Top 50 Leavell Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp Com | 6.35% | 887.6K | $154.8M | -1.33%(-11.93K) | $1.57(+14904.80%) | 2026-03-31 | |
| MGC | Vanguard Mega Cap ETF | 4.89% | 504.3K | $119.2M | +0.76%(+3.79K) | $129.27(+113.16%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.51% | 241.3K | $61.2M | +1.50%(+3.57K) | $39.68(+651.54%) | 2026-03-31 | |
| VO | Vanguard Mid Cap ETF | 2.28% | 193.4K | $55.5M | +0.73%(+1.41K) | $38.62(+100.72%) | 2026-03-31 | |
| MGK | Vanguard Mega Growth ETF | 1.9% | 126.3K | $46.4M | +3.16%(+3.87K) | $36.69(+144.55%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 1.66% | 67.9K | $40.6M | +5.45%(+3.51K) | $380.88(+80.56%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed ETF | 1.53% | 582.2K | $37.3M | +3.99%(+22.35K) | $46.61(+51.39%) | 2026-03-31 | |
| FNDF | Schwab Fundamental Inl Large Com ETF | 1.47% | 734.1K | $35.9M | +4.61%(+32.33K) | $32.56(+64.73%) | 2026-03-31 | |
| SCHO | Schwab Short U.S. Treasury ETF | 1.36% | 1.36M | $33.1M | +6.19%(+79.51K) | $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) | $90.40(+280.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.36% | +111.51% |
| Top 20 Holdings Unweighted | +22.09% | +81.99% |
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