Lvm Capital Management Ltd/Mi - Q42025 Holdings

Lvm Capital Management Ltd/Mi holds 161 stocks with a total portfolio value of $ 1.08M as of Q42025. In Q42025, Lvm Capital Management Ltd/Mi added 12 new positions, increased stakes in 27 stocks, reduced 78 holdings, and fully exited 16 positions. The largest holding is Apple (AAPL), representing 9.31% of the total portfolio.