Institutions / Leavell Investment Management, Inc.

Leavell Investment Management, Inc.

CIK 924181 · Institution · as of Dec 31, 2025
Portfolio value
$2.40B
Positions
584
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 584 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$167.76M899,4937.0%
Vanguard Mega Cap ETF$125.72M500,5535.2%
Apple Inc.$64.63M237,7342.7%
Vanguard Mid Cap ETF$55.72M191,9922.3%
Vanguard Mega Growth ETF$50.54M122,4342.1%
Microsoft Corp$43.06M89,0441.8%
Vanguard S&P 500 ETF$40.38M64,3921.7%
Vanguard FTSE Developed ETF$34.98M559,8801.5%
Vanguard Large-Cap Index Fund ETF Shares$32.77M104,0941.4%
Schwab Fundamental Inl Large Com ETF$31.73M701,7681.3%
Schwab Short U.S. Treasury ETF$31.31M1,284,8691.3%
Alphabet Inc.$30.39M96,8311.3%
iShares 1-5 Investment Grade Corp ETF$29.20M552,1281.2%
JPMorgan Chase & Co$29.12M90,3791.2%
Vanguard Small Cap ETF$28.66M111,1041.2%
SCHW Intl Eq ETF$26.08M1,084,8131.1%
iShares Gold Trust$24.77M305,1241.0%
Vanguard Mega Value ETF$23.85M168,9671.0%
Amazon.com Inc$23.09M100,0161.0%
SPDR S&P 500 ETF Tst.$21.92M32,0540.9%
Blackstone Inc$21.87M141,8540.9%
Walmart Inc.$21.79M195,1580.9%
iShares TR Barclys MBS BD$20.63M216,6660.9%
Vanguard Total Bond ETF$20.47M276,2980.9%
iShares Core S&P Mid-Cap ETF$18.79M284,6340.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.