Lvm Capital Management Ltd/Mi - Q32026 Holdings

Lvm Capital Management Ltd/Mi holds 158 stocks with a total portfolio value of $ 1.2B as of Q32026. In Q32026, Lvm Capital Management Ltd/Mi added 8 new positions, increased stakes in 48 stocks, reduced 50 holdings, and fully exited 13 positions. The largest holding is Apple (AAPL), representing 9.92% of the total portfolio.