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CIK: 0000924181
Total reported value
$2.7B
$2.7B
553 檔
12.7%
As reported in its official Q1 2025 Form 13F filing, Leavell Investment Management, Inc.'s tracked investment portfolio stood at $2.7B with 553 total positions.
In Q1 2025, Leavell Investment Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 553 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.44% | +0.04% | -1.67% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.79% | +0.18% | +2.32% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.07% | +0.07% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.33% | -0.05% | +3.58% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.82% | +0.10% | +3.07% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.14% | +0.75% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.11% | +2.26% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.37% | -0.11% | +5.59% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 1.36% | +0.03% | -0.30% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | +0.06% | +2.53% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | +0.03% | +2.15% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.21% | — | +2.55% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.19% | -0.03% | +8.11% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.01% | -0.87% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.12% | -0.07% | -10.71% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | -0.02% | -1.02% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.09% | +4.13% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.01% | +0.04% | +8.18% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | — | -2.18% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.88% | -0.07% | +3.14% | |
| 21 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.87% | +0.01% | -1.53% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.06% | +4.43% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.19% | -1.88% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.84% | -0.07% | +10.80% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 0.84% | -0.07% | +1.28% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.01% | -2.23% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.01% | -0.88% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | — | -1.46% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.02% | +0.23% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | — | +0.39% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.15% | +3.95% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | -0.03% | -1.64% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.69% | -0.08% | +0.09% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.68% | -0.19% | +14.62% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.04% | +1.20% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.13% | +0.06% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.02% | -0.55% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.02% | +0.53% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.58% | -0.04% | +2.40% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | -0.01% | -8.62% | |
| 41 | VMC | Vulcan Materials Co | Stock-Materials | 0.58% | -0.04% | -4.12% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | — | +0.37% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.54% | -0.10% | +13.62% | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.53% | -0.02% | -3.16% | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.49% | — | +2.79% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.49% | +0.02% | -6.51% | |
| 47 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.49% | -0.05% | +8.65% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | — | +0.48% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -0.64% | |
| 50 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.46% | +0.01% | +0.04% |
According to official SEC Form 13F filings, Leavell Investment Management, Inc. reported a total U.S. public equity portfolio value of $2.7B across 553 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MGC, AAPL) accounted for 12.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $110.1M
During Q1 2025, Leavell Investment Management, Inc.'s top holdings by market value included NVDA (5.4%)、MGC (4.8%)、AAPL (2.8%). The largest single position, NVDA, represented 5.4% of total portfolio value.
In Q1 2025, Leavell Investment Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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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