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Leavell Investment Management, Inc.

Portfolio Manager
Leavell Investment Management, Inc.
Performance
+2.00% (2025 Q4)
AUM (13F)
$2.44B
# of Holdings
603
Performance Rank
Allocation (Top 20)
36.59%

Leavell Investment Management, Inc. Holdings Map

Top 50 Leavell Investment Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
Nvidia Corp Com
6.35%887.6K$154.8M
-1.33%(-11.93K)
2025-Q1: 1.02M shares2025-Q2: 1.01M shares2025-Q3: 948.0K shares2025-Q4: 899.5K shares2026-Q1: 887.6K shares
$1.57(+14904.80%)
2026-03-31
MGC
Vanguard Mega Cap ETF
4.89%504.3K$119.2M
+0.76%(+3.79K)
2025-Q1: 481.0K shares2025-Q2: 494.2K shares2025-Q3: 501.7K shares2025-Q4: 500.6K shares2026-Q1: 504.3K shares
$129.27(+113.16%)
2026-03-31
AAPL
Apple Inc
2.51%241.3K$61.2M
+1.50%(+3.57K)
2025-Q1: 257.3K shares2025-Q2: 256.3K shares2025-Q3: 242.0K shares2025-Q4: 237.7K shares2026-Q1: 241.3K shares
$39.68(+651.54%)
2026-03-31
VO
Vanguard Mid Cap ETF
2.28%193.4K$55.5M
+0.73%(+1.41K)
2025-Q1: 182.1K shares2025-Q2: 184.8K shares2025-Q3: 190.8K shares2025-Q4: 192.0K shares2026-Q1: 193.4K shares
$38.62(+100.72%)
2026-03-31
MGK
Vanguard Mega Growth ETF
1.9%126.3K$46.4M
+3.16%(+3.87K)
2025-Q1: 119.4K shares2025-Q2: 119.5K shares2025-Q3: 121.5K shares2025-Q4: 122.4K shares2026-Q1: 126.3K shares
$36.69(+144.55%)
2026-03-31
VOO
Vanguard S&P 500 ETF
1.66%67.9K$40.6M
+5.45%(+3.51K)
2025-Q1: 59.5K shares2025-Q2: 62.7K shares2025-Q3: 62.8K shares2025-Q4: 64.4K shares2026-Q1: 67.9K shares
$380.88(+80.56%)
2026-03-31
VEA
Vanguard FTSE Developed ETF
1.53%582.2K$37.3M
+3.99%(+22.35K)
2025-Q1: 539.2K shares2025-Q2: 551.6K shares2025-Q3: 560.7K shares2025-Q4: 559.9K shares2026-Q1: 582.2K shares
$46.61(+51.39%)
2026-03-31
FNDF
Schwab Fundamental Inl Large Com ETF
1.47%734.1K$35.9M
+4.61%(+32.33K)
2025-Q1: 677.1K shares2025-Q2: 681.7K shares2025-Q3: 686.2K shares2025-Q4: 701.8K shares2026-Q1: 734.1K shares
$32.56(+64.73%)
2026-03-31
SCHO
Schwab Short U.S. Treasury ETF
1.36%1.36M$33.1M
+6.19%(+79.51K)
2025-Q1: 1.14M shares2025-Q2: 1.18M shares2025-Q3: 1.24M shares2025-Q4: 1.28M shares2026-Q1: 1.36M shares
$24.73(-2.34%)
2026-03-31
VV
Vanguard Large-Cap Index Fund ETF Shares
1.35%110.0K$32.9M
+5.71%(+5.94K)
2025-Q1: 107.0K shares2025-Q2: 104.8K shares2025-Q3: 104.3K shares2025-Q4: 104.1K shares2026-Q1: 110.0K shares
$90.40(+280.47%)
2026-03-31

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