EdgeMarket › What Leavell Investment Management, Inc. reported owning
What Leavell Investment Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.4BPositions
603Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 154.8M | 6.3% | 887.6K | 214.72 | +22.4% |
| MGC Vanguard Morningstar Mega Cap ETF | 119.2M | 4.9% | 504.3K | 280.14 | +20.5% |
| AAPL Apple Inc. | 61.2M | 2.5% | 241.3K | 309.35 | +36.9% |
| VO Vanguard Morningstar Mid-Cap ETF | 55.5M | 2.3% | 193.4K | 82.97 | +15.9% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 46.4M | 1.9% | 126.3K | 88.95 | +17.2% |
| VOO Vanguard S&P 500 ETF | 40.6M | 1.7% | 67.9K | 703.71 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 37.3M | 1.5% | 582.2K | 73.42 | +24.7% |
| FNDF Schwab Fundamental International Equity ETF | 35.9M | 1.5% | 734.1K | 55.84 | +32.1% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 33.1M | 1.4% | 1.4M | 24.10 | -1.0% |
| VV Vanguard Morningstar Large-Cap ETF | 32.9M | 1.3% | 110.0K | 352.60 | +19.8% |
| MSFT MICROSOFT CORP | 32.4M | 1.3% | 87.5K | 483.24 | -4.4% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 31.7M | 1.3% | 602.5K | 52.11 | -1.4% |
| VB Vanguard Morningstar Small-Cap ETF | 29.2M | 1.2% | 111.5K | 304.76 | +24.4% |
| IAU ISHARES GOLD TRUST | 28.5M | 1.2% | 323.6K | 86.79 | +37.5% |
| GOOG Alphabet Inc. | 27.5M | 1.1% | 95.9K | 341.75 | +70.7% |
| SCHF Schwab International Equity ETF | 27.3M | 1.1% | 1.1M | 28.46 | +24.7% |
| JPM JPMORGAN CHASE & CO | 26.7M | 1.1% | 90.7K | 351.58 | +20.3% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 25.5M | 1.0% | 176.1K | 168.17 | +25.4% |
| WMT Walmart Inc. | 24.4M | 1.0% | 195.9K | 103.70 | +1.1% |
| BND Vanguard Total Bond Market ETF | 21.9M | 0.9% | 297.4K | 72.23 | -1.8% |
| PHYS Sprott Physical Gold Trust | 21.3M | 0.9% | 601.7K | 35.00 | +36.2% |
| AMZN AMAZON COM INC | 21.2M | 0.9% | 101.7K | 258.63 | +15.6% |
| MBB iShares MBS ETF | 21.1M | 0.9% | 221.9K | 93.12 | -0.6% |
| SPY SPDR S&P 500 ETF TRUST | 20.7M | 0.9% | 31.8K | 765.72 | +20.0% |
| IJH iShares Core S&P Mid-Cap ETF | 19.1M | 0.8% | 282.3K | 76.77 | +20.8% |
| SO SOUTHERN CO | 17.9M | 0.7% | 185.5K | 88.94 | -6.3% |
| SCHX Schwab U.S. Large-Cap ETF | 17.0M | 0.7% | 662.1K | 30.21 | +19.6% |
| ABBV AbbVie Inc. | 16.3M | 0.7% | 75.0K | 264.96 | +26.7% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 15.4M | 0.6% | 153.0K | 100.63 | +0.0% |
| XOM ExxonMobil Holdings Corp | 14.9M | 0.6% | 87.7K | 165.11 | +52.1% |
| BX Blackstone Inc. | 14.7M | 0.6% | 128.0K | 143.38 | -12.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 14.3M | 0.6% | 264.4K | 60.45 | +17.7% |
| HD HOME DEPOT, INC. | 14.2M | 0.6% | 43.2K | 335.61 | -16.5% |
| BSV Vanguard Short-Term Bond ETF | 13.8M | 0.6% | 176.2K | 77.57 | -1.4% |
| PSLV Sprott Physical Silver Trust | 13.8M | 0.6% | 565.3K | 22.84 | +77.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 13.5M | 0.6% | 42.0K | 378.24 | +20.5% |
| SCHB Schwab U.S. Broad Market ETF | 13.0M | 0.5% | 518.2K | 29.61 | +20.4% |
| IEI iShares 3-7 Year Treasury Bond ETF | 12.5M | 0.5% | 105.5K | 116.41 | -2.1% |
| VIG Vanguard Div Appreciation ETF | 12.4M | 0.5% | 57.6K | 243.91 | +16.2% |
| OKE ONEOK INC /NEW/ | 12.3M | 0.5% | 136.5K | 93.33 | +26.7% |
| VT Vanguard Total World Stock Index ETF | 12.3M | 0.5% | 89.2K | 160.77 | +21.2% |
| CVX CHEVRON CORP | 12.3M | 0.5% | 59.2K | 205.27 | +34.0% |
| MCD MCDONALDS CORP | 11.9M | 0.5% | 38.2K | 270.95 | -13.5% |
| GOOGL Alphabet Inc. | 11.7M | 0.5% | 40.7K | 344.82 | +73.0% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 11.7M | 0.5% | 63.4K | 208.64 | +21.9% |
| VPLS Vanguard Core Plus Bond ETF | 11.7M | 0.5% | 150.2K | 76.36 | -1.8% |
| STIP iShares 0-5 Year TIPS Bond ETF | 11.5M | 0.5% | 110.7K | 100.92 | -2.2% |
| MAA MID AMERICA APARTMENT COMMUNITIES INC. | 11.3M | 0.5% | 92.8K | 131.31 | -7.8% |
| unmapped CUSIP 084670702 | 11.2M | 0.5% | 23.4K | — | — |
| IVV iShares Core S&P 500 ETF | 11.1M | 0.5% | 17.0K | 769.31 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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