Leavell Investment Management, Inc. holds a diversified book of 603 stocks worth $2.4B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Pinnacle Financial Partners and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book.
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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.
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.
48% 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
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 | $154.8M | 887.6K | 6.3% | ▼−1.3% Reduced · −12K sh | |
| 2 | Vanguard Mega Cap ETF MEGA CAP INDEX | $119.2M | 504.3K | 4.9% | ▲+0.8% Added · +4K sh | |
| 3 | Apple Inc COM | $61.2M | 241.3K | 2.5% | ▲+1.5% Added · +4K sh | |
| 4 | Vanguard Mid Cap ETF MID CAP ETF | $55.5M | 193.4K | 2.3% | ▲+0.7% Added · +1K sh | |
| 5 | Vanguard Mega Growth ETF MEGA GRWTH IND | $46.4M | 126.3K | 1.9% | ▲+3.1% Added · +4K sh | |
| 6 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $40.6M | 67.9K | 1.7% | ▲+5.5% Added · +4K sh | |
| 7 | Vanguard FTSE Developed ETF FTSE DEV MKT ETF | $37.3M | 582.2K | 1.5% | ▲+4.0% Added · +22K sh | |
| 8 | Schwab Fundamental Inl Large Com ETF SCHWB FDT INT LG | $35.9M | 734.1K | 1.5% | ▲+4.6% Added · +32K sh | |
| 9 | Schwab Short U.S. Treasury ETF SHT TM US TRES | $33.1M | 1.36M | 1.4% | ▲+6.2% Added · +80K sh | |
| 10 | Vanguard Large-Cap Index Fund ETF Shares LARGE CAP ETF | $32.9M | 110.0K | 1.3% | ▲+5.7% Added · +6K sh | |
| 11 | Microsoft Corp COM | $32.4M | 87.5K | 1.3% | ▼−1.7% Reduced · −2K sh | |
| 12 | iShares 1-5 Investment Grade Corp ETF 1-3 YR CR BD ETF | $31.7M | 602.5K | 1.3% | ▲+9.1% Added · +50K sh | |
| 13 | Vanguard Small Cap ETF SMALL CP ETF | $29.2M | 111.5K | 1.2% | ▲+0.3% Added · +356 sh | |
| 14 | iShares Gold Trust ISHARES NEW | $28.5M | 323.6K | 1.2% | ▲+6.1% Added · +19K sh | |
| 15 | Alphabet Inc Class C Cap STK CAP STK CL C | $27.5M | 95.9K | 1.1% | ▼−1.0% Reduced · −943 sh | |
| 16 | SCHW Intl Eq ETF INTL EQTY ETF | $27.3M | 1.10M | 1.1% | ▲+1.5% Added · +17K sh | |
| 17 | JPMorgan Chase & Co COM | $26.7M | 90.7K | 1.1% | ▲+0.3% Added · +316 sh | |
| 18 | Vanguard Mega Value ETF MEGA CAP VAL ETF | $25.5M | 176.1K | 1.0% | ▲+4.2% Added · +7K sh | |
| 19 | Wal-Mart Stores Inc COM | $24.4M | 195.9K | 1.0% | ▲+0.4% Added · +768 sh | |
| 20 | Vanguard Total Bond ETF TOTAL BND MRKT | $21.9M | 297.4K | 0.9% | ▲+7.6% Added · +21K sh | |
| 21 | Sprott Physical Gold Trust UNIT | $21.3M | 601.7K | 0.9% | ▲+16% Added · +84K sh | |
| 22 | Amazon Com Inc COM | $21.2M | 101.7K | 0.9% | ▲+1.6% Added · +2K sh | |
| 23 | iShares TR Barclys MBS BD MBS ETF | $21.1M | 221.9K | 0.9% | ▲+2.4% Added · +5K sh | |
| 24 | SPDR S&P 500 ETF TST. TR UNIT | $20.7M | 31.8K | 0.9% | ▼−0.7% Reduced · −240 sh | |
| 25 | iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF | $19.1M | 282.3K | 0.8% | ▼−0.8% Reduced · −2K sh | |
| 26 | The Southern Company COM | $17.9M | 185.5K | 0.7% | ▲+0.1% Added · +128 sh | |
| 27 | Schwab US Large Cap ETF US LRG CAP ETF | $17.0M | 662.1K | 0.7% | ▼−1.3% Reduced · −9K sh | |
| 28 | Abbvie Inc COM | $16.3M | 75.0K | 0.7% | ▼−1.6% Reduced · −1K sh | |
| 29 | iShares 0 To 3 MNTH Treasury BND ETF 0-3 MNTH TREASRY | $15.4M | 153.0K | 0.6% | ▼−3.9% Reduced · −6K sh | |
| 30 | Exxon Mobil Corporation COM | $14.9M | 87.7K | 0.6% | ▲+29% Added · +20K sh | |
| 31 | Blackstone Group Inc COM CL A | $14.7M | 128.0K | 0.6% | ▼−9.8% Reduced · −14K sh | |
| 32 | Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF | $14.3M | 264.4K | 0.6% | ▲+7.4% Added · +18K sh | |
| 33 | Home Depot Inc COM | $14.2M | 43.2K | 0.6% | ▼−2.3% Reduced · −1K sh | |
| 34 | Vanguard Short Term Bond ETF SHORT TRM BOND | $13.8M | 176.2K | 0.6% | ▲+10% Added · +16K sh | |
| 35 | Sprott Physical Silver Trust TR UNIT | $13.8M | 565.3K | 0.6% | ▲+7.7% Added · +41K sh | |
| 36 | Vanguard Total US Stock Mkt ETF TOTAL STK MKT | $13.5M | 42.0K | 0.6% | ▼−0.6% Reduced · −242 sh | |
| 37 | Schwab US Broad Mkt ETF US BRD MKT ETF | $13.0M | 518.2K | 0.5% | ▲+1.0% Added · +5K sh | |
| 38 | iShares 3-7 YR TR BD ETF 3 7 YR TREAS BD | $12.5M | 105.5K | 0.5% | ▼−9.5% Reduced · −11K sh | |
| 39 | Vanguard DIV Appreciation ETF DIV APP ETF | $12.4M | 57.6K | 0.5% | ▲+0.1% Added · +75 sh | |
| 40 | Oneok Inc New COM | $12.3M | 136.5K | 0.5% | ▲+2.0% Added · +3K sh | |
| 41 | Vanguard Total World Stock ETF TT WRLD ST ETF | $12.3M | 89.2K | 0.5% | ▲+1.3% Added · +1K sh | |
| 42 | Chevron Corporation COM | $12.3M | 59.2K | 0.5% | ▲+9.6% Added · +5K sh | |
| 43 | McDonalds Corp COM | $11.9M | 38.2K | 0.5% | ▼−2.0% Reduced · −794 sh | |
| 44 | Alphabet Inc Class A Cap STK CAP STK CL A | $11.7M | 40.7K | 0.5% | ▼−1.7% Reduced · −698 sh | |
| 45 | Vanguard Mid Cap Value ETF MCAP VL IDXVIP | $11.7M | 63.4K | 0.5% | ▲+2.7% Added · +2K sh | |
| 46 | Vanguard Core Plus Bond ETF CORE-PLUS BD ETF | $11.7M | 150.2K | 0.5% | ▲+21% Added · +26K sh | |
| 47 | iShares 0-5 Year TIPS Bond ETF 0-5 YR TIPS ETF | $11.5M | 110.7K | 0.5% | ▲+12% Added · +12K sh | |
| 48 | Mid-Amer Apt CMNTYS Com COM | $11.3M | 92.8K | 0.5% | ▲+0.6% Added · +557 sh | |
| 49 | Berkshire Hathaway B New CL B NEW | $11.2M | 23.4K | 0.5% | ▲+24% Added · +4K sh | |
| 50 | iShares Core S&P 500 ETF CORE S&P500 ETF | $11.1M | 17.0K | 0.5% | ▲+3.7% Added · +610 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Jul 23, 2020 | 360 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.