LEAVELL INVESTMENT MANAGEMENT, INC.

Filed: 7/21/2026ACC: 0000924181-26-000005

📋 What this filing means

LEAVELL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 634 equity positions with a total reported market value of $2.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

634

Positions

$2.74B

Total AUM (reported)

31.11M

Total Shares

Allocation by class

COM$982.34M35.9%

MEGA CAP INDEX$138.81M5.1%

MID CAP ETF$61.07M2.2%

MEGA GRWTH IND$54.67M2.0%

S&P 500 ETF SHS$48.52M1.8%

FTSE DEV MKT ETF$43.39M1.6%

COM NEW$42.05M1.5%

Portfolio Concentration

Top 3$384.28M14.0%

4–10$320.72M11.7%

11–25$407.70M14.9%

Rest$1.62B59.3%

Top 3 weight

14.0%

Top 10 weight

25.8%

Voting Authority Distribution

Total shares with voting rights: 31.11M

Sole

Full voting authority

31.01M

% of voting shares99.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

104.60K

% of voting shares0.3%

Investment Discretion (by position count)

Sole634

Shared0

Other0

Dominant voting typeSole · 99.7% of voting shares

Institutional Holdings634

Rows:

Nvidia Corp Com

SOLE

COM

Shares873.95K

TypeSH

Market value$174.87M

6.39%

Sole

873.80K

Shared

0.00

None

150.00

Vanguard Mega Cap ETF

SOLE

MEGA CAP INDEX

Shares507.28K

TypeSH

Market value$138.81M

5.07%

Sole

503.85K

Shared

0.00

None

3.43K

Apple Inc

SOLE

COM

Shares244.01K

TypeSH

Market value$70.61M

2.58%

Sole

243.56K

Shared

0.00

None

450.00

Vanguard Mid Cap ETF

SOLE

MID CAP ETF

Shares758K

TypeSH

Market value$61.07M

2.23%

Sole

752.98K

Shared

0.00

None

5.03K

Vanguard Mega Growth ETF

SOLE

MEGA GRWTH IND

Shares621.91K

TypeSH

Market value$54.67M

2.00%

Sole

619.65K

Shared

0.00

None

2.26K

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares70.65K

TypeSH

Market value$48.52M

1.77%

Sole

70.65K

Shared

0.00

None

0.00

Vanguard FTSE Developed ETF

SOLE

FTSE DEV MKT ETF

Shares609.02K

TypeSH

Market value$43.39M

1.59%

Sole

607.75K

Shared

0.00

None

1.27K

Schwab Fundamental Inl Large Com ETF

SOLE

SCHWB FDT INT LG

Shares763.76K

TypeSH

Market value$40.30M

1.47%

Sole

759.33K

Shared

0.00

None

4.42K

Vanguard Large-Cap Index Fund ETF Shares

SOLE

LARGE CAP ETF

Shares109.99K

TypeSH

Market value$37.83M

1.38%

Sole

109.94K

Shared

0.00

None

47.00

Alphabet Inc Class C Cap STK

SOLE

CAP STK CL C

Shares98.89K

TypeSH

Market value$34.94M

1.28%

Sole

98.74K

Shared

0.00

None

150.00

iShares 1-5 Investment Grade Corp ETF

SOLE

1-3 YR CR BD ETF

Shares663.55K

TypeSH

Market value$34.78M

1.27%

Sole

661.52K

Shared

0.00

None

2.03K

Schwab Short U.S. Treasury ETF

SOLE

SHT TM US TRES

Shares1.42M

TypeSH

Market value$34.30M

1.25%

Sole

1.41M

Shared

0.00

None

6.11K

Vanguard Small Cap ETF

SOLE

SMALL CP ETF

Shares110.71K

TypeSH

Market value$33.56M

1.23%

Sole

110.09K

Shared

0.00

None

619.00

Microsoft Corp

SOLE

COM

Shares87.27K

TypeSH

Market value$32.55M

1.19%

Sole

87.27K

Shared

0.00

None

0.00

JPMorgan Chase & Co

SOLE

COM

Shares92.06K

TypeSH

Market value$30.14M

1.10%

Sole

92.06K

Shared

0.00

None

0.00

SCHW Intl Eq ETF

SOLE

INTL EQTY ETF

Shares1.08M

TypeSH

Market value$29.97M

1.10%

Sole

1.07M

Shared

0.00

None

16.91K

Vanguard Mega Value ETF

SOLE

MEGA CAP VAL ETF

Shares182.38K

TypeSH

Market value$29.81M

1.09%

Sole

181.51K

Shared

0.00

None

873.00

iShares Gold Trust

SOLE

ISHARES NEW

Shares353.64K

TypeSH

Market value$26.70M

0.98%

Sole

353.57K

Shared

0.00

None

67.00

Amazon Com Inc

SOLE

COM

Shares107.24K

TypeSH

Market value$25.56M

0.93%

Sole

106.94K

Shared

0.00

None

300.00

SPDR S&P 500 ETF TST.

SOLE

TR UNIT

Shares31.24K

TypeSH

Market value$23.39M

0.85%

Sole

31.24K

Shared

0.00

None

0.00

Vanguard Total Bond ETF

SOLE

TOTAL BND MRKT

Shares308.86K

TypeSH

Market value$22.67M

0.83%

Sole

306.56K

Shared

0.00

None

2.29K

Wal-Mart Stores Inc

SOLE

COM

Shares195.86K

TypeSH

Market value$22.18M

0.81%

Sole

195.86K

Shared

0.00

None

0.00

iShares TR Barclys MBS BD

SOLE

MBS ETF

Shares227.39K

TypeSH

Market value$21.49M

0.79%

Sole

227.36K

Shared

0.00

None

28.00

iShares Core S&P Mid-Cap ETF

SOLE

CORE S&P MCP ETF

Shares276.50K

TypeSH

Market value$21.32M

0.78%

Sole

276.50K

Shared

0.00

None

0.00

Schwab US Large Cap ETF

SOLE

US LRG CAP ETF

Shares655.17K

TypeSH

Market value$19.28M

0.70%

Sole

655.17K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia Corp ComSOLE	COM	873.95K	SH	$174.87M 6.39%	873.80K	150.00
Vanguard Mega Cap ETFSOLE	MEGA CAP INDEX	507.28K	SH	$138.81M 5.07%	503.85K	3.43K
Apple IncSOLE	COM	244.01K	SH	$70.61M 2.58%	243.56K	450.00
Vanguard Mid Cap ETFSOLE	MID CAP ETF	758K	SH	$61.07M 2.23%	752.98K	5.03K
Vanguard Mega Growth ETFSOLE	MEGA GRWTH IND	621.91K	SH	$54.67M 2.00%	619.65K	2.26K
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	70.65K	SH	$48.52M 1.77%	70.65K	0.00
Vanguard FTSE Developed ETFSOLE	FTSE DEV MKT ETF	609.02K	SH	$43.39M 1.59%	607.75K	1.27K
Schwab Fundamental Inl Large Com ETFSOLE	SCHWB FDT INT LG	763.76K	SH	$40.30M 1.47%	759.33K	4.42K
Vanguard Large-Cap Index Fund ETF SharesSOLE	LARGE CAP ETF	109.99K	SH	$37.83M 1.38%	109.94K	47.00
Alphabet Inc Class C Cap STKSOLE	CAP STK CL C	98.89K	SH	$34.94M 1.28%	98.74K	150.00
iShares 1-5 Investment Grade Corp ETFSOLE	1-3 YR CR BD ETF	663.55K	SH	$34.78M 1.27%	661.52K	2.03K
Schwab Short U.S. Treasury ETFSOLE	SHT TM US TRES	1.42M	SH	$34.30M 1.25%	1.41M	6.11K
Vanguard Small Cap ETFSOLE	SMALL CP ETF	110.71K	SH	$33.56M 1.23%	110.09K	619.00
Microsoft CorpSOLE	COM	87.27K	SH	$32.55M 1.19%	87.27K	0.00
JPMorgan Chase & CoSOLE	COM	92.06K	SH	$30.14M 1.10%	92.06K	0.00
SCHW Intl Eq ETFSOLE	INTL EQTY ETF	1.08M	SH	$29.97M 1.10%	1.07M	16.91K
Vanguard Mega Value ETFSOLE	MEGA CAP VAL ETF	182.38K	SH	$29.81M 1.09%	181.51K	873.00
iShares Gold TrustSOLE	ISHARES NEW	353.64K	SH	$26.70M 0.98%	353.57K	67.00
Amazon Com IncSOLE	COM	107.24K	SH	$25.56M 0.93%	106.94K	300.00
SPDR S&P 500 ETF TST.SOLE	TR UNIT	31.24K	SH	$23.39M 0.85%	31.24K	0.00
Vanguard Total Bond ETFSOLE	TOTAL BND MRKT	308.86K	SH	$22.67M 0.83%	306.56K	2.29K
Wal-Mart Stores IncSOLE	COM	195.86K	SH	$22.18M 0.81%	195.86K	0.00
iShares TR Barclys MBS BDSOLE	MBS ETF	227.39K	SH	$21.49M 0.79%	227.36K	28.00
iShares Core S&P Mid-Cap ETFSOLE	CORE S&P MCP ETF	276.50K	SH	$21.32M 0.78%	276.50K	0.00
Schwab US Large Cap ETFSOLE	US LRG CAP ETF	655.17K	SH	$19.28M 0.70%	655.17K	0.00

Page 1 of 26

…