Leavell Investment Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Leavell Investment Management, Inc. reported 578 stock positions worth $2.2 billion. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 5.0%) and Apple (AAPL, 2.4%). Compared with Q1 2025, it opened 39 new positions, sold out of 14, added to 254 and reduced 189. The biggest buy was Vngrd Mrngstr MG Cap ETF-Usd (MGC, shares +3%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0000924181
- Portfolio Value
- $2.2B (Q2 2025)
- SEC Filing
- 0000924181-25-000007 ↗ filed Jul 31, 2025
Holdings Value
Holdings 578 stocks · $2.2B
| NVDA Nvidia Corp. | 7.18% | 1,014,359 | $160.3M | Reduce -0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.99% | 494,163 | $111.4M | Add +2.7% |
| AAPL Apple Inc. | 2.36% | 256,329 | $52.6M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.33% | 184,840 | $51.9M | Add +1.5% |
| MSFT Microsoft Corp. | 2.09% | 93,809 | $46.7M | Reduce -0.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.96% | 119,538 | $43.8M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.60% | 62,691 | $35.7M | Add +5.4% |
| VEA Vanguard Ftse Developed ETF | 1.41% | 551,560 | $31.4M | Add +2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.34% | 104,807 | $30.0M | Reduce -2.0% |
| SCHO Schwab Short-Term US Treas | 1.29% | 1,177,227 | $28.7M | Add +3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.24% | 116,307 | $27.7M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 1.23% | 94,921 | $27.5M | Add +2.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.22% | 681,707 | $27.3M | Add +0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.18% | 499,781 | $26.4M | Add +8.7% |
| SCHF Schwab Intl Equity ETF | 1.09% | 1,101,763 | $24.3M | Add +0.4% |
| BX Blackstone Inc. | 1.06% | 158,827 | $23.8M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 35,761 | $22.2M | Add +0.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.97% | 163,716 | $21.6M | Add +2.9% |
| AMZN Amazon.com Inc. | 0.96% | 97,175 | $21.3M | Add +4.6% |
| WMT Walmart Inc. | 0.88% | 201,564 | $19.7M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 0.82% | 295,652 | $18.3M | Add +2.9% |
| BND Vanguard Total Bond Market | 0.80% | 243,359 | $17.9M | Add +0.5% |
| MBB iShares MBS ETF | 0.80% | 189,132 | $17.8M | Add +3.9% |
| SO The Southern Co. | 0.79% | 191,572 | $17.6M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.78% | 98,445 | $17.5M | Reduce -0.3% |
| V Visa Inc. Class A | 0.77% | 48,116 | $17.1M | Add +0.6% |
| HD Home Depot Inc. | 0.77% | 46,589 | $17.1M | Add +0.7% |
| SCHX Schwab US Large-Cap ETF | 0.76% | 697,746 | $17.1M | Reduce -1.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.72% | 135,652 | $16.2M | Reduce -25.1% |
| MAA Mid-America Apartment Comm | 0.70% | 106,134 | $15.7M | Add +0.6% |
| IAU iShares Gold Trust | 0.67% | 240,586 | $15.0M | Add +3.2% |
| ABBV Abbvie Inc. | 0.66% | 79,423 | $14.7M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 44,265 | $13.5M | Add +0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.59% | 130,982 | $13.2M | Add +21.2% |
| VMC Vulcan Materials Co. | 0.59% | 50,143 | $13.1M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.58% | 487,631 | $12.9M | Reduce -6.9% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 60,958 | $12.5M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 25,374 | $12.3M | Reduce -0.9% |
| SCHB Schwab US Broad Market ETF | 0.55% | 510,992 | $12.2M | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.53% | 151,503 | $11.9M | Add +0.6% |
| MCD McDonald's Corp. | 0.53% | 40,124 | $11.7M | Add +2.0% |
| OKE Oneok Inc. | 0.51% | 139,561 | $11.4M | Reduce -0.4% |
| VIGI Vanguard Int Div App Indx FD | 0.49% | 120,936 | $10.9M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 218,130 | $10.8M | Add +9.7% |
| VGT Vanguard Info Tech ETF | 0.48% | 16,184 | $10.7M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 0.47% | 17,012 | $10.6M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 19,014 | $10.5M | Reduce -0.4% |
| SCHM Schwab US Mid Cap ETF | 0.46% | 369,685 | $10.4M | Reduce -2.8% |
| VT Vanguard Tot World STK ETF | 0.46% | 80,183 | $10.3M | Add +0.9% |
| JUST Goldman Sachs Just US LRG | 0.46% | 117,035 | $10.3M | Reduce -0.5% |
| AFL Aflac Inc. | 0.46% | 96,329 | $10.2M | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.46% | 61,413 | $10.2M | Add +1.8% |
| LMT Lockheed Martin Corp. | 0.41% | 19,881 | $9.2M | Reduce -2.3% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 66,126 | $9.0M | Add +12.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.39% | 347,086 | $8.7M | Reduce -12.5% |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 47,984 | $8.7M | Reduce -29.2% |
| META Meta Platforms Inc. Class A | 0.39% | 11,787 | $8.7M | Add +3.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.38% | 107,549 | $8.6M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.38% | 53,554 | $8.5M | Reduce -0.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.37% | 80,148 | $8.2M | Reduce -8.6% |
| ORCL Oracle Corp. | 0.37% | 37,612 | $8.2M | Add +4.6% |
| HON Honeywell International Inc. | 0.37% | 35,269 | $8.2M | Reduce -0.6% |
| IBMN iShares Ibonds Dec 2025 Term | 0.36% | 301,659 | $8.1M | Reduce -1.5% |
| GL Globe Life Inc. | 0.36% | 64,498 | $8.0M | Reduce -1.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.35% | 325,701 | $7.9M | Add +2.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.35% | 339,477 | $7.9M | Reduce -6.8% |
| CVX Chevron Corp. | 0.35% | 54,672 | $7.8M | Reduce -0.7% |
| WM Waste Management Inc. | 0.34% | 33,383 | $7.6M | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.33% | 68,511 | $7.4M | Add +0.2% |
| SFBS Servisfirst Bancshares Inc. | 0.33% | 95,272 | $7.4M | No change |
| MA Mastercard Inc. Class A | 0.33% | 13,069 | $7.3M | Reduce -0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.32% | 25,129 | $7.2M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.32% | 40,514 | $7.1M | Add +0.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.32% | 288,425 | $7.1M | Add +1.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.31% | 270,987 | $6.9M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 23,327 | $6.9M | Add +8.6% |
| LLY Eli Lilly & Co. | 0.30% | 8,576 | $6.7M | Add +13.6% |
| CME Cme Group Inc. | 0.30% | 23,961 | $6.6M | Add +8.7% |
| VXUS Vanguard Total Intl Stock | 0.29% | 95,093 | $6.6M | Reduce -1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 35,753 | $6.5M | Reduce -1.4% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 50,275 | $6.5M | No change |
| CSCO Cisco Systems Inc. | 0.29% | 92,174 | $6.4M | Add +3.2% |
| BRO Brown & Brown Inc. | 0.29% | 57,494 | $6.4M | Reduce -1.1% |
| DCRE DBL Comm Real Est Debt | 0.28% | 121,407 | $6.3M | Add +3.5% |
| TXN Texas Instruments Inc. | 0.28% | 30,265 | $6.3M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.28% | 22,422 | $6.2M | Add +12.2% |
| RF Regions Financial Corp. | 0.28% | 259,652 | $6.2M | Add +7.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 74,065 | $6.1M | Reduce -2.7% |
| JNJ Johnson & Johnson | 0.27% | 40,000 | $6.1M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 0.27% | 14,359 | $6.1M | Add +24.1% |
| MDY State Street SPDR S&P Midcap | 0.27% | 10,712 | $6.1M | Add +0.3% |
| GPN Global Payments Inc. | 0.27% | 75,099 | $6.0M | Reduce -2.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.27% | 78,525 | $6.0M | Add +26.7% |
| VXF Vanguard Extended Market ETF | 0.27% | 30,970 | $6.0M | Add +48.5% |
| PSX Phillips 66 | 0.27% | 49,959 | $6.0M | Reduce -4.8% |
| EMR Emerson Electric Co. | 0.26% | 43,853 | $5.8M | Add +2.6% |
| CAT Caterpillar Inc. | 0.26% | 14,897 | $5.8M | Add +1.3% |
| XCEM Columbia Em Core Ex-China | 0.26% | 168,346 | $5.8M | Add +48.0% |
| WPM Wheaton Precious Metals Corp. | 0.26% | 63,434 | $5.7M | Add +3.9% |
| ICE Intercontinental Exchange Inc. | 0.25% | 29,908 | $5.5M | Add +2.1% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.4% | 2.36% | −0.47 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -25.1% | 0.72% | −0.33 |
| UNH Unitedhealth Group Inc. | Reduce -7.1% | 0.20% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Reduce -29.2% | 0.39% | −0.19 |
| OKE Oneok Inc. | Reduce -0.4% | 0.51% | −0.18 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.66% | −0.17 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -44.8% | 0.16% | −0.16 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.9% | 0.58% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.55% | −0.12 |
| VFVA Vanguard U.S. Value Factor | Sold out | 0.00% | −0.12 |
| CVX Chevron Corp. | Reduce -0.7% | 0.35% | −0.10 |
| GPN Global Payments Inc. | Reduce -2.1% | 0.27% | −0.10 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -12.5% | 0.39% | −0.10 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -8.6% | 0.37% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -43.1% | 0.09% | −0.08 |
| BRO Brown & Brown Inc. | Reduce -1.1% | 0.29% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.38% | −0.07 |
| GL Globe Life Inc. | Reduce -1.2% | 0.36% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -6.8% | 0.35% | −0.06 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.27% | −0.06 |
| BX Blackstone Inc. | Reduce -2.1% | 1.06% | −0.06 |
| PEP Pepsico Inc. | Reduce -10.2% | 0.14% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.6% | 1.24% | −0.06 |
| PSX Phillips 66 | Reduce -4.8% | 0.27% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.0% | 0.38% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -13.6% | 0.17% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -5.3% | 0.15% | −0.05 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -7.5% | 0.23% | −0.04 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -1.5% | 0.36% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -10.4% | 0.18% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.6% | 0.11% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.1% | 0.08% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.3% | 0.24% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -2.3% | 0.41% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -0.5% | 0.08% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.7% | 0.28% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -19.3% | 0.16% | −0.04 |
| ACN Accenture PLC Class A | Reduce -11.2% | 0.12% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.3% | 0.18% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 0.19% | −0.03 |
| TECH Bio-Techne Corp. | Reduce -5.1% | 0.10% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.25% | −0.03 |
| COP Conocophillips | Reduce -9.5% | 0.07% | −0.03 |
| PALC Pacer Lunt LRG Cap Multi-Fac | Reduce -34.2% | 0.05% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 0.56% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -10.0% | 0.13% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.8% | 0.46% | −0.03 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.33% | −0.03 |
| ADBE Adobe Inc. | Reduce -2.1% | 0.21% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +2.7% | 4.99% | +0.20 |
| PLTR Palantir Technologies Inc. Class A | Add +12.8% | 0.40% | +0.16 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 1.96% | +0.14 |
| ORCL Oracle Corp. | Add +4.6% | 0.37% | +0.12 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +946.7% | 0.13% | +0.11 |
| AVGO Broadcom Inc. | Add +12.2% | 0.28% | +0.11 |
| METV Roundhill Ball Metaverse ETF | New | 0.11% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 1.23% | +0.10 |
| XCEM Columbia Em Core Ex-China | Add +48.0% | 0.26% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +5.4% | 1.60% | +0.09 |
| VXF Vanguard Extended Market ETF | Add +48.5% | 0.27% | +0.09 |
| AMZN Amazon.com Inc. | Add +4.6% | 0.96% | +0.08 |
| NBIS Nebius Group NV | Add +90.7% | 0.09% | +0.07 |
| TIP iShares Tips Bond ETF | Add +493.3% | 0.08% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +24.1% | 0.27% | +0.07 |
| META Meta Platforms Inc. Class A | Add +3.7% | 0.39% | +0.07 |
| INFL Horizon Kinetics Infl Benef | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +1.4% | 0.17% | +0.06 |
| RECS Columbia Resear Enh Cor ETF | Add +39.5% | 0.21% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | Add +26.7% | 0.27% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +2.3% | 1.41% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +248.9% | 0.08% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +21.2% | 0.59% | +0.05 |
| GE General Electric | Add +20.7% | 0.18% | +0.05 |
| AVAV Aerovironment Inc. | Add +35.2% | 0.08% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +19.4% | 0.18% | +0.05 |
| TLH iShares 10-20 Year Treasury | New | 0.05% | +0.05 |
| CEG Constellation Energy | Add +8.5% | 0.13% | +0.05 |
| IBM Intl Business Machines Corp. | Add +8.6% | 0.31% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +9.7% | 0.48% | +0.04 |
| VPLS Vanguard Core-Plus Bond ETF | Add +33.9% | 0.21% | +0.04 |
| DAVE Dave Inc. | Add +4.6% | 0.05% | +0.04 |
| WMT Walmart Inc. | Add +3.4% | 0.88% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +42.1% | 0.09% | +0.03 |
| MTZ Mastec Inc. | Add +74.1% | 0.05% | +0.03 |
| EMR Emerson Electric Co. | Add +2.6% | 0.26% | +0.03 |
| LRCX Lam Research Corp. | Add +9.5% | 0.12% | +0.03 |
| TSLA Tesla Inc. | Add +11.5% | 0.15% | +0.03 |
| DIS The Walt Disney Co. | Add +0.4% | 0.22% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +3.9% | 0.32% | +0.03 |
| AGX Argan Inc. | Add +30.6% | 0.05% | +0.03 |
| UBER Uber Technologies Inc. | Add +9.9% | 0.13% | +0.03 |
| COST Costco Wholesale Corp. | Add +30.7% | 0.13% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +17.3% | 0.17% | +0.03 |
| TT Trane Technologies PLC | Add +0.3% | 0.16% | +0.03 |
| IQLT iShares MSCI International Q | Add +13.8% | 0.23% | +0.02 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +93.2% | 0.06% | +0.02 |
| FLKR Franklin Ftse South Korea | Add +5.1% | 0.12% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +30.8% | 0.11% | +0.02 |
| GLD SPDR Gold Shares | Add +54.3% | 0.07% | +0.02 |
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 |