Leavell Investment Management Portfolio Shifts in Q2 2026

As of June 30th, 2026, Leavell Investment Management, Inc.'s portfolio allocation has shifted notably compared to the previous quarter. The changes observed across various holdings provide insight into their investment strategy adjustments during this period.

Several positions within the portfolio experienced significant growth in terms of value and percentage allocation. Notably, Vanguard Mid Cap ETF (VO) saw its stock value increase by a substantial 291.93%, adding considerable weight to the portfolio despite its small sector allocation percentage of just 0.59%. Similarly, Vanguard Mega Growth ETF (MGK), which focuses on large-cap growth stocks, increased in value by 392.41% and now accounts for 2.0% of the total portfolio.

Other holdings also showed strong positive momentum this quarter. The Information Technology sector saw a significant boost through Vanguard Information Technology ETF (VGT), whose stock value rose by an impressive 696.11%. This small-cap tech fund now represents just under half a percent of the total portfolio (VGT). Furthermore, iShares Russell 1000 Growth ETF (IWF) experienced a substantial increase in its stock value by 282.47%, adding another significant holding to Leavell's list.

While the data shows considerable buying activity, it does not explicitly detail any major selling transactions this quarter based on the 'changed_holdings' provided. However, other indicators suggest portfolio turnover is high; there are 609 holdings in total, and significant buy/sell decisions were made for several stocks.

For a more comprehensive view of Leavell's investment activities throughout the year, including detailed performance metrics and allocation breakdowns by sector, please refer to their full portfolio report. The current data points clearly indicate a focus on growth-oriented funds and ETFs with strong positive changes during Q2 2026.