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

CIK 924181 · latest 13F-HR filed 2026-05-12

Backtest portfolio

LEAVELL INVESTMENT MANAGEMENT, INC. manages $2.44B in 13F-reported U.S. long-equity assets across 604 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.35%), MGC (4.89%), AAPL (2.51%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 39 new positions, exited 20, added to 240, and trimmed 176.

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

$2.44B

Long-equity book

Holdings

604

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+39 / −20 / ↑240 / ↓176

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • iShares TIPS Bond ETF$6.9M +278.2%
  • Exxon Mobil Corporation$6.7M +82.3%
  • iShares MSCI Korea ETF$4.7M +315.6%
  • Sprott Physical Gold Trust$4.2M +24.8%
  • Schwab Fundamental Inl Large Com ETF$4.2M +13.2%
Show all 240 →

Top Trims

  • Nvidia Corp Com-$13.0M -7.7%
  • Microsoft Corp-$10.7M -24.8%
  • Blackstone Group Inc-$7.2M -32.7%
  • Vanguard Mega Cap ETF-$6.5M -5.2%
  • Janus Henderson Aaa CLO ETF-$5.5M -93.8%
Show all 176 →

New Positions

  • Pinnacle Finl Partners I$4.0M
  • JPMorgan Betabuilders Japan ETF$2.4M
  • Horizons Trust I DAX Germany ETF IV$2.1M
  • Astrazeneca PLC$1.3M
  • Invesco S&P Midcap Qualty ETF$859.2K
Show all 39 →

Exited Positions

  • Synovus Financial CP New$4.3M
  • Astrazeneca PLC ADR F$1.2M
  • Boston Scientific Corp$848.9K
  • Coupang Inc Class A$658.2K
  • Arm HLDGS PLC F Unsponsored ADR$403.9K
Show all 20 →
All Holdings

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 $154.8M 6.35% 887,565 SH
2 Vanguard Mega Cap ETF MGC 921910873 $119.2M 4.89% 504,340 SH
3 Apple Inc AAPL 037833100 $61.2M 2.51% 241,303 SH
4 Vanguard Mid Cap ETF VO 922908629 $55.5M 2.28% 193,401 SH
5 Vanguard Mega Growth ETF MGK 921910816 $46.4M 1.90% 126,300 SH
6 Vanguard S&P 500 ETF VOO 922908363 $40.6M 1.66% 67,902 SH
7 Vanguard FTSE Developed ETF VEA 921943858 $37.3M 1.53% 582,227 SH
8 Schwab Fundamental Inl Large Com ETF FNDF 808524755 $35.9M 1.47% 734,098 SH
9 Schwab Short U.S. Treasury ETF SCHO 808524862 $33.1M 1.36% 1,364,383 SH
10 Vanguard Large-Cap Index Fund ETF Shares VV 922908637 $32.9M 1.35% 110,036 SH
11 Microsoft Corp MSFT 594918104 $32.4M 1.33% 87,490 SH
12 iShares 1-5 Investment Grade Corp ETF IGSB 464288646 $31.7M 1.30% 602,484 SH
13 Vanguard Small Cap ETF VB 922908751 $29.2M 1.20% 111,460 SH
14 iShares Gold Trust IAU 464285204 $28.5M 1.17% 323,632 SH
15 Alphabet Inc Class C Cap STK GOOG 02079K107 $27.5M 1.13% 95,888 SH
16 SCHW Intl Eq ETF SCHF 808524805 $27.3M 1.12% 1,101,452 SH
17 JPMorgan Chase & Co JPM 46625H100 $26.7M 1.09% 90,695 SH
18 Vanguard Mega Value ETF MGV 921910840 $25.5M 1.05% 176,079 SH
19 Wal-Mart Stores Inc WMT 931142103 $24.4M 1.00% 195,926 SH
20 Vanguard Total Bond ETF BND 921937835 $21.9M 0.90% 297,401 SH
21 Amazon Com Inc AMZN 023135106 $21.2M 0.87% 101,676 SH
22 iShares TR Barclys MBS BD MBB 464288588 $21.1M 0.86% 221,906 SH
23 SPDR S&P 500 ETF TST. SPY 78462F103 $20.7M 0.85% 31,814 SH
24 iShares Core S&P Mid-Cap ETF IJH 464287507 $19.1M 0.78% 282,333 SH
25 The Southern Company SO 842587107 $17.9M 0.73% 185,547 SH
26 Schwab US Large Cap ETF SCHX 808524201 $17.0M 0.70% 662,085 SH
27 Abbvie Inc ABBV 00287Y109 $16.3M 0.67% 75,024 SH
28 Sprott Physical Gold Trust PHYS 85207H104 $16.2M 0.67% 457,703 SH
29 iShares 0 To 3 MNTH Treasury BND ETF SGOV 46436E718 $15.4M 0.63% 152,984 SH
30 Exxon Mobil Corporation XOM 30231G102 $14.9M 0.61% 87,703 SH
31 Blackstone Group Inc BX 09260D107 $14.7M 0.60% 127,956 SH
32 Vanguard FTSE Emerging Markets ETF VWO 922042858 $14.3M 0.59% 264,378 SH
33 Home Depot Inc HD 437076102 $14.2M 0.58% 43,240 SH
34 Vanguard Short Term Bond ETF BSV 921937827 $13.8M 0.57% 176,236 SH
35 Sprott Physical Silver Trust PSLV 85207K107 $13.8M 0.57% 565,316 SH
36 Vanguard Total US Stock Mkt ETF VTI 922908769 $13.5M 0.55% 41,960 SH
37 Schwab US Broad Mkt ETF SCHB 808524102 $13.0M 0.53% 518,199 SH
38 iShares 3-7 YR TR BD ETF IEI 464288661 $12.5M 0.51% 105,454 SH
39 Vanguard DIV Appreciation ETF VIG 921908844 $12.4M 0.51% 57,590 SH
40 Oneok Inc New OKE 682680103 $12.3M 0.51% 136,512 SH
41 Vanguard Total World Stock ETF VT 922042742 $12.3M 0.51% 89,206 SH
42 Chevron Corporation CVX 166764100 $12.3M 0.50% 59,208 SH
43 McDonalds Corp MCD 580135101 $11.9M 0.49% 38,198 SH
44 Alphabet Inc Class A Cap STK GOOGL 02079K305 $11.7M 0.48% 40,710 SH
45 Vanguard Mid Cap Value ETF VOE 922908512 $11.7M 0.48% 63,354 SH
46 Vanguard Core Plus Bond ETF VPLS 922020755 $11.7M 0.48% 150,222 SH
47 iShares 0-5 Year TIPS Bond ETF STIP 46429B747 $11.5M 0.47% 110,737 SH
48 Mid-Amer Apt CMNTYS Com MAA 59522J103 $11.3M 0.46% 92,820 SH
49 Berkshire Hathaway B New BRK.B 084670702 $11.2M 0.46% 23,422 SH
50 iShares Core S&P 500 ETF IVV 464287200 $11.1M 0.45% 16,952 SH
Filing History
Period Filed AUM Holdings Accession
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 $1.3M 430 0000924181-22-000005
2022-06-30 2022-07-28 $1.3M 424 0000924181-22-000004