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CIK: 0000924181
Total reported value
$2.7B
$2.7B
476 檔
11.0%
The Q1 2024 SEC filing reveals that Leavell Investment Management, Inc. held a total portfolio value of $2.7B, covering 476 public equity positions.
In Q1 2024, Leavell Investment Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 476 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.05% | +0.04% | -7.05% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.48% | +0.18% | +4.09% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.07% | -3.68% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.35% | -0.05% | +1.78% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.14% | +0.53% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.74% | +0.10% | +5.02% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 1.51% | +0.03% | +0.81% | |
| 8 | BX | Blackstone Inc | Stock-Financials | 1.49% | -0.07% | -2.43% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.44% | +0.06% | -0.96% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.43% | +0.03% | +1.46% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.36% | — | -0.40% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.11% | +1.98% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.28% | -0.02% | +0.73% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.10% | -0.11% | +7.01% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | +0.01% | +2.70% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | — | +1.04% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | — | +398.40% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.01% | -3.95% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.90% | -0.09% | +16.55% | |
| 20 | VMC | Vulcan Materials Co | Stock-Materials | 0.89% | -0.04% | -0.16% | |
| 21 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.88% | +0.01% | -8.47% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.03% | -0.19% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.87% | — | -1.17% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.85% | +0.04% | +2.64% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | -0.07% | +3.08% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.15% | +1.86% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.01% | -4.98% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.02% | +0.64% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.73% | -0.03% | +21.63% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.72% | +0.02% | -3.65% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.06% | +8.33% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.70% | -0.07% | -2.62% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | -0.01% | +35.79% | |
| 34 | GPN | Global Payments Inc | Stock-Industrials | 0.66% | -0.02% | -0.07% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.02% | +3.00% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.02% | -2.18% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.05% | -2.17% | |
| 38 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.62% | — | -3.92% | |
| 39 | GL | Globe Life Inc | Stock-Financials | 0.62% | +0.05% | -0.52% | |
| 40 | OKE | Oneok Inc | Stock-Energy | 0.61% | -0.08% | +0.74% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.13% | -1.41% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.19% | +241.14% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.11% | -8.11% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.13% | -4.78% | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.58% | — | -5.99% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.57% | -0.02% | -0.51% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.57% | -0.04% | +1.92% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | — | +4.27% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.04% | +0.69% | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.54% | -0.05% | +2.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -7.05% | Trim |
| 2 | MGC | Vanguard Mega Cap ETF | +0.2% | +4.09% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +35.79% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.1% | +25.90% | Add |
| 5 | CELH | Celsius Holdings Inc | +0.1% | -2.70% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.1% | +8.33% | Add |
| 7 | MBB | Ishares Mbs ETF | +0.1% | +47.54% | Add |
| 8 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +70.47% | Add |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.70% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +241.14% | Add |
| 12 | FLKR | Franklin Ftse South Korea | +0.1% | NEW | New buy |
| 13 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +5.02% | Add |
| 14 | ELV | Elevance Health Inc | +0.1% | +77.52% | Add |
| 15 | VMC | Vulcan Materials Co | +0.1% | -0.16% | Trim |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +21.63% | Add |
| 17 | PSX | Phillips 66 | +0.1% | +5.13% | Add |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +31.78% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +18.58% | Add |
| 20 | ABBV | Abbvie Inc | +0.1% | +0.64% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.96% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | -2.08% | Trim |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | +0.86% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | -0.19% | Trim |
| 25 | MSFT | Microsoft CORP | 0% | +0.53% | Add |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +16.55% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.69% | Add |
| 28 | STLD | Steel Dynamics Inc | 0% | +1.35% | Add |
| 29 | OKE | Oneok Inc | 0% | +0.74% | Add |
| 30 | MA | Mastercard Inc - A | 0% | +8.00% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +1.98% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.00% | Add |
| 33 | SCHB | Schwab US Broad Market ETF | 0% | +4.27% | Add |
| 34 | VV | Vanguard Large-cap ETF | 0% | +0.81% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.04% | Add |
| 36 | MGV | Vanguard Mega Cap Value ETF | 0% | +2.64% | Add |
| 37 | GOOG | Alphabet Inc-cl C | — | +1.86% | Add |
| 38 | VO | Vanguard Mid-cap ETF | 0% | +1.78% | Add |
| 39 | IJH | Ishares Core S&p Midcap ETF | 0% | +398.40% | Add |
| 40 | SCHX | Schwab US Large-cap ETF | 0% | -1.17% | Trim |
| 41 | VB | Vanguard Small-cap ETF | 0% | +1.46% | Add |
| 42 | SCHF | Schwab Intl Equity ETF | 0% | +0.73% | Add |
| 43 | SCHO | Schwab Short-term US Treas | 0% | +7.01% | Add |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | -0.40% | Trim |
| 45 | BA | Boeing Co/the | -0.1% | -43.89% | Trim |
| 46 | WPM | Wheaton Precious Metals CORP | -0.1% | -29.88% | Trim |
| 47 | TECH | Bio-techne CORP | -0.1% | -18.97% | Trim |
| 48 | MAA | Mid-america Apartment Comm | -0.2% | -8.47% | Trim |
| 49 | ADBE | Adobe Inc | -0.2% | -13.54% | Trim |
| 50 | AAPL | Apple Inc | -0.7% | -3.68% | Trim |
According to official SEC Form 13F filings, Leavell Investment Management, Inc. reported a total U.S. public equity portfolio value of $2.7B across 476 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MGC, AAPL) accounted for 11.0% of total reported equity market value during Q1 2024.
Top New Position Initiated
VRTX
市值: $1.9M
Top Position Liquidated / Trimmed
NVDA
前期市值: $61.8M
During Q1 2024, Leavell Investment Management, Inc.'s top holdings by market value included NVDA (6.0%)、MGC (4.5%)、AAPL (2.4%). The largest single position, NVDA, represented 6.0% of total portfolio value.
In Q1 2024, Leavell Investment Management, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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