Leavell-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ARES",
  "GRAB",
  "NVR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
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  "AFG",
  null,
  "GIL",
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  "AVAV",
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  "A",
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "OKE",
  "PAYX",
  null,
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  "VHT",
  null,
  null,
  "IWF",
  null,
  "PANW",
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  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "IYR",
  "PHM",
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  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
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  null,
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  "GS",
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  "INTC",
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  "PLTR",
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  null,
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  "AMGN",
  null,
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  null,
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  null,
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  null,
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  "SPGI",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SNA",
  "SHEL",
  "GLD",
  null,
  null,
  null,
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  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
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  "ASH",
  "VV",
  "SNV",
  "VOE",
  null,
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  null,
  null,
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  null,
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  null,
  "LPX",
  null,
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  "VIG",
  null,
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  "TSCO",
  null,
  null,
  null,
  "WY",
  null,
  "IEF",
  "GL",
  "GGG",
  "GPN",
  null,
  "RMD",
  "BN.TO",
  null,
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  "EW",
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  "MSM",
  "VOYA",
  "ATO",
  "AMCR",
  "WTS",
  "ACGL",
  null,
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  "TOL",
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  "WEC",
  "AJG",
  "WM",
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  "IR",
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  "AEP",
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  "IDCC",
  null,
  null,
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  "PEG",
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  null,
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  "DHI",
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  "SCHB",
  null,
  null,
  "PFG",
  null,
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  null,
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  null,
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  null,
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  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
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  "V",
  "WMT",
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  "WFC",
  "WELL",
  null,
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  "WMB",
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  null,
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  "YUM",
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  "LNT",
  null,
  "FCN",
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  "ET",
  "DVY",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "BRK-B",
  "BAX",
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  "TECH",
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  "BMY",
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  "CNC",
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  "CB",
  "CHD",
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  "C",
  "CLX",
  "CNX",
  "CME",
  "COKE",
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  "CMCSA",
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  "ED",
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  "CTVA",
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  "DE",
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  null,
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  "J",
  "ADI",
  "VMC",
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  "NEE",
  "NKE",
  "QQQ",
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  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 553
Total Value: 2022280921
Accession Number: 0000924181-25-000004
Form Type: 13F-HR
CIK: leavell-investment-management
Manager Name: Leavell-Investment-Management

Data Enrichment

75% identified

416 identified137 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

553 positions • $2,022,280.921K total value

553 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 17 of 28

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464286772

Shares:13.7K

Value:$740.7K

INTUIT INC.

INTU|461202103

Shares:1.2K

Value:$736.8K

464287671

IUSG|464287671

Shares:5.8K

Value:$736.8K

46429B697

USMV|46429B697

Shares:7.9K

Value:$735.8K

78464A391

Shares:36.6K

Value:$734.0K

464287168

DVY|464287168

Shares:5.2K

Value:$704.8K

Chubb Ltd

CB|H1467J104

Shares:2.3K

Value:$701.9K

FISERV INC

FI|337738108

Shares:3.2K

Value:$701.6K

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:16.8K

Value:$701.4K

US BANCORP \DE\

USB|902973304

Shares:16.4K

Value:$700.6K

464287374

Shares:15.1K

Value:$687.5K

464287481

IWP|464287481

Shares:5.8K

Value:$687.3K

46138E214

Shares:22.1K

Value:$660.6K

46435U325

Shares:26.1K

Value:$660.3K

47103U746

Shares:12.6K

Value:$658.6K

92206C102

VGSH|92206C102

Shares:11.2K

Value:$658.2K

46432F859

Shares:13.5K

Value:$650.9K

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:3.8K

Value:$648.0K

TARGET CORP

TGT|87612E106

Shares:6.2K

Value:$647.6K

UNILEVER PLC

UL|904767704

Shares:10.8K

Value:$645.0K

Instrument	Shares		Other Manager	Value
(cusip464286772)✕	13.7K	QoQ +72.90% (+5.8K) YoY NEW(+13.7K)	All Managers (Combined)	$740.7K	QoQ +83.60% (+$337.3K) YoY NEW(+$740.7K)
INTUIT INC.(INTUcusip461202103)	1.2K	QoQ -4.00% (-50) YoY +11.94% (+128)	All Managers (Combined)	$736.8K	QoQ -6.21% (-$48.8K) YoY +105613.34% (+$736.1K)
(IUSGcusip464287671)	5.8K	QoQ 0.00% (-0) YoY +34.46% (+1.5K)	All Managers (Combined)	$736.8K	QoQ -8.80% (-$71.1K) YoY +145802.97% (+$736.3K)
(USMVcusip46429B697)	7.9K	QoQ +66.82% (+3.1K) YoY NEW(+7.9K)	All Managers (Combined)	$735.8K	QoQ +75.97% (+$317.7K) YoY NEW(+$735.8K)
(cusip78464A391)✕	36.6K	QoQ -3.73% (-1.4K) YoY -25.80% (-12.7K)	All Managers (Combined)	$734.0K	QoQ -1.07% (-$8.0K) YoY +72504.74% (-$733.0K)
(DVYcusip464287168)	5.2K	QoQ 0.00% (+0) YoY +45.77% (+1.6K)	All Managers (Combined)	$704.8K	QoQ +2.28% (+$15.7K) YoY +158986.68% (+$704.3K)
Chubb Ltd(CBcusipH1467J104)	2.3K	QoQ -1.90% (-45) YoY +39.91% (+661)	All Managers (Combined)	$701.9K	QoQ +7.19% (-$47.1K) YoY +162759.62% (+$701.5K)
FISERV INC(FIcusip337738108)	3.2K	QoQ +1.40% (+44) YoY +32.65% (+782)	All Managers (Combined)	$701.6K	QoQ +9.01% (+$58.0K) YoY +183079.37% (+$701.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	16.8K	QoQ +5.37% (+857) YoY +16.41% (+2.4K)	All Managers (Combined)	$701.4K	QoQ +0.05% (+$352) YoY +128126.32% (+$700.9K)
US BANCORP \DE\(USBcusip902973304)	16.4K	QoQ -8.94% (-1.6K) YoY -14.84% (-2.9K)	All Managers (Combined)	$700.6K	QoQ -19.51% (-$169.8K) YoY +80431.49% (-$699.8K)
(cusip464287374)✕	15.1K	QoQ +22.25% (+2.8K) YoY +42.20% (+4.5K)	All Managers (Combined)	$687.5K	QoQ +30.08% (+$159.0K) YoY +143718.61% (+$687.0K)
(IWPcusip464287481)	5.8K	QoQ 0.00% (-0) YoY +1.26% (+73)	All Managers (Combined)	$687.3K	QoQ -7.30% (-$54.2K) YoY +104196.81% (+$686.7K)
(cusip46138E214)✕	22.1K	QoQ -18.08% (-4.9K) YoY NEW(+22.1K)	All Managers (Combined)	$660.6K	QoQ -13.39% (-$102.2K) YoY NEW(+$660.6K)
(cusip46435U325)✕	26.1K	QoQ 0.00% (+0) YoY NEW(+26.1K)	All Managers (Combined)	$660.3K	QoQ +0.43% (+$2.9K) YoY NEW(+$660.3K)
(cusip47103U746)✕	12.6K	QoQ +30.87% (+3.0K) YoY NEW(+12.6K)	All Managers (Combined)	$658.6K	QoQ +32.24% (+$160.6K) YoY NEW(+$658.6K)
(VGSHcusip92206C102)	11.2K	QoQ +0.78% (+87) YoY -57.69% (-15.3K)	All Managers (Combined)	$658.2K	QoQ +1.66% (+$10.8K) YoY +42668.55% (-$656.7K)
(cusip46432F859)✕	13.5K	QoQ +2.34% (+309) YoY +35.38% (+3.5K)	All Managers (Combined)	$650.9K	QoQ +3.59% (+$22.6K) YoY +137810.16% (+$650.5K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	3.8K	QoQ 0.00% (+0) YoY +6.15% (+222)	All Managers (Combined)	$648.0K	QoQ +12.15% (+$70.2K) YoY +134907.50% (+$647.6K)
TARGET CORP(TGTcusip87612E106)	6.2K	QoQ -6.50% (-432) YoY +51.52% (+2.1K)	All Managers (Combined)	$647.6K	QoQ -27.81% (-$249.6K) YoY +89101.37% (+$646.9K)
UNILEVER PLC(ULcusip904767704)	10.8K	QoQ 0.00% (+0) YoY +0.62% (+67)	All Managers (Combined)	$645.0K	QoQ +5.02% (+$30.8K) YoY +119352.96% (+$644.5K)