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Leavell Investment Management

Latest statistics and disclosures from Leavell Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, MGC, AAPL, VO, MGK, and represent 18.28% of Leavell Investment Management's stock portfolio.
Added to shares of these 10 stocks: VO (+$46M), MGK (+$44M), VGT (+$12M), TIP (+$6.9M), IWF (+$5.0M), VUG, STIP, IGSB, HONA, BKNG.
Started 52 new stock positions in GLTR, IJK, O, FPS, TLT, SCHP, DEM, OKTA, SPCX, VTEB.
Reduced shares in these 10 stocks: Honeywell International (-$6.2M), NVDA, UBER, DAX, FLKR, VIGI, IEI, VXF, SGOV, XCEM.
Sold out of its positions in APO, CENX, Dupont De Nemours, GBTC, Honeywell International, IP, GOVT, JPST, KTOS, DRS. NVR, NEM, PSQH, PYPL, PDI, PRI, CRM, TTC, TSCO, TTE, ACGL, GENI.
Leavell Investment Management was a net buyer of stock by $166M.
Leavell Investment Management has $2.7B in assets under management (AUM), dropping by 12.18%.
Central Index Key (CIK): 0000924181

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Portfolio Holdings for Leavell Investment Management

Leavell Investment Management holds 633 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Leavell Investment Management has 633 total positions. Only the first 250 positions are shown.

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Download the Leavell Investment Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.4	$175M		874k	200.09	View chart
Vanguard Mega Cap ETF Mega Cap Index (MGC)	5.1	$139M		507k	273.63	View chart
Apple (AAPL)	2.6	$71M		244k	289.36	View chart
Vanguard Mid Cap ETF Mid Cap Etf (VO)	2.2	$61M	+291%	758k	80.57	View chart
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)	2.0	$55M	+392%	622k	87.91	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	1.8	$49M	+4%	71k	686.81	View chart
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)	1.6	$43M	+4%	609k	71.25	View chart
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)	1.5	$40M	+4%	764k	52.76	View chart
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)	1.4	$38M		110k	343.91	View chart
Alphabet Inc Class C Cap STK Cap Stk Cl C (GOOG)	1.3	$35M	+3%	99k	353.33	View chart
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)	1.3	$35M	+10%	664k	52.41	View chart
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)	1.3	$34M	+4%	1.4M	24.14	View chart
Vanguard Small Cap ETF Small Cp Etf (VB)	1.2	$34M		111k	303.12	View chart
Microsoft Corporation (MSFT)	1.2	$33M		87k	373.02	View chart
JPMorgan Chase & Co. (JPM)	1.1	$30M		92k	327.33	View chart
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)	1.1	$30M		1.1M	27.70	View chart
Vanguard Mega Value ETF Mega Cap Val Etf (MGV)	1.1	$30M	+3%	182k	163.45	View chart
iShares Gold Trust Ishares New (IAU)	1.0	$27M	+9%	354k	75.51	View chart
Amazon (AMZN)	0.9	$26M	+5%	107k	238.34	View chart
Spdr S&p 500 Etf Tst. Tr Unit (SPY)	0.9	$23M		31k	748.68	View chart
Vanguard Total Bond ETF Total Bnd Mrkt (BND)	0.8	$23M	+3%	309k	73.41	View chart
Wal-Mart Stores (WMT)	0.8	$22M		196k	113.26	View chart
iShares TR Barclys MBS BD Mbs Etf (MBB)	0.8	$22M	+2%	227k	94.52	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.8	$21M	-2%	277k	77.11	View chart
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)	0.7	$19M		655k	29.43	View chart
Abbvie (ABBV)	0.7	$19M		75k	251.64	View chart
Sprott Physical Gold Trust Physical Gold Tr (PHYS)	0.7	$19M	+3%	624k	30.17	View chart
Southern Company (SO)	0.7	$18M		189k	95.71	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.6	$17M	+7%	285k	59.69	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.6	$16M	+73%	149k	109.43	View chart
Caterpillar (CAT)	0.6	$16M		15k	1064.90	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.6	$16M	+39%	155k	102.16	View chart
Home Depot (HD)	0.6	$16M		44k	352.68	View chart
Vanguard Total US Stock Mkt ETF Total Stk Mkt (VTI)	0.6	$16M		42k	370.04	View chart
Schwab US Broad Mkt ETF Us Brd Mkt Etf (SCHB)	0.5	$15M	-2%	505k	28.96	View chart
iShares 0 To 3 MNTH Treasury BND ETF 0-3 Mnth Treasry (SGOV)	0.5	$15M	-5%	144k	100.67	View chart
Alphabet Inc Class A Cap STK Cap Stk Cl A (GOOGL)	0.5	$15M		41k	357.37	View chart
Blackstone Group Com Cl A (BX)	0.5	$14M	-4%	123k	117.67	View chart
Vanguard Short Term Bond ETF Short Trm Bond (BSV)	0.5	$14M	+4%	185k	77.91	View chart
Vanguard Information Technology ETF Inf Tech Etf (VGT)	0.5	$14M	+696%	117k	119.52	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	0.5	$14M	-2%	87k	156.95	View chart
Vanguard DIV Appreciation ETF Div App Etf (VIG)	0.5	$14M		57k	236.62	View chart
Vanguard Mid Cap Value ETF Mcap Vl Idxvip (VOE)	0.5	$13M	+5%	67k	197.60	View chart
Schwab Fundamental US Large Co ETF Schwab Fdt Us Lg (FNDX)	0.5	$13M	+10%	423k	31.10	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.5	$13M		17k	748.90	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.5	$13M	-2%	17k	737.22	View chart
Vanguard Core Plus Bond ETF Core-plus Bd Etf (VPLS)	0.5	$13M	+10%	165k	77.58	View chart
Mid-America Apartment (MAA)	0.5	$13M		92k	138.94	View chart
Lam Research Corporation Com New (LRCX)	0.5	$12M		28k	433.59	View chart
Schwab US Mid Cap ETF Us Mid-cap Etf (SCHM)	0.4	$12M		332k	36.87	View chart
Goldman SCHS JST US LRG CP Eq ETF IV Just Us Lrg Cp (JUST)	0.4	$12M		112k	106.70	View chart
Yandex N V CL A F Shs Class A (NBIS)	0.4	$12M	-4%	43k	276.17	View chart
Oneok (OKE)	0.4	$12M		136k	86.94	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M		86k	136.72	View chart
Micron Technology (MU)	0.4	$12M	-3%	10k	1154.29	View chart
Sprott Physical Silver Trust Tr Unit (PSLV)	0.4	$12M	+8%	613k	18.87	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.4	$12M		23k	500.39	View chart
Visa Inc CL A Com Cl A (V)	0.4	$12M	-3%	33k	343.09	View chart
iShares 3-7 YR TR BD ETF 3 7 Yr Treas Bd (IEI)	0.4	$11M	-8%	97k	117.45	View chart
iShares MSCI Korea ETF Msci Sth Kor Etf (EWY)	0.4	$11M	+9%	56k	201.90	View chart
Eli Lilly & Co. (LLY)	0.4	$11M	+19%	9.3k	1199.37	View chart
SCH US DIV Equity ETF Us Dividend Eq (SCHD)	0.4	$11M		349k	31.71	View chart
iShares Core MSCI Intrl DVLP MKT ETF Core Msci Intl (IDEV)	0.4	$11M	+10%	123k	89.01	View chart
Globe Life (GL)	0.4	$11M		61k	178.68	View chart
Vulcan Materials Company (VMC)	0.4	$11M	-5%	37k	295.01	View chart
AFLAC Incorporated (AFL)	0.4	$10M		88k	117.25	View chart
Johnson & Johnson (JNJ)	0.4	$10M		41k	253.97	View chart
Chevron Corporation (CVX)	0.4	$10M		60k	165.76	View chart
McDonald's Corporation (MCD)	0.4	$9.8M	-5%	36k	270.31	View chart
Cisco Systems (CSCO)	0.4	$9.7M		83k	117.46	View chart
Ge Vernova (GEV)	0.4	$9.6M		8.2k	1175.36	View chart
Vanguard Short Term Corporate ETF Shrt Trm Corp Bd (VCSH)	0.4	$9.6M	+4%	122k	79.03	View chart
Argan (AGX)	0.3	$9.5M	-4%	12k	798.55	View chart
Vanguard Mid Growth ETF Mcap Gr Idxvip (VOT)	0.3	$9.4M	+11%	31k	306.30	View chart
Columbia Research Enhanced Core ETF Resh Enhnc Cor (RECS)	0.3	$9.2M	+12%	213k	43.28	View chart
Broadcom (AVGO)	0.3	$9.2M	+5%	24k	377.74	View chart
Columbia Em Core Ex-China ETF Em Core Ex Etf (XCEM)	0.3	$8.9M	-8%	168k	52.88	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.3	$8.7M	+3%	102k	85.49	View chart
Quanta Services (PWR)	0.3	$8.6M		12k	720.04	View chart
Lockheed Martin Corporation (LMT)	0.3	$8.6M		17k	509.47	View chart
iShares iBonds 2026 Corp ETF Ibonds Dec2026 (IBDR)	0.3	$8.5M	-8%	351k	24.23	View chart
Doubleline Commercial Real Estate ETF Commercial Real (DCRE)	0.3	$8.5M	+11%	164k	51.80	View chart
iShares iBonds 2027 Corp ETF Ibonds 27 Etf (IBDS)	0.3	$8.4M	+10%	347k	24.22	View chart
Franklin FTSE South Korea ETF Ftse South Korea (FLKR)	0.3	$8.3M	-12%	125k	66.38	View chart
Phillips 66 (PSX)	0.3	$8.1M		48k	169.05	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	0.3	$8.0M	+25%	97k	82.84	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.3	$7.9M		37k	212.77	View chart
Servisfirst Bancshares (SFBS)	0.3	$7.9M		91k	86.75	View chart
Goldman Sachs (GS)	0.3	$7.8M	+5%	7.7k	1011.37	View chart
iShares TR MSCI Acwi Indx Msci Acwi Etf (ACWI)	0.3	$7.7M	-2%	49k	156.97	View chart
Palantir Technologies In Class A Cl A (PLTR)	0.3	$7.7M	+4%	66k	116.67	View chart
Regions Financial Corporation (RF)	0.3	$7.6M	-2%	249k	30.46	View chart
Bloomberg Commodity Index Strategy ETF Bbrg All Comd K1 (BCI)	0.3	$7.6M	+4%	339k	22.34	View chart
Invesco S&P 500 Quality ETF S&p500 Quality (SPHQ)	0.3	$7.5M	+16%	84k	90.10	View chart
Texas Instruments Incorporated (TXN)	0.3	$7.4M		25k	298.07	View chart
SCH US Agg BND ETF Us Aggregate B (SCHZ)	0.3	$7.4M	+3%	319k	23.13	View chart
Ishars Edg MSCI USA QLTY FCTR ETF Msci Usa Qlt Fct (QUAL)	0.3	$7.2M	-2%	33k	219.43	View chart
Procter & Gamble Company (PG)	0.3	$7.1M	-2%	49k	146.64	View chart
Waste Management (WM)	0.3	$7.1M		32k	222.88	View chart
iShares Ibond Dec 2026 Muni ETF Ibonds Dec 26 (IBMO)	0.3	$7.0M	+7%	274k	25.64	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.2	$6.8M	+282%	55k	124.17	View chart
International Business Machines (IBM)	0.2	$6.8M	-3%	24k	281.21	View chart
Ishs MSCI Intl Quality Fact ETF Msci Intl Qualty (IQLT)	0.2	$6.6M	+2%	134k	49.55	View chart
General Electric Com New (GE)	0.2	$6.6M		18k	373.73	View chart
Advanced Micro Devices (AMD)	0.2	$6.5M	-4%	11k	580.91	View chart
Goldman Sachs Trsryaccs 1 YR ETF Treasuryaccess (GBIL)	0.2	$6.5M	+42%	65k	100.16	View chart
Vanguard Extended MKT. ETF Extend Mkt Etf (VXF)	0.2	$6.5M	-12%	27k	246.21	View chart
Amgen (AMGN)	0.2	$6.5M		18k	362.12	View chart
Vanguard Intl Dividend Intl Dvd Etf (VIGI)	0.2	$6.5M	-14%	69k	93.38	View chart
Invesco S&P 500 Momentum ETF S&p 500 Momntm (SPMO)	0.2	$6.5M	+14%	40k	161.54	View chart
Mastercard Cl A (MA)	0.2	$6.5M	-3%	13k	513.61	View chart
iShares Silver Trust Ishares (SLV)	0.2	$6.5M		121k	53.47	View chart
Meta Platforms Cl A (META)	0.2	$6.5M	-9%	12k	563.31	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$6.4M	-2%	57k	112.32	View chart
Coca-Cola Company (KO)	0.2	$6.2M	+5%	76k	81.80	View chart
iShares TR Barclys 7-10 YR 7-10 Yr Trsy Bd (IEF)	0.2	$6.1M	-7%	65k	94.57	View chart
iShares 1-3 Year Treasury Bond ETF 1-3 Yr Tr Bd Etf (SHY)	0.2	$6.1M	+6%	74k	82.11	View chart
Steel Dynamics (STLD)	0.2	$6.1M		26k	229.99	View chart
SPDR S&P Midcap 400 ETF Utser1 S&pdcrp (MDY)	0.2	$5.9M		8.4k	705.04	View chart
Emerson Electric (EMR)	0.2	$5.9M		41k	143.15	View chart
iShares Ibonds 2027 Treasury ETF Ibonds 27 Trm Ts (IBTH)	0.2	$5.8M	+9%	260k	22.37	View chart
iShares iBonds 2028 Corp ETF Ibds Dec28 Etf (IBDT)	0.2	$5.8M	+11%	228k	25.25	View chart
A S M L Holding NV New F N Y Registry Shs (ASML)	0.2	$5.7M		2.9k	1989.44	View chart
Franklin FTSE Japan ETF Ftse Japan Etf (FLJP)	0.2	$5.7M	+9%	143k	39.92	View chart
Vanguard Growth Growth Etf (VUG)	0.2	$5.7M	+483%	66k	86.14	View chart
Cameco Corporation (CCJ)	0.2	$5.6M		55k	101.86	View chart
Invesco S&P 500 Top 50 ETF S&p 500 Top 50 (XLG)	0.2	$5.4M	-3%	88k	61.23	View chart
Merck & Co (MRK)	0.2	$5.4M		42k	129.34	View chart
iShares Ibonds 2026 Treasury ETF Ibonds 26 Trm Ts (IBTG)	0.2	$5.2M		229k	22.89	View chart
Eaton Corp PLC F SHS (ETN)	0.2	$5.2M	+3%	12k	426.12	View chart
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG)	0.2	$5.0M		147k	33.84	View chart
Corning Incorporated (GLW)	0.2	$4.9M	+6%	19k	255.43	View chart
Global Payments (GPN)	0.2	$4.9M	-4%	68k	72.56	View chart
UnitedHealth (UNH)	0.2	$4.9M		12k	415.63	View chart
Cme (CME)	0.2	$4.9M	-3%	22k	220.83	View chart
iShares MSCI USA Quality Garp ETF Msci Usa Quality (GARP)	0.2	$4.8M	+29%	59k	82.55	View chart
PIMCO Dynamic Income Opp Com Ben Shs (PDO)	0.2	$4.8M	-7%	363k	13.35	View chart
Cheniere Energy Com New (LNG)	0.2	$4.8M		20k	239.01	View chart
Oracle Corporation (ORCL)	0.2	$4.8M		33k	146.55	View chart
Morgan Stanley Com New (MS)	0.2	$4.8M		23k	209.04	View chart
Applied Materials (AMAT)	0.2	$4.7M	-5%	6.5k	723.03	View chart
PIMCO Exch Traded Fund Enhan Shrt Ma Ac (MINT)	0.2	$4.7M	+4%	46k	100.81	View chart
Pinnacle Finl Partners (PNFP)	0.2	$4.7M		46k	100.88	View chart
Tesla Motors (TSLA)	0.2	$4.7M	-15%	11k	420.60	View chart
iShares Ibond Dec 2027 Muni ETF Ibonds Dec 27 (IBMP)	0.2	$4.6M	+11%	181k	25.42	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.6M		36k	126.58	View chart
Amplify Blockchain Technology ETF Blockchain Ldr (BLOK)	0.2	$4.5M	-5%	72k	62.63	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.2	$4.5M		46k	96.58	View chart
Freeport- Mcmoran CL B (FCX)	0.2	$4.4M		70k	62.89	View chart
Global X MLP & Energy Infrastructure ETF Glb X Mlp Enrg I (MLPX)	0.2	$4.4M		59k	73.66	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.2	$4.3M	-7%	29k	148.31	View chart
Invsc S P Internationl DVLP MNTM ETF S&p Intl Momnt (IDMO)	0.2	$4.2M	+13%	70k	60.29	View chart
iShares Ibonds 2028 Treasury ETF Ibonds 28 Trm Ts (IBTI)	0.2	$4.2M	+7%	191k	22.14	View chart
Parker-Hannifin Corporation (PH)	0.2	$4.2M		4.3k	978.12	View chart
Schwab Funda Emg MKTS Large Com ETF Schwb Fdt Emk Lg (FNDE)	0.2	$4.1M	+6%	104k	39.68	View chart
Ivsc S&P Intl HGH QL S&p Intl Qulty (IDHQ)	0.1	$4.1M	+80%	93k	43.71	View chart
MasTec (MTZ)	0.1	$4.0M	+3%	9.6k	416.06	View chart
Lowe's Companies (LOW)	0.1	$4.0M	-3%	18k	220.49	View chart
Trane Technologies SHS (TT)	0.1	$4.0M	-3%	8.1k	491.16	View chart
Vanguard Intermediate TRM TRSRY ETF Inter Term Treas (VGIT)	0.1	$3.9M		67k	58.98	View chart
Te Connectivity PLC Ord Ord Sh (TEL)	0.1	$3.9M		19k	201.61	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.8M	-6%	15k	255.67	View chart
Schwab US Large Cap Value Us Lcap Va Etf (SCHV)	0.1	$3.7M	-2%	106k	34.81	View chart
Waters Corporation (WAT)	0.1	$3.7M	-2%	9.8k	375.04	View chart
SCHW US Scap ETF Us Sml Cap Etf (SCHA)	0.1	$3.6M	-2%	100k	36.13	View chart
Qualcomm (QCOM)	0.1	$3.6M	-10%	20k	184.79	View chart
Wec Energy Group (WEC)	0.1	$3.6M		31k	116.77	View chart
Colgate-Palmolive Company (CL)	0.1	$3.5M		38k	91.68	View chart
Deere & Company (DE)	0.1	$3.5M		5.5k	635.95	View chart
iShares Ibond Dec 2028 Muni ETF Ibonds Dec 28 (IBMQ)	0.1	$3.4M	+3%	133k	25.58	View chart
Intercontinental Exchange (ICE)	0.1	$3.4M	-6%	27k	123.11	View chart
Vanguard Small Value ETF Sm Cp Val Etf (VBR)	0.1	$3.3M	+11%	14k	243.00	View chart
Vanguard FTSE All World ex US ETF Allwrld Ex Us (VEU)	0.1	$3.3M	-2%	40k	83.75	View chart
SCHW Emg MKT Eq ETF Emrg Mkteq Etf (SCHE)	0.1	$3.3M		90k	36.26	View chart
Kinder Morgan (KMI)	0.1	$3.1M	+2%	98k	31.97	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.1	$3.1M	-7%	242k	12.95	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.1	$3.1M		32k	98.98	View chart
JPMorgan Betabuilders Japan ETF Betabuldrs Japan (BBJP)	0.1	$3.1M	+17%	41k	75.31	View chart
Honeywell Aerospace (HONA)	0.1	$3.1M	NEW	14k	221.09	View chart
Vanguard Small Growth ETF Sml Cp Grw Etf (VBK)	0.1	$2.9M	+17%	8.0k	365.71	View chart
iShares TR Russell 2000 Russell 2000 Etf (IWM)	0.1	$2.9M		9.8k	300.45	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.9M	+9%	5.8k	501.83	View chart
Schwab Strategic TR Intrm TRM Tres Int-trm U.s Tres (SCHR)	0.1	$2.9M	+13%	118k	24.66	View chart
General Dynamics Corporation (GD)	0.1	$2.9M		8.2k	354.23	View chart
Disney Walt Com Disney (DIS)	0.1	$2.9M	+2%	30k	97.00	View chart
Pepsi (PEP)	0.1	$2.9M	-4%	21k	135.40	View chart
Linde SHS (LIN)	0.1	$2.8M	+4%	5.4k	518.93	View chart
Citigroup Com New (C)	0.1	$2.8M	+10%	20k	139.96	View chart
iShares Russell Top 200 ETF Rus Top 200 Etf (IWL)	0.1	$2.8M	+2%	15k	184.95	View chart
Union Pacific Corporation (UNP)	0.1	$2.8M	+12%	10k	272.01	View chart
Brown & Brown (BRO)	0.1	$2.7M		43k	64.15	View chart
Intel Corporation (INTC)	0.1	$2.7M	-2%	20k	139.63	View chart
Constellation Energy (CEG)	0.1	$2.7M	+4%	11k	248.37	View chart
Brookfield Infrastructure Corp Com Sub Vtg A (BIPC)	0.1	$2.7M	+36%	70k	38.50	View chart
L3harris Technologies (LHX)	0.1	$2.7M	+10%	9.2k	290.59	View chart
Illinois Tool Works (ITW)	0.1	$2.7M	-3%	9.8k	272.09	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	-12%	29k	90.74	View chart
iShares iBonds 2029 Corp ETF Ibonds Dec 29 (IBDU)	0.1	$2.6M	+27%	113k	23.16	View chart
Bio-techne Corporation (TECH)	0.1	$2.6M	-7%	37k	70.65	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.6M	-22%	5.2k	496.73	View chart
Invesco S & P Midcap Momentum ETF S&p Mdcp Momntum (XMMO)	0.1	$2.6M	+36%	15k	170.14	View chart
iShares Ibonds 2029 Treasury ETF Ibonds 29 Trm Ts (IBTJ)	0.1	$2.5M		118k	21.65	View chart
Automatic Data Processing (ADP)	0.1	$2.5M	-2%	11k	225.65	View chart
Costco Wholesale Corporation (COST)	0.1	$2.5M		2.7k	935.55	View chart
Aptus Defined Risk ETF Aptus Defined (DRSK)	0.1	$2.5M		86k	28.75	View chart
iShares Core 1 5 Year Usd Bond ETF Core 1 5 Yr Usd (ISTB)	0.1	$2.5M	+38%	51k	48.25	View chart
Enterprise Products Partners (EPD)	0.1	$2.4M		66k	36.76	View chart
American Express Company (AXP)	0.1	$2.4M	+7%	7.1k	338.25	View chart
Booking Holdings (BKNG)	0.1	$2.4M	+2314%	13k	178.24	View chart
Cardinal Health (CAH)	0.1	$2.4M		10k	237.56	View chart
Vanguard Mortgage Backed Mortg-back Sec (VMBS)	0.1	$2.4M	+3%	51k	46.81	View chart
iShares Ibond Dec 2029 Muni ETF Ibonds Dec 2029 (IBMR)	0.1	$2.4M	+4%	93k	25.39	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.4M	+3%	10k	229.57	View chart
SPDR Gold Trust Gold Shs (GLD)	0.1	$2.3M	+4%	6.3k	368.38	View chart
Old Republic International Corporation (ORI)	0.1	$2.3M	-10%	57k	40.92	View chart
Digital Realty Trust (DLR)	0.1	$2.3M		13k	179.58	View chart
Labcorp Holdings Com Sh (LH)	0.1	$2.2M		8.0k	280.00	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.1	$2.2M	-4%	36k	62.20	View chart
W.R. Berkley Corporation (WRB)	0.1	$2.2M		31k	71.13	View chart
Nucor Corporation (NUE)	0.1	$2.2M	+7%	9.8k	223.31	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.2M		11k	205.02	View chart
Woodward Governor Company (WWD)	0.1	$2.1M		5.0k	425.44	View chart
Ishs Resi And Multi Real Estate ETF Residential Mult (REZ)	0.1	$2.1M	+4%	23k	94.69	View chart
Vanguard Value Value Etf (VTV)	0.1	$2.1M	-10%	9.8k	217.92	View chart
iShares Total Usd Bond Market ETF Core Total Usd (IUSB)	0.1	$2.1M	+9%	46k	46.15	View chart
Martin Marietta Materials (MLM)	0.1	$2.1M	+25%	3.7k	576.70	View chart
Bristol Myers Squibb (BMY)	0.1	$2.1M	-3%	37k	57.62	View chart
Vanguard High Dividend Yield High Div Yld (VYM)	0.1	$2.1M	-2%	13k	158.03	View chart
iShares Russell Top 200 Growth ETF Rus Tp200 Gr Etf (IWY)	0.1	$2.1M	-4%	7.2k	290.62	View chart
iShares Floating Rate Bond ETF Fltg Rate Bd Etf (FLOT)	0.1	$2.1M	+11%	40k	51.05	View chart
Brookfield Corp F Class A Cl A Ltd Vt Sh (BN)	0.1	$2.1M		48k	42.59	View chart
Seagate Technology HLD F Ord Shs (STX)	0.1	$2.0M		2.1k	965.74	View chart
iShares Interntinl Aggrgt BND ETF Core Intl Aggr (IAGG)	0.1	$2.0M	+5%	40k	50.60	View chart
Vanguard Corp Bond ETF Int-term Corp (VCIT)	0.1	$2.0M	+20%	24k	82.65	View chart
iShares MSCI Emerging Ex China ETF Msci Emrg Chn (EMXC)	0.1	$2.0M	+39%	19k	102.30	View chart
iShares MSCI Brazil ETF Msci Brazil Etf (EWZ)	0.1	$2.0M	+49%	57k	34.50	View chart
CSX Corporation (CSX)	0.1	$2.0M	-2%	41k	47.53	View chart
iShares MSCI Norway ETF Msci Norway Etf (ENOR)	0.1	$2.0M	+50%	62k	31.42	View chart
Analog Devices (ADI)	0.1	$2.0M		4.9k	397.20	View chart
iShares TR Barclys 10-20YR 10-20 Yr Trs Etf (TLH)	0.1	$1.9M	+4%	19k	100.35	View chart
Wells Fargo & Company (WFC)	0.1	$1.9M	-3%	23k	82.64	View chart
Nasdaq Omx (NDAQ)	0.1	$1.9M	-4%	24k	78.82	View chart
KLA-Tencor Corporation (KLAC)	0.1	$1.9M	+893%	6.2k	301.71	View chart
Vanguard Consumer Discretionary ETF Consum Dis Etf (VCR)	0.1	$1.8M	-3%	4.7k	396.57	View chart
Ares Management Corp Class A Cl A Com Stk (ARES)	0.1	$1.8M	-2%	17k	111.31	View chart
iShares TR Russell 1000 Rus 1000 Etf (IWB)	0.1	$1.8M	+4%	4.4k	409.50	View chart
ConocoPhillips (COP)	0.1	$1.8M		17k	103.96	View chart
Norfolk Southern (NSC)	0.1	$1.8M	-7%	5.6k	314.59	View chart
Waste Connections (WCN)	0.1	$1.8M	-2%	11k	166.69	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$1.8M		12k	144.61	View chart

Past Filings by Leavell Investment Management

SEC 13F filings are viewable for Leavell Investment Management going back to 2011

Leavell Investment Management 2026 Q2 filed July 21, 2026
Leavell Investment Management 2026 Q1 filed May 12, 2026
Leavell Investment Management 2025 Q4 filed Feb. 9, 2026
Leavell Investment Management 2025 Q3 filed Oct. 28, 2025
Leavell Investment Management 2025 Q2 filed July 31, 2025
Leavell Investment Management 2025 Q1 filed April 30, 2025
Leavell Investment Management 2024 Q4 filed Jan. 29, 2025
Leavell Investment Management 2024 Q3 filed Nov. 1, 2024
Leavell Investment Management 2024 Q2 filed July 17, 2024
Leavell Investment Management 2024 Q1 filed April 24, 2024
Leavell Investment Management 2023 Q4 filed Jan. 23, 2024
Leavell Investment Management 2023 Q3 filed Oct. 16, 2023
Leavell Investment Management 2023 Q2 filed July 19, 2023
Leavell Investment Management 2023 Q1 filed April 13, 2023
Leavell Investment Management 2022 Q4 filed Jan. 17, 2023
Leavell Investment Management 2022 Q3 filed Oct. 17, 2022

View all past filings

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