LEAVELL INVESTMENT MANAGEMENT, INC.

Filed: 2/9/2026ACC: 0000924181-26-000001

📋 What this filing means

LEAVELL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 584 equity positions with a total reported market value of $2.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

584

Positions

$2.40B

Total AUM (reported)

27.43M

Total Shares

Allocation by class

COM$893.29M37.2%

MEGA CAP INDEX$125.72M5.2%

MID CAP ETF$55.72M2.3%

MEGA GRWTH IND$50.54M2.1%

S&P 500 ETF SHS$40.38M1.7%

COM CL A$37.61M1.6%

COM NEW$36.30M1.5%

Portfolio Concentration

Top 3$358.11M14.9%

4–10$289.17M12.0%

11–25$371.92M15.5%

Rest$1.38B57.6%

Top 3 weight

14.9%

Top 10 weight

26.9%

Voting Authority Distribution

Total shares with voting rights: 27.43M

Sole

Full voting authority

27.30M

% of voting shares99.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

137.59K

% of voting shares0.5%

Investment Discretion (by position count)

Sole584

Shared0

Other0

Dominant voting typeSole · 99.5% of voting shares

Institutional Holdings584

Rows:

Nvidia Corp Com

SOLE

COM

Shares899.49K

TypeSH

Market value$167.76M

6.98%

Sole

899.34K

Shared

0.00

None

150.00

Vanguard Mega Cap ETF

SOLE

MEGA CAP INDEX

Shares500.55K

TypeSH

Market value$125.72M

5.23%

Sole

497.20K

Shared

0.00

None

3.35K

Apple Inc

SOLE

COM

Shares237.73K

TypeSH

Market value$64.63M

2.69%

Sole

237.28K

Shared

0.00

None

450.00

Vanguard Mid Cap ETF

SOLE

MID CAP ETF

Shares191.99K

TypeSH

Market value$55.72M

2.32%

Sole

190.78K

Shared

0.00

None

1.22K

Vanguard Mega Growth ETF

SOLE

MEGA GRWTH IND

Shares122.43K

TypeSH

Market value$50.54M

2.10%

Sole

122.03K

Shared

0.00

None

409.00

Microsoft Corp

SOLE

COM

Shares89.04K

TypeSH

Market value$43.06M

1.79%

Sole

89.04K

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares64.39K

TypeSH

Market value$40.38M

1.68%

Sole

64.39K

Shared

0.00

None

0.00

Vanguard FTSE Developed ETF

SOLE

FTSE DEV MKT ETF

Shares559.88K

TypeSH

Market value$34.98M

1.46%

Sole

558.64K

Shared

0.00

None

1.24K

Vanguard Large-Cap Index Fund ETF Shares

SOLE

LARGE CAP ETF

Shares104.09K

TypeSH

Market value$32.77M

1.36%

Sole

104.05K

Shared

0.00

None

47.00

Schwab Fundamental Inl Large Com ETF

SOLE

SCHWB FDT INT LG

Shares701.77K

TypeSH

Market value$31.73M

1.32%

Sole

697.51K

Shared

0.00

None

4.26K

Schwab Short U.S. Treasury ETF

SOLE

SHT TM US TRES

Shares1.28M

TypeSH

Market value$31.31M

1.30%

Sole

1.28M

Shared

0.00

None

5.70K

Alphabet Inc Class C Cap STK

SOLE

CAP STK CL C

Shares96.83K

TypeSH

Market value$30.39M

1.26%

Sole

96.68K

Shared

0.00

None

150.00

iShares 1-5 Investment Grade Corp ETF

SOLE

1-3 YR CR BD ETF

Shares552.13K

TypeSH

Market value$29.20M

1.21%

Sole

550.43K

Shared

0.00

None

1.70K

JPMorgan Chase & Co

SOLE

COM

Shares90.38K

TypeSH

Market value$29.12M

1.21%

Sole

90.38K

Shared

0.00

None

0.00

Vanguard Small Cap ETF

SOLE

SMALL CP ETF

Shares111.10K

TypeSH

Market value$28.66M

1.19%

Sole

110.52K

Shared

0.00

None

582.00

SCHW Intl Eq ETF

SOLE

INTL EQTY ETF

Shares1.08M

TypeSH

Market value$26.08M

1.09%

Sole

1.07M

Shared

0.00

None

16.69K

iShares Gold Trust

SOLE

ISHARES NEW

Shares305.12K

TypeSH

Market value$24.77M

1.03%

Sole

305.12K

Shared

0.00

None

0.00

Vanguard Mega Value ETF

SOLE

MEGA CAP VAL ETF

Shares168.97K

TypeSH

Market value$23.85M

0.99%

Sole

168.18K

Shared

0.00

None

783.00

Amazon Com Inc

SOLE

COM

Shares100.02K

TypeSH

Market value$23.09M

0.96%

Sole

99.72K

Shared

0.00

None

300.00

SPDR S&P 500 ETF TST.

SOLE

TR UNIT

Shares32.05K

TypeSH

Market value$21.92M

0.91%

Sole

32.05K

Shared

0.00

None

0.00

Blackstone Group Inc

SOLE

COM CL A

Shares141.85K

TypeSH

Market value$21.87M

0.91%

Sole

141.85K

Shared

0.00

None

0.00

Wal-Mart Stores Inc

SOLE

COM

Shares195.16K

TypeSH

Market value$21.79M

0.91%

Sole

195.16K

Shared

0.00

None

0.00

iShares TR Barclys MBS BD

SOLE

MBS ETF

Shares216.67K

TypeSH

Market value$20.63M

0.86%

Sole

216.65K

Shared

0.00

None

13.00

Vanguard Total Bond ETF

SOLE

TOTAL BND MRKT

Shares276.30K

TypeSH

Market value$20.47M

0.85%

Sole

274.09K

Shared

0.00

None

2.21K

iShares Core S&P Mid-Cap ETF

SOLE

CORE S&P MCP ETF

Shares284.63K

TypeSH

Market value$18.79M

0.78%

Sole

284.63K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia Corp ComSOLE	COM	899.49K	SH	$167.76M 6.98%	899.34K	150.00
Vanguard Mega Cap ETFSOLE	MEGA CAP INDEX	500.55K	SH	$125.72M 5.23%	497.20K	3.35K
Apple IncSOLE	COM	237.73K	SH	$64.63M 2.69%	237.28K	450.00
Vanguard Mid Cap ETFSOLE	MID CAP ETF	191.99K	SH	$55.72M 2.32%	190.78K	1.22K
Vanguard Mega Growth ETFSOLE	MEGA GRWTH IND	122.43K	SH	$50.54M 2.10%	122.03K	409.00
Microsoft CorpSOLE	COM	89.04K	SH	$43.06M 1.79%	89.04K	0.00
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	64.39K	SH	$40.38M 1.68%	64.39K	0.00
Vanguard FTSE Developed ETFSOLE	FTSE DEV MKT ETF	559.88K	SH	$34.98M 1.46%	558.64K	1.24K
Vanguard Large-Cap Index Fund ETF SharesSOLE	LARGE CAP ETF	104.09K	SH	$32.77M 1.36%	104.05K	47.00
Schwab Fundamental Inl Large Com ETFSOLE	SCHWB FDT INT LG	701.77K	SH	$31.73M 1.32%	697.51K	4.26K
Schwab Short U.S. Treasury ETFSOLE	SHT TM US TRES	1.28M	SH	$31.31M 1.30%	1.28M	5.70K
Alphabet Inc Class C Cap STKSOLE	CAP STK CL C	96.83K	SH	$30.39M 1.26%	96.68K	150.00
iShares 1-5 Investment Grade Corp ETFSOLE	1-3 YR CR BD ETF	552.13K	SH	$29.20M 1.21%	550.43K	1.70K
JPMorgan Chase & CoSOLE	COM	90.38K	SH	$29.12M 1.21%	90.38K	0.00
Vanguard Small Cap ETFSOLE	SMALL CP ETF	111.10K	SH	$28.66M 1.19%	110.52K	582.00
SCHW Intl Eq ETFSOLE	INTL EQTY ETF	1.08M	SH	$26.08M 1.09%	1.07M	16.69K
iShares Gold TrustSOLE	ISHARES NEW	305.12K	SH	$24.77M 1.03%	305.12K	0.00
Vanguard Mega Value ETFSOLE	MEGA CAP VAL ETF	168.97K	SH	$23.85M 0.99%	168.18K	783.00
Amazon Com IncSOLE	COM	100.02K	SH	$23.09M 0.96%	99.72K	300.00
SPDR S&P 500 ETF TST.SOLE	TR UNIT	32.05K	SH	$21.92M 0.91%	32.05K	0.00
Blackstone Group IncSOLE	COM CL A	141.85K	SH	$21.87M 0.91%	141.85K	0.00
Wal-Mart Stores IncSOLE	COM	195.16K	SH	$21.79M 0.91%	195.16K	0.00
iShares TR Barclys MBS BDSOLE	MBS ETF	216.67K	SH	$20.63M 0.86%	216.65K	13.00
Vanguard Total Bond ETFSOLE	TOTAL BND MRKT	276.30K	SH	$20.47M 0.85%	274.09K	2.21K
iShares Core S&P Mid-Cap ETFSOLE	CORE S&P MCP ETF	284.63K	SH	$18.79M 0.78%	284.63K	0.00

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