Leavell Investment Management, Inc. Portfolio Stock Holdings

Leavell Investment Management, Inc. disclosed 633 stock positions valued at approximately $2.7 billion in its latest SEC 13F filing. The largest holdings include Nvidia Corp Com, Vanguard Mega Cap ETF, and Apple Inc. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.

Report Period
June 30, 2026
No. of Stocks
633
Portfolio Value
$2.7B
Holdings by Sector
Leavell Investment Management, Inc. Portfolio Holdings in Q2 2026

609 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Nvidia Corp ComNVDATechnology6.39%873,950-13,615-1.53%$174,868,556
Vanguard Mega Cap ETFMGCOther5.07%507,282+2,942+0.58%$138,807,664
Apple IncAAPLTechnology2.58%244,014+2,711+1.12%$70,607,889
Vanguard Mid Cap ETFVOOther2.23%758,002+564,601+291.93%$61,072,221
Vanguard Mega Growth ETFMGKOther2.00%621,914+495,614+392.41%$54,672,485
Vanguard S&P 500 ETFVOOOther1.77%70,652+2,750+4.05%$48,524,353
Vanguard FTSE Developed ETFVEAOther1.59%609,022+26,795+4.60%$43,392,794
Schwab Fundamental Inl Large Com ETFFNDFOther1.47%763,756+29,658+4.04%$40,295,754
Vanguard Large-Cap Index Fund ETF SharesVVOther1.38%109,988-48-0.04%$37,825,951
Alphabet Inc Class C Cap STKGOOGCommunication Services1.28%98,890+3,002+3.13%$34,940,690
iShares 1-5 Investment Grade Corp ETFIGSBOther1.27%663,554+61,070+10.14%$34,776,888
Schwab Short U.S. Treasury ETFSCHOOther1.25%1,420,725+56,342+4.13%$34,296,301
Vanguard Small Cap ETFVBOther1.23%110,711-749-0.67%$33,558,839
Microsoft CorpMSFTTechnology1.19%87,273-217-0.25%$32,554,478
JPMorgan Chase & CoJPMFinancial Services1.10%92,064+1,369+1.51%$30,135,319
SCHW Intl Eq ETFSCHFOther1.10%1,081,948-19,504-1.77%$29,969,969
Vanguard Mega Value ETFMGVOther1.09%182,380+6,301+3.58%$29,810,061
iShares Gold TrustIAUOther0.98%353,641+30,009+9.27%$26,703,409
Amazon Com IncAMZNConsumer Cyclical0.93%107,243+5,567+5.48%$25,560,297
SPDR S&P 500 ETF TST.SPYOther0.85%31,237-577-1.81%$23,386,379
Vanguard Total Bond ETFBNDOther0.83%308,855+11,454+3.85%$22,673,136
Wal-Mart Stores IncWMTConsumer Defensive0.81%195,861-65-0.03%$22,183,185
iShares TR Barclys MBS BDMBBOther0.79%227,389+5,483+2.47%$21,492,821
iShares Core S&P Mid-Cap ETFIJHOther0.78%276,503-5,830-2.06%$21,321,155
Schwab US Large Cap ETFSCHXOther0.70%655,172-6,913-1.04%$19,281,711
Abbvie IncABBVHealthcare0.69%74,935-89-0.12%$18,856,547
Sprott Physical Gold TrustPHYSOther0.69%623,701+21,998+3.66%$18,817,385
The Southern CompanySOUtilities0.66%188,777+3,230+1.74%$18,067,875
Vanguard FTSE Emerging Markets ETFVWOOther0.62%285,266+20,888+7.90%$17,027,502
iShares TIPS Bond ETFTIPOther0.59%148,537+63,101+73.86%$16,254,409
Caterpillar IncCATIndustrials0.59%15,137-99-0.65%$16,119,453
iShares 0-5 Year TIPS Bond ETFSTIPOther0.58%154,790+44,053+39.78%$15,813,319
Home Depot IncHDConsumer Cyclical0.57%43,924+684+1.58%$15,491,060
Vanguard Total US Stock Mkt ETFVTIOther0.57%41,789-171-0.41%$15,463,652
Schwab US Broad Mkt ETFSCHBOther0.53%505,130-13,069-2.52%$14,628,569
iShares 0 To 3 MNTH Treasury BND ETFSGOVOther0.53%144,174-8,810-5.76%$14,514,018
Alphabet Inc Class A Cap STKGOOGLCommunication Services0.53%40,474-236-0.58%$14,464,288
Blackstone Group IncBXFinancial Services0.53%122,471-5,485-4.29%$14,411,136
Vanguard Short Term Bond ETFBSVOther0.53%184,685+8,449+4.79%$14,388,859
Vanguard Information Technology ETFVGTOther0.51%116,495+101,862+696.11%$13,923,531
Vanguard Total World Stock ETFVTOther0.50%86,803-2,403-2.69%$13,623,797
Vanguard DIV Appreciation ETFVIGOther0.49%57,182-408-0.71%$13,530,470
Vanguard Mid Cap Value ETFVOEOther0.48%67,083+3,729+5.89%$13,255,660
Schwab Fundamental US Large Co ETFFNDXOther0.48%422,705+40,301+10.54%$13,146,129
iShares Core S&P 500 ETFIVVOther0.47%17,227+275+1.62%$12,901,292
Invesco QQQ TrustQQQOther0.47%17,430-446-2.49%$12,849,821
Mid-Amer Apt CMNTYS ComMAAReal Estate0.47%91,713-1,107-1.19%$12,742,604
Lam Research Corporation NewLRCXOther0.45%28,449--$12,335,202
Schwab US Mid Cap ETFSCHMOther0.45%332,075-3,301-0.98%$12,243,622
Goldman SCHS JST US LRG CP Eq ETF IVJUSTOther0.44%112,115-675-0.60%$11,962,132
Yandex N V CL A FNBISOther0.43%42,944-2,093-4.65%$11,859,844
Oneok Inc NewOKEEnergy0.43%135,955-557-0.41%$11,819,928
Exxon Mobil CorporationXOMEnergy0.43%86,422-1,281-1.46%$11,815,600
Micron Technology IncMUTechnology0.43%10,131-370-3.52%$11,694,112
Sprott Physical Silver TrustPSLVOther0.42%613,245+47,929+8.48%$11,571,933
Berkshire Hathaway B NewBRK-BFinancial Services0.42%23,008-414-1.77%$11,512,973
Visa Inc CL AVFinancial Services0.42%33,440-1,202-3.47%$11,473,006
iShares 3-7 YR TR BD ETFIEIOther0.42%96,789-8,665-8.22%$11,367,944
iShares MSCI Korea ETFEWYOther0.41%55,627+4,816+9.48%$11,231,091
Lilly Eli & CompanyLLYHealthcare0.41%9,341+1,501+19.15%$11,203,327
SCH US DIV Equity ETFSCHDOther0.40%349,290+6,352+1.85%$11,075,981
iShares Core MSCI Intrl DVLP MKT ETFIDEVOther0.40%122,934+11,968+10.79%$10,942,331
Globe Life IncGLFinancial Services0.40%60,714-790-1.28%$10,848,378
Vulcan Materials CompanyVMCBasic Materials0.40%36,728-2,291-5.87%$10,835,127
Aflac IncAFLFinancial Services0.38%88,062-162-0.18%$10,325,255
Johnson & JohnsonJNJHealthcare0.38%40,591-76-0.19%$10,308,989
Chevron CorporationCVXEnergy0.37%60,277+1,069+1.81%$9,991,492
McDonalds CorpMCDConsumer Cyclical0.36%36,224-1,974-5.17%$9,791,709
Cisco Systems IncCSCOTechnology0.35%82,510-1,074-1.28%$9,691,618
GE Vernova IncGEVUtilities0.35%8,208-144-1.72%$9,647,355
Vanguard Short Term Corporate ETFVCSHOther0.35%121,925+5,550+4.77%$9,635,706
Argan IncAGXIndustrials0.35%11,930-600-4.79%$9,526,702
Vanguard Mid Growth ETFVOTOther0.34%30,742+3,187+11.57%$9,416,190
Columbia Research Enhanced Core ETFRECSOther0.34%213,304+23,648+12.47%$9,231,797
Broadcom LimitedAVGOTechnology0.34%24,422+1,204+5.19%$9,225,230
Columbia Em Core Ex-China ETFXCEMOther0.32%167,970-16,230-8.81%$8,882,270
Vanguard Total International Stock ETFVXUSOther0.32%101,537+3,209+3.26%$8,680,401
Quanta Services IncPWRIndustrials0.31%11,935+176+1.50%$8,593,677
Lockheed Martin CorpLMTIndustrials0.31%16,806-300-1.75%$8,562,128
iShares iBonds 2026 Corp ETFIBDROther0.31%351,386-32,949-8.57%$8,514,075
Doubleline Commercial Real Estate ETFDCREOther0.31%164,149+16,520+11.19%$8,503,723
iShares iBonds 2027 Corp ETFIBDSOther0.31%346,518+32,879+10.48%$8,392,665
Franklin FTSE South Korea ETFFLKROther0.30%125,209-17,386-12.19%$8,311,251
Phillips 66PSXEnergy0.30%48,112+850+1.80%$8,133,311
iShares Core MSCI Emerging Markets ETFIEMGOther0.29%96,592+19,680+25.59%$8,001,705
Invesco S&P 500 Equal Weight ETFRSPOther0.29%37,316-306-0.81%$7,939,725
Servisfirst Bancshares ComSFBSFinancial Services0.29%90,874+20+0.02%$7,883,309
Goldman Sachs Group IncGSFinancial Services0.28%7,671+400+5.50%$7,758,219
iShares TR MSCI Acwi IndxACWIOther0.28%49,150-1,125-2.24%$7,715,076
Palantir Technologies In Class APLTRTechnology0.28%66,106+3,006+4.76%$7,712,587
Regions Financial CorpRFFinancial Services0.28%249,172-6,591-2.58%$7,590,932
Bloomberg Commodity Index Strategy ETFBCIOther0.28%338,942+13,124+4.03%$7,571,967
Invesco S&P 500 Quality ETFSPHQOther0.28%83,728+11,845+16.48%$7,543,893
Texas Instruments IncTXNTechnology0.27%24,791-12-0.05%$7,389,338
SCH US Agg BND ETFSCHZOther0.27%318,499+12,242+4.00%$7,366,881
Ishars Edg MSCI USA QLTY FCTR ETFQUALOther0.26%32,866-804-2.39%$7,211,863
Procter & GamblePGConsumer Defensive0.26%48,755-1,383-2.76%$7,149,413
Waste Management Inc DelWMIndustrials0.26%31,920-138-0.43%$7,114,330
iShares Ibond Dec 2026 Muni ETFIBMOOther0.26%273,821+18,000+7.04%$7,020,798
iShares Russell 1000 Growth ETFIWFOther0.25%54,777+40,455+282.47%$6,801,643