DOSSIER · 13F-HR · Q3 2026

LEAVELL INVESTMENT MANAGEMENT, INC.

$2.9B in tracked AUM across 649 positions as of Q3 2026.

LI
CIK 0000924181 · last filed Sep 30, 2026
Total AUM
$2.9B
as of Q3 2026
Holdings
649
+15 QoQ
positions
Whale Score
55
55
tracked
Activity
578
+40 new, −25 sold
changes this Q
AI Analysis · Q3 2026

LEAVELL INVESTMENT MANAGEMENT, INC. filed its latest 13F-HR for Q3 2026. 578 position changes this quarter — 40 new, 25 exited, 343 added, 170 trimmed.

Quarter at a glance — Q3 2026

578 material changes this filing.

TRIM
NVDANvidia Corp Com
-3K sh
+$24M
7.0%
NEW
XOMExxonmobil Holdings Corp
+91K sh
+$15M
0.5%
NEW
EQWLInvesco S&P 100 Eql WGHT ETF
+110K sh
+$14M
0.5%
ADD
MSFTMicrosoft Corp
+2K sh
+$13M
1.6%
NEW
OKEOneok Inc Com
+142K sh
+$12M
0.4%
EXIT
OKEOneok Inc New
-136K sh
$-12M
—
EXIT
XOMExxon Mobil Corporation
-86K sh
$-12M
—

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
Nvidia Corp Com
$199M871K7.0%
02
MGC
Vanguard Mega Cap ETF
$144M511K5.0%
03
AAPL
Apple Inc
$81M244K2.8%
04
VO
Vanguard Mid Cap ETF
$59M754K2.1%
05
VOO
Vanguard S&P 500 ETF
$58M83K2.0%
06
MGK
Vanguard Mega Growth ETF
$57M617K2.0%
07
VEA
Vanguard FTSE Developed ETF
$52M739K1.8%
08
MSFT
Microsoft Corp
$46M89K1.6%
09
FNDF
Schwab Fundamental Inl Large Com ETF
$41M768K1.4%
10
VV
Vanguard Large-Cap Index Fund ETF Shares
$38M108K1.3%

Filing history

2026Q3Sep 30
$2.9B▲ 4.6%
649 positionsView →
2026Q2Jun 30
$2.7B▲ 12.2%
634 positionsView →
2026Q1Mar 31
$2.4B▲ 1.5%
604 positionsView →
2025Q4Dec 31
$2.4B▲ 1.3%
584 positionsView →
2025Q3Sep 30
$2.4B▲ 6.3%
589 positionsLocked
2025Q2Jun 30
$2.2B▲ 10.3%
578 positionsLocked
2025Q1Mar 31
$2.0B▼ 0.9%
553 positionsLocked
2024Q4Dec 31
$2.0B▲ 1.7%
538 positionsLocked
2024Q3Sep 30
$2.0B▲ 10.8%
536 positionsLocked
2024Q2Jun 30
$1.8B▲ 4.5%
502 positionsLocked
2024Q1Mar 31
$1.7B▲ 10.1%
476 positionsLocked
2023Q4Dec 31
$1.6B▲ 10.0%
462 positionsLocked
Showing 12 of 100