LEAVELL INVESTMENT MANAGEMENT, INC.

Est. AUM

$2.39B

13F long equity only

Positions

590

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Nvidia Corp Com	COM	$154.8M	887,565	6.47%	SOLE
2	Vanguard Mega Cap ETF	MEGA CAP INDEX	$119.2M	504,340	4.98%	SOLE
3	Apple Inc	COM	$61.2M	241,303	2.56%	SOLE
4	Vanguard Mid Cap ETF	MID CAP ETF	$55.5M	193,401	2.32%	SOLE
5	Vanguard Mega Growth ETF	MEGA GRWTH IND	$46.4M	126,300	1.94%	SOLE
6	Vanguard S&P 500 ETF	S&P 500 ETF SHS	$40.6M	67,902	1.70%	SOLE
7	Vanguard FTSE Developed ETF	FTSE DEV MKT ETF	$37.3M	582,227	1.56%	SOLE
8	Schwab Fundamental Inl Large Com ETF	SCHWB FDT INT LG	$35.9M	734,098	1.50%	SOLE
9	Schwab Short U.S. Treasury ETF	SHT TM US TRES	$33.1M	1,364,383	1.38%	SOLE
10	Vanguard Large-Cap Index Fund ETF Shares	LARGE CAP ETF	$32.9M	110,036	1.37%	SOLE
11	Microsoft Corp	COM	$32.4M	87,490	1.35%	SOLE
12	iShares 1-5 Investment Grade Corp ETF	1-3 YR CR BD ETF	$31.7M	602,484	1.32%	SOLE
13	Vanguard Small Cap ETF	SMALL CP ETF	$29.2M	111,460	1.22%	SOLE
14	iShares Gold Trust	ISHARES NEW	$28.5M	323,632	1.19%	SOLE
15	Alphabet Inc Class C Cap STK	CAP STK CL C	$27.5M	95,888	1.15%	SOLE
16	SCHW Intl Eq ETF	INTL EQTY ETF	$27.3M	1,101,452	1.14%	SOLE
17	JPMorgan Chase & Co	COM	$26.7M	90,695	1.12%	SOLE
18	Vanguard Mega Value ETF	MEGA CAP VAL ETF	$25.5M	176,079	1.07%	SOLE
19	Wal-Mart Stores Inc	COM	$24.4M	195,926	1.02%	SOLE
20	Vanguard Total Bond ETF	TOTAL BND MRKT	$21.9M	297,401	0.92%	SOLE
21	Amazon Com Inc	COM	$21.2M	101,676	0.89%	SOLE
22	iShares TR Barclys MBS BD	MBS ETF	$21.1M	221,906	0.88%	SOLE
23	SPDR S&P 500 ETF TST.	TR UNIT	$20.7M	31,814	0.87%	SOLE
24	iShares Core S&P Mid-Cap ETF	CORE S&P MCP ETF	$19.1M	282,333	0.80%	SOLE
25	The Southern Company	COM	$17.9M	185,547	0.75%	SOLE
26	Schwab US Large Cap ETF	US LRG CAP ETF	$17.0M	662,085	0.71%	SOLE
27	Abbvie Inc	COM	$16.3M	75,024	0.68%	SOLE
28	Sprott Physical Gold Trust	UNIT	$16.2M	457,703	0.68%	SOLE
29	Exxon Mobil Corporation	COM	$14.9M	87,703	0.62%	SOLE
30	Blackstone Group Inc	COM CL A	$14.7M	127,956	0.62%	SOLE
31	Vanguard FTSE Emerging Markets ETF	FTSE EMR MKT ETF	$14.3M	264,378	0.60%	SOLE
32	Home Depot Inc	COM	$14.2M	43,240	0.59%	SOLE
33	Vanguard Short Term Bond ETF	SHORT TRM BOND	$13.8M	176,236	0.58%	SOLE
34	Sprott Physical Silver Trust	TR UNIT	$13.8M	565,316	0.58%	SOLE
35	Vanguard Total US Stock Mkt ETF	TOTAL STK MKT	$13.5M	41,960	0.56%	SOLE
36	Schwab US Broad Mkt ETF	US BRD MKT ETF	$13.0M	518,199	0.54%	SOLE
37	iShares 3-7 YR TR BD ETF	3 7 YR TREAS BD	$12.5M	105,454	0.52%	SOLE
38	Vanguard DIV Appreciation ETF	DIV APP ETF	$12.4M	57,590	0.52%	SOLE
39	Vanguard Total World Stock ETF	TT WRLD ST ETF	$12.3M	89,206	0.52%	SOLE
40	Oneok Inc New	COM	$12.3M	136,512	0.52%	SOLE
41	Chevron Corporation	COM	$12.3M	59,208	0.51%	SOLE
42	McDonalds Corp	COM	$11.9M	38,198	0.50%	SOLE
43	Alphabet Inc Class A Cap STK	CAP STK CL A	$11.7M	40,710	0.49%	SOLE
44	Vanguard Mid Cap Value ETF	MCAP VL IDXVIP	$11.7M	63,354	0.49%	SOLE
45	Vanguard Core Plus Bond ETF	CORE-PLUS BD ETF	$11.7M	150,222	0.49%	SOLE
46	iShares 0-5 Year TIPS Bond ETF	0-5 YR TIPS ETF	$11.5M	110,737	0.48%	SOLE
47	Mid-Amer Apt CMNTYS Com	COM	$11.3M	92,820	0.47%	SOLE
48	Berkshire Hathaway B New	CL B NEW	$11.2M	23,422	0.47%	SOLE
49	iShares Core S&P 500 ETF	CORE S&P500 ETF	$11.1M	16,952	0.46%	SOLE
50	Caterpillar Inc	COM	$10.8M	15,236	0.45%	SOLE

1–50 of 590

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.