LEAVELL INVESTMENT MANAGEMENT, INC.

CIK

924181

Location

MOBILE, AL

Portfolio Value

Mid $1,186,024,441

Diversification

Diversified

Filing Date

Global Rank

#1,605 / 8,607 ▲ 43 · as of Mar 2026

Top Industry

Semiconductors 16.1%

3Y Alpha vs SPY

-3.4%

Period ended 3 months ago

Filed May 12, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.2%

SPY

+75.9%

Annualised alpha

-3.5%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

369 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.1%

−1.1 pts

Top 5

25.6%

−2.1 pts

Top 10

34.5%

−2.1 pts

HHI

266

Diversified−35

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.4%	$336,942,540	49
Financial Services	18.0%	$213,173,452	68
Industrials	11.0%	$130,278,176	67
Healthcare	7.3%	$86,657,787	39
Energy	6.9%	$81,445,264	23
Unclassified	6.5%	$77,486,373	9
Consumer Cyclical	5.9%	$69,435,017	32
Consumer Defensive	5.1%	$60,927,709	23
Basic Materials	3.7%	$43,849,324	24
Utilities	3.2%	$38,419,270	17
Communication Services	2.6%	$31,317,392	10
Real Estate	1.4%	$16,092,137	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	+84,392	601,703	$21,324,354
PSLV	Sprott Physical Silver Trust	+40,512	565,316	$13,788,057
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+23,918	80,923	$1,752,792
XOM	ExxonMobil Holdings Corp	+19,867	87,703	$14,879,690
IAU	Ishares Gold Trust	+18,508	323,632	$28,531,397
EQX	Equinox Gold Corp.	+17,235	33,920	$490,483
PDO	PIMCO Dynamic Income Opportunities Fund	+7,283	392,835	$5,079,356
HDB	Hdfc Bank Ltd	+7,190	21,272	$529,247
RF	Regions Financial Corp	+6,760	255,763	$6,680,529
ACHR	Archer Aviation Inc.	+5,718	27,969	$144,599
CVX	Chevron Corp	+5,201	59,208	$12,250,135
SAN	Banco Santander, S.A.	+4,900	41,517	$468,311
BRK-B	Berkshire Hathaway Inc	+4,462	23,422	$11,223,822
IGR	Cbre Global Real Estate Income Fund	+4,000	29,500	$129,505
NU	Nu Holdings Ltd.	+3,673	34,888	$501,340
AAPL	Apple Inc.	+3,569	241,303	$61,240,288
BIPC	Brookfield Infrastructure Corp	+3,298	51,387	$2,030,814
MU	Micron Technology Inc	+2,956	10,501	$3,547,657
MRK	Merck & Co., Inc.	+2,848	41,201	$4,956,068
OKE	Oneok Inc /New/	+2,702	136,512	$12,339,319
GLW	Corning Inc /Ny	+2,622	18,068	$2,456,705
CSX	Csx Corp	+2,518	42,511	$1,745,076
FCX	Freeport-Mcmoran Inc	+2,500	68,660	$4,035,834
CSCO	Cisco Systems, Inc.	+2,402	83,584	$6,485,282
PFE	Pfizer Inc	+2,122	37,659	$1,057,464
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−19,967	95,560	$3,204,126
T	At&T Inc.	−15,836	45,888	$1,330,293
BX	Blackstone Inc.	−13,898	127,956	$14,713,660
NVDA	Nvidia Corp	−11,928	887,565	$154,791,336
GENI	Genius Sports Ltd	−9,956	36,127	$160,042
IBRX	ImmunityBio, Inc.	−7,500	27,512	$211,017
V	Visa Inc.	−7,175	34,642	$10,470,198
ORI	Old Republic International Corp	−6,400	63,902	$2,549,689
BSL	Blackstone Senior Floating Rate 2027 Term Fund	−6,000	260,730	$3,376,453
PYPL	PayPal Holdings, Inc.	−5,604	9,491	$429,277
SLV	iShares Silver Trust	−5,360	121,508	$8,279,555
APO	Apollo Global Management, Inc.	−4,250	2,250	$250,695
ARES	Ares Management Corp	−4,190	16,970	$1,851,427
AFL	Aflac Inc	−3,402	88,224	$9,679,055
NKE	NIKE, Inc.	−3,300	22,667	$1,197,270
GBTC	Grayscale Bitcoin Trust ETF	−3,125	4,675	$246,653
ORCL	Oracle Corp	−3,112	32,692	$4,809,320
C	Citigroup Inc	−3,000	17,866	$2,026,183
DIS	Walt Disney Co	−2,781	29,113	$2,805,910
WPM	Wheaton Precious Metals Corp.	−2,590	58,544	$7,669,849
MRSH	Marsh & Mclennan Companies, Inc.	−2,399	2,606	$452,010
INTC	Intel Corp	−2,210	20,108	$887,366
ABT	Abbott Laboratories	−2,073	33,045	$3,392,730
BXSL	Blackstone Secured Lending Fund	−2,059	45,426	$1,076,141
DLR	Digital Realty Trust, Inc.	−1,861	12,871	$2,319,482
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	46,409	$3,997,671
AZN	Astrazeneca PLC	6,667	$1,314,865
RBC	RBC Bearings INC	1,241	$674,011
ROAD	Construction Partners, Inc.	5,000	$555,600
SNPS	Synopsys Inc	1,248	$494,807
RAMP	LiveRamp Holdings, Inc.	13,635	$361,600
AEM	Agnico Eagle Mines Ltd	1,715	$348,110
SSRM	Ssr Mining Inc.	11,800	$346,920
DOW	Dow Inc.	7,319	$304,836
KTOS	Kratos Defense & Security Solutions, Inc.	3,700	$260,887
EXC	Exelon Corp	5,297	$259,658
PSN	Parsons Corp	4,700	$254,599
BRC	Brady Corp	3,042	$247,132
AEIS	Advanced Energy Industries Inc	700	$225,897
EVRG	Evergy, Inc.	2,728	$223,477
TTE	TotalEnergies SE	2,454	$223,264
CENX	Century Aluminum Co	3,765	$220,967
TTC	Toro Co	2,300	$214,912
GOLF	Acushnet Holdings Corp.	2,193	$205,001
LYV	Live Nation Entertainment, Inc.	1,340	$204,363
ACGL	Arch Capital Group Ltd.	2,092	$200,811
SKYX	SKYX Platforms Corp.	163,750	$183,400
PDI	PIMCO Dynamic Income Fund	10,710	$183,248
AWP	abrdn Global Premier Properties Fund	11,087	$122,511
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	8,903	$848,901
CPNG	Coupang, Inc.	27,900	$658,161
ARM	Arm Holdings PLC /Uk	3,695	$403,900
LNC	Lincoln National Corp	5,656	$251,861
NVO	Novo Nordisk A S	4,696	$238,932
SONY	Sony Group Corp	9,200	$235,520
A	Agilent Technologies, Inc.	1,720	$234,040
BP	Bp PLC	6,350	$220,535
OTIS	Otis Worldwide Corp	2,502	$218,549
XYL	Xylem Inc.	1,477	$201,137
UDR	UDR, Inc.	5,472	$200,712
ORN	Orion Group Holdings Inc	10,000	$99,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

369 positions · $1,186,024,441 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 369 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	887,565	-11,928	$154,791,336	−7.7%	13.05%
AAPL	Apple Inc. Technology	Added	241,303	+3,569	$61,240,288	−5.2%	5.16%
MSFT	Microsoft Corp Technology	Reduced	87,490	-1,554	$32,386,173	−24.8%	2.73%
IAU	Ishares Gold Trust	Added	323,632	+18,508	$28,531,397	+15.2%	2.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	90,695	+316	$26,678,841	−8.4%	2.25%
WMT	Walmart Inc. Consumer Defensive	Added	195,926	+768	$24,349,683	+12.0%	2.05%
PHYS	Sprott Physical Gold Trust Financial Services	Added	601,703	+84,392	$21,324,354	+24.8%	1.80%
AMZN	Amazon Com Inc Consumer Cyclical	Added	101,676	+1,660	$21,176,060	−8.3%	1.79%
SPY	Spdr S&P 500 ETF Trust	Reduced	31,814	-240	$20,689,916	−5.3%	1.74%
SO	Southern Co Utilities	Added	185,547	+128	$17,908,996	+10.8%	1.51%
ABBV	AbbVie Inc. Healthcare	Reduced	75,024	-1,191	$16,316,969	−6.3%	1.38%
XOM	ExxonMobil Holdings Corp Energy	Added	87,703	+19,867	$14,879,690	+82.3%	1.25%
BX	Blackstone Inc. Financial Services	Reduced	127,956	-13,898	$14,713,660	−32.7%	1.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	43,240	-1,026	$14,221,203	−6.6%	1.20%
PSLV	Sprott Physical Silver Trust Financial Services	Added	565,316	+40,512	$13,788,057	+11.1%	1.16%
OKE	Oneok Inc /New/ Energy	Added	136,512	+2,702	$12,339,319	+25.5%	1.04%
CVX	Chevron Corp Energy	Added	59,208	+5,201	$12,250,135	+48.8%	1.03%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	38,198	-794	$11,871,556	−0.4%	1.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	40,710	-698	$11,706,567	−9.7%	0.99%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	92,820	+557	$11,335,178	−11.6%	0.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	23,422	+4,462	$11,223,822	+17.8%	0.95%
CAT	Caterpillar Inc Industrials	Added	15,236	+120	$10,794,096	+24.7%	0.91%
VMC	Vulcan Materials CO Basic Materials	Reduced	39,019	-210	$10,624,873	−5.0%	0.90%
V	Visa Inc. Financial Services	Reduced	34,642	-7,175	$10,470,198	−28.6%	0.88%
LMT	Lockheed Martin Corp Industrials	Added	17,106	+78	$10,338,695	+25.5%	0.87%
QQQ	Invesco Qqq Trust, Series 1	Reduced	17,876	-286	$10,317,669	−7.5%	0.87%
JNJ	Johnson & Johnson Healthcare	Added	40,667	+847	$9,940,641	+20.6%	0.84%
AFL	Aflac Inc Financial Services	Reduced	88,224	-3,402	$9,679,055	−4.2%	0.82%
PLTR	Palantir Technologies Inc. Technology	Added	63,100	+776	$9,230,268	−16.7%	0.78%
PSX	Phillips 66 Energy	Added	47,262	+810	$8,610,191	+43.6%	0.73%
GL	Globe Life Inc. Financial Services	Reduced	61,504	-235	$8,559,511	−0.9%	0.72%
SLV	iShares Silver Trust	Reduced	121,508	-5,360	$8,279,555	+1.3%	0.70%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	58,544	-2,590	$7,669,849	+6.8%	0.65%
WM	Waste Management Inc Industrials	Added	32,058	+80	$7,366,607	+4.8%	0.62%
GEV	GE Vernova Inc. Industrials	Held	8,352	0	$7,290,460	+33.6%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	50,138	-339	$7,241,932	+0.1%	0.61%
LLY	ELI LILLY & Co Healthcare	Added	7,840	+138	$7,210,996	−12.9%	0.61%
META	Meta Platforms, Inc. Communication Services	Added	12,597	+548	$7,207,121	−9.4%	0.61%
AVGO	Broadcom Inc. Technology	Added	23,218	+136	$7,186,203	−10.0%	0.61%
AGX	Argan Inc Industrials	Reduced	12,530	-250	$6,824,464	+70.4%	0.58%
CME	Cme Group Inc. Financial Services	Reduced	22,793	-475	$6,731,912	+5.9%	0.57%
RF	Regions Financial Corp Financial Services	Added	255,763	+6,760	$6,680,529	−1.0%	0.56%
SFBS	ServisFirst Bancshares, Inc. Financial Services	Held	90,854	0	$6,616,896	+1.4%	0.56%
HON	Honeywell International Inc Industrials	Reduced	27,474	-99	$6,512,794	+15.4%	0.55%
MA	Mastercard Inc Financial Services	Reduced	13,000	-181	$6,495,580	−13.7%	0.55%
CSCO	Cisco Systems, Inc. Technology	Added	83,584	+2,402	$6,485,282	+3.7%	0.55%
PWR	Quanta Services, Inc. Industrials	Held	11,759	0	$6,455,926	+30.1%	0.54%
AMGN	Amgen Inc Healthcare	Added	18,004	+8	$6,334,707	+7.5%	0.53%
GS	Goldman Sachs Group Inc Financial Services	Added	7,271	+700	$6,151,193	+6.5%	0.52%
IBM	International Business Machines Corp Technology	Added	25,121	+502	$6,089,079	−16.5%	0.51%