LEAVELL INVESTMENT MANAGEMENT, INC.

Filed: 7/31/2025ACC: 0000924181-25-000007

📋 What this filing means

LEAVELL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 578 equity positions with a total reported market value of $2.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

578

Positions

$2.23B

Total AUM (reported)

26.56M

Total Shares

Allocation by class

COM$885.07M39.7%

MEGA CAP INDEX$111.42M5.0%

MID CAP ETF$51.92M2.3%

MEGA GRWTH IND$43.82M2.0%

COM CL A$41.65M1.9%

S&P 500 ETF SHS$35.72M1.6%

COM NEW$32.92M1.5%

Portfolio Concentration

Top 3$324.28M14.5%

4–10$268.25M12.0%

11–25$330.77M14.8%

Rest$1.31B58.6%

Top 3 weight

14.5%

Top 10 weight

26.6%

Voting Authority Distribution

Total shares with voting rights: 26.56M

Sole

Full voting authority

26.42M

% of voting shares99.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

132.94K

% of voting shares0.5%

Investment Discretion (by position count)

Sole578

Shared0

Other0

Dominant voting typeSole · 99.5% of voting shares

Institutional Holdings578

Rows:

Nvidia Corp Com

SOLE

COM

Shares1.01M

TypeSH

Market value$160.27M

7.18%

Sole

1.01M

Shared

0.00

None

150.00

Vanguard Mega Cap ETF

SOLE

MEGA CAP INDEX

Shares494.16K

TypeSH

Market value$111.42M

4.99%

Sole

490.86K

Shared

0.00

None

3.30K

Apple Inc

SOLE

COM

Shares256.33K

TypeSH

Market value$52.59M

2.36%

Sole

255.88K

Shared

0.00

None

450.00

Vanguard Mid Cap ETF

SOLE

MID CAP ETF

Shares184.84K

TypeSH

Market value$51.92M

2.33%

Sole

183.67K

Shared

0.00

None

1.17K

Microsoft Corp

SOLE

COM

Shares93.81K

TypeSH

Market value$46.66M

2.09%

Sole

93.81K

Shared

0.00

None

0.00

Vanguard Mega Growth ETF

SOLE

MEGA GRWTH IND

Shares119.54K

TypeSH

Market value$43.82M

1.96%

Sole

119.13K

Shared

0.00

None

408.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares62.69K

TypeSH

Market value$35.72M

1.60%

Sole

62.69K

Shared

0.00

None

0.00

Vanguard FTSE Developed ETF

SOLE

FTSE DEV MKT ETF

Shares551.56K

TypeSH

Market value$31.44M

1.41%

Sole

550.35K

Shared

0.00

None

1.21K

Vanguard Large-Cap Index Fund ETF Shares

SOLE

LARGE CAP ETF

Shares104.81K

TypeSH

Market value$29.99M

1.34%

Sole

104.75K

Shared

0.00

None

62.00

Schwab Short U.S. Treasury ETF

SOLE

SHT TM US TRES

Shares1.18M

TypeSH

Market value$28.70M

1.29%

Sole

1.17M

Shared

0.00

None

5.27K

Vanguard Small Cap ETF

SOLE

SMALL CP ETF

Shares116.31K

TypeSH

Market value$27.65M

1.24%

Sole

115.65K

Shared

0.00

None

655.00

JPMorgan Chase & Co

SOLE

COM

Shares94.92K

TypeSH

Market value$27.52M

1.23%

Sole

94.92K

Shared

0.00

None

0.00

Schwab Fundamental Inl Large Com ETF

SOLE

SCHWB FDT INT LG

Shares681.71K

TypeSH

Market value$27.28M

1.22%

Sole

677.44K

Shared

0.00

None

4.27K

iShares 1-5 Investment Grade Corp ETF

SOLE

1-3 YR CR BD ETF

Shares499.78K

TypeSH

Market value$26.37M

1.18%

Sole

498.13K

Shared

0.00

None

1.66K

SCHW Intl Eq ETF

SOLE

INTL EQTY ETF

Shares1.10M

TypeSH

Market value$24.35M

1.09%

Sole

1.08M

Shared

0.00

None

17.11K

Blackstone Group Inc

SOLE

COM CL A

Shares158.83K

TypeSH

Market value$23.76M

1.06%

Sole

158.83K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TST.

SOLE

TR UNIT

Shares35.76K

TypeSH

Market value$22.16M

0.99%

Sole

35.76K

Shared

0.00

None

0.00

Vanguard Mega Value ETF

SOLE

MEGA CAP VAL ETF

Shares163.72K

TypeSH

Market value$21.59M

0.97%

Sole

162.94K

Shared

0.00

None

771.00

Amazon Com Inc

SOLE

COM

Shares97.17K

TypeSH

Market value$21.32M

0.96%

Sole

96.88K

Shared

0.00

None

300.00

Wal-Mart Stores Inc

SOLE

COM

Shares201.56K

TypeSH

Market value$19.71M

0.88%

Sole

201.56K

Shared

0.00

None

0.00

iShares Core S&P Mid-Cap ETF

SOLE

CORE S&P MCP ETF

Shares295.65K

TypeSH

Market value$18.34M

0.82%

Sole

295.65K

Shared

0.00

None

0.00

Vanguard Total Bond ETF

SOLE

TOTAL BND MRKT

Shares243.36K

TypeSH

Market value$17.92M

0.80%

Sole

241.36K

Shared

0.00

None

iShares TR Barclys MBS BD

SOLE

MBS ETF

Shares189.13K

TypeSH

Market value$17.76M

0.80%

Sole

189.12K

Shared

0.00

None

11.00

The Southern Company

SOLE

COM

Shares191.57K

TypeSH

Market value$17.59M

0.79%

Sole

191.22K

Shared

0.00

None

350.00

Alphabet Inc Class C Cap STK

SOLE

CAP STK CL C

Shares98.44K

TypeSH

Market value$17.46M

0.78%

Sole

98.30K

Shared

0.00

None

150.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia Corp ComSOLE	COM	1.01M	SH	$160.27M 7.18%	1.01M	150.00
Vanguard Mega Cap ETFSOLE	MEGA CAP INDEX	494.16K	SH	$111.42M 4.99%	490.86K	3.30K
Apple IncSOLE	COM	256.33K	SH	$52.59M 2.36%	255.88K	450.00
Vanguard Mid Cap ETFSOLE	MID CAP ETF	184.84K	SH	$51.92M 2.33%	183.67K	1.17K
Microsoft CorpSOLE	COM	93.81K	SH	$46.66M 2.09%	93.81K	0.00
Vanguard Mega Growth ETFSOLE	MEGA GRWTH IND	119.54K	SH	$43.82M 1.96%	119.13K	408.00
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	62.69K	SH	$35.72M 1.60%	62.69K	0.00
Vanguard FTSE Developed ETFSOLE	FTSE DEV MKT ETF	551.56K	SH	$31.44M 1.41%	550.35K	1.21K
Vanguard Large-Cap Index Fund ETF SharesSOLE	LARGE CAP ETF	104.81K	SH	$29.99M 1.34%	104.75K	62.00
Schwab Short U.S. Treasury ETFSOLE	SHT TM US TRES	1.18M	SH	$28.70M 1.29%	1.17M	5.27K
Vanguard Small Cap ETFSOLE	SMALL CP ETF	116.31K	SH	$27.65M 1.24%	115.65K	655.00
JPMorgan Chase & CoSOLE	COM	94.92K	SH	$27.52M 1.23%	94.92K	0.00
Schwab Fundamental Inl Large Com ETFSOLE	SCHWB FDT INT LG	681.71K	SH	$27.28M 1.22%	677.44K	4.27K
iShares 1-5 Investment Grade Corp ETFSOLE	1-3 YR CR BD ETF	499.78K	SH	$26.37M 1.18%	498.13K	1.66K
SCHW Intl Eq ETFSOLE	INTL EQTY ETF	1.10M	SH	$24.35M 1.09%	1.08M	17.11K
Blackstone Group IncSOLE	COM CL A	158.83K	SH	$23.76M 1.06%	158.83K	0.00
SPDR S&P 500 ETF TST.SOLE	TR UNIT	35.76K	SH	$22.16M 0.99%	35.76K	0.00
Vanguard Mega Value ETFSOLE	MEGA CAP VAL ETF	163.72K	SH	$21.59M 0.97%	162.94K	771.00
Amazon Com IncSOLE	COM	97.17K	SH	$21.32M 0.96%	96.88K	300.00
Wal-Mart Stores IncSOLE	COM	201.56K	SH	$19.71M 0.88%	201.56K	0.00
iShares Core S&P Mid-Cap ETFSOLE	CORE S&P MCP ETF	295.65K	SH	$18.34M 0.82%	295.65K	0.00
Vanguard Total Bond ETFSOLE	TOTAL BND MRKT	243.36K	SH	$17.92M 0.80%	241.36K	2K
iShares TR Barclys MBS BDSOLE	MBS ETF	189.13K	SH	$17.76M 0.80%	189.12K	11.00
The Southern CompanySOLE	COM	191.57K	SH	$17.59M 0.79%	191.22K	350.00
Alphabet Inc Class C Cap STKSOLE	CAP STK CL C	98.44K	SH	$17.46M 0.78%	98.30K	150.00

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