Leavell Investment Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Leavell Investment Management, Inc. reported 584 stock positions worth $2.4 billion. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 5.2%) and Apple (AAPL, 2.7%). Compared with Q3 2025, it opened 21 new positions, sold out of 28, added to 208 and reduced 242. The biggest buy was Sprott Physical Silver Trust (PSLV, shares +136%) and the biggest sale Nvidia (NVDA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0000924181
- Portfolio Value
- $2.4B (Q4 2025)
- SEC Filing
- 0000924181-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 584 stocks · $2.4B
| NVDA Nvidia Corp. | 6.98% | 899,493 | $167.8M | Reduce -5.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 5.23% | 500,553 | $125.7M | Reduce -0.2% |
| AAPL Apple Inc. | 2.69% | 237,734 | $64.6M | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.32% | 191,992 | $55.7M | Add +0.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.10% | 122,434 | $50.5M | Add +0.7% |
| MSFT Microsoft Corp. | 1.79% | 89,044 | $43.1M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 1.68% | 64,392 | $40.4M | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 1.46% | 559,880 | $35.0M | Reduce -0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.36% | 104,094 | $32.8M | Reduce -0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.32% | 701,768 | $31.7M | Add +2.3% |
| SCHO Schwab Short-Term US Treas | 1.30% | 1,284,869 | $31.3M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 1.26% | 96,831 | $30.4M | Reduce -0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.21% | 552,128 | $29.2M | Add +7.0% |
| JPM JPMorgan Chase & Co. | 1.21% | 90,379 | $29.1M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.19% | 111,104 | $28.7M | Reduce -1.8% |
| SCHF Schwab Intl Equity ETF | 1.08% | 1,084,813 | $26.1M | Add +0.3% |
| IAU iShares Gold Trust | 1.03% | 305,124 | $24.8M | Add +6.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.99% | 168,967 | $23.9M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.96% | 100,016 | $23.1M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 32,054 | $21.9M | Reduce -0.7% |
| BX Blackstone Inc. | 0.91% | 141,854 | $21.9M | Reduce -4.5% |
| WMT Walmart Inc. | 0.91% | 195,158 | $21.8M | Reduce -1.9% |
| MBB iShares MBS ETF | 0.86% | 216,666 | $20.6M | Add +6.5% |
| BND Vanguard Total Bond Market | 0.85% | 276,298 | $20.5M | Add +6.5% |
| IJH iShares Core S&P Midcap ETF | 0.78% | 284,634 | $18.8M | Reduce -1.7% |
| SCHX Schwab US Large-Cap ETF | 0.75% | 670,671 | $18.0M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.72% | 76,215 | $17.4M | No change |
| PHYS Sprott Physical Gold Trust | 0.71% | 517,311 | $17.1M | Add +86.0% |
| SO The Southern Co. | 0.67% | 185,419 | $16.2M | Reduce -1.5% |
| SGOV iShares 0-3 Month Treasury B | 0.66% | 159,207 | $16.0M | Add +15.2% |
| HD Home Depot Inc. | 0.63% | 44,266 | $15.2M | Reduce -1.4% |
| V Visa Inc. Class A | 0.61% | 41,817 | $14.7M | Reduce -5.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 42,202 | $14.1M | Reduce -0.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.58% | 116,582 | $13.9M | Reduce -15.0% |
| SCHB Schwab US Broad Market ETF | 0.56% | 513,185 | $13.5M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 246,180 | $13.2M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 0.54% | 41,408 | $13.0M | Add +1.5% |
| MAA Mid-America Apartment Comm | 0.53% | 92,263 | $12.8M | Reduce -6.5% |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 57,515 | $12.6M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.52% | 159,778 | $12.6M | Add +4.4% |
| VT Vanguard Tot World STK ETF | 0.52% | 88,053 | $12.4M | Add +8.8% |
| PSLV Sprott Physical Silver Trust | 0.52% | 524,804 | $12.4M | Add +135.9% |
| MCD McDonald's Corp. | 0.50% | 38,992 | $11.9M | Add +1.1% |
| VGT Vanguard Info Tech ETF | 0.47% | 15,117 | $11.4M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.47% | 16,342 | $11.2M | Reduce -0.0% |
| VMC Vulcan Materials Co. | 0.47% | 39,229 | $11.2M | Reduce -17.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 18,162 | $11.2M | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 62,324 | $11.1M | Reduce -3.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.46% | 61,710 | $10.9M | Reduce -0.1% |
| JUST Goldman Sachs Just US LRG | 0.45% | 112,765 | $10.9M | Reduce -1.0% |
| SCHM Schwab US Mid Cap ETF | 0.42% | 338,592 | $10.2M | Reduce -5.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.42% | 99,034 | $10.1M | Add +17.2% |
| AFL Aflac Inc. | 0.42% | 91,626 | $10.1M | Reduce -1.6% |
| OKE Oneok Inc. | 0.41% | 133,810 | $9.8M | Add +3.4% |
| VPLS Vanguard Core-Plus Bond ETF | 0.40% | 124,521 | $9.7M | Add +44.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 18,960 | $9.5M | Reduce -13.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 118,655 | $9.5M | Add +3.2% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 342,376 | $9.4M | Reduce -13.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.38% | 372,071 | $9.0M | Add +10.6% |
| CAT Caterpillar Inc. | 0.36% | 15,116 | $8.7M | Add +0.5% |
| GL Globe Life Inc. | 0.36% | 61,739 | $8.6M | Reduce -1.9% |
| VIGI Vanguard Int Div App Indx FD | 0.35% | 90,854 | $8.3M | Reduce -10.7% |
| LLY Eli Lilly & Co. | 0.34% | 7,702 | $8.3M | Reduce -1.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.34% | 100,292 | $8.3M | Add +18.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.34% | 303,065 | $8.2M | Add +7.4% |
| JNJ Johnson & Johnson | 0.34% | 39,820 | $8.2M | Reduce -1.3% |
| LMT Lockheed Martin Corp. | 0.34% | 17,028 | $8.2M | Reduce -1.3% |
| CVX Chevron Corp. | 0.34% | 54,007 | $8.2M | Add +0.8% |
| SLV iShares Silver Trust | 0.34% | 126,868 | $8.2M | Add +11.6% |
| XOM Exxon Mobil Corp. | 0.34% | 67,836 | $8.2M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.33% | 23,082 | $8.0M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.33% | 12,049 | $8.0M | Add +3.6% |
| IBMO iShares Ibonds Dec 2026 Term | 0.32% | 299,887 | $7.7M | Add +12.7% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 39,420 | $7.6M | Reduce -6.7% |
| MA Mastercard Inc. Class A | 0.31% | 13,181 | $7.5M | Add +0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.31% | 26,953 | $7.5M | Add +1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.31% | 318,304 | $7.4M | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 24,619 | $7.3M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.30% | 50,477 | $7.2M | Reduce -3.4% |
| VXUS Vanguard Total Intl Stock | 0.30% | 95,469 | $7.2M | Add +1.8% |
| DCRE DBL Comm Real Est Debt | 0.30% | 138,598 | $7.2M | Add +12.6% |
| WPM Wheaton Precious Metals Corp. | 0.30% | 61,134 | $7.2M | Reduce -0.1% |
| ACWI iShares MSCI Acwi ETF | 0.30% | 50,275 | $7.1M | No change |
| WM Waste Management Inc. | 0.29% | 31,978 | $7.0M | Reduce -3.1% |
| ORCL Oracle Corp. | 0.29% | 35,804 | $7.0M | Reduce -6.6% |
| RECS Columbia Resear Enh Cor ETF | 0.29% | 170,830 | $7.0M | Add +13.2% |
| IWF iShares Russell 1000 Growth | 0.29% | 14,501 | $6.9M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 34,416 | $6.8M | Reduce -1.6% |
| RF Regions Financial Corp. | 0.28% | 249,003 | $6.8M | Reduce -0.3% |
| XCEM Columbia Em Core Ex-China | 0.28% | 174,213 | $6.7M | Add +2.4% |
| SFBS Servisfirst Bancshares Inc. | 0.27% | 90,854 | $6.5M | Reduce -4.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.27% | 267,835 | $6.5M | Add +23.2% |
| IEF iShares 7-10 Year Treasury B | 0.27% | 66,958 | $6.4M | Add +0.5% |
| CME Cme Group Inc. | 0.26% | 23,268 | $6.4M | Add +0.0% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.26% | 322,264 | $6.3M | Add +21.2% |
| CSCO Cisco Systems Inc. | 0.26% | 81,182 | $6.3M | Reduce -7.2% |
| MDY State Street SPDR S&P Midcap | 0.26% | 10,266 | $6.2M | Reduce -0.8% |
| VXF Vanguard Extended Market ETF | 0.26% | 29,311 | $6.1M | Reduce -4.1% |
| PSX Phillips 66 | 0.25% | 46,452 | $6.0M | Add +0.5% |
| AMGN Amgen Inc. | 0.25% | 17,996 | $5.9M | Reduce -0.5% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -5.1% | 6.98% | −0.48 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.33 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.30 |
| MSFT Microsoft Corp. | Reduce -2.5% | 1.79% | −0.20 |
| ORCL Oracle Corp. | Reduce -6.6% | 0.29% | −0.16 |
| BX Blackstone Inc. | Reduce -4.5% | 0.91% | −0.16 |
| VMC Vulcan Materials Co. | Reduce -17.7% | 0.47% | −0.15 |
| METV Roundhill Ball Metaverse ETF | Reduce -77.7% | 0.03% | −0.14 |
| HD Home Depot Inc. | Reduce -1.4% | 0.63% | −0.13 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.12 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -15.0% | 0.58% | −0.11 |
| SO The Southern Co. | Reduce -1.5% | 0.67% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.5% | 0.40% | −0.07 |
| INFL Horizon Kinetics Infl Benef | Reduce -78.1% | 0.02% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.3% | 0.39% | −0.06 |
| HON Honeywell International Inc. | Reduce -11.8% | 0.22% | −0.05 |
| SFBS Servisfirst Bancshares Inc. | Reduce -4.6% | 0.27% | −0.05 |
| DLR Digital Realty Trust Inc. | Reduce -25.1% | 0.10% | −0.05 |
| MAA Mid-America Apartment Comm | Reduce -6.5% | 0.53% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -57.3% | 0.02% | −0.05 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.05 |
| LNG Cheniere Energy Inc. | Reduce -2.5% | 0.16% | −0.04 |
| VIGI Vanguard Int Div App Indx FD | Reduce -10.7% | 0.35% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.30% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.5% | 0.46% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -20.2% | 0.09% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -8.9% | 0.18% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -0.7% | 0.16% | −0.03 |
| GPN Global Payments Inc. | Reduce -4.1% | 0.23% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.0% | 0.23% | −0.03 |
| BRO Brown & Brown Inc. | Reduce -0.9% | 0.15% | −0.03 |
| DUK Duke Energy Corp. | Reduce -8.6% | 0.17% | −0.03 |
| T AT&T Inc. | Reduce -19.2% | 0.06% | −0.03 |
| KMI Kinder Morgan Inc. | Reduce -13.3% | 0.13% | −0.03 |
| UL Unilever PLC | Sold out | 0.00% | −0.03 |
| BCIM Abrdn Bloomberg Industrial M | Sold out | 0.00% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -1.9% | 0.11% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -19.1% | 0.07% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.7% | 0.31% | −0.02 |
| V Visa Inc. Class A | Reduce -5.1% | 0.61% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.8% | 1.19% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -1.6% | 0.10% | −0.02 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −0.02 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -5.2% | 0.42% | −0.02 |
| ARM Arm Holdings PLC-ADR | Reduce -44.0% | 0.02% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.12% | −0.02 |
| GL Globe Life Inc. | Reduce -1.9% | 0.36% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.3% | 0.34% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| PSLV Sprott Physical Silver Trust | Add +135.9% | 0.52% | +0.37 |
| PHYS Sprott Physical Gold Trust | Add +86.0% | 0.71% | +0.36 |
| IAU iShares Gold Trust | Add +6.3% | 1.03% | +0.15 |
| SLV iShares Silver Trust | Add +11.6% | 0.34% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.54% | +0.12 |
| VPLS Vanguard Core-Plus Bond ETF | Add +44.0% | 0.40% | +0.12 |
| SGOV iShares 0-3 Month Treasury B | Add +15.2% | 0.66% | +0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.3% | 1.32% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +7.0% | 1.21% | +0.06 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +55.5% | 0.17% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | Add +18.4% | 0.34% | +0.06 |
| CAT Caterpillar Inc. | Add +0.5% | 0.36% | +0.06 |
| BLOK Amplify Blockchain Tech ETF | Add +65.2% | 0.20% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 1.68% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +17.2% | 0.42% | +0.05 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +124.4% | 0.09% | +0.05 |
| IDMO Invesco S&P International DE | Add +77.7% | 0.11% | +0.05 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +23.2% | 0.27% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +8.8% | 0.52% | +0.05 |
| FLKR Franklin Ftse South Korea | Add +14.8% | 0.17% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +11.9% | 0.24% | +0.04 |
| MBB iShares MBS ETF | Add +6.5% | 0.86% | +0.04 |
| GBIL Goldman Sachs Access Treasur | Add +31.8% | 0.18% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.96% | +0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.7% | 2.10% | +0.04 |
| BND Vanguard Total Bond Market | Add +6.5% | 0.85% | +0.04 |
| IBTH iShares Ibonds Dec 2027 Term | Add +24.9% | 0.18% | +0.03 |
| RECS Columbia Resear Enh Cor ETF | Add +13.2% | 0.29% | +0.03 |
| IBTI iShares Ibonds Dec 2028 Term | Add +36.5% | 0.13% | +0.03 |
| FLJP Franklin Ftse Japan ETF | Add +26.7% | 0.17% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +17.7% | 0.24% | +0.03 |
| PDO PIMCO Dynamic Income Opport | Add +20.7% | 0.22% | +0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Add +13.4% | 0.24% | +0.03 |
| IBMO iShares Ibonds Dec 2026 Term | Add +12.7% | 0.32% | +0.03 |
| SCHO Schwab Short-Term US Treas | Add +3.9% | 1.30% | +0.03 |
| STLD Steel Dynamics Inc. | Add +0.2% | 0.18% | +0.03 |
| EWZ iShares MSCI Brazil ETF | New | 0.03% | +0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Add +10.6% | 0.38% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +7.4% | 0.34% | +0.03 |
| DCRE DBL Comm Real Est Debt | Add +12.6% | 0.30% | +0.03 |
| TIP iShares Tips Bond ETF | Add +37.9% | 0.10% | +0.03 |
| AMD Advanced Micro Devices | Add +1.8% | 0.11% | +0.03 |
| C Citigroup Inc. | Add +17.9% | 0.10% | +0.03 |
| ENOR iShares MSCI Norway ETF | New | 0.03% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +42.3% | 0.09% | +0.02 |
| AGX Argan Inc. | Add +2.2% | 0.17% | +0.02 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +24.1% | 0.13% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 1.08% | +0.02 |
| IBDU iShares Ibonds Dec 2029 Term | Add +46.4% | 0.07% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +63.8% | 0.05% | +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 |