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CIK: 0000924181
Total reported value
$2.7B
$2.7B
584 檔
17.0%
During the Q4 2025 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 584 reported positions.
During Q4 2025, Leavell Investment Management, Inc. performed routine portfolio adjustments (0 new buys, 26 additions, 21 trims, and 3 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 584 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.98% | +0.04% | -5.12% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.23% | +0.18% | -0.24% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.69% | +0.07% | -1.78% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.32% | -0.05% | +0.64% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.10% | +0.10% | +0.73% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.14% | -2.45% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.11% | +2.56% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.46% | +0.06% | -0.15% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 1.36% | +0.03% | -0.21% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.32% | — | +2.27% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.30% | -0.11% | +3.94% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.15% | -0.73% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.21% | -0.03% | +7.02% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +0.01% | -0.53% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.19% | +0.03% | -1.75% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.09% | -0.02% | +0.26% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | -0.19% | +6.25% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.99% | +0.04% | -0.18% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.06% | +0.60% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | — | -0.71% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 0.91% | -0.07% | -4.51% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.19% | -1.89% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.86% | -0.07% | +6.54% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.85% | -0.07% | +6.45% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | — | -1.68% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | — | -2.92% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | +0.02% | — | |
| 28 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.71% | -0.18% | +85.99% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.67% | -0.07% | -1.52% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.66% | -0.10% | +15.21% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.01% | -1.39% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.01% | -5.07% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.02% | -0.62% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.09% | -15.04% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | — | +0.04% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | +0.03% | +3.63% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.05% | +1.47% | |
| 38 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.53% | +0.01% | -6.45% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.02% | -0.90% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | -0.04% | +4.43% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.52% | -0.01% | +8.82% | |
| 42 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.52% | -0.15% | +135.90% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.13% | +1.13% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.47% | +0.09% | -2.19% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | -0.03% | |
| 46 | VMC | Vulcan Materials Co | Stock-Materials | 0.47% | -0.04% | -17.73% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.05% | -0.48% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.10% | -3.48% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.46% | — | -0.10% | |
| 50 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.45% | +0.01% | -0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PSLV | Sprott Physical Silver Trust | +0.4% | +135.90% | Add |
| 2 | PHYS | Sprott Physical Gold Trust | +0.4% | +85.99% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -0.73% | Trim |
| 4 | IAU | Ishares Gold Trust | +0.2% | +6.25% | Add |
| 5 | SLV | Ishares Silver Trust | +0.1% | +11.59% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.47% | Add |
| 7 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +43.98% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -1.78% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.1% | -1.47% | Trim |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +2.27% | Add |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +15.21% | Add |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +7.02% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | +0.47% | Add |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +55.45% | Add |
| 15 | MGC | Vanguard Mega Cap ETF | +0.1% | -0.24% | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.56% | Add |
| 17 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +18.42% | Add |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +17.16% | Add |
| 19 | BLOK | Amplify Blockchain Tech ETF | +0.1% | +65.18% | Add |
| 20 | WMT | Walmart Inc | +0.1% | -1.89% | Trim |
| 21 | VT | Vanguard Tot World Stk ETF | +0.1% | +8.82% | Add |
| 22 | IBMR | Ishares Ibonds Dec 2029 M Bd | +0.1% | +124.36% | Add |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +23.24% | Add |
| 24 | IDMO | Invesco S&p International De | +0.1% | +77.74% | Add |
| 25 | MGK | Vanguard Mega Cap Growth ETF | 0% | +0.73% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | -0.15% | Trim |
| 27 | MBB | Ishares Mbs ETF | 0% | +6.54% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +0.60% | Add |
| 29 | BND | Vanguard Total Bond Market | 0% | +6.45% | Add |
| 30 | FLKR | Franklin Ftse South Korea | 0% | +14.85% | Add |
| 31 | SCHO | Schwab Short-term US Treas | 0% | +3.94% | Add |
| 32 | NBIS | Nebius Group N.V. | -0.1% | +2.06% | Add |
| 33 | SFBS | Servisfirst Bancshares Inc | -0.1% | -4.64% | Trim |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -57.26% | Trim |
| 35 | INFL | Horizon Kinetics Infl Benef | -0.1% | -78.12% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -13.54% | Trim |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -13.27% | Trim |
| 38 | HON | Honeywell International Inc | -0.1% | -11.84% | Trim |
| 39 | SO | Southern Co/the | -0.1% | -1.52% | Trim |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -15.04% | Trim |
| 41 | METV | Roundhill Ball Metaverse ETF | -0.1% | -77.65% | Trim |
| 42 | HD | Home Depot Inc | -0.1% | -1.39% | Trim |
| 43 | VMC | Vulcan Materials Co | -0.2% | -17.73% | Trim |
| 44 | ORCL | Oracle CORP | -0.2% | -6.61% | Trim |
| 45 | BX | Blackstone Inc | -0.2% | -4.51% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | -2.45% | Trim |
| 47 | NVDA | Nvidia CORP | -0.5% | -5.12% | Trim |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Leavell Investment Management, Inc. reported a total U.S. public equity portfolio value of $2.7B across 584 disclosed positions in Q4 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 17.0% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
IBDQ
前期市值: $7.8M
During Q4 2025, Leavell Investment Management, Inc.'s top holdings by market value included NVDA (7.0%)、MGC (5.2%)、AAPL (2.7%). The largest single position, NVDA, represented 7.0% of total portfolio value.
In Q4 2025, Leavell Investment Management, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 26 positions, trimming 21 holdings, and fully liquidating 3 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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