Leavell Investment Management, Inc.

13F filer · CIK 0000924181

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$2.74BU.S. long equity reported on 13F

Positions39831 new · 20 closed

Net flow last quarter-$268KBuys minus sells

Top 10 positions weight17.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026398 positions
NVDANvidia Corp	$175M	6.39%	0.00%	-1.5%	Q4 2015
AAPLApple Inc.	$70.6M	2.58%	0.00%	+1.1%	Q3 2013
FNDFSchwab Strategic Trust	$40.3M	1.47%	Not reported	+4.0%	Q3 2021
GOOGAlphabet Inc.	$34.9M	1.28%	Not reported	+3.1%	Q4 2015
MSFTMicrosoft Corp	$32.6M	1.19%	0.00%	-0.3%	Q3 2013
JPMJPMorgan Chase & Co	$30.1M	1.10%	0.00%	+1.5%	Q3 2013
IAUIshares Gold Trust	$26.7M	0.98%	0.04%	+9.3%	Q3 2013
AMZNAmazon Com Inc	$25.6M	0.93%	0.00%	+5.5%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$23.4M	0.85%	Not reported	-1.8%	Q3 2013
WMTWalmart Inc.	$22.2M	0.81%	0.00%	0.0%	Q3 2013
ABBVAbbVie Inc.	$18.9M	0.69%	0.00%	-0.1%	Q3 2013
PHYSSprott Physical Gold Trust	$18.8M	0.69%	0.13%	+3.7%	Q3 2022
SOSouthern Co	$18.1M	0.66%	0.02%	+1.7%	Q3 2013
CATCaterpillar Inc	$16.1M	0.59%	0.00%	-0.7%	Q3 2013
HDHome Depot, Inc.	$15.5M	0.57%	0.00%	+1.6%	Q3 2013
GOOGLAlphabet Inc.	$14.5M	0.53%	0.00%	-0.6%	Q4 2015
BXBlackstone Inc.	$14.4M	0.53%	0.02%	-4.3%	Q1 2017
BSVNBank7 Corp.	$14.4M	0.53%	1.94%	+4.8%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$12.8M	0.47%	Not reported	-2.5%	Q3 2018
MAAMid America Apartment Communities Inc.	$12.7M	0.47%	0.08%	-1.2%	Q4 2013
LRCXLam Research Corp	$12.3M	0.45%	0.00%	Not reported	Q3 2013
NBISNebius Group N.V.	$11.9M	0.43%	0.02%	-4.7%	Q1 2025
OKEOneok Inc	$11.8M	0.43%	0.02%	-0.4%	Q3 2013
XOMExxonMobil Holdings Corp	$11.8M	0.43%	0.00%	-1.5%	Q3 2013
MUMicron Technology Inc	$11.7M	0.43%	0.00%	-3.5%	Q4 2013
PSLVSprott Physical Silver Trust	$11.6M	0.42%	0.10%	+8.5%	Q3 2022
BRK.BBerkshire Hathaway Inc	$11.5M	0.42%	Not reported	-1.8%	Q3 2013
VVisa Inc.	$11.5M	0.42%	0.00%	-3.5%	Q3 2013
LLYELI LILLY & Co	$11.2M	0.41%	0.00%	+19.2%	Q4 2014
IDEVEndo Pharmaceuticals Solutions Inc.	$10.9M	0.40%	Not reported	+10.8%	Q3 2022
GLGlobe Life Inc.	$10.8M	0.40%	0.07%	-1.3%	Q3 2019
VMCVulcan Materials CO	$10.8M	0.40%	0.03%	-5.9%	Q3 2013
AFLAflac Inc	$10.3M	0.38%	0.02%	-0.2%	Q3 2013
JNJJohnson & Johnson	$10.3M	0.38%	0.00%	-0.2%	Q3 2013
CVXChevron Corp	$9.99M	0.37%	0.00%	+1.8%	Q3 2013
MCDMcdonalds Corp	$9.79M	0.36%	0.01%	-5.2%	Q3 2013
CSCOCisco Systems, Inc.	$9.69M	0.35%	0.00%	-1.3%	Q3 2013
GEVGE Vernova Inc.	$9.65M	0.35%	0.00%	-1.7%	Q3 2024
AGXArgan Inc	$9.53M	0.35%	0.09%	-4.8%	Q3 2024
VOTVan Kampen Municipal Opportunity Trust II	$9.42M	0.34%	Not reported	+11.6%	Q3 2016
AVGOBroadcom Inc.	$9.23M	0.34%	0.00%	+5.2%	Q3 2021
PWRQuanta Services, Inc.	$8.59M	0.31%	0.01%	+1.5%	Q3 2013
LMTLockheed Martin Corp	$8.56M	0.31%	0.01%	-1.8%	Q3 2013
PSXPhillips 66	$8.13M	0.30%	0.01%	+1.8%	Q3 2013
SFBSServisFirst Bancshares, Inc.	$7.88M	0.29%	0.17%	0.0%	Q3 2015
GSGoldman Sachs Group Inc	$7.76M	0.28%	0.00%	+5.5%	Q3 2013
PLTRPalantir Technologies Inc.	$7.71M	0.28%	0.00%	+4.8%	Q2 2023
RFRegions Financial Corp	$7.59M	0.28%	0.03%	-2.6%	Q3 2013
TXNTexas Instruments Inc	$7.39M	0.27%	0.00%	-0.1%	Q3 2013
PGPROCTER & GAMBLE Co	$7.15M	0.26%	0.00%	-2.8%	Q3 2013

Q1 2026Reported May 12, 2026385 positions
NVDANvidia Corp	$155M	6.35%	0.00%	-1.3%	Q4 2015
AAPLApple Inc.	$61.2M	2.51%	0.00%	+1.5%	Q3 2013
FNDFSchwab Strategic Trust	$35.9M	1.47%	Not reported	+4.6%	Q3 2021
MSFTMicrosoft Corp	$32.4M	1.33%	0.00%	-1.8%	Q3 2013
IAUIshares Gold Trust	$28.5M	1.17%	0.04%	+6.1%	Q3 2013
GOOGAlphabet Inc.	$27.5M	1.13%	Not reported	-1.0%	Q4 2015
JPMJPMorgan Chase & Co	$26.7M	1.09%	0.00%	+0.4%	Q3 2013
WMTWalmart Inc.	$24.4M	1.00%	0.00%	+0.4%	Q3 2013
PHYSSprott Physical Gold Trust	$21.3M	0.87%	0.13%	+16.3%	Q3 2022
AMZNAmazon Com Inc	$21.2M	0.87%	0.00%	+1.7%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$20.7M	0.85%	Not reported	-0.8%	Q3 2013
SOSouthern Co	$17.9M	0.73%	0.02%	+0.1%	Q3 2013
ABBVAbbVie Inc.	$16.3M	0.67%	0.00%	-1.6%	Q3 2013
XOMExxonMobil Holdings Corp	$14.9M	0.61%	0.00%	+29.3%	Q3 2013
BXBlackstone Inc.	$14.7M	0.60%	0.02%	-9.8%	Q1 2017
HDHome Depot, Inc.	$14.2M	0.58%	0.00%	-2.3%	Q3 2013
BSVNBank7 Corp.	$13.8M	0.57%	1.85%	+10.3%	Q3 2013
PSLVSprott Physical Silver Trust	$13.8M	0.57%	0.09%	+7.7%	Q3 2022
OKEOneok Inc	$12.3M	0.51%	0.02%	+2.0%	Q3 2013
CVXChevron Corp	$12.3M	0.50%	0.00%	+9.6%	Q3 2013
MCDMcdonalds Corp	$11.9M	0.49%	0.01%	-2.0%	Q3 2013
GOOGLAlphabet Inc.	$11.7M	0.48%	0.00%	-1.7%	Q4 2015
MAAMid America Apartment Communities Inc.	$11.3M	0.46%	0.08%	+0.6%	Q4 2013
BRK.BBerkshire Hathaway Inc	$11.2M	0.46%	Not reported	+23.5%	Q3 2013
CATCaterpillar Inc	$10.8M	0.44%	0.00%	+0.8%	Q3 2013
VMCVulcan Materials CO	$10.6M	0.44%	0.03%	-0.5%	Q3 2013
VVisa Inc.	$10.5M	0.43%	0.00%	-17.2%	Q3 2013
LMTLockheed Martin Corp	$10.3M	0.42%	0.01%	+0.5%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$10.3M	0.42%	Not reported	-1.6%	Q3 2018
JNJJohnson & Johnson	$9.94M	0.41%	0.00%	+2.1%	Q3 2013
AFLAflac Inc	$9.68M	0.40%	0.02%	-3.7%	Q3 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$9.27M	0.38%	Not reported	+10.6%	Q3 2022
PLTRPalantir Technologies Inc.	$9.23M	0.38%	0.00%	+1.3%	Q2 2023
PSXPhillips 66	$8.61M	0.35%	0.01%	+1.7%	Q3 2013
GLGlobe Life Inc.	$8.56M	0.35%	0.07%	-0.4%	Q3 2019
SLViShares Silver Trust	$8.28M	0.34%	0.02%	-4.2%	Q3 2019
WPMWheaton Precious Metals Corp.	$7.68M	0.31%	0.01%	-4.2%	Q3 2019
WMWaste Management Inc	$7.37M	0.30%	0.01%	+0.3%	Q3 2013
GEVGE Vernova Inc.	$7.29M	0.30%	0.00%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$7.24M	0.30%	0.00%	-0.7%	Q3 2013
LLYELI LILLY & Co	$7.21M	0.30%	0.00%	+1.8%	Q4 2014
METAMeta Platforms, Inc.	$7.21M	0.30%	Not reported	+4.6%	Q1 2016
AVGOBroadcom Inc.	$7.19M	0.29%	0.00%	+0.6%	Q3 2021
VOTVan Kampen Municipal Opportunity Trust II	$7.09M	0.29%	Not reported	+2.2%	Q3 2016
AGXArgan Inc	$6.82M	0.28%	0.09%	-2.0%	Q3 2024
RFRegions Financial Corp	$6.75M	0.28%	0.03%	+2.7%	Q3 2013
CMECme Group Inc.	$6.73M	0.28%	0.01%	-2.0%	Q3 2013
SFBSServisFirst Bancshares, Inc.	$6.62M	0.27%	0.17%	Not reported	Q3 2015
MAMastercard Inc	$6.5M	0.27%	0.00%	-1.4%	Q3 2013
CSCOCisco Systems, Inc.	$6.49M	0.27%	0.00%	+3.0%	Q3 2013

Q4 2025Reported Feb 9, 2026376 positions
NVDANvidia Corp	$168M	6.98%	0.00%	-5.1%	Q4 2015
AAPLApple Inc.	$64.6M	2.69%	0.00%	-1.8%	Q3 2013
MSFTMicrosoft Corp	$43.1M	1.79%	0.00%	-2.5%	Q3 2013
FNDFSchwab Strategic Trust	$31.7M	1.32%	Not reported	+2.3%	Q3 2021
GOOGAlphabet Inc.	$30.4M	1.26%	Not reported	-0.7%	Q4 2015
JPMJPMorgan Chase & Co	$29.1M	1.21%	0.00%	-0.5%	Q3 2013
IAUIshares Gold Trust	$24.8M	1.03%	0.04%	+6.3%	Q3 2013
AMZNAmazon Com Inc	$23.1M	0.96%	0.00%	+0.6%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$21.9M	0.91%	Not reported	-0.7%	Q3 2013
BXBlackstone Inc.	$21.9M	0.91%	0.02%	-4.5%	Q1 2017
WMTWalmart Inc.	$21.8M	0.91%	0.00%	-1.9%	Q3 2013
ABBVAbbVie Inc.	$17.4M	0.72%	0.00%	Not reported	Q3 2013
PHYSSprott Physical Gold Trust	$17.1M	0.71%	0.11%	+86.0%	Q3 2022
SOSouthern Co	$16.2M	0.67%	0.02%	-1.5%	Q3 2013
HDHome Depot, Inc.	$15.2M	0.63%	0.00%	-1.4%	Q3 2013
VVisa Inc.	$14.7M	0.61%	0.00%	-5.1%	Q3 2013
GOOGLAlphabet Inc.	$13M	0.54%	0.00%	+1.5%	Q4 2015
MAAMid America Apartment Communities Inc.	$12.8M	0.53%	0.08%	-6.5%	Q4 2013
BSVNBank7 Corp.	$12.6M	0.52%	1.69%	+4.4%	Q3 2013
PSLVSprott Physical Silver Trust	$12.4M	0.52%	0.09%	+135.9%	Q3 2022
MCDMcdonalds Corp	$11.9M	0.50%	0.01%	+1.1%	Q3 2013
VMCVulcan Materials CO	$11.2M	0.47%	0.03%	-17.7%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$11.2M	0.46%	Not reported	-0.5%	Q3 2018
PLTRPalantir Technologies Inc.	$11.1M	0.46%	0.00%	-3.5%	Q2 2023
AFLAflac Inc	$10.1M	0.42%	0.02%	-1.6%	Q3 2013
OKEOneok Inc	$9.84M	0.41%	0.02%	+3.4%	Q3 2013
BRK.BBerkshire Hathaway Inc	$9.53M	0.40%	Not reported	-13.5%	Q3 2013
CATCaterpillar Inc	$8.66M	0.36%	0.00%	+0.5%	Q3 2013
GLGlobe Life Inc.	$8.63M	0.36%	0.07%	-2.0%	Q3 2019
LLYELI LILLY & Co	$8.28M	0.34%	0.00%	-1.5%	Q4 2014
IDEVEndo Pharmaceuticals Solutions Inc.	$8.27M	0.34%	Not reported	+18.4%	Q3 2022
JNJJohnson & Johnson	$8.24M	0.34%	0.00%	-1.3%	Q3 2013
LMTLockheed Martin Corp	$8.24M	0.34%	0.01%	-1.3%	Q3 2013
CVXChevron Corp	$8.23M	0.34%	0.00%	+0.8%	Q3 2013
SLViShares Silver Trust	$8.17M	0.34%	0.02%	+11.6%	Q3 2019
XOMExxonMobil Holdings Corp	$8.16M	0.34%	0.00%	-1.0%	Q3 2013
AVGOBroadcom Inc.	$7.99M	0.33%	0.00%	-2.2%	Q3 2021
METAMeta Platforms, Inc.	$7.95M	0.33%	Not reported	+3.6%	Q1 2016
MAMastercard Inc	$7.52M	0.31%	0.00%	+0.4%	Q3 2013
VOTVan Kampen Municipal Opportunity Trust II	$7.52M	0.31%	Not reported	+1.3%	Q3 2016
IBMInternational Business Machines Corp	$7.29M	0.30%	0.00%	+0.8%	Q3 2013
PGPROCTER & GAMBLE Co	$7.23M	0.30%	0.00%	-3.4%	Q3 2013
WPMWheaton Precious Metals Corp.	$7.18M	0.30%	0.01%	-0.1%	Q3 2019
WMWaste Management Inc	$7.03M	0.29%	0.01%	-3.1%	Q3 2013
ORCLOracle Corp	$6.98M	0.29%	0.00%	-6.6%	Q3 2013
RFRegions Financial Corp	$6.81M	0.28%	0.03%	-0.3%	Q3 2013
SFBSServisFirst Bancshares, Inc.	$6.52M	0.27%	0.17%	-4.6%	Q3 2015
CMECme Group Inc.	$6.35M	0.26%	0.01%	0.0%	Q3 2013
CSCOCisco Systems, Inc.	$6.25M	0.26%	0.00%	-7.2%	Q3 2013
MDYSPDR S&P Midcap 400 ETF Trust	$6.22M	0.26%	Not reported	-0.8%	Q3 2013

Q3 2025Reported Oct 28, 2025382 positions
NVDANvidia Corp	$177M	7.46%	0.00%	-6.5%	Q4 2015
AAPLApple Inc.	$61.6M	2.60%	0.00%	-5.6%	Q3 2013
MSFTMicrosoft Corp	$47.3M	1.99%	0.00%	-2.7%	Q3 2013
FNDFSchwab Strategic Trust	$29.5M	1.24%	Not reported	+0.7%	Q3 2021
JPMJPMorgan Chase & Co	$28.7M	1.21%	0.00%	-4.3%	Q3 2013
BXBlackstone Inc.	$25.4M	1.07%	0.02%	-6.5%	Q1 2017
GOOGAlphabet Inc.	$23.8M	1.00%	Not reported	-0.9%	Q4 2015
AMZNAmazon Com Inc	$21.8M	0.92%	0.00%	+2.3%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$21.6M	0.91%	Not reported	-9.7%	Q3 2013
IAUIshares Gold Trust	$20.9M	0.88%	0.04%	+19.4%	Q3 2013
WMTWalmart Inc.	$20.5M	0.86%	0.00%	-1.3%	Q3 2013
HDHome Depot, Inc.	$18.2M	0.77%	0.00%	-3.7%	Q3 2013
SOSouthern Co	$17.8M	0.75%	0.02%	-1.7%	Q3 2013
ABBVAbbVie Inc.	$17.6M	0.74%	0.00%	-4.0%	Q3 2013
VVisa Inc.	$15M	0.63%	0.00%	-8.5%	Q3 2013
VMCVulcan Materials CO	$14.7M	0.62%	0.04%	-4.9%	Q3 2013
MAAMid America Apartment Communities Inc.	$13.8M	0.58%	0.08%	-7.1%	Q4 2013
BSVNBank7 Corp.	$12.1M	0.51%	1.62%	+1.0%	Q3 2013
PLTRPalantir Technologies Inc.	$11.8M	0.50%	0.00%	-2.4%	Q2 2023
MCDMcdonalds Corp	$11.7M	0.49%	0.01%	-3.9%	Q3 2013
BRK.BBerkshire Hathaway Inc	$11M	0.46%	Not reported	-13.6%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$11M	0.46%	Not reported	-4.0%	Q3 2018
ORCLOracle Corp	$10.8M	0.45%	0.00%	+1.9%	Q3 2013
AFLAflac Inc	$10.4M	0.44%	0.02%	-3.3%	Q3 2013
GOOGLAlphabet Inc.	$9.92M	0.42%	0.00%	+0.7%	Q4 2015
OKEOneok Inc	$9.44M	0.40%	0.02%	-7.3%	Q3 2013
GLGlobe Life Inc.	$9M	0.38%	0.06%	-2.4%	Q3 2019
LMTLockheed Martin Corp	$8.61M	0.36%	0.01%	-13.3%	Q3 2013
METAMeta Platforms, Inc.	$8.54M	0.36%	Not reported	-1.3%	Q1 2016
CVXChevron Corp	$8.32M	0.35%	0.00%	-2.0%	Q3 2013
PHYSSprott Physical Gold Trust	$8.24M	0.35%	0.07%	+69.2%	Q3 2022
PGPROCTER & GAMBLE Co	$8.03M	0.34%	0.00%	-2.5%	Q3 2013
VOTVan Kampen Municipal Opportunity Trust II	$7.83M	0.33%	Not reported	+5.9%	Q3 2016
AVGOBroadcom Inc.	$7.79M	0.33%	0.00%	+5.3%	Q3 2021
XOMExxonMobil Holdings Corp	$7.72M	0.33%	0.00%	0.0%	Q3 2013
SFBSServisFirst Bancshares, Inc.	$7.67M	0.32%	0.17%	Not reported	Q3 2015
JNJJohnson & Johnson	$7.48M	0.32%	0.00%	+0.9%	Q3 2013
MAMastercard Inc	$7.47M	0.31%	0.00%	+0.5%	Q3 2013
WMWaste Management Inc	$7.29M	0.31%	0.01%	-1.1%	Q3 2013
CATCaterpillar Inc	$7.18M	0.30%	0.00%	+1.0%	Q3 2013
IBMInternational Business Machines Corp	$6.89M	0.29%	0.00%	+4.7%	Q3 2013
WPMWheaton Precious Metals Corp.	$6.85M	0.29%	0.01%	-3.5%	Q3 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$6.79M	0.29%	Not reported	+7.9%	Q3 2022
RFRegions Financial Corp	$6.65M	0.28%	0.03%	-3.8%	Q3 2013
HONHoneywell International Inc	$6.58M	0.28%	0.00%	-11.3%	Q3 2013
PSXPhillips 66	$6.29M	0.27%	0.01%	-7.5%	Q3 2013
CMECme Group Inc.	$6.29M	0.27%	0.01%	-2.9%	Q3 2013
MDYSPDR S&P Midcap 400 ETF Trust	$6.18M	0.26%	Not reported	-3.4%	Q3 2013
GPNGlobal Payments Inc	$6.17M	0.26%	0.03%	-1.1%	Q3 2019
CSCOCisco Systems, Inc.	$5.99M	0.25%	0.00%	-5.1%	Q3 2013

Premium opens every quarter this fund has filed