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CIK: 0000924181
Total reported value
$2.7B
$2.7B
603 檔
16.0%
At the close of Q1 2026, Leavell Investment Management, Inc. disclosed equity holdings valued at approximately $2.7B, spread across 603 reported holdings.
In Q1 2026, Leavell Investment Management, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 603 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.35% | +0.04% | -1.33% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.89% | +0.18% | +0.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.07% | +1.50% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.28% | -0.05% | +0.73% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.90% | +0.10% | +3.16% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.11% | +5.45% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | +0.06% | +3.99% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.47% | — | +4.61% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.36% | -0.11% | +6.19% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 1.35% | +0.03% | +5.71% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.14% | -1.75% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.30% | -0.03% | +9.12% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.20% | +0.03% | +0.32% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.19% | +6.07% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.15% | -0.97% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.12% | -0.02% | +1.53% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.01% | +0.35% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.05% | +0.04% | +4.21% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.19% | +0.39% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.90% | -0.07% | +7.64% | |
| 21 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.87% | -0.18% | +16.31% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.06% | +1.66% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.86% | -0.07% | +2.42% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | — | -0.75% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | — | -0.81% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.73% | -0.07% | +0.07% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | — | -1.28% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.02% | -1.56% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.63% | -0.10% | -3.91% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.18% | +29.29% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.60% | -0.07% | -9.80% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | +0.03% | +7.39% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.01% | -2.32% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.57% | -0.04% | +10.30% | |
| 35 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.57% | -0.15% | +7.72% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.02% | -0.57% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.53% | — | +0.98% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.09% | -9.55% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.02% | +0.13% | |
| 40 | OKE | Oneok Inc | Stock-Energy | 0.51% | -0.08% | +2.02% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.51% | -0.01% | +1.31% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.13% | +9.63% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.13% | -2.04% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.05% | -1.69% | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | — | +2.66% | |
| 46 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.48% | -0.01% | +20.64% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.47% | +0.11% | +11.82% | |
| 48 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.46% | +0.01% | +0.60% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | +23.53% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | +3.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TIP | Ishares Tips Bond ETF | +0.3% | +276.64% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +29.29% | Add |
| 3 | EWY | Ishares Msci South Korea ETF | +0.2% | +228.49% | Add |
| 4 | PHYS | Sprott Physical Gold Trust | +0.2% | +16.31% | Add |
| 5 | CVX | Chevron CORP | +0.2% | +9.63% | Add |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +4.61% | Add |
| 7 | IAU | Ishares Gold Trust | +0.1% | +6.07% | Add |
| 8 | AGX | Argan Inc | +0.1% | -1.96% | Trim |
| 9 | PSX | Phillips 66 | +0.1% | +1.74% | Add |
| 10 | OKE | Oneok Inc | +0.1% | +2.02% | Add |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +26.18% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +0.39% | Add |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +9.12% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +0.79% | Add |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +0.46% | Add |
| 16 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +20.64% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.99% | Add |
| 18 | LNG | Cheniere Energy Inc | +0.1% | +2.09% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +48.06% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.13% | Add |
| 22 | SCHO | Schwab Short-term US Treas | +0.1% | +6.19% | Add |
| 23 | SO | Southern Co/the | +0.1% | +0.07% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +23.53% | Add |
| 25 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +4.21% | Add |
| 26 | BCI | Abrdn Bloomberg All Commodit | +0.1% | +1.10% | Add |
| 27 | FLKR | Franklin Ftse South Korea | +0.1% | +9.26% | Add |
| 28 | GARP | Ishares Msci USA Quality Gar | +0.1% | +119.13% | Add |
| 29 | MU | Micron Technology Inc | +0.1% | +39.18% | Add |
| 30 | SCHR | Schwab Intermediate-term US | +0.1% | +102.72% | Add |
| 31 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 32 | BND | Vanguard Total Bond Market | +0.1% | +7.64% | Add |
| 33 | MTZ | Mastec Inc | +0.1% | +28.28% | Add |
| 34 | PSLV | Sprott Physical Silver Trust | +0.1% | +7.72% | Add |
| 35 | LRCX | Lam Research CORP | +0.1% | +3.51% | Add |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +11.82% | Add |
| 37 | BSV | Vanguard Short-term Bond ETF | +0.1% | +10.30% | Add |
| 38 | IEMG | Ishares Core Msci Emerging | +0.1% | +24.66% | Add |
| 39 | MPC | Marathon Petroleum CORP | +0.1% | -3.93% | Trim |
| 40 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +217.67% | Add |
| 41 | SCHF | Schwab Intl Equity ETF | 0% | +1.53% | Add |
| 42 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.16% | Add |
| 43 | GLW | Corning Inc | 0% | +16.98% | Add |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +17.10% | Add |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +160.13% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | 0% | +7.39% | Add |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +25.76% | Add |
| 48 | IDEV | Ishares Core Msci Dev Mkts | 0% | +10.64% | Add |
| 49 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +21.75% | Add |
| 50 | NBIS | Nebius Group N.V. | 0% | +1.12% | Add |
According to official SEC Form 13F filings, Leavell Investment Management, Inc. reported a total U.S. public equity portfolio value of $2.7B across 603 disclosed positions in Q1 2026.
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 16.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNFP
市值: $4.0M
Top Position Liquidated / Trimmed
SYU1
前期市值: $4.3M
During Q1 2026, Leavell Investment Management, Inc.'s top holdings by market value included NVDA (6.3%)、MGC (4.9%)、AAPL (2.5%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q1 2026, Leavell Investment Management, Inc. made 189 total portfolio adjustments, initiating 14 new buys, adding to 106 positions, trimming 64 holdings, and fully liquidating 5 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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