Leavell Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.44B
Q ending 2026-03-31
Prior quarter
$2.40B
Q ending 2025-12-31
Change
+1.5% QoQ · +20.6% YoY
Positions
603
reported holdings
Largest positions
Top 100 of 603 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp Com | NVDA | Shares | $154.8M | 888K |
| Vanguard Mega Cap Etf | MGC | Shares | $119.2M | 504K |
| Apple Inc | AAPL | Shares | $61.2M | 241K |
| Vanguard Mid Cap Etf | VO | Shares | $55.5M | 193K |
| Vanguard Mega Growth Etf | MGK | Shares | $46.4M | 126K |
| Vanguard S&P 500 Etf | VOO | Shares | $40.6M | 68K |
| Vanguard Ftse Developed Etf | VEA | Shares | $37.3M | 582K |
| Schwab Fundamental Inl Large Com E | FNDF | Shares | $35.9M | 734K |
| Schwab Short U.S. Treasury Etf | SCHO | Shares | $33.1M | 1.4M |
| Vanguard Large-Cap Index Fund Etf | VV | Shares | $32.9M | 110K |
| Microsoft Corp | MSFT | Shares | $32.4M | 87K |
| Ishares 1-5 Investment Grade Corp | IGSB | Shares | $31.7M | 602K |
| Vanguard Small Cap Etf | VB | Shares | $29.2M | 111K |
| Ishares Gold Trust | IAU | Shares | $28.5M | 324K |
| Alphabet Inc Class C Cap Stk | GOOG | Shares | $27.5M | 96K |
| Schw Intl Eq Etf | SCHF | Shares | $27.3M | 1.1M |
| Jpmorgan Chase & Co | JPM | Shares | $26.7M | 91K |
| Vanguard Mega Value Etf | MGV | Shares | $25.5M | 176K |
| Wal-Mart Stores Inc | WMT | Shares | $24.4M | 196K |
| Vanguard Total Bond Etf | BND | Shares | $21.9M | 297K |
| Sprott Physical Gold Trust | PHYS | Shares | $21.3M | 602K |
| Amazon Com Inc | AMZN | Shares | $21.2M | 102K |
| Ishares Tr Barclys Mbs Bd | MBB | Shares | $21.1M | 222K |
| Spdr S&P 500 Etf Tst. | SPY | Shares | $20.7M | 32K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $19.1M | 282K |
| The Southern Company | SO | Shares | $17.9M | 186K |
| Schwab Us Large Cap Etf | SCHX | Shares | $17.0M | 662K |
| Abbvie Inc | ABBV | Shares | $16.3M | 75K |
| Ishares 0 To 3 Mnth Treasury Bnd E | SGOV | Shares | $15.4M | 153K |
| Exxon Mobil Corporation | XOM | Shares | $14.9M | 88K |
| Blackstone Group Inc | BX | Shares | $14.7M | 128K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $14.3M | 264K |
| Home Depot Inc | HD | Shares | $14.2M | 43K |
| Vanguard Short Term Bond Etf | BSV | Shares | $13.8M | 176K |
| Sprott Physical Silver Trust | PSLV | Shares | $13.8M | 565K |
| Vanguard Total Us Stock Mkt Etf | VTI | Shares | $13.5M | 42K |
| Schwab Us Broad Mkt Etf | SCHB | Shares | $13.0M | 518K |
| Ishares 3-7 Yr Tr Bd Etf | IEI | Shares | $12.5M | 105K |
| Vanguard Div Appreciation Etf | VIG | Shares | $12.4M | 58K |
| Oneok Inc New | OKE | Shares | $12.3M | 137K |
| Vanguard Total World Stock Etf | VT | Shares | $12.3M | 89K |
| Chevron Corporation | CVX | Shares | $12.3M | 59K |
| Mcdonalds Corp | MCD | Shares | $11.9M | 38K |
| Alphabet Inc Class A Cap Stk | GOOGL | Shares | $11.7M | 41K |
| Vanguard Mid Cap Value Etf | VOE | Shares | $11.7M | 63K |
| Vanguard Core Plus Bond Etf | VPLS | Shares | $11.7M | 150K |
| Ishares 0-5 Year Tips Bond Etf | STIP | Shares | $11.5M | 111K |
| Mid-Amer Apt Cmntys Com | MAA | Shares | $11.3M | 93K |
| Berkshire Hathaway B New | BRK/B | Shares | $11.2M | 23K |
| Ishares Core S&P 500 Etf | IVV | Shares | $11.1M | 17K |
| Caterpillar Inc | CAT | Shares | $10.8M | 15K |
| Schwab Fundamental Us Large Co Etf | FNDX | Shares | $10.6M | 382K |
| Vulcan Materials Company | VMC | Shares | $10.6M | 39K |
| Sch Us Div Equity Etf | SCHD | Shares | $10.5M | 343K |
| Visa Inc Cl A | V | Shares | $10.5M | 35K |
| Goldman Schs Jst Us Lrg Cp Eq Etf | JUST | Shares | $10.4M | 113K |
| Schwab Us Mid Cap Etf | SCHM | Shares | $10.4M | 335K |
| Lockheed Martin Corp | LMT | Shares | $10.3M | 17K |
| Invesco Qqq Trust | QQQ | Shares | $10.3M | 18K |
| Vanguard Information Technology Et | VGT | Shares | $10.2M | 15K |
| Johnson & Johnson | JNJ | Shares | $9.9M | 41K |
| Aflac Inc | AFL | Shares | $9.7M | 88K |
| Ishares Tips Bond Etf | TIP | Shares | $9.4M | 85K |
| Ishares Ibonds 2026 Corp Etf | IBDR | Shares | $9.3M | 384K |
| Ishares Core Msci Intrl Dvlp Mkt E | IDEV | Shares | $9.3M | 111K |
| Palantir Technologies In Class | PLTR | Shares | $9.2M | 63K |
| Vanguard Short Term Corporate Etf | VCSH | Shares | $9.2M | 116K |
| Phillips 66 | PSX | Shares | $8.6M | 47K |
| Globe Life Inc | GL | Shares | $8.6M | 62K |
| Ishares Silver Trust | SLV | Shares | $8.3M | 122K |
| Bloomberg Commodity Index Strategy | BCI | Shares | $7.9M | 326K |
| Wheaton Precious Metal F | WPM | Shares | $7.7M | 59K |
| Doubleline Commercial Real Estate | DCRE | Shares | $7.7M | 148K |
| Ishares Ibonds 2027 Corp Etf | IBDS | Shares | $7.6M | 314K |
| Vanguard Total International Stock | VXUS | Shares | $7.6M | 98K |
| Columbia Em Core Ex-China Etf | XCEM | Shares | $7.5M | 184K |
| Columbia Research Enhanced Core Et | RECS | Shares | $7.4M | 190K |
| Waste Management Inc Del | WM | Shares | $7.4M | 32K |
| Ge Vernova Inc | GEV | Shares | $7.3M | 8K |
| Procter & Gamble | PG | Shares | $7.2M | 50K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $7.2M | 38K |
| Lilly Eli & Company | LLY | Shares | $7.2M | 8K |
| Meta Platforms, Inc. | META | Shares | $7.2M | 13K |
| Broadcom Limited | AVGO | Shares | $7.2M | 23K |
| Vanguard Intl Dividend | VIGI | Shares | $7.1M | 81K |
| Sch Us Agg Bnd Etf | SCHZ | Shares | $7.1M | 306K |
| Vanguard Mid Growth Etf | VOT | Shares | $7.1M | 28K |
| Ishares Tr Msci Acwi Indx | ACWI | Shares | $7.0M | 50K |
| Argan Inc | AGX | Shares | $6.8M | 13K |
| Regions Financial Corp | RF | Shares | $6.7M | 256K |
| Cme Group | CME | Shares | $6.7M | 23K |
| Ishares Tr Barclys 7-10 Yr | IEF | Shares | $6.7M | 70K |
| Servisfirst Bancshares Com | SFBS | Shares | $6.6M | 91K |
| Ishares Ibond Dec 2026 Muni Etf | IBMO | Shares | $6.6M | 256K |
| Mastercard Inc | MA | Shares | $6.5M | 13K |
| Cisco Systems Inc | CSCO | Shares | $6.5M | 84K |
| Ishars Edg Msci Usa Qlty Fctr Etf | QUAL | Shares | $6.5M | 34K |
| Quanta Services Inc | PWR | Shares | $6.5M | 12K |
| Amgen Incorporated | AMGN | Shares | $6.3M | 18K |
| Ishares Msci Korea Etf | EWY | Shares | $6.3M | 51K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.