2026 Q1 Portfolio Activity
In 2026 Q1, LEAVELL INVESTMENT MANAGEMENT, INC. maintained a portfolio of 623 distinct positions. The most significant new addition was Pinnacle Finl Partners I, now representing 0.16% of the total fund value. They heavily accumulated shares in iShares TIPS Bond ETF, increasing the position by 276.6%.
Position History
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Total Positions
623
Quarter
2026 Q1
Top Holding
NVDA (6.3%)
Top 10 Concentration
25.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 623
LEAVELL INVESTMENT MANAGEMENT, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
Nvidia Corp Com
|
Technology | 6.35% | 6.98% |
#1
Prev: #1
|
5.0 |
—
|
-11,928 | -1.3% |
P
S
|
887,565 | $154,800,324 |
$106.71
+82.6%
|
2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
MGC
Vanguard Mega C...
|
ETF | 4.89% | 5.23% |
#2
Prev: #2
|
4.0 |
—
|
3,787 | 0.8% |
P
S
|
504,340 | $119,200,872 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
Apple Inc
|
Technology | 2.51% | 2.69% |
#3
Prev: #3
|
2.5 |
—
|
3,569 | 1.5% |
P
S
|
241,303 | $61,240,364 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VO
Vanguard Mid Ca...
|
ETF | 2.28% | 2.32% |
#4
Prev: #4
|
1.9 |
—
|
1,409 | 0.7% |
P
S
|
193,401 | $55,541,014 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MGK
Vanguard Mega G...
|
Warrant | 1.90% | 2.10% |
#5
Prev: #5
|
1.8 |
—
|
3,866 | 3.2% |
P
S
|
126,300 | $46,407,769 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 1.66% | 1.68% |
#6
1
Prev: #7
|
2.7 |
—
|
3,510 | 5.5% |
P
S
|
67,902 | $40,574,928 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VEA
Vanguard FTSE D...
|
ETF | 1.53% | 1.46% |
#7
1
Prev: #8
|
1.1 |
—
|
22,347 | 4.0% |
P
S
|
582,227 | $37,309,109 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FNDF
Schwab Fundamen...
|
Bond/Debt | 1.47% | 1.32% |
#8
2
Prev: #10
|
1.1 |
—
|
32,330 | 4.6% |
P
S
|
734,098 | $35,919,433 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHO
Schwab Short U....
|
ETF | 1.36% | 1.30% |
#9
2
Prev: #11
|
2.5 |
—
|
79,514 | 6.2% |
P
S
|
1,364,383 | $33,113,581 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VV
Vanguard Large-...
|
ETF | 1.35% | 1.36% |
#10
1
Prev: #9
|
2.5 |
—
|
5,942 | 5.7% |
P
S
|
110,036 | $32,884,242 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
Microsoft Corp
|
Technology | 1.33% | 1.79% |
#11
5
Prev: #6
|
1.0 |
—
|
-1,554 | -1.7% |
P
S
|
87,490 | $32,386,183 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IGSB
iShares 1-5 Inv...
|
ETF | 1.30% | 1.21% |
#12
1
Prev: #13
|
2.5 |
—
|
50,356 | 9.1% |
P
S
|
602,484 | $31,666,567 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VB
Vanguard Small ...
|
ETF | 1.20% | 1.19% |
#13
2
Prev: #15
|
1.0 |
—
|
356 | 0.3% |
P
S
|
111,460 | $29,193,534 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IAU
iShares Gold Tr...
|
ETF | 1.17% | 1.03% |
#14
3
Prev: #17
|
2.5 |
—
|
18,508 | 6.1% |
P
S
|
323,632 | $28,531,381 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOG
Alphabet Inc Cl...
|
Communication Services | 1.13% | 1.26% |
#15
3
Prev: #12
|
1.0 |
—
|
-943 | -1.0% |
P
S
|
95,888 | $27,506,570 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHF
SCHW Intl Eq ET...
|
Bond/Debt | 1.12% | 1.09% |
#16
Prev: #16
|
0.9 |
—
|
16,639 | 1.5% |
P
S
|
1,101,452 | $27,260,933 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.09% | 1.21% |
#17
3
Prev: #14
|
0.9 |
—
|
316 | 0.3% |
P
S
|
90,695 | $26,678,715 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MGV
Vanguard Mega V...
|
ETF | 1.05% | 0.99% |
#18
Prev: #18
|
0.9 |
—
|
7,112 | 4.2% |
P
S
|
176,079 | $25,522,650 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
Wal-Mart Stores...
|
Consumer Defensive | 1.00% | 0.91% |
#19
3
Prev: #22
|
0.9 |
—
|
768 | 0.4% |
P
S
|
195,926 | $24,398,170 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BND
Vanguard Total ...
|
ETF | 0.90% | 0.85% |
#20
4
Prev: #24
|
2.4 |
—
|
21,103 | 7.6% |
P
S
|
297,401 | $21,900,639 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PHYS
Sprott Physical...
|
Unknown | 0.87% | 0.71% |
#21
7
Prev: #28
|
2.3 |
—
|
84,392 | 16.3% |
P
S
|
601,703 | $21,324,354 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
Amazon Com Inc
|
Consumer Cyclical | 0.87% | 0.96% |
#22
3
Prev: #19
|
0.8 |
—
|
1,660 | 1.7% |
P
S
|
101,676 | $21,176,061 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MBB
iShares TR Barc...
|
ETF | 0.86% | 0.86% |
#23
Prev: #23
|
0.8 |
—
|
5,240 | 2.4% |
P
S
|
221,906 | $21,069,942 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.85% | 0.91% |
#24
4
Prev: #20
|
0.8 |
—
|
-240 | -0.7% |
P
S
|
31,814 | $20,746,924 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IJH
iShares Core S&...
|
ETF | 0.78% | 0.78% |
#25
Prev: #25
|
0.8 |
—
|
-2,301 | -0.8% |
P
S
|
282,333 | $19,065,966 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SO
The Southern Co...
|
Utilities | 0.73% | 0.67% |
#26
3
Prev: #29
|
0.8 |
—
|
128 | 0.1% |
P
S
|
185,547 | $17,908,986 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHX
Schwab US Large...
|
ETF | 0.70% | 0.75% |
#27
1
Prev: #26
|
0.8 |
—
|
-8,586 | -1.3% |
P
S
|
662,085 | $16,975,856 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABBV
Abbvie Inc
|
Healthcare | 0.67% | 0.72% |
#28
1
Prev: #27
|
0.8 |
—
|
-1,191 | -1.6% |
P
S
|
75,024 | $16,316,989 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SGOV
iShares 0 To 3 ...
|
Bond/Debt | 0.63% | 0.66% |
#29
1
Prev: #30
|
0.8 |
—
|
-6,223 | -3.9% |
P
S
|
152,984 | $15,399,361 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 0.61% | 0.34% |
#30
40
Prev: #70
|
2.7 |
—
|
19,867 | 29.3% |
P
S
|
87,703 | $14,879,646 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BX
Blackstone Grou...
|
Financial Services | 0.60% | 0.91% |
#31
10
Prev: #21
|
0.7 |
—
|
-13,898 | -9.8% |
P
S
|
127,956 | $14,713,680 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VWO
Vanguard FTSE E...
|
ETF | 0.59% | 0.55% |
#32
4
Prev: #36
|
2.2 |
—
|
18,198 | 7.4% |
P
S
|
264,378 | $14,289,641 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HD
Home Depot Inc
|
Consumer Cyclical | 0.58% | 0.63% |
#33
2
Prev: #31
|
0.7 |
—
|
-1,026 | -2.3% |
P
S
|
43,240 | $14,221,110 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BSV
Vanguard Short ...
|
Bond/Debt | 0.57% | 0.52% |
#34
6
Prev: #40
|
2.2 |
—
|
16,458 | 10.3% |
P
S
|
176,236 | $13,818,662 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PSLV
Sprott Physical...
|
Unknown | 0.57% | 0.52% |
#35
7
Prev: #42
|
2.2 |
—
|
40,512 | 7.7% |
P
S
|
565,316 | $13,788,057 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTI
Vanguard Total ...
|
ETF | 0.55% | 0.59% |
#36
3
Prev: #33
|
0.7 |
—
|
-242 | -0.6% |
P
S
|
41,960 | $13,461,080 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHB
Schwab US Broad...
|
ETF | 0.53% | 0.56% |
#37
2
Prev: #35
|
0.7 |
—
|
5,014 | 1.0% |
P
S
|
518,199 | $13,006,786 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEI
iShares 3-7 YR ...
|
ETF | 0.51% | 0.58% |
#38
4
Prev: #34
|
0.7 |
—
|
-11,128 | -9.5% |
P
S
|
105,454 | $12,506,790 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VIG
Vanguard DIV Ap...
|
ETF | 0.51% | 0.53% |
#39
Prev: #39
|
0.7 |
—
|
75 | 0.1% |
P
S
|
57,590 | $12,385,288 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
OKE
Oneok Inc New
|
Energy | 0.51% | 0.41% |
#40
14
Prev: #54
|
0.7 |
—
|
2,702 | 2.0% |
P
S
|
136,512 | $12,339,320 | 2006 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VT
Vanguard Total ...
|
ETF | 0.51% | 0.52% |
#41
Prev: #41
|
0.7 |
—
|
1,153 | 1.3% |
P
S
|
89,206 | $12,339,005 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CVX
Chevron Corpora...
|
Energy | 0.50% | 0.34% |
#42
26
Prev: #68
|
2.2 |
—
|
5,201 | 9.6% |
P
S
|
59,208 | $12,250,054 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MCD
McDonalds Corp
|
Consumer Cyclical | 0.49% | 0.50% |
#43
Prev: #43
|
0.7 |
—
|
-794 | -2.0% |
P
S
|
38,198 | $11,871,534 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
Alphabet Inc Cl...
|
Communication Services | 0.48% | 0.54% |
#44
7
Prev: #37
|
0.7 |
—
|
-698 | -1.7% |
P
S
|
40,710 | $11,706,512 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOE
Vanguard Mid Ca...
|
ETF | 0.48% | 0.46% |
#45
4
Prev: #49
|
0.7 |
—
|
1,644 | 2.7% |
P
S
|
63,354 | $11,674,882 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VPLS
Vanguard Core P...
|
ETF | 0.48% | 0.40% |
#46
9
Prev: #55
|
2.7 |
—
|
25,701 | 20.6% |
P
S
|
150,222 | $11,655,560 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
STIP
iShares 0-5 Yea...
|
ETF | 0.47% | 0.42% |
#47
5
Prev: #52
|
2.2 |
—
|
11,703 | 11.8% |
P
S
|
110,737 | $11,453,537 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MAA
Mid-Amer Apt CM...
|
Real Estate | 0.46% | 0.53% |
#48
10
Prev: #38
|
0.7 |
—
|
557 | 0.6% |
P
S
|
92,820 | $11,335,178 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.46% | 0.40% |
#49
7
Prev: #56
|
2.7 |
—
|
4,462 | 23.5% |
P
S
|
23,422 | $11,223,822 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVV
iShares Core S&...
|
ETF | 0.45% | 0.47% |
#50
5
Prev: #45
|
0.7 |
—
|
610 | 3.7% |
P
S
|
16,952 | $11,073,320 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 623 holdings