014,450+14,4500535+535
DELL TECHNOLOGIES(DELL)03,235+3,2350531+531
CONSTELLATON BRANDS(STZ)03,510+3,5100527+527
P G & E(PCG)029,455+29,4550518+518
EQUINIX(EQIX)0527+5270517+517
ALTRIA GROUP(MO)074,972+74,97204,947+4,947
FORTINET(FTNT)099,906+99,90608,164+8,164
HERSHEY(HSY)014,327+14,32702,978+2,978
WASTE MANAGEMENT(WM)030,883+30,88307,097+7,097
VANGUARD FTSE EMERGING MARKETS019,125+19,12501,034+1,034
CATERPILLAR(CAT)02,166+2,16601,535+1,535
PHILLIPS 66(PSX)04,676+4,6760852+852
WISDOMTREE TRUST ETF(WT)02,874+2,8740257+257
CONOCOPHILLIPS(COP)01,930+1,9300255+255
REALTY INCOME(O)068,706+68,70604,203+4,203
PROCTER & GAMBLE(PG)0181,520+181,520026,219+26,219
TEXAS INSTRUMENTS(TXN)01,221+1,2210237+237
ISHARES RUSSELL 2000 SMALLCAP0950+9500236+236
NEXTERA ENERGY(NEE)021,716+21,71602,017+2,017
DTE ENERGY(DTB)01,508+1,5080220+220
SPDR GOLD TRUST ETF(GLD)07,475+7,47503,216+3,216
ENTERPRISE PRODUCTS PARTNERS(EPD)05,532+5,5320209+209
DEERE(DE)02,095+2,09501,180+1,180
HONEYWELL(HON)0903+9030204+204
MERCK(MRK)012,143+12,14301,461+1,461
WISDOMTREE HIGH DIVIDEND ETF(WT)029,072+29,07203,175+3,175
COCA-COLA(KO)027,624+27,62402,101+2,101
COSTCO WHOLESALE(COST)0723+7230720+720
INTEL(INTC)022,931+22,93101,012+1,012
EATON(ETN)01,851+1,8510662+662
PEPSICO(PEP)017,381+17,38102,699+2,699
BRISTOL-MYERS SQUIBB(BMY)012,694+12,6940770+770
DUKE ENERGY(DUK)06,941+6,9410909+909
SPROTT PHYSICAL GOLD TRUST(PHYS)043,325+43,32501,535+1,535
CISCO SYSTEMS(CSCO)0390,074+390,074030,266+30,266
ISHARES DIVIDEND EQUITY ETF02,011+2,0110304+304
PHILIP MORRIS(PM)024,183+24,18303,998+3,998
ENERGY SECTOR SPDR ETF05,487+5,4870336+336
AT&T(T)021,634+21,6340627+627
MODERNA(MRNA)09,940+9,9400505+505
MCDONALDS(MCD)03,372+3,37201,048+1,048
AIR PRODUCTS & CHEMICALS01,237+1,2370359+359
RTX CORP(RTX)07,662+7,66201,478+1,478
SOUTHERN(SO)04,974+4,9740480+480
SEMPRA ENERGY(SRE)06,677+6,6770649+649
FASTENAL(FAST)09,000+9,0000418+418
WALMART(WMT)04,320+4,3200537+537
ASTRAZENECA ADR(AZN)03,705+3,7050731+731
AMERICAN ELECTRIC POWER02,045+2,0450268+268
VANECK SEMICONDUCTOR ETF02,705+2,70501,037+1,037
FRANCO-NEVADA(FNV)01,000+1,0000247+247
GENERAL DYNAMICS(GD)0825+8250283+283
MERCANTILE BANK(MBWM)013,977+13,9770706+706
US BANCORP(USB)04,831+4,8310251+251
ISHARES S&P SMALLCAP 600 INDEX06,586+6,5860819+819
CHURCH & DWIGHT(CHD)02,849+2,8490266+266
CANADIAN NATIONAL RAILWAY(CNI)06,300+6,3000647+647
COLGATE PALMOLIVE(CL)03,218+3,2180274+274
ORISKO METALS045,100+45,100040+40
SPDR PORTFOLIO DEVELOPED WORLD015,100+15,1000689+689
TRANE(TT)0550+5500229+229
DIMENSIONAL US MARKETWIDE VALU07,391+7,3910358+358
TJX COMPANIES(TJX)02,043+2,0430326+326
YUM BRANDS(YUM)02,577+2,5770401+401
CLOROX(CLX)03,101+3,1010321+321
VAXART025,000+25,000015+15
PARKER-HANNIFIN(PH)0299+2990268+268
SPDR HEALTH CARE SECTOR ETF09,918+9,91801,454+1,454
TRAVELERS(TRV)03,251+3,2510948+948
WISDOMTREE SMALLCAP EARNINGS E(WT)03,931+3,9310228+228
BROWN-FORMAN CL B(BF-A)08,905+8,9050235+235
ECOLOCLEAN INDUSTRIES026,300+26,300000
GNIS PETROLEUM022,000+22,000000
REPUBLIC FIRST BANCORP050,000+50,000000
WEBB INTERACT SERVICES0303,575+303,575000
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