Leavell Investment Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

LEAVELL INVESTMENT MANAGEMENT, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 553 holdings worth $2.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0000924181
Manager Name: Leavell Investment Management, Inc.

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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NVIDIA CORP

NVDA|67066G104

1015400(-1.7%)

Value:

$110.1B(-20.6%)

921910873

MGC|921910873

480962(+2.3%)

Value:

$96.9B(-3.1%)

Apple Inc.

AAPL|037833100

257269(+0.1%)

Value:

$57.1B(-11.2%)

922908629

VO|922908629

182101(+3.6%)

Value:

$47.1B(+1.4%)

921910816

MGK|921910816

119371(+3.1%)

Value:

$36.9B(-7.3%)

MICROSOFT CORP

MSFT|594918104

93837(+0.7%)

Value:

$35.2B(-10.3%)

922908363

VOO|922908363

59460(+2.3%)

Value:

$30.6B(-2.5%)

808524862

1138258(+5.6%)

Value:

$27.7B(+6.8%)

922908637

VV|922908637

106987(-0.3%)

Value:

$27.5B(-5.0%)

921943858

VEA|921943858

539171(+2.5%)

Value:

$27.4B(+9.0%)

922908751

VB|922908751

118154(+2.1%)

Value:

$26.2B(-5.7%)

808524755

FNDF|808524755

677086(+2.5%)

Value:

$24.5B(+11.6%)

464288646

459636(+8.1%)

Value:

$24.1B(+9.5%)

JPMORGAN CHASE & CO

JPM|46625H100

93083(-0.9%)

Value:

$22.8B(+1.4%)

Blackstone Inc.

BX|09260D107

162216(-10.7%)

Value:

$22.7B(-27.6%)

808524805

SCHF|808524805

1097523(-1.0%)

Value:

$21.7B(+5.8%)

464288661

181021(+4.1%)

Value:

$21.4B(+6.5%)

921910840

MGV|921910840

159091(+8.2%)

Value:

$20.5B(+11.6%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

35723(-2.2%)

Value:

$20.0B(-6.7%)

921937835

BND|921937835

242234(+3.1%)

Value:

$17.8B(+5.3%)

Instrument	Shares		Other Manager	Value
Nvidia Corp(NVDAcusip67066G104)	1.0M	QoQ -1.66% (-17.2K) YoY +775.54% (+899.4K)	All Managers (Combined)	$110.1M	QoQ -20.63% (-$28.6M) YoY +104886.39% (+$110.0M)
(MGCcusip921910873)	481.0K	QoQ +2.32% (-10.9K) YoY +15.72% (+65.4K)	All Managers (Combined)	$96.9M	QoQ -3.10% (-$3.1M) YoY +124611.62% (+$96.8M)
Apple Inc.(AAPLcusip037833100)	257.3K	QoQ +0.06% (-179) YoY +6.74% (+16.3K)	All Managers (Combined)	$57.1M	QoQ -11.23% (-$7.2M) YoY +138170.30% (+$57.1M)
(VOcusip922908629)	182.1K	QoQ +3.58% (+6.3K) YoY +11.92% (+19.4K)	All Managers (Combined)	$47.1M	QoQ +1.41% (+$659.2K) YoY +115749.08% (+$47.1M)
(MGKcusip921910816)	119.4K	QoQ +3.07% (-3.6K) YoY +13.21% (+13.9K)	All Managers (Combined)	$36.9M	QoQ -7.29% (-$2.9M) YoY +121913.74% (+$36.8M)
Microsoft Corp(MSFTcusip594918104)	93.8K	QoQ +0.74% (-696) YoY +11.28% (+9.5K)	All Managers (Combined)	$35.2M	QoQ -10.27% (-$4.0M) YoY +99157.00% (+$35.2M)
(VOOcusip922908363)	59.5K	QoQ +2.25% (-1.3K) YoY +26.68% (+12.5K)	All Managers (Combined)	$30.6M	QoQ -2.46% (-$772.6K) YoY +135342.22% (+$30.5M)
(cusip808524862)✕	1.1M	QoQ +5.58% (+60.3K) YoY +188.65% (+743.9K)	All Managers (Combined)	$27.7M	QoQ +6.81% (+$1.8M) YoY +145632.42% (+$27.7M)
(VVcusip922908637)	107.0K	QoQ -0.30% (-325) YoY -1.68% (-1.8K)	All Managers (Combined)	$27.5M	QoQ -4.98% (-$1.4M) YoY +105300.09% (-$27.5M)
(VEAcusip921943858)	539.2K	QoQ +2.53% (+13.3K) YoY +8.51% (+42.3K)	All Managers (Combined)	$27.4M	QoQ +8.98% (+$2.3M) YoY +109840.82% (+$27.4M)
(VBcusip922908751)	118.2K	QoQ +2.15% (-2.5K) YoY +9.23% (+10.0K)	All Managers (Combined)	$26.2M	QoQ -5.72% (-$1.6M) YoY +105868.24% (+$26.2M)
(FNDFcusip808524755)	677.1K	QoQ +2.55% (+16.8K) YoY +2.18% (+14.5K)	All Managers (Combined)	$24.5M	QoQ +11.59% (+$2.5M) YoY +103603.50% (+$24.4M)
(cusip464288646)✕	459.6K	QoQ +8.10% (+34.5K) YoY +87.13% (+214.0K)	All Managers (Combined)	$24.1M	QoQ +9.50% (+$2.1M) YoY +191016.77% (+$24.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	93.1K	QoQ -0.87% (-820) YoY +1.67% (+1.5K)	All Managers (Combined)	$22.8M	QoQ +1.43% (-$323.9K) YoY +124413.70% (+$22.8M)
Blackstone Inc.(BXcusip09260D107)	162.2K	QoQ -10.70% (-19.4K) YoY -17.45% (-34.3K)	All Managers (Combined)	$22.7M	QoQ -27.60% (-$8.6M) YoY +87731.48% (-$22.6M)
(SCHFcusip808524805)	1.1M	QoQ -1.02% (-11.3K) YoY +93.83% (+531.3K)	All Managers (Combined)	$21.7M	QoQ +5.82% (-$1.2M) YoY +98157.42% (+$21.7M)
(cusip464288661)✕	181.0K	QoQ +4.13% (+7.2K) YoY +34.54% (+46.5K)	All Managers (Combined)	$21.4M	QoQ +6.46% (+$1.3M) YoY +137141.25% (+$21.4M)
(MGVcusip921910840)	159.1K	QoQ +8.17% (+12.0K) YoY +28.57% (+35.4K)	All Managers (Combined)	$20.5M	QoQ +11.58% (+$2.1M) YoY +138507.40% (+$20.5M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	35.7K	QoQ -2.17% (-796) YoY +4.25% (+1.5K)	All Managers (Combined)	$20.0M	QoQ -6.65% (-$1.4M) YoY +111400.38% (+$20.0M)
(BNDcusip921937835)	242.2K	QoQ +3.14% (+7.4K) YoY +23.44% (+46.0K)	All Managers (Combined)	$17.8M	QoQ +5.35% (+$903.7K) YoY +124739.36% (+$17.8M)