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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 17.93% of Leavell Investment Management's stock portfolio.
Added to shares of these 10 stocks: TIP (+$6.9M), EWY, PNFP, XOM, PHYS, IGSB, BBJP, FNDX, BRK.B, VOO.
Started 39 new stock positions in SSRM, TTC, SPYM, AMLP, BRC, PNFP, SPDW, AEM, AWP, IBTM.
Reduced shares in these 10 stocks: JAAA (-$5.5M), SNV, V, NVDA, BX, IEI, AstraZeneca, IBMP, MDY, IBMO.
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, A, ARM, AstraZeneca, BP, THRO, BSX, CPNG, AUSF, PHO. OEF, LNC, NVO, ORN, OTIS, CALF, SONY, SNV, UDR, XYL.
Leavell Investment Management was a net buyer of stock by $67M.
Leavell Investment Management has $2.4B in assets under management (AUM), dropping by 1.46%.
Central Index Key (CIK): 0000924181

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Portfolio Holdings for Leavell Investment Management

Leavell Investment Management holds 603 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Leavell Investment Management has 603 total positions. Only the first 250 positions are shown.

Sign up to view all of the Leavell Investment Management March 31, 2026 positions
Download the Leavell Investment Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.3	$155M		888k	174.41	View chart
Vanguard Mega Cap ETF Mega Cap Index (MGC)	4.9	$119M		504k	236.35	View chart
Apple (AAPL)	2.5	$61M		241k	253.79	View chart
Vanguard Mid Cap ETF Mid Cap Etf (VO)	2.3	$56M		193k	287.18	View chart
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)	1.9	$46M	+3%	126k	367.44	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	1.7	$41M	+5%	68k	597.55	View chart
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)	1.5	$37M	+3%	582k	64.08	View chart
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)	1.5	$36M	+4%	734k	48.93	View chart
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)	1.4	$33M	+6%	1.4M	24.27	View chart
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)	1.3	$33M	+5%	110k	298.85	View chart
Microsoft Corporation (MSFT)	1.3	$32M		88k	370.17	View chart
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)	1.3	$32M	+9%	603k	52.56	View chart
Vanguard Small Cap ETF Small Cp Etf (VB)	1.2	$29M		112k	261.92	View chart
iShares Gold Trust Ishares New (IAU)	1.2	$29M	+6%	324k	88.16	View chart
Alphabet Inc Class C Cap STK Cap Stk Cl C (GOOG)	1.1	$28M		96k	286.86	View chart
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)	1.1	$27M		1.1M	24.75	View chart
JPMorgan Chase & Co. (JPM)	1.1	$27M		91k	294.16	View chart
Vanguard Mega Value ETF Mega Cap Val Etf (MGV)	1.0	$26M	+4%	176k	144.95	View chart
Wal-Mart Stores (WMT)	1.0	$24M		196k	124.53	View chart
Vanguard Total Bond ETF Total Bnd Mrkt (BND)	0.9	$22M	+7%	297k	73.64	View chart
Sprott Physical Gold Trust Physical Gold Tr (PHYS)	0.9	$21M	+16%	602k	35.44	View chart
Amazon (AMZN)	0.9	$21M		102k	208.27	View chart
iShares TR Barclys MBS BD Mbs Etf (MBB)	0.9	$21M	+2%	222k	94.95	View chart
Spdr S&p 500 Etf Tst. Tr Unit (SPY)	0.9	$21M		32k	652.13	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.8	$19M		282k	67.53	View chart
Southern Company (SO)	0.7	$18M		186k	96.52	View chart
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)	0.7	$17M		662k	25.64	View chart
Abbvie (ABBV)	0.7	$16M		75k	217.49	View chart
iShares 0 To 3 MNTH Treasury BND ETF 0-3 Mnth Treasry (SGOV)	0.6	$15M	-3%	153k	100.66	View chart
Exxon Mobil Corporation (XOM)	0.6	$15M	+29%	88k	169.66	View chart
Blackstone Group Com Cl A (BX)	0.6	$15M	-9%	128k	114.99	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.6	$14M	+7%	264k	54.05	View chart
Home Depot (HD)	0.6	$14M	-2%	43k	328.89	View chart
Vanguard Short Term Bond ETF Short Trm Bond (BSV)	0.6	$14M	+10%	176k	78.41	View chart
Sprott Physical Silver Trust Tr Unit (PSLV)	0.6	$14M	+7%	565k	24.39	View chart
Vanguard Total US Stock Mkt ETF Total Stk Mkt (VTI)	0.6	$14M		42k	320.81	View chart
Schwab US Broad Mkt ETF Us Brd Mkt Etf (SCHB)	0.5	$13M		518k	25.10	View chart
iShares 3-7 YR TR BD ETF 3 7 Yr Treas Bd (IEI)	0.5	$13M	-9%	106k	118.60	View chart
Vanguard DIV Appreciation ETF Div App Etf (VIG)	0.5	$12M		58k	215.06	View chart
Oneok (OKE)	0.5	$12M	+2%	137k	90.39	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	0.5	$12M		89k	138.32	View chart
Chevron Corporation (CVX)	0.5	$12M	+9%	59k	206.90	View chart
McDonald's Corporation (MCD)	0.5	$12M	-2%	38k	310.79	View chart
Alphabet Inc Class A Cap STK Cap Stk Cl A (GOOGL)	0.5	$12M		41k	287.56	View chart
Vanguard Mid Cap Value ETF Mcap Vl Idxvip (VOE)	0.5	$12M	+2%	63k	184.28	View chart
Vanguard Core Plus Bond ETF Core-plus Bd Etf (VPLS)	0.5	$12M	+20%	150k	77.59	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.5	$12M	+11%	111k	103.43	View chart
Mid-America Apartment (MAA)	0.5	$11M		93k	122.12	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.5	$11M	+23%	23k	479.20	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.5	$11M	+3%	17k	653.22	View chart
Caterpillar (CAT)	0.4	$11M		15k	708.45	View chart
Schwab Fundamental US Large Co ETF Schwab Fdt Us Lg (FNDX)	0.4	$11M	+26%	382k	27.85	View chart
Vulcan Materials Company (VMC)	0.4	$11M		39k	272.30	View chart
SCH US DIV Equity ETF Us Dividend Eq (SCHD)	0.4	$11M		343k	30.68	View chart
Visa Inc CL A Com Cl A (V)	0.4	$11M	-17%	35k	302.24	View chart
Goldman SCHS JST US LRG CP Eq ETF IV Just Us Lrg Cp (JUST)	0.4	$10M		113k	92.50	View chart
Schwab US Mid Cap ETF Us Mid-cap Etf (SCHM)	0.4	$10M		335k	30.96	View chart
Lockheed Martin Corporation (LMT)	0.4	$10M		17k	604.39	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.4	$10M		18k	577.17	View chart
Vanguard Information Technology ETF Inf Tech Etf (VGT)	0.4	$10M	-3%	15k	697.70	View chart
Johnson & Johnson (JNJ)	0.4	$9.9M	+2%	41k	244.44	View chart
AFLAC Incorporated (AFL)	0.4	$9.7M	-3%	88k	109.71	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.4	$9.4M	+276%	85k	110.36	View chart
iShares iBonds 2026 Corp ETF Ibonds Dec2026 (IBDR)	0.4	$9.3M	+3%	384k	24.24	View chart
iShares Core MSCI Intrl DVLP MKT ETF Core Msci Intl (IDEV)	0.4	$9.3M	+10%	111k	83.57	View chart
Palantir Technologies In Class A Cl A (PLTR)	0.4	$9.2M		63k	146.28	View chart
Vanguard Short Term Corporate ETF Shrt Trm Corp Bd (VCSH)	0.4	$9.2M		116k	79.27	View chart
Phillips 66 (PSX)	0.4	$8.6M		47k	182.18	View chart
Globe Life (GL)	0.4	$8.6M		62k	139.17	View chart
iShares Silver Trust Ishares (SLV)	0.3	$8.3M	-4%	122k	68.14	View chart
Bloomberg Commodity Index Strategy ETF Bbrg All Comd K1 (BCI)	0.3	$7.9M		326k	24.29	View chart
Wheaton Precious Metals Corp (WPM)	0.3	$7.7M	-4%	59k	131.21	View chart
Doubleline Commercial Real Estate ETF Commercial Real (DCRE)	0.3	$7.7M	+6%	148k	51.96	View chart
iShares iBonds 2027 Corp ETF Ibonds 27 Etf (IBDS)	0.3	$7.6M	+17%	314k	24.24	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.3	$7.6M	+2%	98k	77.11	View chart
Columbia Em Core Ex-China ETF Em Core Ex Etf (XCEM)	0.3	$7.5M	+5%	184k	40.81	View chart
Columbia Research Enhanced Core ETF Resh Enhnc Cor (RECS)	0.3	$7.4M	+11%	190k	38.98	View chart
Waste Management (WM)	0.3	$7.4M		32k	229.79	View chart
Ge Vernova (GEV)	0.3	$7.3M		8.4k	873.40	View chart
Procter & Gamble Company (PG)	0.3	$7.2M		50k	144.44	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.3	$7.2M	-4%	38k	191.92	View chart
Eli Lilly & Co. (LLY)	0.3	$7.2M		7.8k	919.83	View chart
Meta Platforms Cl A (META)	0.3	$7.2M	+4%	13k	572.14	View chart
Broadcom (AVGO)	0.3	$7.2M		23k	309.51	View chart
Vanguard Intl Dividend Intl Dvd Etf (VIGI)	0.3	$7.1M	-11%	81k	88.46	View chart
SCH US Agg BND ETF Us Aggregate B (SCHZ)	0.3	$7.1M	-3%	306k	23.22	View chart
Vanguard Mid Growth ETF Mcap Gr Idxvip (VOT)	0.3	$7.1M	+2%	28k	257.35	View chart
iShares TR MSCI Acwi Indx Msci Acwi Etf (ACWI)	0.3	$7.0M		50k	138.37	View chart
Argan (AGX)	0.3	$6.8M		13k	544.65	View chart
Regions Financial Corporation (RF)	0.3	$6.7M	+2%	256k	26.39	View chart
Cme (CME)	0.3	$6.7M	-2%	23k	295.34	View chart
iShares TR Barclys 7-10 YR 7-10 Yr Trsy Bd (IEF)	0.3	$6.7M	+4%	70k	95.44	View chart
Servisfirst Bancshares (SFBS)	0.3	$6.6M		91k	72.83	View chart
iShares Ibond Dec 2026 Muni ETF Ibonds Dec 26 (IBMO)	0.3	$6.6M	-14%	256k	25.63	View chart
Mastercard Cl A (MA)	0.3	$6.5M		13k	499.67	View chart
Cisco Systems (CSCO)	0.3	$6.5M	+2%	84k	77.59	View chart
Ishars Edg MSCI USA QLTY FCTR ETF Msci Usa Qlt Fct (QUAL)	0.3	$6.5M	-2%	34k	191.81	View chart
Quanta Services (PWR)	0.3	$6.5M		12k	549.02	View chart
Amgen (AMGN)	0.3	$6.3M		18k	351.85	View chart
iShares MSCI Korea ETF Msci Sth Kor Etf (EWY)	0.3	$6.3M	+228%	51k	123.01	View chart
Honeywell International (HON)	0.3	$6.2M		28k	226.03	View chart
Vanguard Extended MKT. ETF Extend Mkt Etf (VXF)	0.3	$6.2M	+2%	30k	205.80	View chart
Goldman Sachs (GS)	0.3	$6.2M	+10%	7.3k	845.99	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.3	$6.1M		14k	426.41	View chart
International Business Machines (IBM)	0.2	$6.1M	+2%	25k	242.39	View chart
Lam Research Corporation Com New (LRCX)	0.2	$6.1M	+3%	28k	213.92	View chart
Ishs MSCI Intl Quality Fact ETF Msci Intl Qualty (IQLT)	0.2	$6.0M	+7%	130k	46.23	View chart
Cameco Corporation (CCJ)	0.2	$5.9M		55k	108.61	View chart
iShares 1-3 Year Treasury Bond ETF 1-3 Yr Tr Bd Etf (SHY)	0.2	$5.7M	+2%	70k	82.57	View chart
Cheniere Energy Com New (LNG)	0.2	$5.7M	+2%	20k	283.76	View chart
Franklin FTSE South Korea ETF Ftse South Korea (FLKR)	0.2	$5.7M	+9%	143k	39.87	View chart
Coca-Cola Company (KO)	0.2	$5.5M		72k	76.58	View chart
Emerson Electric (EMR)	0.2	$5.5M		42k	131.02	View chart
Invesco S&P 500 Quality ETF S&p500 Quality (SPHQ)	0.2	$5.4M	+48%	72k	75.19	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	0.2	$5.4M	+24%	77k	69.75	View chart
iShares Ibonds 2027 Treasury ETF Ibonds 27 Trm Ts (IBTH)	0.2	$5.3M	+21%	238k	22.43	View chart
iShares Ibonds 2026 Treasury ETF Ibonds 26 Trm Ts (IBTG)	0.2	$5.3M	-4%	230k	22.91	View chart
SPDR S&P Midcap 400 ETF Utser1 S&pdcrp (MDY)	0.2	$5.2M	-18%	8.4k	618.28	View chart
iShares iBonds 2028 Corp ETF Ibds Dec28 Etf (IBDT)	0.2	$5.2M	+25%	205k	25.33	View chart
PIMCO Dynamic Income Opp Com Ben Shs (PDO)	0.2	$5.1M		393k	13.06	View chart
Invesco S&P 500 Top 50 ETF S&p 500 Top 50 (XLG)	0.2	$5.0M	-5%	92k	54.55	View chart
Merck & Co (MRK)	0.2	$5.0M	+7%	41k	121.14	View chart
General Electric Com New (GE)	0.2	$5.0M		18k	284.24	View chart
Vanguard Growth Growth Etf (VUG)	0.2	$5.0M		11k	436.79	View chart
Tesla Motors (TSLA)	0.2	$4.8M	+5%	13k	371.75	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.8M		25k	194.14	View chart
Oracle Corporation (ORCL)	0.2	$4.8M	-8%	33k	147.11	View chart
Global Payments (GPN)	0.2	$4.8M		71k	67.30	View chart
Franklin FTSE Japan ETF Ftse Japan Etf (FLJP)	0.2	$4.7M	+12%	131k	36.18	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.7M		36k	130.94	View chart
Steel Dynamics (STLD)	0.2	$4.7M		26k	180.54	View chart
Yandex N V CL A F Shs Class A (NBIS)	0.2	$4.7M		45k	103.76	View chart
Intercontinental Exchange (ICE)	0.2	$4.6M		29k	157.28	View chart
Goldman Sachs Trsryaccs 1 YR ETF Treasuryaccess (GBIL)	0.2	$4.6M	+4%	46k	100.19	View chart
PIMCO Exch Traded Fund Enhan Shrt Ma Ac (MINT)	0.2	$4.5M	+10%	44k	100.57	View chart
Global X MLP & Energy Infrastructure ETF Glb X Mlp Enrg I (MLPX)	0.2	$4.4M	-5%	60k	73.94	View chart
Lowe's Companies (LOW)	0.2	$4.4M		19k	236.28	View chart
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG)	0.2	$4.2M	+9%	145k	29.13	View chart
Eaton Corp PLC F SHS (ETN)	0.2	$4.2M		12k	357.67	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.2	$4.2M		46k	90.53	View chart
iShares Ibond Dec 2027 Muni ETF Ibonds Dec 27 (IBMP)	0.2	$4.1M	-22%	162k	25.44	View chart
Freeport- Mcmoran CL B (FCX)	0.2	$4.0M	+3%	69k	58.78	View chart
Te Connectivity PLC Ord Ord Sh (TEL)	0.2	$4.0M		19k	209.02	View chart
Pinnacle Finl Partners (PNFP)	0.2	$4.0M	NEW	46k	86.14	View chart
iShares Ibonds 2028 Treasury ETF Ibonds 28 Trm Ts (IBTI)	0.2	$4.0M	+27%	178k	22.28	View chart
Vanguard Intermediate TRM TRSRY ETF Inter Term Treas (VGIT)	0.2	$4.0M	+4%	67k	59.55	View chart
Invesco S&P 500 Momentum ETF S&p 500 Momntm (SPMO)	0.2	$3.9M	+34%	35k	112.11	View chart
Marathon Petroleum Corp (MPC)	0.2	$3.9M	-3%	16k	244.18	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.2	$3.9M	-3%	31k	124.31	View chart
A S M L Holding NV New F N Y Registry Shs (ASML)	0.2	$3.9M		2.9k	1320.83	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.8M		4.3k	895.24	View chart
Amplify Blockchain Technology ETF Blockchain Ldr (BLOK)	0.2	$3.8M	-10%	76k	49.81	View chart
Schwab Funda Emg MKTS Large Com ETF Schwb Fdt Emk Lg (FNDE)	0.2	$3.7M	+14%	97k	38.26	View chart
Morgan Stanley Com New (MS)	0.2	$3.7M	-2%	23k	164.57	View chart
Wec Energy Group (WEC)	0.1	$3.6M		31k	115.77	View chart
Micron Technology (MU)	0.1	$3.5M	+39%	11k	337.99	View chart
Trane Technologies SHS (TT)	0.1	$3.5M		8.4k	416.74	View chart
Pepsi (PEP)	0.1	$3.5M	-2%	22k	155.29	View chart
Invsc S P Internationl DVLP MNTM ETF S&p Intl Momnt (IDMO)	0.1	$3.4M	+32%	62k	54.84	View chart
Abbott Laboratories (ABT)	0.1	$3.4M	-5%	33k	102.67	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.1	$3.4M	-2%	261k	12.95	View chart
Schwab US Large Cap Value Us Lcap Va Etf (SCHV)	0.1	$3.3M	-3%	109k	30.50	View chart
iShares Ibond Dec 2028 Muni ETF Ibonds Dec 28 (IBMQ)	0.1	$3.3M	+3%	129k	25.53	View chart
Colgate-Palmolive Company (CL)	0.1	$3.3M		38k	85.23	View chart
Kinder Morgan (KMI)	0.1	$3.2M	-17%	96k	33.53	View chart
UnitedHealth (UNH)	0.1	$3.2M	-10%	12k	270.59	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.1	$3.2M	+14%	32k	99.27	View chart
Deere & Company (DE)	0.1	$3.1M		5.5k	564.92	View chart
Vanguard FTSE All World ex US ETF Allwrld Ex Us (VEU)	0.1	$3.1M	+12%	41k	75.10	View chart
MasTec (MTZ)	0.1	$3.0M	+28%	9.3k	321.74	View chart
Waters Corporation (WAT)	0.1	$3.0M	+8%	10k	297.80	View chart
SCHW US Scap ETF Us Sml Cap Etf (SCHA)	0.1	$3.0M		102k	29.08	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$3.0M		6.7k	446.54	View chart
SCHW Emg MKT Eq ETF Emrg Mkteq Etf (SCHE)	0.1	$3.0M		90k	32.95	View chart
Constellation Energy (CEG)	0.1	$2.9M	+8%	11k	279.25	View chart
iShares MSCI USA Quality Garp ETF Msci Usa Quality (GARP)	0.1	$2.9M	+119%	45k	63.97	View chart
L3harris Technologies (LHX)	0.1	$2.9M		8.3k	345.15	View chart
Brown & Brown (BRO)	0.1	$2.8M		44k	65.21	View chart
Qualcomm (QCOM)	0.1	$2.8M	-7%	22k	128.78	View chart
Disney Walt Com Disney (DIS)	0.1	$2.8M	-8%	29k	96.38	View chart
General Dynamics Corporation (GD)	0.1	$2.8M		8.1k	343.24	View chart
Vanguard Small Value ETF Sm Cp Val Etf (VBR)	0.1	$2.7M	+3%	12k	217.25	View chart
Costco Wholesale Corporation (COST)	0.1	$2.7M	+2%	2.7k	996.51	View chart
Illinois Tool Works (ITW)	0.1	$2.6M		10k	261.91	View chart
SPDR Gold Trust Gold Shs (GLD)	0.1	$2.6M		6.1k	430.29	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.6M		5.3k	492.00	View chart
iShares Ibonds 2029 Treasury ETF Ibonds 29 Trm Ts (IBTJ)	0.1	$2.6M	+28%	119k	21.84	View chart
GE Healthcare Technologi Common Stock (GEHC)	0.1	$2.6M		37k	71.18	View chart
Schwab Strategic TR Intrm TRM Tres Int-trm U.s Tres (SCHR)	0.1	$2.6M	+102%	104k	24.91	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.6M	-2%	11k	243.08	View chart
Old Republic International Corporation (ORI)	0.1	$2.5M	-9%	64k	39.90	View chart
Linde SHS (LIN)	0.1	$2.5M		5.1k	495.74	View chart
Enterprise Products Partners (EPD)	0.1	$2.5M		66k	37.84	View chart
Corning Incorporated (GLW)	0.1	$2.5M	+16%	18k	135.97	View chart
iShares TR Russell 2000 Russell 2000 Etf (IWM)	0.1	$2.4M	-3%	9.8k	248.00	View chart
Advanced Micro Devices (AMD)	0.1	$2.4M		12k	203.43	View chart
JPMorgan Betabuilders Japan ETF Betabuldrs Japan (BBJP)	0.1	$2.4M	NEW	35k	68.91	View chart
Aptus Defined Risk ETF Aptus Defined (DRSK)	0.1	$2.4M		86k	27.33	View chart
Applied Materials (AMAT)	0.1	$2.3M		6.9k	341.79	View chart
Automatic Data Processing (ADP)	0.1	$2.3M		12k	204.89	View chart
iShares Russell Top 200 ETF Rus Top 200 Etf (IWL)	0.1	$2.3M		15k	160.48	View chart
Booking Holdings (BKNG)	0.1	$2.3M	-7%	556.00	4210.32	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.1	$2.3M	+2%	37k	62.56	View chart
Digital Realty Trust (DLR)	0.1	$2.3M	-12%	13k	180.21	View chart
Vanguard Mortgage Backed Mortg-back Sec (VMBS)	0.1	$2.3M	+3%	49k	46.95	View chart
Bristol Myers Squibb (BMY)	0.1	$2.3M		38k	60.65	View chart
ConocoPhillips (COP)	0.1	$2.3M		17k	132.00	View chart
iShares Ibond Dec 2029 Muni ETF Ibonds Dec 2029 (IBMR)	0.1	$2.3M		89k	25.35	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M	-2%	9.0k	242.62	View chart
Vanguard Value Value Etf (VTV)	0.1	$2.2M	+3%	11k	196.21	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.1M		9.9k	216.58	View chart
Labcorp Holdings Com Sh (LH)	0.1	$2.1M		8.0k	266.81	View chart
Nasdaq Omx (NDAQ)	0.1	$2.1M	-3%	25k	84.89	View chart
Cardinal Health (CAH)	0.1	$2.1M		10k	211.31	View chart
Bio-techne Corporation (TECH)	0.1	$2.1M		40k	52.26	View chart
Celsius HLDGS Com New (CELH)	0.1	$2.1M		58k	35.48	View chart
Vanguard Small Growth ETF Sml Cp Grw Etf (VBK)	0.1	$2.1M	+5%	6.8k	302.25	View chart
Horizons Trust I DAX Germany ETF IV Dax Germany Etf (DAX)	0.1	$2.1M	NEW	49k	42.16	View chart
iShares iBonds 2029 Corp ETF Ibonds Dec 29 (IBDU)	0.1	$2.1M	+16%	88k	23.26	View chart
W.R. Berkley Corporation (WRB)	0.1	$2.1M		31k	66.28	View chart
Verizon Communications (VZ)	0.1	$2.0M		41k	50.20	View chart
Uber Technologies (UBER)	0.1	$2.0M		28k	71.93	View chart
Brookfield Infrastructure Corp Com Sub Vtg A (BIPC)	0.1	$2.0M	+6%	51k	39.52	View chart
Citigroup Com New (C)	0.1	$2.0M	-14%	18k	113.41	View chart
Vanguard High Dividend Yield High Div Yld (VYM)	0.1	$2.0M	+2%	14k	148.09	View chart
American Express Company (AXP)	0.1	$2.0M	+4%	6.6k	302.47	View chart
Brookfield Corp F Class A Cl A Ltd Vt Sh (BN)	0.1	$2.0M		49k	40.47	View chart
iShares Total Usd Bond Market ETF Core Total Usd (IUSB)	0.1	$1.9M	+11%	42k	46.19	View chart
Wells Fargo & Company (WFC)	0.1	$1.9M	+2%	24k	79.61	View chart
iShares Russell Top 200 Growth ETF Rus Tp200 Gr Etf (IWY)	0.1	$1.9M	-7%	7.6k	248.84	View chart
iShares Interntinl Aggrgt BND ETF Core Intl Aggr (IAGG)	0.1	$1.9M	+31%	38k	50.04	View chart
Ares Management Corp Class A Cl A Com Stk (ARES)	0.1	$1.9M	-19%	17k	109.10	View chart
iShares Floating Rate Bond ETF Fltg Rate Bd Etf (FLOT)	0.1	$1.8M		36k	50.95	View chart
iShares TR Barclys 10-20YR 10-20 Yr Trs Etf (TLH)	0.1	$1.8M	+9%	18k	100.72	View chart
Ivsc S&P Intl HGH QL S&p Intl Qulty (IDHQ)	0.1	$1.8M	+51%	52k	35.37	View chart
Nextera Energy (NEE)	0.1	$1.8M		19k	92.88	View chart
Woodward Governor Company (WWD)	0.1	$1.8M		5.0k	357.92	View chart
iShares Core 1 5 Year Usd Bond ETF Core 1 5 Yr Usd (ISTB)	0.1	$1.8M	+160%	37k	48.46	View chart
Ishs Resi And Multi Real Estate ETF Residential Mult (REZ)	0.1	$1.8M	+6%	22k	83.21	View chart
Waste Connections (WCN)	0.1	$1.8M		11k	162.44	View chart
Banco Bilbao Argen ADR F Sponsored Adr (BBVA)	0.1	$1.8M	+41%	81k	21.66	View chart
Norfolk Southern (NSC)	0.1	$1.8M		6.1k	287.00	View chart
CSX Corporation (CSX)	0.1	$1.7M	+6%	43k	41.05	View chart
Vanguard Consumer Discretionary ETF Consum Dis Etf (VCR)	0.1	$1.7M	-6%	4.8k	359.05	View chart
Shell Spon Ads (SHEL)	0.1	$1.7M		19k	93.00	View chart
Martin Marietta Materials (MLM)	0.1	$1.7M		2.9k	588.68	View chart
SPDR Russell 1000 Yield Focus ETF Russell Yield (ONEY)	0.1	$1.7M		14k	120.05	View chart
Vanguard Corp Bond ETF Int-term Corp (VCIT)	0.1	$1.7M	-7%	20k	82.75	View chart
Corteva (CTVA)	0.1	$1.7M		20k	83.71	View chart
Philip Morris International (PM)	0.1	$1.6M		9.7k	166.81	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 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
Leavell Investment Management 2022 Q2 filed July 28, 2022

View all past filings

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