Leavell Investment Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Jul 21, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Leavell Investment Management reported a $2.7 bn portfolio of 630 companies (633 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are NVDA, MGC, AAPL.
Sections with a free account
What changed this quarter
479 positions with a change (47 new, 193 added to, 219 trimmed, 20 sold); also, 1 entered through an IPO, 1 entered through a spin-off.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA6.4%
- Vanguard World FundMGC5.1%
- AppleAAPL2.6%
- Vanguard Index FundsVO2.2%
- Vanguard World FundMGK2.0%
- AlphabetGOOG · GOOGL1.8%
- Vanguard S&P 500 ETFVOO1.8%
- Vanguard Ftse Developed ETFVEA1.6%
- Schwab Fndmn International LRG Co ETFFNDF1.5%
- Vanguard Index FundsVV1.4%
- iShares 1-5y INV Grade ETFIGSB1.3%
- Schwab Short-term US Treas ETFSCHO1.3%
- Vanguard Most Sm-cap ETF-usd ETFVB1.2%
- MicrosoftMSFT1.2%
- Sprott Asset ManagementPHYS · PSLV1.1%
Portfolio by sector
- ● No sector 56%
- ● Information Technology 15%
- ● Financials 7%
- ● Industrials 5%
- ● Health Care 4%
- ● Energy 3%
- ● Consumer Discretionary 3%
- ● Communication Services 2%
- ● Consumer Staples 2%
- ● Materials 2%
- ● Utilities 1%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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