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CIK: 0000924181
Total reported value
$2.7B
$2.7B
589 檔
17.1%
According to the latest 13F quarterly dataset, Leavell Investment Management, Inc. managed an equity portfolio of $2.7B at the end of Q3 2025, spanning 589 distinct U.S. exchange-listed positions.
In Q3 2025, Leavell Investment Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 589 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.46% | +0.04% | -6.54% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.18% | +0.18% | +1.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.07% | -5.58% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.37% | -0.05% | +3.21% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.06% | +0.10% | +1.68% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.14% | -2.70% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.11% | +0.15% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.42% | +0.06% | +1.66% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 1.36% | +0.03% | -0.47% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.27% | -0.11% | +5.00% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.24% | — | +0.66% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.22% | +0.03% | -2.77% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +0.01% | -4.28% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.15% | -0.03% | +3.23% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.07% | -0.07% | -6.47% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | -0.02% | -1.79% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.15% | -0.92% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.99% | +0.04% | +3.39% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.06% | +2.31% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | — | -9.73% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 0.88% | -0.19% | +19.36% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.19% | -1.31% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.82% | -0.07% | +7.53% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | -0.07% | +6.66% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | — | -2.08% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | — | -0.99% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.01% | -3.65% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.07% | -1.72% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.02% | -4.04% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.69% | -0.09% | +1.16% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | -8.45% | |
| 32 | VMC | Vulcan Materials Co | Stock-Materials | 0.62% | -0.04% | -4.90% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.02% | -4.07% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.59% | -0.10% | +5.50% | |
| 35 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.58% | +0.01% | -7.08% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | — | +0.39% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | +0.03% | +8.90% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.02% | -4.79% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.04% | +0.98% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.10% | -2.35% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.13% | -3.91% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | +0.09% | -4.50% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.47% | -0.01% | +0.92% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | -13.58% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.05% | -4.02% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | -3.91% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.46% | — | +0.58% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.03% | +1.93% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.03% | -19.04% | |
| 50 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.45% | +0.01% | -2.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -6.54% | Trim |
| 2 | MGC | Vanguard Mega Cap ETF | +0.4% | +1.53% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.3% | -2.35% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | -2.70% | Trim |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +1.68% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.92% | Trim |
| 7 | IAU | Ishares Gold Trust | +0.2% | +19.36% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | +1.93% | Add |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +185.83% | Add |
| 10 | NBIS | Nebius Group N.V. | +0.2% | +15.59% | Add |
| 11 | PHYS | Sprott Physical Gold Trust | +0.2% | +69.17% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +5.29% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.15% | Add |
| 14 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +42.90% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | +21.64% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.72% | Add |
| 17 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +20.08% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +18.43% | Add |
| 19 | AGX | Argan Inc | +0.1% | +125.32% | Add |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.90% | Add |
| 21 | XCEM | Columbia Em Core Ex-china | +0.1% | +1.03% | Add |
| 22 | VXF | Vanguard Extended Market ETF | +0.1% | -1.28% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -4.28% | Trim |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.66% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +2.31% | Add |
| 26 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +5.50% | Add |
| 27 | VGT | Vanguard Info Tech ETF | +0.1% | -4.50% | Trim |
| 28 | VO | Vanguard Mid-cap ETF | 0% | +3.21% | Add |
| 29 | VMC | Vulcan Materials Co | 0% | -4.90% | Trim |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +0.66% | Add |
| 31 | WMT | Walmart Inc | 0% | -1.31% | Add |
| 32 | VV | Vanguard Large-cap ETF | — | -0.47% | Trim |
| 33 | SCHX | Schwab US Large-cap ETF | — | -0.99% | Trim |
| 34 | SCHF | Schwab Intl Equity ETF | 0% | -1.79% | Trim |
| 35 | MGV | Vanguard Mega Cap Value ETF | 0% | +3.39% | Add |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +3.23% | Add |
| 37 | BX | Blackstone Inc | -0.1% | -6.47% | Trim |
| 38 | VB | Vanguard Small-cap ETF | -0.1% | -2.77% | Trim |
| 39 | BRO | Brown & Brown Inc | -0.2% | -22.94% | Trim |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | -0.2% | -20.07% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -5.12% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -13.58% | Trim |
| 43 | AAPL | Apple Inc | -0.2% | -5.58% | Trim |
| 44 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -11.93% | Trim |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -19.04% | Trim |
| 46 | OKE | Oneok Inc | -0.3% | -7.30% | Trim |
| 47 | MAA | Mid-america Apartment Comm | -0.3% | -7.08% | Trim |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | -0.4% | +1.16% | Trim |
| 49 | METV | Roundhill Ball Metaverse ETF | — | NEW | New buy |
| 50 | BLOK | Amplify Blockchain Tech ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Leavell Investment Management, Inc. reported a total U.S. public equity portfolio value of $2.7B across 589 disclosed positions in Q3 2025.
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 17.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
METV
市值: $4.0M
Top Position Liquidated / Trimmed
NVDA
前期市值: $110.1M
During Q3 2025, Leavell Investment Management, Inc.'s top holdings by market value included NVDA (7.5%)、MGC (5.2%)、AAPL (2.6%). The largest single position, NVDA, represented 7.5% of total portfolio value.
In Q3 2025, Leavell Investment Management, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 21 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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