Leavell Investment Management, Inc. holds a diversified book of 633 stocks worth $2.7B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Leavell Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $567.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $421.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $172.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $164.2B |
| UBS Group AG | 80 / 80 | $156.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $104.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $97.3B |
| LPL Financial LLC | 80 / 80 | $89.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Leavell Investment Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp Com COM | $174.9M | 874.0K | 6.4% | ▼−1.5% Reduced · −14K sh | |
| 2 | Vanguard Mega Cap ETF MEGA CAP INDEX | $138.8M | 507.3K | 5.1% | ▲+0.6% Added · +3K sh | |
| 3 | Apple Inc COM | $70.6M | 244.0K | 2.6% | ▲+1.1% Added · +3K sh | |
| 4 | Vanguard Mid Cap ETF MID CAP ETF | $61.1M | 758.0K | 2.2% | ▲+292% Added · +565K sh | |
| 5 | Vanguard Mega Growth ETF MEGA GRWTH IND | $54.7M | 621.9K | 2.0% | ▲+392% Added · +496K sh | |
| 6 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $48.5M | 70.7K | 1.8% | ▲+4.0% Added · +3K sh | |
| 7 | Vanguard FTSE Developed ETF FTSE DEV MKT ETF | $43.4M | 609.0K | 1.6% | ▲+4.6% Added · +27K sh | |
| 8 | Schwab Fundamental Inl Large Com ETF SCHWB FDT INT LG | $40.3M | 763.8K | 1.5% | ▲+4.0% Added · +30K sh | |
| 9 | Vanguard Large-Cap Index Fund ETF Shares LARGE CAP ETF | $37.8M | 110.0K | 1.4% | ▼~0% Reduced · −48 sh | |
| 10 | Alphabet Inc Class C Cap STK CAP STK CL C | $34.9M | 98.9K | 1.3% | ▲+3.1% Added · +3K sh | |
| 11 | iShares 1-5 Investment Grade Corp ETF 1-3 YR CR BD ETF | $34.8M | 663.6K | 1.3% | ▲+10% Added · +61K sh | |
| 12 | Schwab Short U.S. Treasury ETF SHT TM US TRES | $34.3M | 1.42M | 1.3% | ▲+4.1% Added · +56K sh | |
| 13 | Vanguard Small Cap ETF SMALL CP ETF | $33.6M | 110.7K | 1.2% | ▼−0.7% Reduced · −749 sh | |
| 14 | Microsoft Corp COM | $32.6M | 87.3K | 1.2% | ▼−0.2% Reduced · −217 sh | |
| 15 | JPMorgan Chase & Co COM | $30.1M | 92.1K | 1.1% | ▲+1.5% Added · +1K sh | |
| 16 | SCHW Intl Eq ETF INTL EQTY ETF | $30.0M | 1.08M | 1.1% | ▼−1.8% Reduced · −20K sh | |
| 17 | Vanguard Mega Value ETF MEGA CAP VAL ETF | $29.8M | 182.4K | 1.1% | ▲+3.6% Added · +6K sh | |
| 18 | iShares Gold Trust ISHARES NEW | $26.7M | 353.6K | 1.0% | ▲+9.3% Added · +30K sh | |
| 19 | Amazon Com Inc COM | $25.6M | 107.2K | 0.9% | ▲+5.5% Added · +6K sh | |
| 20 | SPDR S&P 500 ETF TST. TR UNIT | $23.4M | 31.2K | 0.9% | ▼−1.8% Reduced · −577 sh | |
| 21 | Vanguard Total Bond ETF TOTAL BND MRKT | $22.7M | 308.9K | 0.8% | ▲+3.9% Added · +11K sh | |
| 22 | Wal-Mart Stores Inc COM | $22.2M | 195.9K | 0.8% | ▼~0% Reduced · −65 sh | |
| 23 | iShares TR Barclys MBS BD MBS ETF | $21.5M | 227.4K | 0.8% | ▲+2.5% Added · +5K sh | |
| 24 | iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF | $21.3M | 276.5K | 0.8% | ▼−2.1% Reduced · −6K sh | |
| 25 | Schwab US Large Cap ETF US LRG CAP ETF | $19.3M | 655.2K | 0.7% | ▼−1.0% Reduced · −7K sh | |
| 26 | Abbvie Inc COM | $18.9M | 74.9K | 0.7% | ▼−0.1% Reduced · −89 sh | |
| 27 | Sprott Physical Gold Trust UNIT | $18.8M | 623.7K | 0.7% | ▲+3.6% Added · +22K sh | |
| 28 | The Southern Company COM | $18.1M | 188.8K | 0.7% | ▲+1.7% Added · +3K sh | |
| 29 | Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF | $17.0M | 285.3K | 0.6% | ▲+7.9% Added · +21K sh | |
| 30 | iShares TIPS Bond ETF TIPS BD ETF | $16.3M | 148.5K | 0.6% | ▲+74% Added · +63K sh | |
| 31 | Caterpillar Inc COM | $16.1M | 15.1K | 0.6% | ▼−0.6% Reduced · −99 sh | |
| 32 | iShares 0-5 Year TIPS Bond ETF 0-5 YR TIPS ETF | $15.8M | 154.8K | 0.6% | ▲+40% Added · +44K sh | |
| 33 | Home Depot Inc COM | $15.5M | 43.9K | 0.6% | ▲+1.6% Added · +684 sh | |
| 34 | Vanguard Total US Stock Mkt ETF TOTAL STK MKT | $15.5M | 41.8K | 0.6% | ▼−0.4% Reduced · −171 sh | |
| 35 | Schwab US Broad Mkt ETF US BRD MKT ETF | $14.6M | 505.1K | 0.5% | ▼−2.5% Reduced · −13K sh | |
| 36 | iShares 0 To 3 MNTH Treasury BND ETF 0-3 MNTH TREASRY | $14.5M | 144.2K | 0.5% | ▼−5.8% Reduced · −9K sh | |
| 37 | Alphabet Inc Class A Cap STK CAP STK CL A | $14.5M | 40.5K | 0.5% | ▼−0.6% Reduced · −236 sh | |
| 38 | Blackstone Group Inc COM CL A | $14.4M | 122.5K | 0.5% | ▼−4.3% Reduced · −5K sh | |
| 39 | Vanguard Short Term Bond ETF SHORT TRM BOND | $14.4M | 184.7K | 0.5% | ▲+4.8% Added · +8K sh | |
| 40 | Vanguard Information Technology ETF INF TECH ETF | $13.9M | 116.5K | 0.5% | ▲+696% Added · +102K sh | |
| 41 | Vanguard Total World Stock ETF TT WRLD ST ETF | $13.6M | 86.8K | 0.5% | ▼−2.7% Reduced · −2K sh | |
| 42 | Vanguard DIV Appreciation ETF DIV APP ETF | $13.5M | 57.2K | 0.5% | ▼−0.7% Reduced · −408 sh | |
| 43 | Vanguard Mid Cap Value ETF MCAP VL IDXVIP | $13.3M | 67.1K | 0.5% | ▲+5.9% Added · +4K sh | |
| 44 | Schwab Fundamental US Large Co ETF SCHWAB FDT US LG | $13.1M | 422.7K | 0.5% | ▲+11% Added · +40K sh | |
| 45 | iShares Core S&P 500 ETF CORE S&P500 ETF | $12.9M | 17.2K | 0.5% | ▲+1.6% Added · +275 sh | |
| 46 | Invesco QQQ Trust UNIT SER 1 | $12.8M | 17.4K | 0.5% | ▼−2.5% Reduced · −446 sh | |
| 47 | Vanguard Core Plus Bond ETF CORE-PLUS BD ETF | $12.8M | 165.4K | 0.5% | ▲+10% Added · +15K sh | |
| 48 | Mid-Amer Apt CMNTYS Com COM | $12.7M | 91.7K | 0.5% | ▼−1.2% Reduced · −1K sh | |
| 49 | Lam Research Corporation New COM NEW | $12.3M | 28.4K | 0.5% | —Held | |
| 50 | Schwab US Mid Cap ETF US MID-CAP ETF | $12.2M | 332.1K | 0.4% | ▼−1.0% Reduced · −3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/924181/holdings"
Use Arkolith to show LEAVELL INVESTMENT MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 634 | $2.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 604 | $2.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 584 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 589 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 578 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 553 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 538 | $2.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 536 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 502 | $1.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 24, 2024 | 476 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 462 | $1.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 16, 2023 | 453 | $1.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 19, 2023 | 457 | $1.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 13, 2023 | 445 | $1.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2023 | 433 | $1.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 17, 2022 | 430 | $1.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 28, 2022 | 424 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 21, 2022 | 420 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 20, 2022 | 429 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 395 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 21, 2021 | 392 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 15, 2021 | 392 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 26, 2021 | 374 | $1.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 27, 2020 | 366 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.