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CIK: 0000924181
Total reported value
$2.7B
$2.7B
536 檔
13.4%
During the Q3 2024 filing period, Leavell Investment Management, Inc. (CIK: 0000924181) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 536 reported positions.
In Q3 2024, Leavell Investment Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 38 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MGC, AAPL) accounted for 13.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
JAAA
市值: $3.8M
Top Position Liquidated / Trimmed
TEL
前期市值: $3.0M
Showing top 200 holdings (of 536 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.37% | +0.04% | -1.60% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.69% | +0.18% | +5.66% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.01% | +0.07% | +7.85% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.27% | -0.05% | +4.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.14% | +4.89% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.81% | +0.10% | +2.91% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.11% | +7.93% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 1.41% | +0.03% | +0.27% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 1.40% | -0.07% | -2.82% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.37% | +0.03% | +4.35% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | +0.06% | +3.05% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.25% | — | +0.58% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.16% | -0.02% | +0.53% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.13% | -0.11% | +9.06% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | — | -3.60% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.01% | -0.65% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.01% | +13.21% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.92% | -0.03% | +18.16% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | — | +2.19% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.89% | -0.09% | +8.87% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.87% | +0.04% | +4.38% | |
| 22 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.84% | +0.01% | -0.27% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.15% | +9.14% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.07% | +11.43% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 0.84% | -0.07% | +8.44% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | — | -2.50% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.06% | +14.61% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.19% | +9.49% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.02% | +11.38% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | -0.03% | +2.64% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.01% | -0.03% | |
| 32 | VMC | Vulcan Materials Co | Stock-Materials | 0.67% | -0.04% | +0.87% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | -0.11% | +1.07% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.65% | -0.01% | +2.35% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.05% | -3.52% | |
| 36 | OKE | Oneok Inc | Stock-Energy | 0.64% | -0.08% | +3.80% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.02% | +2.27% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.02% | +1.25% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.13% | +9.27% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.04% | +7.84% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | +0.02% | -3.96% | |
| 42 | AFL | Aflac Inc | Stock-Financials | 0.55% | -0.02% | +5.71% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.55% | — | +0.61% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.54% | -0.04% | +5.21% | |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.54% | -0.07% | -0.43% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.51% | — | -1.71% | |
| 47 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.50% | +0.01% | -3.72% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | +0.68% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | +0.09% | +0.64% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.49% | -0.19% | +3.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.2% | +7.85% | Add |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | NEW | New buy |
| 3 | HD | Home Depot Inc | +0.2% | +13.21% | Add |
| 4 | TEL | TE Connectivity plc | +0.2% | NEW | New buy |
| 5 | WMT | Walmart Inc | +0.1% | +9.49% | Add |
| 6 | BX | Blackstone Inc | +0.1% | -2.82% | Trim |
| 7 | SO | Southern Co/the | +0.1% | +8.44% | Add |
| 8 | ABBV | Abbvie Inc | +0.1% | +11.38% | Add |
| 9 | VFVA | Vanguard U.s. Value Factor | +0.1% | +314.29% | Add |
| 10 | MCD | Mcdonald's CORP | +0.1% | +9.27% | Add |
| 11 | AFL | Aflac Inc | +0.1% | +5.71% | Add |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +18.16% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +1.07% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | +29.57% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | +42.84% | Add |
| 16 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +32.22% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +46.64% | Add |
| 19 | BN | Brookfield CORP | +0.1% | +373.16% | Add |
| 20 | USIG | Ishares Broad Usd Investment | +0.1% | NEW | New buy |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | +4.57% | Add |
| 22 | DCRE | Dbl Comm Real Est Debt | +0.1% | +41.28% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +18.92% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.84% | Add |
| 25 | GL | Globe Life Inc | +0.1% | -0.78% | Trim |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +36.83% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +7.93% | Add |
| 28 | VB | Vanguard Small-cap ETF | 0% | +4.35% | Add |
| 29 | BND | Vanguard Total Bond Market | 0% | +11.43% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +18.80% | Add |
| 31 | OKE | Oneok Inc | 0% | +3.80% | Add |
| 32 | IAU | Ishares Gold Trust | 0% | +3.68% | Add |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +8.87% | Add |
| 34 | MGV | Vanguard Mega Cap Value ETF | 0% | +4.38% | Add |
| 35 | SCHO | Schwab Short-term US Treas | — | +9.06% | Add |
| 36 | MAA | Mid-america Apartment Comm | — | -0.27% | Trim |
| 37 | AMZN | Amazon.com Inc | — | +14.61% | Add |
| 38 | SCHD | Schwab US Dvd Equity ETF | — | +2.64% | Add |
| 39 | VEA | Vanguard Ftse Developed ETF | 0% | +3.05% | Add |
| 40 | MGC | Vanguard Mega Cap ETF | 0% | +5.66% | Add |
| 41 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.19% | Add |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | +0.58% | Add |
| 43 | SCHF | Schwab Intl Equity ETF | -0.1% | +0.53% | Add |
| 44 | VV | Vanguard Large-cap ETF | -0.1% | +0.27% | Add |
| 45 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | +2.91% | Add |
| 46 | ✓ | -0.1% | EXIT | Sold out | |
| 47 | TEL | TE Connectivity plc | -0.2% | EXIT | Sold out |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | -0.2% | -25.76% | Trim |
| 49 | CELH | Celsius Holdings Inc | -0.2% | -26.88% | Trim |
| 50 | NVDA | Nvidia CORP | -0.9% | -1.60% | 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 536 disclosed positions in Q3 2024.
During Q3 2024, Leavell Investment Management, Inc.'s top holdings by market value included NVDA (6.4%)、MGC (4.7%)、AAPL (3.0%). The largest single position, NVDA, represented 6.4% of total portfolio value.
In Q3 2024, Leavell Investment Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 38 positions, trimming 6 holdings, and fully liquidating 2 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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