LEAVELL INVESTMENT MANAGEMENT, INC.

Filed: 5/12/2026ACC: 0000924181-26-000003

📋 What this filing means

LEAVELL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 604 equity positions with a total reported market value of $2.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

604

Positions

$2.44B

Total AUM (reported)

28.78M

Total Shares

Allocation by class

COM$894.52M36.7%

MEGA CAP INDEX$119.20M4.9%

MID CAP ETF$55.54M2.3%

MEGA GRWTH IND$46.41M1.9%

S&P 500 ETF SHS$40.57M1.7%

FTSE DEV MKT ETF$37.31M1.5%

SCHWB FDT INT LG$35.92M1.5%

Portfolio Concentration

Top 3$335.24M13.7%

4–10$281.75M11.6%

11–25$375.01M15.4%

Rest$1.45B59.3%

Top 3 weight

13.7%

Top 10 weight

25.3%

Voting Authority Distribution

Total shares with voting rights: 28.78M

Sole

Full voting authority

28.63M

% of voting shares99.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

142.44K

% of voting shares0.5%

Investment Discretion (by position count)

Sole604

Shared0

Other0

Dominant voting typeSole · 99.5% of voting shares

Institutional Holdings604

Rows:

Nvidia Corp Com

SOLE

COM

Shares887.57K

TypeSH

Market value$154.80M

6.35%

Sole

887.41K

Shared

0.00

None

150.00

Vanguard Mega Cap ETF

SOLE

MEGA CAP INDEX

Shares504.34K

TypeSH

Market value$119.20M

4.89%

Sole

500.91K

Shared

0.00

None

3.43K

Apple Inc

SOLE

COM

Shares241.30K

TypeSH

Market value$61.24M

2.51%

Sole

240.85K

Shared

0.00

None

450.00

Vanguard Mid Cap ETF

SOLE

MID CAP ETF

Shares193.40K

TypeSH

Market value$55.54M

2.28%

Sole

192.18K

Shared

0.00

None

1.22K

Vanguard Mega Growth ETF

SOLE

MEGA GRWTH IND

Shares126.30K

TypeSH

Market value$46.41M

1.90%

Sole

125.85K

Shared

0.00

None

452.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares67.90K

TypeSH

Market value$40.57M

1.66%

Sole

67.90K

Shared

0.00

None

0.00

Vanguard FTSE Developed ETF

SOLE

FTSE DEV MKT ETF

Shares582.23K

TypeSH

Market value$37.31M

1.53%

Sole

580.99K

Shared

0.00

None

1.24K

Schwab Fundamental Inl Large Com ETF

SOLE

SCHWB FDT INT LG

Shares734.10K

TypeSH

Market value$35.92M

1.47%

Sole

729.84K

Shared

0.00

None

4.26K

Schwab Short U.S. Treasury ETF

SOLE

SHT TM US TRES

Shares1.36M

TypeSH

Market value$33.11M

1.36%

Sole

1.36M

Shared

0.00

None

5.85K

Vanguard Large-Cap Index Fund ETF Shares

SOLE

LARGE CAP ETF

Shares110.04K

TypeSH

Market value$32.88M

1.35%

Sole

109.99K

Shared

0.00

None

47.00

Microsoft Corp

SOLE

COM

Shares87.49K

TypeSH

Market value$32.39M

1.33%

Sole

87.49K

Shared

0.00

None

0.00

iShares 1-5 Investment Grade Corp ETF

SOLE

1-3 YR CR BD ETF

Shares602.48K

TypeSH

Market value$31.67M

1.30%

Sole

600.77K

Shared

0.00

None

1.72K

Vanguard Small Cap ETF

SOLE

SMALL CP ETF

Shares111.46K

TypeSH

Market value$29.19M

1.20%

Sole

110.85K

Shared

0.00

None

607.00

iShares Gold Trust

SOLE

ISHARES NEW

Shares323.63K

TypeSH

Market value$28.53M

1.17%

Sole

323.60K

Shared

0.00

None

30.00

Alphabet Inc Class C Cap STK

SOLE

CAP STK CL C

Shares95.89K

TypeSH

Market value$27.51M

1.13%

Sole

95.74K

Shared

0.00

None

150.00

SCHW Intl Eq ETF

SOLE

INTL EQTY ETF

Shares1.10M

TypeSH

Market value$27.26M

1.12%

Sole

1.08M

Shared

0.00

None

16.91K

JPMorgan Chase & Co

SOLE

COM

Shares90.69K

TypeSH

Market value$26.68M

1.09%

Sole

90.69K

Shared

0.00

None

0.00

Vanguard Mega Value ETF

SOLE

MEGA CAP VAL ETF

Shares176.08K

TypeSH

Market value$25.52M

1.05%

Sole

175.21K

Shared

0.00

None

869.00

Wal-Mart Stores Inc

SOLE

COM

Shares195.93K

TypeSH

Market value$24.40M

1.00%

Sole

195.93K

Shared

0.00

None

0.00

Vanguard Total Bond ETF

SOLE

TOTAL BND MRKT

Shares297.40K

TypeSH

Market value$21.90M

0.90%

Sole

295.11K

Shared

0.00

None

2.29K

Amazon Com Inc

SOLE

COM

Shares101.68K

TypeSH

Market value$21.18M

0.87%

Sole

101.38K

Shared

0.00

None

300.00

iShares TR Barclys MBS BD

SOLE

MBS ETF

Shares221.91K

TypeSH

Market value$21.07M

0.86%

Sole

221.89K

Shared

0.00

None

13.00

SPDR S&P 500 ETF TST.

SOLE

TR UNIT

Shares31.81K

TypeSH

Market value$20.75M

0.85%

Sole

31.81K

Shared

0.00

None

0.00

iShares Core S&P Mid-Cap ETF

SOLE

CORE S&P MCP ETF

Shares282.33K

TypeSH

Market value$19.07M

0.78%

Sole

282.33K

Shared

0.00

None

0.00

The Southern Company

SOLE

COM

Shares185.55K

TypeSH

Market value$17.91M

0.73%

Sole

185.20K

Shared

0.00

None

350.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia Corp ComSOLE	COM	887.57K	SH	$154.80M 6.35%	887.41K	150.00
Vanguard Mega Cap ETFSOLE	MEGA CAP INDEX	504.34K	SH	$119.20M 4.89%	500.91K	3.43K
Apple IncSOLE	COM	241.30K	SH	$61.24M 2.51%	240.85K	450.00
Vanguard Mid Cap ETFSOLE	MID CAP ETF	193.40K	SH	$55.54M 2.28%	192.18K	1.22K
Vanguard Mega Growth ETFSOLE	MEGA GRWTH IND	126.30K	SH	$46.41M 1.90%	125.85K	452.00
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	67.90K	SH	$40.57M 1.66%	67.90K	0.00
Vanguard FTSE Developed ETFSOLE	FTSE DEV MKT ETF	582.23K	SH	$37.31M 1.53%	580.99K	1.24K
Schwab Fundamental Inl Large Com ETFSOLE	SCHWB FDT INT LG	734.10K	SH	$35.92M 1.47%	729.84K	4.26K
Schwab Short U.S. Treasury ETFSOLE	SHT TM US TRES	1.36M	SH	$33.11M 1.36%	1.36M	5.85K
Vanguard Large-Cap Index Fund ETF SharesSOLE	LARGE CAP ETF	110.04K	SH	$32.88M 1.35%	109.99K	47.00
Microsoft CorpSOLE	COM	87.49K	SH	$32.39M 1.33%	87.49K	0.00
iShares 1-5 Investment Grade Corp ETFSOLE	1-3 YR CR BD ETF	602.48K	SH	$31.67M 1.30%	600.77K	1.72K
Vanguard Small Cap ETFSOLE	SMALL CP ETF	111.46K	SH	$29.19M 1.20%	110.85K	607.00
iShares Gold TrustSOLE	ISHARES NEW	323.63K	SH	$28.53M 1.17%	323.60K	30.00
Alphabet Inc Class C Cap STKSOLE	CAP STK CL C	95.89K	SH	$27.51M 1.13%	95.74K	150.00
SCHW Intl Eq ETFSOLE	INTL EQTY ETF	1.10M	SH	$27.26M 1.12%	1.08M	16.91K
JPMorgan Chase & CoSOLE	COM	90.69K	SH	$26.68M 1.09%	90.69K	0.00
Vanguard Mega Value ETFSOLE	MEGA CAP VAL ETF	176.08K	SH	$25.52M 1.05%	175.21K	869.00
Wal-Mart Stores IncSOLE	COM	195.93K	SH	$24.40M 1.00%	195.93K	0.00
Vanguard Total Bond ETFSOLE	TOTAL BND MRKT	297.40K	SH	$21.90M 0.90%	295.11K	2.29K
Amazon Com IncSOLE	COM	101.68K	SH	$21.18M 0.87%	101.38K	300.00
iShares TR Barclys MBS BDSOLE	MBS ETF	221.91K	SH	$21.07M 0.86%	221.89K	13.00
SPDR S&P 500 ETF TST.SOLE	TR UNIT	31.81K	SH	$20.75M 0.85%	31.81K	0.00
iShares Core S&P Mid-Cap ETFSOLE	CORE S&P MCP ETF	282.33K	SH	$19.07M 0.78%	282.33K	0.00
The Southern CompanySOLE	COM	185.55K	SH	$17.91M 0.73%	185.20K	350.00

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