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LEAVELL INVESTMENT MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 924181 · latest 13F-HR filed 2026-07-21

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LEAVELL INVESTMENT MANAGEMENT, INC. manages $2.74B in 13F-reported U.S. long-equity assets across 634 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.39%), MGC (5.07%), AAPL (2.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 52 new positions and exited 22; 329 existing positions rose in reported value and 121 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.74B

Long-equity book

Holdings
634

Distinct positions

Period
2026-06-30

Filed 2026-07-21

Q/Q Activity
+52 / −22 / ↑329 / ↓121

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA6.4% · -2%MGC5.1% · +1%AAPL2.6% · +1%VO2.2% · +292%MGK2.0% · +392%VOO1.8% · +4%VEA1.6% · +5%FNDF1.5% · +4%VV1.4% · -0%GOOG1.3% · +3%IGSB1.3% · +10%SCHO1.3% · +4%VB1.2% · -1%MSFT1.2% · -0%JPM1.1% · +2%SCHF1.1% · -2%MGV1.1% · +4%IAU1.0% · +9%AMZN0.9% · +6%SPY0.9% · -2%BND0.8% · +4%WMT0.8% · -0%MBB0.8% · +2%IJH0.8% · -2%SCHX0.7% · -1%ABBV0.7% · -0%PHYS0.7% · +4%SO0.7% · +2%VWO0.6% · +8%TIP0.6% · +74%CAT0.6% · -1%STIP0.6% · +40%HD0.6% · +2%VTI0.6% · -0%SCHB0.5% · -2%SGOV0.5% · -6%GOOGL0.5% · -1%BX0.5% · -4%BSV0.5% · +5%VGT0.5% · +696%VT0.5% · -3%VIG0.5% · -1%VOE0.5% · +6%FNDX0.5% · +10%IVV0.5% · +2%QQQ0.5% · -2%VPLS0.5% · +10%MAA0.5% · -1%LRCX0.5% · 0%SCHM0.4% · -1%JUST0.4% · -1%NBIS0.4% · -5%OKE0.4% · -0%XOM0.4% · -2%MU0.4% · -4%PSLV0.4% · +8%BRK.B0.4% · -2%V0.4% · -4%IEI0.4% · -8%EWY0.4% · +10%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

6 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 25.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$3.40B
Discretionary
$3.17B
Employees
36
Accounts
3,023
Address
210 SAINT JOSEPH STREET
MOBILE, AL 36602
Phone
(251) 433-3709
Website
Mailing Address
210 ST. JOSEPH STREET, MOBILE, AL, 36602
Name Title / Status Ownership Type
ALVES, MARGARET, H. ControlCHIEF COMPLIANCE OFFICER / SHAREHOLDER / SECRETARYLess than 5%Individual
GRINSTEAD, EUGENE, ANDREWS ControlPRESIDENT / CEO / SHAREHOLDER / EXECUTIVE COMMITTEE5–10%Individual
HAYES, JANET, RIDDLE ControlSHAREHOLDER / DIRECTOR / EXECUTIVE COMMITTEE10–25%Individual
NICROSI, WILLIAM, KELLY ControlSHAREHOLDER / EXECUTIVE COMMITTEE / DIRECTOR10–25%Individual
STIMPSON, RICHARD, MOORE ControlCHAIRMAN OF THE BOARD / SHAREHOLDER / DIRECTOR10–25%Individual
THERRELL, JOHN, WADE ControlSHAREHOLDER / DIRECTOR / EXECUTIVE COMMITTEELess than 5%Individual
WILLIAMS, JOHN, MILES ControlSHAREHOLDER / DIRECTOR10–25%Individual
ANTHONY, RICHARD, ELANDSHAREHOLDER / DIRECTOR10–25%Individual
Freeman, Randall, JeffCHIEF FINANCIAL OFFICER / EXECUTIVE COMMITTEELess than 5%Individual
Hanes, Charles, RobinsonSHAREHOLDERLess than 5%Individual
Hubbard, Daniel, BradySHAREHOLDERLess than 5%Individual
NIX, CHRISTOPHER, DALTONSHAREHOLDER / DIRECTORLess than 5%Individual
NORFLEET, EDWARD, BAMFORDSHAREHOLDERLess than 5%Individual
PITMAN, NORMAN, DUPLESSIS IIISHAREHOLDERLess than 5%Individual
TEEL, MICHAEL, CLAYSHAREHOLDER10–25%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

LEAVELL INVESTMENT MANAGEMENT, INC. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Nvidia Corp Com NVDA 67066G104 $174.9M 6.39% 873,950 SH
2 Vanguard Mega Cap ETF MGC 921910873 $138.8M 5.07% 507,282 SH
3 Apple Inc AAPL 037833100 $70.6M 2.58% 244,014 SH
4 Vanguard Mid Cap ETF VO 922908629 $61.1M 2.23% 758,002 SH
5 Vanguard Mega Growth ETF MGK 921910816 $54.7M 2.00% 621,914 SH
6 Vanguard S&P 500 ETF VOO 922908363 $48.5M 1.77% 70,652 SH
7 Vanguard FTSE Developed ETF VEA 921943858 $43.4M 1.59% 609,022 SH
8 Schwab Fundamental Inl Large Com ETF FNDF 808524755 $40.3M 1.47% 763,756 SH
9 Vanguard Large-Cap Index Fund ETF Shares VV 922908637 $37.8M 1.38% 109,988 SH
10 Alphabet Inc Class C Cap STK GOOG 02079K107 $34.9M 1.28% 98,890 SH
11 iShares 1-5 Investment Grade Corp ETF IGSB 464288646 $34.8M 1.27% 663,554 SH
12 Schwab Short U.S. Treasury ETF SCHO 808524862 $34.3M 1.25% 1,420,725 SH
13 Vanguard Small Cap ETF VB 922908751 $33.6M 1.23% 110,711 SH
14 Microsoft Corp MSFT 594918104 $32.6M 1.19% 87,273 SH
15 JPMorgan Chase & Co JPM 46625H100 $30.1M 1.10% 92,064 SH
16 SCHW Intl Eq ETF SCHF 808524805 $30.0M 1.10% 1,081,948 SH
17 Vanguard Mega Value ETF MGV 921910840 $29.8M 1.09% 182,380 SH
18 iShares Gold Trust IAU 464285204 $26.7M 0.98% 353,641 SH
19 Amazon Com Inc AMZN 023135106 $25.6M 0.93% 107,243 SH
20 SPDR S&P 500 ETF TST. SPY 78462F103 $23.4M 0.85% 31,237 SH
21 Vanguard Total Bond ETF BND 921937835 $22.7M 0.83% 308,855 SH
22 Wal-Mart Stores Inc WMT 931142103 $22.2M 0.81% 195,861 SH
23 iShares TR Barclys MBS BD MBB 464288588 $21.5M 0.79% 227,389 SH
24 iShares Core S&P Mid-Cap ETF IJH 464287507 $21.3M 0.78% 276,503 SH
25 Schwab US Large Cap ETF SCHX 808524201 $19.3M 0.70% 655,172 SH
26 Abbvie Inc ABBV 00287Y109 $18.9M 0.69% 74,935 SH
27 The Southern Company SO 842587107 $18.1M 0.66% 188,777 SH
28 Vanguard FTSE Emerging Markets ETF VWO 922042858 $17.0M 0.62% 285,266 SH
29 iShares TIPS Bond ETF TIP 464287176 $16.3M 0.59% 148,537 SH
30 Caterpillar Inc CAT 149123101 $16.1M 0.59% 15,137 SH
31 iShares 0-5 Year TIPS Bond ETF STIP 46429B747 $15.8M 0.58% 154,790 SH
32 Home Depot Inc HD 437076102 $15.5M 0.57% 43,924 SH
33 Vanguard Total US Stock Mkt ETF VTI 922908769 $15.5M 0.57% 41,789 SH
34 Schwab US Broad Mkt ETF SCHB 808524102 $14.6M 0.53% 505,130 SH
35 iShares 0 To 3 MNTH Treasury BND ETF SGOV 46436E718 $14.5M 0.53% 144,174 SH
36 Alphabet Inc Class A Cap STK GOOGL 02079K305 $14.5M 0.53% 40,474 SH
37 Blackstone Group Inc BX 09260D107 $14.4M 0.53% 122,471 SH
38 Vanguard Short Term Bond ETF BSV 921937827 $14.4M 0.53% 184,685 SH
39 Sprott Physical Gold Trust PHYS 85207H104 $14.3M 0.52% 475,201 SH
40 Vanguard Information Technology ETF VGT 92204A702 $13.9M 0.51% 116,495 SH
41 Vanguard Total World Stock ETF VT 922042742 $13.6M 0.50% 86,803 SH
42 Vanguard DIV Appreciation ETF VIG 921908844 $13.5M 0.49% 57,182 SH
43 Vanguard Mid Cap Value ETF VOE 922908512 $13.3M 0.48% 67,083 SH
44 Schwab Fundamental US Large Co ETF FNDX 808524771 $13.1M 0.48% 422,705 SH
45 iShares Core S&P 500 ETF IVV 464287200 $12.9M 0.47% 17,227 SH
46 Invesco QQQ Trust QQQ 46090E103 $12.8M 0.47% 17,430 SH
47 Vanguard Core Plus Bond ETF VPLS 922020755 $12.8M 0.47% 165,370 SH
48 Mid-Amer Apt CMNTYS Com MAA 59522J103 $12.7M 0.47% 91,713 SH
49 Lam Research Corporation New LRCX 512807306 $12.3M 0.45% 28,449 SH
50 Schwab US Mid Cap ETF SCHM 808524508 $12.2M 0.45% 332,075 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $2.74B 634 0000924181-26-000005
2026-03-31 2026-05-12 $2.44B 604 0000924181-26-000003
2025-12-31 2026-02-09 $2.40B 584 0000924181-26-000001
2025-09-30 2025-10-28 $2.37B 589 0000924181-25-000009
2022-09-30 2022-10-17 $1.26B 430 0000924181-22-000005
2022-06-30 2022-07-28 $1.31B 424 0000924181-22-000004
Filer Information
Address
LEAVELL INVESTMENT MANAGEMENT
210 ST. JOSEPH STREET
MOBILE, AL 36602
Phone
(251) 433-3709
Filing Manager
LEAVELL INVESTMENT MANAGEMENT, INC.
MOBILE, AL
Signatory
James Whitworth
Analyst