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Special Opportunities Fund shares owned by Leavell Investment Management

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 17k 13.47

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Alphabet Inc Class C Cap STK Cap Stk Cl C (GOOG)
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Vanguard Small Cap ETF Small Cp Etf (VB)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)

View all positions for Leavell Investment Management

Top funds holding Special Opportunities Fund

Colony
Shaker Financial Services
Blue Bell Private Wealth Management
CSS
Scotia Capital
Advisors Asset Management
Morgan Stanley
GatePass Capital
First Manhattan
Oppenheimer & Co
Raymond James Financial
Nbc Securities
Permanent Capital Management
Commonwealth Equity Services
Cetera Investment Advisers

View all funds holding Special Opportunities Fund