Lvm Capital Management LTD
Annual return '25
+20.4%
SPY '25
+17.7%
Alpha
+2.7ptsvs SPY
Invested
$1.1M
Holdings
164
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE
Held since at least Q1 2024
8.8%
02
$AVGO
BROADCOM
Held since at least Q1 2024
7.0%
03
$MSFT
MICROSOFT
Held since at least Q1 2024
5.9%
04
$LLY
ELI LILLY
Held since at least Q1 2024
4.4%
05
$XOM
EXXON MOBIL
Held since at least Q1 2024
4.0%
06
$GOOGL
ALPHABET CL A
Held since at least Q1 2024
3.5%
07
$ABBV
ABBVIE
Held since at least Q1 2024
3.5%
08
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
3.3%
09
$DWD
MORGAN STANLEY
Held since at least Q1 2024
3.0%
10
$CSCO
CISCO SYSTEMS
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:37 UTC.