Leavell Investment Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Leavell Investment Management, Inc. reported 633 stock positions worth $2.7 billion. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 5.1%) and Apple (AAPL, 2.6%). Compared with Q1 2026, it opened 50 new positions, sold out of 21, added to 214 and reduced 279. The biggest buy was iShares Tips Bond ETF (TIP, shares +74%) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0000924181
- Portfolio Value
- $2.7B (Q2 2026)
- SEC Filing
- 0000924181-26-000005 ↗ filed Jul 21, 2026
Holdings Value
Holdings 633 stocks · $2.7B
| NVDA Nvidia Corp. | 6.39% | 873,950 | $174.9M | Reduce -1.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 5.07% | 507,282 | $138.8M | Add +0.6% |
| AAPL Apple Inc. | 2.58% | 244,014 | $70.6M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.23% | 758,002 | $61.1M | Reduce -2.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.00% | 621,914 | $54.7M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 1.77% | 70,652 | $48.5M | Add +4.0% |
| VEA Vanguard Ftse Developed ETF | 1.59% | 609,022 | $43.4M | Add +4.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.47% | 763,756 | $40.3M | Add +4.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.38% | 109,988 | $37.8M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 1.28% | 98,890 | $34.9M | Add +3.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.27% | 663,554 | $34.8M | Add +10.1% |
| SCHO Schwab Short-Term US Treas | 1.25% | 1,420,725 | $34.3M | Add +4.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.23% | 110,711 | $33.6M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.19% | 87,273 | $32.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.10% | 92,064 | $30.1M | Add +1.5% |
| SCHF Schwab Intl Equity ETF | 1.10% | 1,081,948 | $30.0M | Reduce -1.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.09% | 182,380 | $29.8M | Add +3.6% |
| IAU iShares Gold Trust | 0.98% | 353,641 | $26.7M | Add +9.3% |
| AMZN Amazon.com Inc. | 0.93% | 107,243 | $25.6M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 31,237 | $23.4M | Reduce -1.8% |
| BND Vanguard Total Bond Market | 0.83% | 308,855 | $22.7M | Add +3.9% |
| WMT Walmart Inc. | 0.81% | 195,861 | $22.2M | Reduce -0.0% |
| MBB iShares MBS ETF | 0.79% | 227,389 | $21.5M | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 0.78% | 276,503 | $21.3M | Reduce -2.1% |
| SCHX Schwab US Large-Cap ETF | 0.70% | 655,172 | $19.3M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.69% | 74,935 | $18.9M | Reduce -0.1% |
| PHYS Sprott Physical Gold Trust | 0.69% | 623,701 | $18.8M | Add +3.7% |
| SO The Southern Co. | 0.66% | 188,777 | $18.1M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.62% | 285,266 | $17.0M | Add +7.9% |
| TIP iShares Tips Bond ETF | 0.59% | 148,537 | $16.3M | Add +73.9% |
| CAT Caterpillar Inc. | 0.59% | 15,137 | $16.1M | Reduce -0.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.58% | 154,790 | $15.8M | Add +39.8% |
| HD Home Depot Inc. | 0.57% | 43,924 | $15.5M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 41,789 | $15.5M | Reduce -0.4% |
| SCHB Schwab US Broad Market ETF | 0.53% | 505,130 | $14.6M | Reduce -2.5% |
| SGOV iShares 0-3 Month Treasury B | 0.53% | 144,174 | $14.5M | Reduce -5.8% |
| GOOGL Alphabet Inc. Class A | 0.53% | 40,474 | $14.5M | Reduce -0.6% |
| BX Blackstone Inc. | 0.53% | 122,471 | $14.4M | Reduce -4.3% |
| BSV Vanguard Short-Term Bond ETF | 0.53% | 184,685 | $14.4M | Add +4.8% |
| VGT Vanguard Info Tech ETF | 0.51% | 116,495 | $13.9M | Reduce -0.5% |
| VT Vanguard Tot World STK ETF | 0.50% | 86,803 | $13.6M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.49% | 57,182 | $13.5M | Reduce -0.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 67,083 | $13.3M | Add +5.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.48% | 422,705 | $13.1M | Add +10.5% |
| IVV iShares Core S&P 500 ETF | 0.47% | 17,227 | $12.9M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 17,430 | $12.8M | Reduce -2.5% |
| VPLS Vanguard Core-Plus Bond ETF | 0.47% | 165,370 | $12.8M | Add +10.1% |
| MAA Mid-America Apartment Comm | 0.47% | 91,713 | $12.7M | Reduce -1.2% |
| LRCX Lam Research Corp. | 0.45% | 28,449 | $12.3M | No change |
| SCHM Schwab US Mid Cap ETF | 0.45% | 332,075 | $12.2M | Reduce -1.0% |
| JUST Goldman Sachs Just US LRG | 0.44% | 112,115 | $12.0M | Reduce -0.6% |
| NBIS Nebius Group NV | 0.43% | 42,944 | $11.9M | Reduce -4.7% |
| OKE Oneok Inc. | 0.43% | 135,955 | $11.8M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.43% | 86,422 | $11.8M | Reduce -1.5% |
| MU Micron Technology Inc. | 0.43% | 10,131 | $11.7M | Reduce -3.5% |
| PSLV Sprott Physical Silver Trust | 0.42% | 613,245 | $11.6M | Add +8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 23,008 | $11.5M | Reduce -1.8% |
| V Visa Inc. Class A | 0.42% | 33,440 | $11.5M | Reduce -3.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.42% | 96,789 | $11.4M | Reduce -8.2% |
| EWY iShares MSCI South Korea ETF | 0.41% | 55,627 | $11.2M | Add +9.5% |
| LLY Eli Lilly & Co. | 0.41% | 9,341 | $11.2M | Add +19.1% |
| SCHD Schwab US DVD Equity ETF | 0.40% | 349,290 | $11.1M | Add +1.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.40% | 122,934 | $10.9M | Add +10.8% |
| GL Globe Life Inc. | 0.40% | 60,714 | $10.8M | Reduce -1.3% |
| VMC Vulcan Materials Co. | 0.40% | 36,728 | $10.8M | Reduce -5.9% |
| AFL Aflac Inc. | 0.38% | 88,062 | $10.3M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.38% | 40,591 | $10.3M | Reduce -0.2% |
| CVX Chevron Corp. | 0.37% | 60,277 | $10.0M | Add +1.8% |
| MCD McDonald's Corp. | 0.36% | 36,224 | $9.8M | Reduce -5.2% |
| CSCO Cisco Systems Inc. | 0.35% | 82,510 | $9.7M | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.35% | 8,208 | $9.6M | Reduce -1.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 121,925 | $9.6M | Add +4.8% |
| AGX Argan Inc. | 0.35% | 11,930 | $9.5M | Reduce -4.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.34% | 30,742 | $9.4M | Add +11.6% |
| RECS Columbia Resear Enh Cor ETF | 0.34% | 213,304 | $9.2M | Add +12.5% |
| AVGO Broadcom Inc. | 0.34% | 24,422 | $9.2M | Add +5.2% |
| XCEM Columbia Em Core Ex-China | 0.32% | 167,970 | $8.9M | Reduce -8.8% |
| VXUS Vanguard Total Intl Stock | 0.32% | 101,537 | $8.7M | Add +3.3% |
| PWR Quanta Services Inc. | 0.31% | 11,935 | $8.6M | Add +1.5% |
| LMT Lockheed Martin Corp. | 0.31% | 16,806 | $8.6M | Reduce -1.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.31% | 351,386 | $8.5M | Reduce -8.6% |
| DCRE DBL Comm Real Est Debt | 0.31% | 164,149 | $8.5M | Add +11.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.31% | 346,518 | $8.4M | Add +10.5% |
| FLKR Franklin Ftse South Korea | 0.30% | 125,209 | $8.3M | Reduce -12.2% |
| PSX Phillips 66 | 0.30% | 48,112 | $8.1M | Add +1.8% |
| IEMG iShares Core MSCI Emerging | 0.29% | 96,592 | $8.0M | Add +25.6% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 37,316 | $7.9M | Reduce -0.8% |
| SFBS Servisfirst Bancshares Inc. | 0.29% | 90,874 | $7.9M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.28% | 7,671 | $7.8M | Add +5.5% |
| ACWI iShares MSCI Acwi ETF | 0.28% | 49,150 | $7.7M | Reduce -2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 66,106 | $7.7M | Add +4.8% |
| RF Regions Financial Corp. | 0.28% | 249,172 | $7.6M | Reduce -2.6% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.28% | 338,942 | $7.6M | Add +4.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.28% | 83,728 | $7.5M | Add +16.5% |
| TXN Texas Instruments Inc. | 0.27% | 24,791 | $7.4M | Reduce -0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.27% | 318,499 | $7.4M | Add +4.0% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 32,866 | $7.2M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.26% | 48,755 | $7.1M | Reduce -2.8% |
| WM Waste Management Inc. | 0.26% | 31,920 | $7.1M | Reduce -0.4% |
| IBMO iShares Ibonds Dec 2026 Term | 0.26% | 273,821 | $7.0M | Add +7.0% |
Portfolio Sells Q1 2026 → Q2 2026
| HON Honeywell International Inc. | Sold out | 0.00% | −0.25 |
| WMT Walmart Inc. | Reduce -0.0% | 0.81% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.43% | −0.18 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.19% | −0.14 |
| MCD McDonald's Corp. | Reduce -5.2% | 0.36% | −0.13 |
| LMT Lockheed Martin Corp. | Reduce -1.8% | 0.31% | −0.11 |
| SLV iShares Silver Trust | Reduce -0.6% | 0.24% | −0.10 |
| SGOV iShares 0-3 Month Treasury B | Reduce -5.8% | 0.53% | −0.10 |
| CME Cme Group Inc. | Reduce -3.6% | 0.18% | −0.10 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -8.2% | 0.42% | −0.10 |
| WPM Wheaton Precious Metals Corp. | Reduce -3.0% | 0.23% | −0.08 |
| BX Blackstone Inc. | Reduce -4.3% | 0.53% | −0.08 |
| OKE Oneok Inc. | Reduce -0.4% | 0.43% | −0.07 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -8.6% | 0.31% | −0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -6.7% | 0.12% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -9.0% | 0.24% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Reduce -14.1% | 0.24% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -60.5% | 0.03% | −0.05 |
| IEF iShares 7-10 Year Treasury B | Reduce -7.6% | 0.22% | −0.05 |
| GEHC GE Healthcare Technology | Reduce -31.5% | 0.06% | −0.05 |
| DAX Global X Dax Germany ETF | Reduce -53.8% | 0.04% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.0% | 2.23% | −0.05 |
| ABT Abbott Laboratories | Reduce -12.6% | 0.10% | −0.04 |
| WM Waste Management Inc. | Reduce -0.4% | 0.26% | −0.04 |
| CCJ Cameco Corp. | Reduce -0.1% | 0.20% | −0.04 |
| VMC Vulcan Materials Co. | Reduce -5.9% | 0.40% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.42% | −0.04 |
| PEP Pepsico Inc. | Reduce -4.9% | 0.11% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 0.15% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -2.8% | 0.26% | −0.04 |
| PDO PIMCO Dynamic Income Opport | Reduce -7.6% | 0.18% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.38% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 0.24% | −0.03 |
| TSLA Tesla Inc. | Reduce -15.0% | 0.17% | −0.03 |
| COP Conocophillips | Reduce -0.3% | 0.07% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -22.3% | 0.09% | −0.03 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.17% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.5% | 0.08% | −0.03 |
| NKE Nike Inc. Class B | Reduce -31.7% | 0.02% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -0.5% | 0.19% | −0.02 |
| BSL Blackstone SNR Fltng RT | Reduce -7.3% | 0.11% | −0.02 |
| CELH Celsius Holdings Inc. | Reduce -1.7% | 0.06% | −0.02 |
| T AT&T Inc. | Reduce -10.1% | 0.03% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.17% | −0.02 |
| MLPX Global X MLP & Energy Infras | Reduce -1.4% | 0.16% | −0.02 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.24% | −0.02 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -33.2% | 0.05% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -1.8% | 1.10% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 0.06% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -6.2% | 0.14% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| TIP iShares Tips Bond ETF | Add +73.9% | 0.59% | +0.21 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +0.6% | 5.07% | +0.19 |
| EWY iShares MSCI South Korea ETF | Add +9.5% | 0.41% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +3.1% | 1.28% | +0.15 |
| LLY Eli Lilly & Co. | Add +19.1% | 0.41% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +4.0% | 1.77% | +0.11 |
| STIP iShares 0-5 Year Tips Bond E | Add +39.8% | 0.58% | +0.11 |
| GLW Corning Inc. | Add +7.0% | 0.18% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | Add +14.2% | 0.24% | +0.08 |
| IDHQ Invesco S&P International DE | Add +80.7% | 0.15% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +25.6% | 0.29% | +0.07 |
| AAPL Apple Inc. | Add +1.1% | 2.58% | +0.07 |
| AMZN Amazon.com Inc. | Add +5.5% | 0.93% | +0.07 |
| GARP iShares MSCI USA Quality Gar | Add +29.6% | 0.18% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +4.6% | 1.59% | +0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Add +16.5% | 0.28% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +11.6% | 0.34% | +0.05 |
| GBIL Goldman Sachs Access Treasur | Add +42.7% | 0.24% | +0.05 |
| PWR Quanta Services Inc. | Add +1.5% | 0.31% | +0.05 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +10.5% | 0.48% | +0.04 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +3.6% | 1.09% | +0.04 |
| AVGO Broadcom Inc. | Add +5.2% | 0.34% | +0.04 |
| IDEQ Lazard Intl Dynamic Eqy ETF | Add +353.9% | 0.05% | +0.04 |
| GE General Electric | Add +0.7% | 0.24% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +7.9% | 0.62% | +0.04 |
| RECS Columbia Resear Enh Cor ETF | Add +12.5% | 0.34% | +0.03 |
| MSLC Ms Large Cap Equity ETF | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +5.5% | 0.28% | +0.03 |
| STLD Steel Dynamics Inc. | Add +1.1% | 0.22% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | Add +36.6% | 0.09% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +39.1% | 0.07% | +0.03 |
| PAVE Global X US Infrastructure | Add +81.1% | 0.06% | +0.03 |
| MTZ Mastec Inc. | Add +3.2% | 0.15% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +17.7% | 0.11% | +0.02 |
| MS Morgan Stanley | Add +0.8% | 0.17% | +0.02 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.02% | +0.02 |
| IDEV iShares Core MSCI Dev MKTS | Add +10.8% | 0.40% | +0.02 |
| C Citigroup Inc. | Add +10.7% | 0.10% | +0.02 |
| ETN Eaton Corp. PLC | Add +3.9% | 0.19% | +0.02 |
| PDBA Invesco Agriculture Cmdtyk-1 | Add +82.4% | 0.05% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 0.47% | +0.02 |
| SFBS Servisfirst Bancshares Inc. | Add +0.0% | 0.29% | +0.02 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | New | 0.02% | +0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +38.2% | 0.09% | +0.02 |
| NUE Nucor Corp. | Add +7.4% | 0.08% | +0.02 |
| MCO Moody's Corp. | New | 0.02% | +0.02 |
| IDMO Invesco S&P International DE | Add +13.7% | 0.16% | +0.02 |
| BIPC Brookfield Infrastructure-A | Add +36.8% | 0.10% | +0.02 |
| ACLS Axcelis Technologies Inc. | Add +9.0% | 0.03% | +0.02 |
| FPS Forgent Power Solutions Class A | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 633 | $2.7B | NVDA, MGC, AAPL, VO, MGK |
| Q1 2026 | 603 | $2.4B | NVDA, MGC, AAPL, VO, MGK |
| Q4 2025 | 584 | $2.4B | NVDA, MGC, AAPL, VO, MGK |
| Q3 2025 | 589 | $2.4B | NVDA, MGC, AAPL, VO, MGK |
| Q2 2025 | 578 | $2.2B | NVDA, MGC, AAPL, VO, MSFT |
| Q1 2025 | 553 | $2.0B | NVDA, MGC, AAPL, VO, MGK |
| Q4 2024 | 538 | $2.0B | NVDA, MGC, AAPL, VO, MGK |
| Q3 2024 | 536 | $2.0B | NVDA, MGC, AAPL, VO, MSFT |
| Q2 2024 | 502 | $1.8B | NVDA, MGC, AAPL, VO, MSFT |
| Q1 2024 | 476 | $1.7B | NVDA, MGC, AAPL, VO, MSFT |