Leavell Investment Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Leavell Investment Management, Inc. reported 603 stock positions worth $2.4 billion. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 4.9%) and Apple (AAPL, 2.5%). Compared with Q4 2025, it opened 37 new positions, sold out of 18, added to 265 and reduced 180. The biggest buy was iShares Tips Bond ETF (TIP, shares +277%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0000924181
- Portfolio Value
- $2.4B (Q1 2026)
- SEC Filing
- 0000924181-26-000003 ↗ filed May 12, 2026
Holdings Value
Holdings 603 stocks · $2.4B
| NVDA Nvidia Corp. | 6.35% | 887,565 | $154.8M | Reduce -1.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.89% | 504,340 | $119.2M | Add +0.8% |
| AAPL Apple Inc. | 2.51% | 241,303 | $61.2M | Add +1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.28% | 193,401 | $55.5M | Add +0.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.90% | 126,300 | $46.4M | Add +3.2% |
| VOO Vanguard S&P 500 ETF | 1.66% | 67,902 | $40.6M | Add +5.5% |
| VEA Vanguard Ftse Developed ETF | 1.53% | 582,227 | $37.3M | Add +4.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.47% | 734,098 | $35.9M | Add +4.6% |
| SCHO Schwab Short-Term US Treas | 1.36% | 1,364,383 | $33.1M | Add +6.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.35% | 110,036 | $32.9M | Add +5.7% |
| MSFT Microsoft Corp. | 1.33% | 87,490 | $32.4M | Reduce -1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.30% | 602,484 | $31.7M | Add +9.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.20% | 111,460 | $29.2M | Add +0.3% |
| IAU iShares Gold Trust | 1.17% | 323,632 | $28.5M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 1.13% | 95,888 | $27.5M | Reduce -1.0% |
| SCHF Schwab Intl Equity ETF | 1.12% | 1,101,452 | $27.3M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 1.09% | 90,695 | $26.7M | Add +0.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.05% | 176,079 | $25.5M | Add +4.2% |
| WMT Walmart Inc. | 1.00% | 195,926 | $24.4M | Add +0.4% |
| BND Vanguard Total Bond Market | 0.90% | 297,401 | $21.9M | Add +7.6% |
| PHYS Sprott Physical Gold Trust | 0.87% | 601,703 | $21.3M | Add +16.3% |
| AMZN Amazon.com Inc. | 0.87% | 101,676 | $21.2M | Add +1.7% |
| MBB iShares MBS ETF | 0.86% | 221,906 | $21.1M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 31,814 | $20.7M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.78% | 282,333 | $19.1M | Reduce -0.8% |
| SO The Southern Co. | 0.73% | 185,547 | $17.9M | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.70% | 662,085 | $17.0M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.67% | 75,024 | $16.3M | Reduce -1.6% |
| SGOV iShares 0-3 Month Treasury B | 0.63% | 152,984 | $15.4M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.61% | 87,703 | $14.9M | Add +29.3% |
| BX Blackstone Inc. | 0.60% | 127,956 | $14.7M | Reduce -9.8% |
| VWO Vanguard Ftse Emerging Marke | 0.59% | 264,378 | $14.3M | Add +7.4% |
| HD Home Depot Inc. | 0.58% | 43,240 | $14.2M | Reduce -2.3% |
| BSV Vanguard Short-Term Bond ETF | 0.57% | 176,236 | $13.8M | Add +10.3% |
| PSLV Sprott Physical Silver Trust | 0.57% | 565,316 | $13.8M | Add +7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 41,960 | $13.5M | Reduce -0.6% |
| SCHB Schwab US Broad Market ETF | 0.53% | 518,199 | $13.0M | Add +1.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.51% | 105,454 | $12.5M | Reduce -9.6% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 57,590 | $12.4M | Add +0.1% |
| OKE Oneok Inc. | 0.51% | 136,512 | $12.3M | Add +2.0% |
| VT Vanguard Tot World STK ETF | 0.51% | 89,206 | $12.3M | Add +1.3% |
| CVX Chevron Corp. | 0.50% | 59,208 | $12.3M | Add +9.6% |
| MCD McDonald's Corp. | 0.49% | 38,198 | $11.9M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.48% | 40,710 | $11.7M | Reduce -1.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 63,354 | $11.7M | Add +2.7% |
| VPLS Vanguard Core-Plus Bond ETF | 0.48% | 150,222 | $11.7M | Add +20.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.47% | 110,737 | $11.5M | Add +11.8% |
| MAA Mid-America Apartment Comm | 0.46% | 92,820 | $11.3M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 23,422 | $11.2M | Add +23.5% |
| IVV iShares Core S&P 500 ETF | 0.45% | 16,952 | $11.1M | Add +3.7% |
| CAT Caterpillar Inc. | 0.44% | 15,236 | $10.8M | Add +0.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.44% | 382,404 | $10.6M | Add +26.2% |
| VMC Vulcan Materials Co. | 0.44% | 39,019 | $10.6M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 342,938 | $10.5M | Add +0.2% |
| V Visa Inc. Class A | 0.43% | 34,642 | $10.5M | Reduce -17.2% |
| JUST Goldman Sachs Just US LRG | 0.43% | 112,790 | $10.4M | Add +0.0% |
| SCHM Schwab US Mid Cap ETF | 0.43% | 335,376 | $10.4M | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.42% | 17,106 | $10.3M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 17,876 | $10.3M | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 0.42% | 14,633 | $10.2M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.41% | 40,667 | $9.9M | Add +2.1% |
| AFL Aflac Inc. | 0.40% | 88,224 | $9.7M | Reduce -3.7% |
| TIP iShares Tips Bond ETF | 0.39% | 85,436 | $9.4M | Add +276.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.38% | 384,335 | $9.3M | Add +3.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.38% | 110,966 | $9.3M | Add +10.6% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 63,100 | $9.2M | Add +1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.38% | 116,375 | $9.2M | Reduce -1.9% |
| PSX Phillips 66 | 0.35% | 47,262 | $8.6M | Add +1.7% |
| GL Globe Life Inc. | 0.35% | 61,504 | $8.6M | Reduce -0.4% |
| SLV iShares Silver Trust | 0.34% | 121,508 | $8.3M | Reduce -4.2% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.32% | 325,818 | $7.9M | Add +1.1% |
| WPM Wheaton Precious Metals Corp. | 0.32% | 58,544 | $7.7M | Reduce -4.2% |
| DCRE DBL Comm Real Est Debt | 0.31% | 147,629 | $7.7M | Add +6.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.31% | 313,639 | $7.6M | Add +17.1% |
| VXUS Vanguard Total Intl Stock | 0.31% | 98,328 | $7.6M | Add +3.0% |
| XCEM Columbia Em Core Ex-China | 0.31% | 184,200 | $7.5M | Add +5.7% |
| RECS Columbia Resear Enh Cor ETF | 0.30% | 189,656 | $7.4M | Add +11.0% |
| WM Waste Management Inc. | 0.30% | 32,058 | $7.4M | Add +0.3% |
| GEV GE Vernova Inc. | 0.30% | 8,352 | $7.3M | No change |
| PG The Procter & Gamble Co. | 0.30% | 50,138 | $7.2M | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 37,622 | $7.2M | Reduce -4.6% |
| LLY Eli Lilly & Co. | 0.30% | 7,840 | $7.2M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.30% | 12,597 | $7.2M | Add +4.5% |
| AVGO Broadcom Inc. | 0.29% | 23,218 | $7.2M | Add +0.6% |
| VIGI Vanguard Int Div App Indx FD | 0.29% | 80,707 | $7.1M | Reduce -11.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 306,257 | $7.1M | Reduce -3.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 27,555 | $7.1M | Add +2.2% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 50,275 | $7.0M | No change |
| AGX Argan Inc. | 0.28% | 12,530 | $6.8M | Reduce -2.0% |
| RF Regions Financial Corp. | 0.28% | 255,763 | $6.7M | Add +2.7% |
| CME Cme Group Inc. | 0.28% | 22,793 | $6.7M | Reduce -2.0% |
| IEF iShares 7-10 Year Treasury B | 0.27% | 69,984 | $6.7M | Add +4.5% |
| SFBS Servisfirst Bancshares Inc. | 0.27% | 90,854 | $6.6M | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.27% | 255,821 | $6.6M | Reduce -14.7% |
| MA Mastercard Inc. Class A | 0.27% | 13,000 | $6.5M | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.27% | 83,584 | $6.5M | Add +3.0% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 33,670 | $6.5M | Reduce -2.2% |
| PWR Quanta Services Inc. | 0.26% | 11,759 | $6.5M | No change |
| AMGN Amgen Inc. | 0.26% | 18,004 | $6.3M | Add +0.0% |
| EWY iShares MSCI South Korea ETF | 0.26% | 50,811 | $6.3M | Add +228.5% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -1.3% | 6.35% | −0.63 |
| MSFT Microsoft Corp. | Reduce -1.8% | 1.33% | −0.46 |
| BX Blackstone Inc. | Reduce -9.8% | 0.60% | −0.31 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -93.8% | 0.01% | −0.23 |
| V Visa Inc. Class A | Reduce -17.2% | 0.43% | −0.18 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 1.13% | −0.14 |
| ORCL Oracle Corp. | Reduce -8.7% | 0.20% | −0.09 |
| ARES Ares Management Corp. Class A | Reduce -19.8% | 0.08% | −0.07 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -9.6% | 0.51% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.85% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 0.48% | −0.06 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.67% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -3.2% | 0.42% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.3% | 0.70% | −0.05 |
| VIGI Vanguard Int Div App Indx FD | Reduce -11.2% | 0.29% | −0.05 |
| ADBE Adobe Inc. | Reduce -2.4% | 0.11% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -7.0% | 0.12% | −0.05 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -14.7% | 0.27% | −0.05 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -22.3% | 0.17% | −0.05 |
| HD Home Depot Inc. | Reduce -2.3% | 0.58% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -10.8% | 0.13% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 0.27% | −0.05 |
| BLOK Amplify Blockchain Tech ETF | Reduce -10.5% | 0.16% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -18.0% | 0.21% | −0.05 |
| ABT Abbott Laboratories | Reduce -5.9% | 0.14% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.42% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -7.2% | 0.10% | −0.04 |
| DIS The Walt Disney Co. | Reduce -8.7% | 0.12% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.55% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 0.25% | −0.04 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -5.8% | 0.21% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -3.9% | 0.63% | −0.03 |
| VMC Vulcan Materials Co. | Reduce -0.5% | 0.44% | −0.03 |
| BRO Brown & Brown Inc. | Reduce -0.9% | 0.12% | −0.03 |
| APO Apollo Global Management Inc. | Reduce -65.4% | 0.01% | −0.03 |
| ORI Old Republic Intl Corp. | Reduce -9.1% | 0.10% | −0.03 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.10% | −0.03 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.03 |
| AFL Aflac Inc. | Reduce -3.7% | 0.40% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -47.9% | 0.02% | −0.02 |
| NKE Nike Inc. Class B | Reduce -12.7% | 0.05% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.2% | 0.26% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -37.1% | 0.02% | −0.02 |
| MS Morgan Stanley | Reduce -2.5% | 0.15% | −0.02 |
| C Citigroup Inc. | Reduce -14.4% | 0.08% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.6% | 0.30% | −0.02 |
| NDAQ Nasdaq Inc. | Reduce -3.8% | 0.09% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -3.8% | 0.29% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| TIP iShares Tips Bond ETF | Add +276.6% | 0.39% | +0.28 |
| XOM Exxon Mobil Corp. | Add +29.3% | 0.61% | +0.27 |
| EWY iShares MSCI South Korea ETF | Add +228.5% | 0.26% | +0.19 |
| PNFP Pinnacle Financial Partners | New | 0.16% | +0.16 |
| PHYS Sprott Physical Gold Trust | Add +16.3% | 0.87% | +0.16 |
| CVX Chevron Corp. | Add +9.6% | 0.50% | +0.16 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +4.6% | 1.47% | +0.15 |
| IAU iShares Gold Trust | Add +6.1% | 1.17% | +0.14 |
| PSX Phillips 66 | Add +1.7% | 0.35% | +0.10 |
| BBJP JPMorgan Betabuilders Japan | New | 0.10% | +0.10 |
| OKE Oneok Inc. | Add +2.0% | 0.51% | +0.10 |
| WMT Walmart Inc. | Add +0.4% | 1.00% | +0.09 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +26.2% | 0.44% | +0.09 |
| DAX Global X Dax Germany ETF | New | 0.08% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +9.1% | 1.30% | +0.08 |
| CAT Caterpillar Inc. | Add +0.8% | 0.44% | +0.08 |
| LMT Lockheed Martin Corp. | Add +0.5% | 0.42% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +4.0% | 1.53% | +0.07 |
| LNG Cheniere Energy Inc. | Add +2.1% | 0.23% | +0.07 |
| VPLS Vanguard Core-Plus Bond ETF | Add +20.6% | 0.48% | +0.07 |
| SPHQ Invesco S&P 500 Quality ETF | Add +48.1% | 0.22% | +0.07 |
| JNJ Johnson & Johnson | Add +2.1% | 0.41% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.5% | 0.46% | +0.06 |
| BCI Abrdn Bloomberg All Commodit | Add +1.1% | 0.32% | +0.06 |
| SO The Southern Co. | Add +0.1% | 0.73% | +0.06 |
| GARP iShares MSCI USA Quality Gar | Add +119.1% | 0.12% | +0.06 |
| FLKR Franklin Ftse South Korea | Add +9.3% | 0.23% | +0.06 |
| MTZ Mastec Inc. | Add +28.3% | 0.12% | +0.06 |
| MU Micron Technology Inc. | Add +39.2% | 0.15% | +0.06 |
| SCHO Schwab Short-Term US Treas | Add +6.2% | 1.36% | +0.06 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +4.2% | 1.05% | +0.05 |
| LRCX Lam Research Corp. | Add +3.5% | 0.25% | +0.05 |
| SCHR Schwab Intermediate-Term US | Add +102.7% | 0.11% | +0.05 |
| PSLV Sprott Physical Silver Trust | Add +7.7% | 0.57% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +11.8% | 0.47% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +24.7% | 0.22% | +0.05 |
| BND Vanguard Total Bond Market | Add +7.6% | 0.90% | +0.05 |
| XMMO Invesco S&P Midcap Momentum | Add +217.7% | 0.07% | +0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +160.1% | 0.07% | +0.04 |
| GLW Corning Inc. | Add +17.0% | 0.10% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +10.3% | 0.57% | +0.04 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +17.1% | 0.31% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +0.2% | 0.43% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +25.8% | 0.21% | +0.04 |
| ENOR iShares MSCI Norway ETF | Add +95.8% | 0.06% | +0.04 |
| NBIS Nebius Group NV | Add +1.1% | 0.19% | +0.04 |
| IDEV iShares Core MSCI Dev MKTS | Add +10.6% | 0.38% | +0.04 |
| IBTH iShares Ibonds Dec 2027 Term | Add +21.8% | 0.22% | +0.04 |
| MRK Merck & Co. Inc. | Add +7.4% | 0.20% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +7.4% | 0.59% | +0.04 |
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 |