LEAVELL INVESTMENT MANAGEMENT, INC.

Filed: 10/28/2025ACC: 0000924181-25-000009

📋 What this filing means

LEAVELL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 589 equity positions with a total reported market value of $2.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

589

Positions

$2.37B

Total AUM (reported)

27.07M

Total Shares

Allocation by class

COM$914.67M38.6%

MEGA CAP INDEX$122.76M5.2%

MID CAP ETF$56.23M2.4%

MEGA GRWTH IND$48.95M2.1%

COM CL A$41.39M1.7%

S&P 500 ETF SHS$38.56M1.6%

COM NEW$36.02M1.5%

Portfolio Concentration

Top 3$361.28M15.2%

4–10$286.98M12.1%

11–25$354.44M14.9%

Rest$1.37B57.7%

Top 3 weight

15.2%

Top 10 weight

27.3%

Voting Authority Distribution

Total shares with voting rights: 27.07M

Sole

Full voting authority

26.95M

% of voting shares99.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

125.53K

% of voting shares0.5%

Investment Discretion (by position count)

Sole589

Shared0

Other0

Dominant voting typeSole · 99.5% of voting shares

Institutional Holdings589

Rows:

Nvidia Corp Com

SOLE

COM

Shares948.01K

TypeSH

Market value$176.89M

7.46%

Sole

947.86K

Shared

0.00

None

150.00

Vanguard Mega Cap ETF

SOLE

MEGA CAP INDEX

Shares501.73K

TypeSH

Market value$122.76M

5.18%

Sole

498.39K

Shared

0.00

None

3.35K

Apple Inc

SOLE

COM

Shares242.04K

TypeSH

Market value$61.63M

2.60%

Sole

241.59K

Shared

0.00

None

450.00

Vanguard Mid Cap ETF

SOLE

MID CAP ETF

Shares190.77K

TypeSH

Market value$56.23M

2.37%

Sole

189.56K

Shared

0.00

None

1.21K

Vanguard Mega Growth ETF

SOLE

MEGA GRWTH IND

Shares121.54K

TypeSH

Market value$48.95M

2.06%

Sole

121.14K

Shared

0.00

None

408.00

Microsoft Corp

SOLE

COM

Shares91.28K

TypeSH

Market value$47.28M

1.99%

Sole

91.28K

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares62.79K

TypeSH

Market value$38.56M

1.63%

Sole

62.79K

Shared

0.00

None

0.00

Vanguard FTSE Developed ETF

SOLE

FTSE DEV MKT ETF

Shares560.70K

TypeSH

Market value$33.60M

1.42%

Sole

559.49K

Shared

0.00

None

1.22K

Vanguard Large-Cap Index Fund ETF Shares

SOLE

LARGE CAP ETF

Shares104.31K

TypeSH

Market value$32.20M

1.36%

Sole

104.25K

Shared

0.00

None

62.00

Schwab Short U.S. Treasury ETF

SOLE

SHT TM US TRES

Shares1.24M

TypeSH

Market value$30.16M

1.27%

Sole

1.23M

Shared

0.00

None

5.28K

Schwab Fundamental Inl Large Com ETF

SOLE

SCHWB FDT INT LG

Shares686.19K

TypeSH

Market value$29.48M

1.24%

Sole

681.92K

Shared

0.00

None

4.27K

Vanguard Small Cap ETF

SOLE

SMALL CP ETF

Shares113.08K

TypeSH

Market value$28.84M

1.22%

Sole

112.50K

Shared

0.00

None

580.00

JPMorgan Chase & Co

SOLE

COM

Shares90.86K

TypeSH

Market value$28.66M

1.21%

Sole

90.86K

Shared

0.00

None

0.00

iShares 1-5 Investment Grade Corp ETF

SOLE

1-3 YR CR BD ETF

Shares515.92K

TypeSH

Market value$27.36M

1.15%

Sole

514.27K

Shared

0.00

None

1.66K

Blackstone Group Inc

SOLE

COM CL A

Shares148.55K

TypeSH

Market value$25.38M

1.07%

Sole

148.55K

Shared

0.00

None

0.00

SCHW Intl Eq ETF

SOLE

INTL EQTY ETF

Shares1.08M

TypeSH

Market value$25.19M

1.06%

Sole

1.07M

Shared

0.00

None

16.98K

Alphabet Inc Class C Cap STK

SOLE

CAP STK CL C

Shares97.54K

TypeSH

Market value$23.76M

1.00%

Sole

97.39K

Shared

0.00

None

150.00

Vanguard Mega Value ETF

SOLE

MEGA CAP VAL ETF

Shares169.27K

TypeSH

Market value$23.43M

0.99%

Sole

168.49K

Shared

0.00

None

775.00

Amazon Com Inc

SOLE

COM

Shares99.42K

TypeSH

Market value$21.83M

0.92%

Sole

99.12K

Shared

0.00

None

300.00

SPDR S&P 500 ETF TST.

SOLE

TR UNIT

Shares32.28K

TypeSH

Market value$21.56M

0.91%

Sole

32.28K

Shared

0.00

None

0.00

iShares Gold Trust

SOLE

ISHARES NEW

Shares287.17K

TypeSH

Market value$20.90M

0.88%

Sole

287.17K

Shared

0.00

None

0.00

Wal-Mart Stores Inc

SOLE

COM

Shares198.92K

TypeSH

Market value$20.50M

0.86%

Sole

198.92K

Shared

0.00

None

0.00

iShares TR Barclys MBS BD

SOLE

MBS ETF

Shares203.37K

TypeSH

Market value$19.35M

0.82%

Sole

203.36K

Shared

0.00

None

11.00

Vanguard Total Bond ETF

SOLE

TOTAL BND MRKT

Shares259.56K

TypeSH

Market value$19.30M

0.81%

Sole

257.56K

Shared

0.00

None

iShares Core S&P Mid-Cap ETF

SOLE

CORE S&P MCP ETF

Shares289.50K

TypeSH

Market value$18.89M

0.80%

Sole

289.50K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia Corp ComSOLE	COM	948.01K	SH	$176.89M 7.46%	947.86K	150.00
Vanguard Mega Cap ETFSOLE	MEGA CAP INDEX	501.73K	SH	$122.76M 5.18%	498.39K	3.35K
Apple IncSOLE	COM	242.04K	SH	$61.63M 2.60%	241.59K	450.00
Vanguard Mid Cap ETFSOLE	MID CAP ETF	190.77K	SH	$56.23M 2.37%	189.56K	1.21K
Vanguard Mega Growth ETFSOLE	MEGA GRWTH IND	121.54K	SH	$48.95M 2.06%	121.14K	408.00
Microsoft CorpSOLE	COM	91.28K	SH	$47.28M 1.99%	91.28K	0.00
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	62.79K	SH	$38.56M 1.63%	62.79K	0.00
Vanguard FTSE Developed ETFSOLE	FTSE DEV MKT ETF	560.70K	SH	$33.60M 1.42%	559.49K	1.22K
Vanguard Large-Cap Index Fund ETF SharesSOLE	LARGE CAP ETF	104.31K	SH	$32.20M 1.36%	104.25K	62.00
Schwab Short U.S. Treasury ETFSOLE	SHT TM US TRES	1.24M	SH	$30.16M 1.27%	1.23M	5.28K
Schwab Fundamental Inl Large Com ETFSOLE	SCHWB FDT INT LG	686.19K	SH	$29.48M 1.24%	681.92K	4.27K
Vanguard Small Cap ETFSOLE	SMALL CP ETF	113.08K	SH	$28.84M 1.22%	112.50K	580.00
JPMorgan Chase & CoSOLE	COM	90.86K	SH	$28.66M 1.21%	90.86K	0.00
iShares 1-5 Investment Grade Corp ETFSOLE	1-3 YR CR BD ETF	515.92K	SH	$27.36M 1.15%	514.27K	1.66K
Blackstone Group IncSOLE	COM CL A	148.55K	SH	$25.38M 1.07%	148.55K	0.00
SCHW Intl Eq ETFSOLE	INTL EQTY ETF	1.08M	SH	$25.19M 1.06%	1.07M	16.98K
Alphabet Inc Class C Cap STKSOLE	CAP STK CL C	97.54K	SH	$23.76M 1.00%	97.39K	150.00
Vanguard Mega Value ETFSOLE	MEGA CAP VAL ETF	169.27K	SH	$23.43M 0.99%	168.49K	775.00
Amazon Com IncSOLE	COM	99.42K	SH	$21.83M 0.92%	99.12K	300.00
SPDR S&P 500 ETF TST.SOLE	TR UNIT	32.28K	SH	$21.56M 0.91%	32.28K	0.00
iShares Gold TrustSOLE	ISHARES NEW	287.17K	SH	$20.90M 0.88%	287.17K	0.00
Wal-Mart Stores IncSOLE	COM	198.92K	SH	$20.50M 0.86%	198.92K	0.00
iShares TR Barclys MBS BDSOLE	MBS ETF	203.37K	SH	$19.35M 0.82%	203.36K	11.00
Vanguard Total Bond ETFSOLE	TOTAL BND MRKT	259.56K	SH	$19.30M 0.81%	257.56K	2K
iShares Core S&P Mid-Cap ETFSOLE	CORE S&P MCP ETF	289.50K	SH	$18.89M 0.80%	289.50K	0.00

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