Q2 2026 13F · SEC CIK 924181

Leavell Investment Management, Inc.

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.7B
Reported positions: 633
Top holdings a year, 3 yrs: +24.1%
Assets under management: $3.4B

Leavell Investment Management, Inc. is a wealth manager that reported 633 positions worth $2.7B in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Nvidia Corporation Com (NVDA, 6.4%), Vanguard Mega Cap ETF Total (MGC, 5.1%), Apple Inc (AAPL, 2.6%). A portfolio copying its top holdings returned 24.1% a year over the last 3 years, against 20.4% for the S&P 500.

Leavell Investment Management, Inc. holdings largest 50 of 633 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leavell Investment Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.4%	6.3%	873,950	-1.5%	$174.9M
MGCVanguard Mega Cap ETF Total	5.1%	4.9%	507,282	+0.6%	$138.8M
AAPLApple Inc	2.6%	2.5%	244,014	+1.1%	$70.6M
VOVanguard Index Fds	2.2%	2.3%	758,002	+291.9%	$61.1M
MGKVanguard World Fd	2.0%	1.9%	621,914	+392.4%	$54.7M
VOOVanguard S&p 500 ETF	1.8%	1.7%	70,652	+4.0%	$48.5M
VEAVanguard Tax-Managed Fds	1.6%	1.5%	609,022	+4.6%	$43.4M
FNDFSchwab Strategic Tr	1.5%	1.5%	763,756	+4.0%	$40.3M
VVVanguard Inx Lrg	1.4%	1.3%	109,988	-0.0%	$37.8M
GOOGAlphabet Inc	1.3%	1.1%	98,890	+3.1%	$34.9M
IGSBIshares 1-3 Yr Credit Bond ETF	1.3%	1.3%	663,554	+10.1%	$34.8M
SCHOSchwab Short-Term U.S. Treasury ETF	1.3%	1.4%	1,420,725	+4.1%	$34.3M
VBVanguard Indx Fd	1.2%	1.2%	110,711	-0.7%	$33.6M
MSFTMicrosoft Corp	1.2%	1.3%	87,273	-0.2%	$32.6M
JPMJpmorgan Chase & Co	1.1%	1.1%	92,064	+1.5%	$30.1M
SCHFSchwab Intl Equity	1.1%	1.1%	1,081,948	-1.8%	$30.0M
MGVVanguard Mega Cap Value ETF Total	1.1%	1.0%	182,380	+3.6%	$29.8M
IAUIshares Gold Trust	1.0%	1.2%	353,641	+9.3%	$26.7M
AMZNAmazon Com Inc Com	0.9%	0.9%	107,243	+5.5%	$25.6M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	31,237	-1.8%	$23.4M
BNDVanguard Total Bond Market ETF	0.8%	0.9%	308,855	+3.9%	$22.7M
WMTWalmart Inc	0.8%	1.0%	195,861	-0.0%	$22.2M
MBBIshares Tr	0.8%	0.9%	227,389	+2.5%	$21.5M
IJHIshares Tr	0.8%	0.8%	276,503	-2.1%	$21.3M
SCHXSchwab Stratgc Tr	0.7%	0.7%	655,172	-1.0%	$19.3M
ABBVAbbvie Inc	0.7%	0.7%	74,935	-0.1%	$18.9M
PHYSSprott Asset Management LP	0.7%	0.9%	623,701	+3.7%	$18.8M
SOSouthern Co.	0.7%	0.7%	188,777	+1.7%	$18.1M
VWOVanguard Intl Equity Index F	0.6%	0.6%	285,266	+7.9%	$17.0M
TIPiShares TIPS Bond ETF	0.6%	—	148,537	—	$16.3M
CATCaterpillar Inc Com	0.6%	—	15,137	—	$16.1M
STIPIshares Tr	0.6%	0.5%	154,790	+39.8%	$15.8M
HDHome Depot Inc Com	0.6%	0.6%	43,924	+1.6%	$15.5M
VTIVanguard Index Fds	0.6%	0.6%	41,789	-0.4%	$15.5M
SCHBSchwb US Broad	0.5%	0.5%	505,130	-2.5%	$14.6M
SGOViShares 0-3 Month Treasury Bon	0.5%	0.6%	144,174	-5.8%	$14.5M
GOOGLAlphabet Inc	0.5%	0.5%	40,474	-0.6%	$14.5M
BXBlackstone Inc Com	0.5%	0.6%	122,471	-4.3%	$14.4M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.5%	0.6%	184,685	+4.8%	$14.4M
VGTVanguard Info Tech	0.5%	—	116,495	—	$13.9M
VTVanguard Total World Stock Index Fund Et	0.5%	0.5%	86,803	-2.7%	$13.6M
VIGVanguard Dividend Appreciation ETF	0.5%	0.5%	57,182	-0.7%	$13.5M
VOEVanguard Index Fds	0.5%	0.5%	67,083	+5.9%	$13.3M
FNDXSchwab Strategic Tr	0.5%	—	422,705	—	$13.1M
IVVIshares Core S&p 500 ETF	0.5%	0.5%	17,227	+1.6%	$12.9M
QQQInvesco Qqq Tr	0.5%	—	17,430	—	$12.8M
VPLSVanguard Malvern Fds	0.5%	0.5%	165,370	+10.1%	$12.8M
MAAMid-America Apartment Communities Inc	0.5%	0.5%	91,713	-1.2%	$12.7M
LRCXLam Research Corp	0.5%	—	28,449	—	$12.3M
SCHMSchwab Strategic Tr	0.4%	—	332,075	—	$12.2M

What Leavell Investment Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.7% /yr; S&P 500 +20.1%
3 years: +24.1% /yr; S&P 500 +20.4%
5 years: +13.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.7B	633
Q1 2026	$2.4B	603
Q4 2025	$2.4B	584
Q3 2025	$2.4B	589
Q2 2025	$2.2B	578
Q1 2025	$2.0B	553
Q4 2024	$2.0B	538
Q3 2024	$2.0B	536
Q2 2024	$1.8B	502
Q1 2024	$1.7B	476
Q4 2023	$1.6B	462
Q3 2023	$1.4B	453

Questions about Leavell Investment Management, Inc.'s portfolio

What stocks does Leavell Investment Management, Inc. own?

Leavell Investment Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 633 positions worth $2.7B. The largest are Nvidia Corporation Com (NVDA) at 6.4%, Vanguard Mega Cap ETF Total (MGC) at 5.1%, Apple Inc (AAPL) at 2.6%, Vanguard Index Fds (VO) at 2.2% and Vanguard World Fd (MGK) at 2.0%.

What did Leavell Investment Management, Inc. buy last quarter?

In Q2 2026, Leavell Investment Management, Inc. added Vanguard World Fd (MGK) (+392.4% shares), Vanguard Index Fds (VO) (+291.9% shares) and Ishares Tr (STIP) (+39.8% shares), compared with its Q1 2026 filing.

What did Leavell Investment Management, Inc. sell last quarter?

In Q2 2026, Leavell Investment Management, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Sprott Asset Management LP (PSLV), cut from its top 50 Ishares (IEI), cut from its top 50 Oneok Inc (OKE), cut from its top 50 Chevron Corp New (CVX) and iShares 0-3 Month Treasury Bon (SGOV) (-5.8% shares), compared with its Q1 2026 filing.

How has Leavell Investment Management, Inc.'s portfolio performed?

A portfolio copying Leavell Investment Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.7% against +20.1%. Over 5 years: +13.8% a year against +11.6%.

When is Leavell Investment Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Leavell Investment Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Leavell Investment Management, Inc. manage?

Leavell Investment Management, Inc. reported $3.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.7B.