Leavell Investment Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Leavell Investment Management, Inc. reported 589 stock positions worth $2.4 billion. Its top holding was Nvidia (NVDA) at 7.5% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 5.2%) and Apple (AAPL, 2.6%). Compared with Q2 2025, it opened 34 new positions, sold out of 23, added to 214 and reduced 255. The biggest buy was iShares Gold Trust (IAU, shares +19%) and the biggest sale Visa Class A (V, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0000924181
- Portfolio Value
- $2.4B (Q3 2025)
- SEC Filing
- 0000924181-25-000009 ↗ filed Oct 28, 2025
Holdings Value
Holdings 589 stocks · $2.4B
| NVDA Nvidia Corp. | 7.46% | 948,008 | $176.9M | Reduce -6.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 5.18% | 501,734 | $122.8M | Add +1.5% |
| AAPL Apple Inc. | 2.60% | 242,037 | $61.6M | Reduce -5.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.37% | 190,774 | $56.2M | Add +3.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.06% | 121,543 | $49.0M | Add +1.7% |
| MSFT Microsoft Corp. | 1.99% | 91,276 | $47.3M | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 1.63% | 62,786 | $38.6M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 1.42% | 560,704 | $33.6M | Add +1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.36% | 104,314 | $32.2M | Reduce -0.5% |
| SCHO Schwab Short-Term US Treas | 1.27% | 1,236,117 | $30.2M | Add +5.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.24% | 686,193 | $29.5M | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.22% | 113,081 | $28.8M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.21% | 90,857 | $28.7M | Reduce -4.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.15% | 515,922 | $27.4M | Add +3.2% |
| BX Blackstone Inc. | 1.07% | 148,554 | $25.4M | Reduce -6.5% |
| SCHF Schwab Intl Equity ETF | 1.06% | 1,082,043 | $25.2M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 1.00% | 97,543 | $23.8M | Reduce -0.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.99% | 169,269 | $23.4M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.92% | 99,421 | $21.8M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 32,282 | $21.6M | Reduce -9.7% |
| IAU iShares Gold Trust | 0.88% | 287,171 | $20.9M | Add +19.4% |
| WMT Walmart Inc. | 0.86% | 198,918 | $20.5M | Reduce -1.3% |
| MBB iShares MBS ETF | 0.82% | 203,373 | $19.4M | Add +7.5% |
| BND Vanguard Total Bond Market | 0.81% | 259,558 | $19.3M | Add +6.7% |
| IJH iShares Core S&P Midcap ETF | 0.80% | 289,504 | $18.9M | Reduce -2.1% |
| SCHX Schwab US Large-Cap ETF | 0.77% | 690,856 | $18.2M | Reduce -1.0% |
| HD Home Depot Inc. | 0.77% | 44,889 | $18.2M | Reduce -3.6% |
| SO The Southern Co. | 0.75% | 188,286 | $17.8M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.74% | 76,215 | $17.6M | Reduce -4.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.69% | 137,227 | $16.4M | Add +1.2% |
| V Visa Inc. Class A | 0.63% | 44,049 | $15.0M | Reduce -8.4% |
| VMC Vulcan Materials Co. | 0.62% | 47,684 | $14.7M | Reduce -4.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 42,465 | $14.0M | Reduce -4.1% |
| SGOV iShares 0-3 Month Treasury B | 0.59% | 138,190 | $13.9M | Add +5.5% |
| MAA Mid-America Apartment Comm | 0.58% | 98,621 | $13.8M | Reduce -7.1% |
| SCHB Schwab US Broad Market ETF | 0.56% | 512,999 | $13.2M | Add +0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.54% | 237,546 | $12.9M | Add +8.9% |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 58,036 | $12.6M | Reduce -4.8% |
| BSV Vanguard Short-Term Bond ETF | 0.51% | 152,994 | $12.1M | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.50% | 64,571 | $11.8M | Reduce -2.4% |
| MCD McDonald's Corp. | 0.49% | 38,555 | $11.7M | Reduce -3.9% |
| VGT Vanguard Info Tech ETF | 0.49% | 15,456 | $11.5M | Reduce -4.5% |
| VT Vanguard Tot World STK ETF | 0.47% | 80,918 | $11.2M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 21,929 | $11.0M | Reduce -13.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 18,249 | $11.0M | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 0.46% | 16,347 | $10.9M | Reduce -3.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.46% | 61,769 | $10.8M | Add +0.6% |
| ORCL Oracle Corp. | 0.45% | 38,338 | $10.8M | Add +1.9% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 394,779 | $10.8M | Reduce -19.0% |
| JUST Goldman Sachs Just US LRG | 0.45% | 113,865 | $10.7M | Reduce -2.7% |
| SCHM Schwab US Mid Cap ETF | 0.45% | 357,136 | $10.6M | Reduce -3.4% |
| AFL Aflac Inc. | 0.44% | 93,124 | $10.4M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.42% | 40,807 | $9.9M | Add +0.7% |
| OKE Oneok Inc. | 0.40% | 129,378 | $9.4M | Reduce -7.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 114,984 | $9.2M | Add +6.9% |
| VIGI Vanguard Int Div App Indx FD | 0.38% | 101,683 | $9.1M | Reduce -15.9% |
| GL Globe Life Inc. | 0.38% | 62,964 | $9.0M | Reduce -2.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.37% | 84,529 | $8.7M | Add +5.5% |
| LMT Lockheed Martin Corp. | 0.36% | 17,244 | $8.6M | Reduce -13.3% |
| META Meta Platforms Inc. Class A | 0.36% | 11,635 | $8.5M | Reduce -1.3% |
| CVX Chevron Corp. | 0.35% | 53,594 | $8.3M | Reduce -2.0% |
| PHYS Sprott Physical Gold Trust | 0.35% | 278,136 | $8.2M | Add +69.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.34% | 336,411 | $8.2M | Add +3.3% |
| PG The Procter & Gamble Co. | 0.34% | 52,230 | $8.0M | Reduce -2.5% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 42,259 | $8.0M | Reduce -11.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.33% | 311,329 | $7.8M | Reduce -10.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.33% | 26,614 | $7.8M | Add +5.9% |
| AVGO Broadcom Inc. | 0.33% | 23,607 | $7.8M | Add +5.3% |
| XOM Exxon Mobil Corp. | 0.33% | 68,512 | $7.7M | Add +0.0% |
| SFBS Servisfirst Bancshares Inc. | 0.32% | 95,272 | $7.7M | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.32% | 320,857 | $7.5M | Reduce -5.5% |
| JNJ Johnson & Johnson | 0.32% | 40,361 | $7.5M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.31% | 13,128 | $7.5M | Add +0.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.31% | 282,215 | $7.4M | Reduce -2.1% |
| WM Waste Management Inc. | 0.31% | 33,016 | $7.3M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.30% | 15,046 | $7.2M | Add +1.0% |
| IBMN iShares Ibonds Dec 2025 Term | 0.30% | 263,680 | $7.1M | Reduce -12.6% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 50,275 | $7.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 24,421 | $6.9M | Add +4.7% |
| VXUS Vanguard Total Intl Stock | 0.29% | 93,742 | $6.9M | Reduce -1.4% |
| WPM Wheaton Precious Metals Corp. | 0.29% | 61,204 | $6.8M | Reduce -3.5% |
| IBMO iShares Ibonds Dec 2026 Term | 0.29% | 266,087 | $6.8M | Reduce -1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 34,992 | $6.8M | Reduce -2.1% |
| VPLS Vanguard Core-Plus Bond ETF | 0.29% | 86,486 | $6.8M | Add +42.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.29% | 84,693 | $6.8M | Add +7.8% |
| IWF iShares Russell 1000 Growth | 0.28% | 14,368 | $6.7M | Add +0.1% |
| RF Regions Financial Corp. | 0.28% | 249,821 | $6.7M | Reduce -3.8% |
| HON Honeywell International Inc. | 0.28% | 31,275 | $6.6M | Reduce -11.3% |
| IEF iShares 7-10 Year Treasury B | 0.27% | 66,606 | $6.4M | Add +17.9% |
| DCRE DBL Comm Real Est Debt | 0.27% | 123,116 | $6.4M | Add +1.4% |
| VXF Vanguard Extended Market ETF | 0.27% | 30,573 | $6.4M | Reduce -1.3% |
| PSX Phillips 66 | 0.27% | 46,233 | $6.3M | Reduce -7.5% |
| CME Cme Group Inc. | 0.27% | 23,267 | $6.3M | Reduce -2.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 75,072 | $6.2M | Add +1.4% |
| MDY State Street SPDR S&P Midcap | 0.26% | 10,348 | $6.2M | Reduce -3.4% |
| XCEM Columbia Em Core Ex-China | 0.26% | 170,086 | $6.2M | Add +1.0% |
| GPN Global Payments Inc. | 0.26% | 74,289 | $6.2M | Reduce -1.1% |
| RECS Columbia Resear Enh Cor ETF | 0.26% | 150,935 | $6.1M | Add +20.1% |
| CSCO Cisco Systems Inc. | 0.25% | 87,491 | $6.0M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 0.25% | 7,817 | $6.0M | Reduce -8.8% |
Portfolio Sells Q2 2025 → Q3 2025
| V Visa Inc. Class A | Reduce -8.4% | 0.63% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -19.0% | 0.45% | −0.12 |
| MAA Mid-America Apartment Comm | Reduce -7.1% | 0.58% | −0.12 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -89.9% | 0.01% | −0.12 |
| OKE Oneok Inc. | Reduce -7.3% | 0.40% | −0.11 |
| BRO Brown & Brown Inc. | Reduce -22.9% | 0.18% | −0.11 |
| VIGI Vanguard Int Div App Indx FD | Reduce -15.9% | 0.38% | −0.10 |
| MSFT Microsoft Corp. | Reduce -2.7% | 1.99% | −0.10 |
| HON Honeywell International Inc. | Reduce -11.3% | 0.28% | −0.09 |
| DE Deere & Co. | Reduce -35.0% | 0.11% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.6% | 0.46% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.7% | 0.91% | −0.08 |
| ACN Accenture PLC Class A | Reduce -53.2% | 0.04% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -9.7% | 0.21% | −0.07 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -12.6% | 0.30% | −0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -10.3% | 0.33% | −0.06 |
| ADP Automatic Data Processing | Reduce -21.3% | 0.15% | −0.06 |
| WAT Waters Corp. | Reduce -17.6% | 0.12% | −0.06 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -11.9% | 0.34% | −0.05 |
| ADBE Adobe Inc. | Reduce -11.7% | 0.16% | −0.05 |
| DIS The Walt Disney Co. | Reduce -11.0% | 0.17% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -13.3% | 0.36% | −0.05 |
| NVR NVR Inc. | Reduce -72.8% | 0.02% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -8.8% | 0.25% | −0.05 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -13.7% | 0.12% | −0.05 |
| AFG American Financial Group Inc. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.34% | −0.04 |
| STLD Steel Dynamics Inc. | Reduce -23.5% | 0.15% | −0.04 |
| KMI Kinder Morgan Inc. | Reduce -12.5% | 0.16% | −0.04 |
| KO The Coca-Cola Co. | Reduce -5.4% | 0.20% | −0.04 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -20.1% | 0.12% | −0.04 |
| DHR Danaher Corp. | Reduce -49.9% | 0.03% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -2.1% | 0.21% | −0.04 |
| SO The Southern Co. | Reduce -1.7% | 0.75% | −0.04 |
| DLR Digital Realty Trust Inc. | Reduce -14.3% | 0.14% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -5.5% | 0.32% | −0.04 |
| WM Waste Management Inc. | Reduce -1.1% | 0.31% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -4.5% | 0.13% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -5.1% | 0.25% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -14.7% | 0.14% | −0.03 |
| BXSL Blackstone Secured Lending F | Reduce -14.2% | 0.07% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -7.6% | 0.14% | −0.03 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.49% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.8% | 0.53% | −0.03 |
| CME Cme Group Inc. | Reduce -2.9% | 0.27% | −0.03 |
| MLM Martin Marietta Materials | Reduce -33.8% | 0.08% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.36% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -1.8% | 1.06% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| IAU iShares Gold Trust | Add +19.4% | 0.88% | +0.21 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +1.5% | 5.18% | +0.18 |
| PHYS Sprott Physical Gold Trust | Add +69.2% | 0.35% | +0.16 |
| BLOK Amplify Blockchain Tech ETF | New | 0.15% | +0.15 |
| JAAA Janus Henderson Aaa Clo ETF | Add +185.8% | 0.21% | +0.13 |
| NBIS Nebius Group NV | Add +15.6% | 0.21% | +0.11 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1.7% | 2.06% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.42% | +0.10 |
| AGX Argan Inc. | Add +125.3% | 0.14% | +0.09 |
| ORCL Oracle Corp. | Add +1.9% | 0.45% | +0.09 |
| TSLA Tesla Inc. | Add +18.4% | 0.23% | +0.08 |
| SLV iShares Silver Trust | Add +35.2% | 0.20% | +0.08 |
| VPLS Vanguard Core-Plus Bond ETF | Add +42.9% | 0.29% | +0.08 |
| PSLV Sprott Physical Silver Trust | Add +67.5% | 0.15% | +0.07 |
| METV Roundhill Ball Metaverse ETF | Add +35.1% | 0.17% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +8.9% | 0.54% | +0.06 |
| GEV GE Vernova Inc. | Add +21.6% | 0.22% | +0.05 |
| AVGO Broadcom Inc. | Add +5.3% | 0.33% | +0.05 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +98.0% | 0.11% | +0.05 |
| RECS Columbia Resear Enh Cor ETF | Add +20.1% | 0.26% | +0.05 |
| IDMO Invesco S&P International DE | Add +359.8% | 0.06% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.2% | 2.37% | +0.04 |
| CAT Caterpillar Inc. | Add +1.0% | 0.30% | +0.04 |
| JNJ Johnson & Johnson | Add +0.9% | 0.32% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +44.6% | 0.13% | +0.04 |
| LRCX Lam Research Corp. | Add +3.6% | 0.16% | +0.04 |
| XLG Invesco S&P 500 Top 50 ETF | Add +16.9% | 0.21% | +0.04 |
| GE General Electric | Add +9.1% | 0.22% | +0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Add +103.3% | 0.07% | +0.03 |
| MU Micron Technology Inc. | Add +95.5% | 0.05% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +30.7% | 0.14% | +0.03 |
| IEF iShares 7-10 Year Treasury B | Add +17.9% | 0.27% | +0.03 |
| GARP iShares MSCI USA Quality Gar | Add +148.0% | 0.05% | +0.03 |
| BCI Abrdn Bloomberg All Commodit | Add +15.7% | 0.24% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +84.0% | 0.06% | +0.03 |
| MTZ Mastec Inc. | Add +24.8% | 0.08% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 1.63% | +0.02 |
| CRSP Crispr Therapeutics AG | Add +30.3% | 0.06% | +0.02 |
| BSX Boston Scientific Corp. | Add +283.6% | 0.03% | +0.02 |
| SMR Nuscale Power Corp. | New | 0.02% | +0.02 |
| ETHA iShares Ethereum Trust ETF | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +5.9% | 0.20% | +0.02 |
| INFL Horizon Kinetics Infl Benef | Add +32.3% | 0.09% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +3.4% | 0.99% | +0.02 |
| PAVE Global X US Infrastructure | New | 0.02% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.7% | 1.24% | +0.02 |
| MBB iShares MBS ETF | Add +7.5% | 0.82% | +0.02 |
| IDEV iShares Core MSCI Dev MKTS | Add +7.8% | 0.29% | +0.02 |
| VIK Viking Holdings Ltd. | New | 0.02% | +0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +14.9% | 0.12% | +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 |