Institutional Fund
Leavell Investment Management, Inc.
Mobile, ALCIK 9241815 filings on record
Portfolio Value
$2.44B
Q1 2026
Holdings
603
Reported positions
New Buys
39
Opened this quarter
QoQ Change
+1.5%
from $2.40B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation6.3%
- Vanguard World Fd4.9%
- Apple Inc2.5%
- Vanguard Index Fds2.3%
- Vanguard World Fd1.9%
- Vanguard Index Fds1.7%
- Other80.4%
Portfolio Holdings
603 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 887.6K | $154.80M | 6.3% | −11.9K | Reduced |
| 2 | Vanguard World Fd | 504.3K | $119.20M | 4.9% | +3.8K | Added |
| 3 | Apple Inc | 241.3K | $61.24M | 2.5% | +3.6K | Added |
| 4 | Vanguard Index Fds | 193.4K | $55.54M | 2.3% | +1.4K | Added |
| 5 | Vanguard World Fd | 126.3K | $46.41M | 1.9% | +3.9K | Added |
| 6 | Vanguard Index Fds | 67.9K | $40.57M | 1.7% | +3.5K | Added |
| 7 | Vanguard Tax-Managed Fds | 582.2K | $37.31M | 1.5% | +22.3K | Added |
| 8 | Schwab Strategic Tr | 734.1K | $35.92M | 1.5% | +32.3K | Added |
| 9 | Schwab Strategic Tr | 1.36M | $33.11M | 1.4% | +79.5K | Added |
| 10 | Vanguard Index Fds | 110.0K | $32.88M | 1.3% | +5.9K | Added |
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