LEAVELL INVESTMENT MANAGEMENT, INC.

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CIK 924181

13F portfolio (2026-Q1)

$2.4B

Positions

603

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

603

Top 5

17.9%

Top 10

25.3%

Effective N

81.0

HHI

0.012

This quarter

39 new · 0 exit →

By sector

Unclassified55.4%

Information Technology14.2%

Financials7.0%

Industrials5.0%

Consumer Discretionary4.2%

Health Care3.1%

Materials2.7%

Utilities2.6%

Other5.9%

By market cap

Unknown56.9%

Mega (>$200B)24.9%

Large ($10–200B)16.9%

Mid ($2–10B)1.2%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other55.4%

North America44.2%

Europe0.4%

Asia-Pacific0.0%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	55.84%	254
Semiconductors & Semiconductor Equipment	7.40%	15
Technology Hardware & Equipment	3.52%	15
Specialty Retail	2.96%	14
Utilities	2.65%	25
Pharmaceuticals & Biotechnology	2.46%	15
Banks	2.44%	21
Software	2.07%	8
Oil, Gas & Consumable Fuels	2.04%	15
Software & IT Services	2.04%	7
Capital Markets	1.78%	15
Machinery	1.69%	20
Commercial Services & Supplies	1.58%	16
Insurance	1.56%	22
Metals & Mining	1.18%	13
Aerospace & Defense	1.08%	12
Electrical Equipment & Components	0.89%	7
Chemicals	0.84%	12
Construction & Engineering	0.79%	9
Equity Real Estate Investment Trusts (REITs)	0.65%	7
Hotels, Restaurants & Leisure	0.58%	6
Construction Materials	0.54%	3
Beverages	0.48%	5
Distributors	0.40%	9
Health Care Equipment & Supplies	0.36%	9
Road & Rail	0.25%	5
Automobiles & Components	0.20%	1
Communications Equipment	0.16%	3
Life Sciences Tools & Services	0.16%	3
Diversified Telecommunication Services	0.15%	3
Health Care Providers & Services	0.15%	3
Transportation Infrastructure	0.14%	2
Food Products	0.13%	5
Tobacco	0.13%	2
Entertainment	0.13%	3
Paper & Forest Products	0.12%	3
Real Estate Management & Development	0.09%	2
Agricultural Products	0.07%	1
Food & Staples Retailing	0.06%	2
Diversified Consumer Services	0.05%	1
Media & Entertainment	0.05%	3
Airlines	0.05%	1
Leisure Products	0.03%	3
Professional Services	0.02%	1
Textiles, Apparel & Luxury Goods	0.02%	1
Marine	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	6.35%
2	MGC	Vanguard Mega Cap ETF	Unclassified	4.89%
3	AAPL	Apple Inc.	Information Technology	2.51%
4	VO	VANGUARD INDEX FDS	Unclassified	2.28%
5	MGK	Vanguard Mega Cap Growth ETF	Unclassified	1.90%
6	VOO	VANGUARD INDEX FDS	Unclassified	1.66%
7	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	1.53%
8	FNDF	SCHWAB STRATEGIC TR	Unclassified	1.47%
9	SCHO	SCHWAB SHORT-TERM US TREASURY ETF	Unclassified	1.36%
10	VV	VANGUARD INDEX FDS	Unclassified	1.35%

350/603 names classified · sector 44.6% of weight · industry 44.2% · mkt cap 43.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 53 quarters

Information TechnologyAAPL, NVDA, MSFT, ADBE, IBM · other

FinancialsV, JPM, BX, GL, WFC · other

IndustrialsLMT, HON, GPN, CAT, NSC · other

Health CareABBV, JNJ, PFE, MRK, TECH · other

Consumer DiscretionaryHD, MCD, WMT, AMZN, CAH · other

MaterialsVMC, PG, CL, NKE, ALB · other

UtilitiesSO, DUK, EPD, OKE, D · other

Communication ServicesDIS, GOOG, T, VZ, CMCSA · other

EnergyXOM, CVX, PSX, COP, ENB · other

Consumer StaplesKO, MO, PM, MDLZ, KHC · other

Real EstateMAA, RYN, WY, VTR, O · other

UnclassifiedBSV, SHY, BND, SPDR Barclays S-T Muni Bond, BIV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 44.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 42% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (303 classified)LEAVELL INVESTMENT MANAGEMENT, INC. centroid (Large Core)

Information TechnologyFinancialsIndustrialsConsumer DiscretionaryHealth CareUtilitiesCommunication ServicesMaterialsEnergyConsumer StaplesReal Estate

Style box summary for LEAVELL INVESTMENT MANAGEMENT, INC.: centroid Large Core. Heaviest cells: Large Growth 18.3%, Large Core 7.9%, Large Value 7.1%.

Classified: 42.1% of book weight (303/603 names) · unclassified 57.9%: MGC, VO, MGK, VOO, VEA, FNDF, SCHO, VV, IGSB, VB +290 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 603 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	887,565	$155M	6.3%	HOLD
2	MGCVanguard Mega Cap ETF	504,340	$119M	4.9%	HOLD
3	AAPLAPPLE INC	241,303	$61M	2.5%	HOLD
4	VOVANGUARD INDEX FDS	193,401	$56M	2.3%	HOLD
5	MGKVanguard Mega Cap Growth ETF	126,300	$46M	1.9%	ADD 3%
6	VOOVANGUARD INDEX FDS	67,902	$41M	1.7%	ADD 5%
7	VEAVANGUARD TAX-MANAGED FDS	582,227	$37M	1.5%	ADD 4%
8	FNDFSCHWAB STRATEGIC TR	734,098	$36M	1.5%	ADD 5%
9	SCHOSCHWAB SHORT-TERM US TREASURY ETF	1,364,383	$33M	1.4%	ADD 6%
10	VVVANGUARD INDEX FDS	110,036	$33M	1.3%	ADD 6%
11	MSFTMICROSOFT CORP	87,490	$32M	1.3%	HOLD
12	IGSBISHARES TR	602,484	$32M	1.3%	ADD 9%
13	VBVANGUARD INDEX FDS	111,460	$29M	1.2%	HOLD
14	IAUISHARES GOLD TR	323,632	$29M	1.2%	ADD 6%
15	GOOGALPHABET INC	95,888	$28M	1.1%	HOLD
16	SCHFSCHWAB STRATEGIC TR	1,101,452	$27M	1.1%	HOLD
17	JPMJPMORGAN CHASE & CO	90,695	$27M	1.1%	HOLD
18	MGVVANGUARD WORLD FD	176,079	$26M	1.0%	ADD 4%
19	WMTWALMART INC	195,926	$24M	1.0%	HOLD
20	BNDVANGUARD BD INDEX FDS	297,401	$22M	0.9%	ADD 8%
21	PHYSSprott Physical Gold Trust	601,703	$21M	0.9%	ADD 16%
22	AMZNAMAZON COM INC	101,676	$21M	0.9%	HOLD
23	MBBISHARES TR	221,906	$21M	0.9%	ADD 2%
24	SPYSTATE STR SPDR S&P 500 ETF T	31,814	$21M	0.9%	HOLD
25	IJHISHARES TR	282,333	$19M	0.8%	HOLD
26	SOSOUTHERN CO	185,547	$18M	0.7%	HOLD
27	SCHXSCHWAB U.S. LARGE-CAP ETF	662,085	$17M	0.7%	HOLD
28	ABBVABBVIE INC	75,024	$16M	0.7%	HOLD
29	SGOVISHARES TR	152,984	$15M	0.6%	TRIM −4%
30	XOMEXXON MOBIL CORP	87,703	$15M	0.6%	ADD 29%
31	BXBLACKSTONE INC	127,956	$15M	0.6%	TRIM −10%
32	VWOVANGUARD INTL EQUITY INDEX F	264,378	$14M	0.6%	ADD 7%
33	HDHOME DEPOT INC	43,240	$14M	0.6%	TRIM −2%
34	BSVVANGUARD BD INDEX FDS	176,236	$14M	0.6%	ADD 10%
35	PSLVSPROTT ASSET MANAGEMENT LP	565,316	$14M	0.6%	ADD 8%
36	VTIVANGUARD INDEX FDS	41,960	$13M	0.6%	HOLD
37	SCHBSCHWAB STRATEGIC TR	518,199	$13M	0.5%	HOLD
38	IEIISHARES TR	105,454	$13M	0.5%	TRIM −10%
39	VIGVANGUARD SPECIALIZED FUNDS	57,590	$12M	0.5%	HOLD
40	OKEONEOK INC NEW	136,512	$12M	0.5%	ADD 2%
41	VTVANGUARD INTL EQUITY INDEX F	89,206	$12M	0.5%	HOLD
42	CVXCHEVRON CORP NEW	59,208	$12M	0.5%	ADD 10%
43	MCDMCDONALDS CORP	38,198	$12M	0.5%	TRIM −2%
44	GOOGLALPHABET INC	40,710	$12M	0.5%	HOLD
45	VOEVANGUARD INDEX FDS	63,354	$12M	0.5%	ADD 3%
46	VPLSVANGUARD MALVERN FDS	150,222	$12M	0.5%	ADD 21%
47	STIPISHARES TR	110,737	$11M	0.5%	ADD 12%
48	MAAMID-AMER APT CMNTYS INC	92,820	$11M	0.5%	HOLD
49	BRK.BBERKSHIRE HATHAWAY INC DEL	23,422	$11M	0.5%	ADD 24%
50	IVVISHARES TR	16,952	$11M	0.5%	ADD 4%
51	CATCATERPILLAR INC	15,236	$11M	0.4%	HOLD
52	FNDXSCHWAB STRATEGIC TR	382,404	$11M	0.4%	ADD 26%
53	VMCVULCAN MATLS CO	39,019	$11M	0.4%	HOLD
54	SCHDSCHWAB STRATEGIC TR	342,938	$11M	0.4%	HOLD
55	VVISA INC	34,642	$10M	0.4%	TRIM −17%
56	JUSTGOLDMAN SACHS ETF TR	112,790	$10M	0.4%	HOLD
57	SCHMSCHWAB STRATEGIC TR	335,376	$10M	0.4%	HOLD
58	LMTLOCKHEED MARTIN CORP	17,106	$10M	0.4%	HOLD
59	QQQINVESCO QQQ TR	17,876	$10M	0.4%	HOLD
60	VGTVANGUARD WORLD FD	14,633	$10M	0.4%	TRIM −3%
61	JNJJOHNSON & JOHNSON	40,667	$10M	0.4%	ADD 2%
62	AFLAFLAC INC	88,224	$10M	0.4%	TRIM −4%
63	TIPISHARES TR	85,436	$9M	0.4%	ADD 277%
64	IBDRISHARES TR	384,335	$9M	0.4%	ADD 3%
65	IDEVISHARES TR	110,966	$9M	0.4%	ADD 11%
66	PLTRPALANTIR TECHNOLOGIES INC	63,100	$9M	0.4%	HOLD
67	VCSHVANGUARD SCOTTSDALE FDS	116,375	$9M	0.4%	HOLD
68	PSXPHILLIPS 66	47,262	$9M	0.4%	HOLD
69	GLGLOBE LIFE INC	61,504	$9M	0.4%	HOLD
70	SLVISHARES SILVER TR	121,508	$8M	0.3%	TRIM −4%
71	BCIETFS TR	325,818	$8M	0.3%	HOLD
72	WPMWHEATON PRECIOUS METALS CORP	58,544	$8M	0.3%	TRIM −4%
73	DCREDOUBLELINE ETF TRUST	147,629	$8M	0.3%	ADD 7%
74	IBDSISHARES TR	313,639	$8M	0.3%	ADD 17%
75	VXUSVANGUARD STAR FDS	98,328	$8M	0.3%	ADD 3%
76	XCEMCOLUMBIA ETF TR II	184,200	$8M	0.3%	ADD 6%
77	RECSCOLUMBIA ETF TR I	189,656	$7M	0.3%	ADD 11%
78	WMWASTE MGMT INC DEL	32,058	$7M	0.3%	HOLD
79	GEVGE VERNOVA INC	8,352	$7M	0.3%	HOLD
80	PGPROCTER AND GAMBLE CO	50,138	$7M	0.3%	HOLD
81	RSPINVESCO EXCHANGE TRADED FD T	37,622	$7M	0.3%	TRIM −5%
82	LLYELI LILLY & CO	7,840	$7M	0.3%	HOLD
83	METAMETA PLATFORMS INC	12,597	$7M	0.3%	ADD 5%
84	AVGOBROADCOM INC	23,218	$7M	0.3%	HOLD
85	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	80,707	$7M	0.3%	TRIM −11%
86	SCHZSCHWAB STRATEGIC TR	306,257	$7M	0.3%	TRIM −4%
87	VOTVANGUARD INDEX FDS	27,555	$7M	0.3%	ADD 2%
88	ACWIISHARES TR	50,275	$7M	0.3%	HOLD
89	AGXARGAN INC	12,530	$7M	0.3%	HOLD
90	RFREGIONS FINANCIAL CORP NEW	255,763	$7M	0.3%	ADD 3%
91	CMECME GROUP INC	22,793	$7M	0.3%	TRIM −2%
92	IEFISHARES TR	69,984	$7M	0.3%	ADD 5%
93	SFBSSERVISFIRST BANCSHARES INC	90,854	$7M	0.3%	HOLD
94	IBMOISHARES TR	255,821	$7M	0.3%	TRIM −15%
95	MAMASTERCARD INCORPORATED	13,000	$6M	0.3%	HOLD
96	CSCOCISCO SYS INC	83,584	$6M	0.3%	ADD 3%
97	QUALISHARES TR	33,670	$6M	0.3%	TRIM −2%
98	PWRQUANTA SVCS INC	11,759	$6M	0.3%	HOLD
99	AMGNAMGEN INC	18,004	$6M	0.3%	HOLD
100	EWYISHARES INC MSCI STH KOR ETF	50,811	$6M	0.3%	ADD 228%
101	HONHONEYWELL INTL INC	27,474	$6M	0.3%	HOLD
102	VXFVANGUARD INDEX FDS	30,121	$6M	0.3%	ADD 3%
103	GSGOLDMAN SACHS GROUP INC	7,271	$6M	0.3%	ADD 11%
104	IWFISHARES TR	14,322	$6M	0.3%	HOLD
105	IBMINTERNATIONAL BUSINESS MACHS	25,121	$6M	0.2%	ADD 2%
106	LRCXLAM RESEARCH CORP	28,449	$6M	0.2%	ADD 4%
107	IQLTISHARES TR	130,409	$6M	0.2%	ADD 7%
108	CCJCAMECO CORP	54,580	$6M	0.2%	HOLD
109	SHYISHARES TR	69,477	$6M	0.2%	ADD 3%
110	LNGCheniere Energy, Inc	20,065	$6M	0.2%	ADD 2%
111	FLKRFRANKLIN TEMPLETON ETF TR	142,595	$6M	0.2%	ADD 9%
112	KOCOCA COLA CO	72,100	$6M	0.2%	HOLD
113	EMREMERSON ELEC CO	41,674	$5M	0.2%	HOLD
114	SPHQINVESCO EXCHANGE TRADED FD T	71,883	$5M	0.2%	ADD 48%
115	IEMGISHARES INC	76,912	$5M	0.2%	ADD 25%
116	IBTHISHARES TR	237,567	$5M	0.2%	ADD 22%
117	IBTGISHARES TR	229,823	$5M	0.2%	TRIM −5%
118	MDYSPDR S&P MIDCAP 400 ETF TR	8,416	$5M	0.2%	TRIM −18%
119	IBDTISHARES TR	205,201	$5M	0.2%	ADD 26%
120	PDOPIMCO DYNAMIC INCOME OPRNTS	392,835	$5M	0.2%	HOLD
121	XLGINVESCO EXCHANGE TRADED FD T	91,739	$5M	0.2%	TRIM −6%
122	MRKMERCK & CO INC	41,201	$5M	0.2%	ADD 7%
123	GEGE AEROSPACE	17,504	$5M	0.2%	HOLD
124	VUGVANGUARD INDEX FDS	11,348	$5M	0.2%	HOLD
125	TSLATESLA INC	13,031	$5M	0.2%	ADD 5%
126	TXNTEXAS INSTRS INC	24,803	$5M	0.2%	HOLD
127	ORCLORACLE CORP	32,692	$5M	0.2%	TRIM −9%
128	GPNGLOBAL PMTS INC	71,256	$5M	0.2%	HOLD
129	FLJPFRANKLIN TEMPLETON ETF TR	131,215	$5M	0.2%	ADD 12%
130	DUKDUKE ENERGY CORP NEW	36,158	$5M	0.2%	HOLD
131	STLDSTEEL DYNAMICS INC	26,066	$5M	0.2%	HOLD
132	NBISNEBIUS GROUP N.V.	45,037	$5M	0.2%	HOLD
133	ICEINTERCONTINENTAL EXCHANGE IN	29,278	$5M	0.2%	HOLD
134	GBILGOLDMAN SACHS ETF TR	45,637	$5M	0.2%	ADD 5%
135	MINTPIMCO ETF TR	44,420	$4M	0.2%	ADD 11%
136	MLPXGLOBAL X FDS	59,885	$4M	0.2%	TRIM −6%
137	LOWLOWES COS INC	18,680	$4M	0.2%	HOLD
138	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	145,342	$4M	0.2%	ADD 10%
139	ETNEATON CORP PLC	11,721	$4M	0.2%	HOLD
140	IEFAISHARES TR	46,176	$4M	0.2%	HOLD
141	IBMPISHARES TR	161,734	$4M	0.2%	TRIM −22%
142	FCXFREEPORT MCMORAN INC	68,660	$4M	0.2%	ADD 4%
143	TELTE CONNECTIVITY PLC	19,247	$4M	0.2%	HOLD
144	PNFPPINNACLE FINL PARTNERS INC	46,409	$4M	0.2%	NEW
145	IBTIISHARES TR	178,011	$4M	0.2%	ADD 28%
146	VGITVANGUARD SCOTTSDALE FDS	66,586	$4M	0.2%	ADD 5%
147	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	35,080	$4M	0.2%	ADD 35%
148	MPCMARATHON PETE CORP	15,995	$4M	0.2%	TRIM −4%
149	IJRISHARES TR	31,236	$4M	0.2%	TRIM −3%
150	ASMLASML HOLDING N V	2,918	$4M	0.2%	HOLD
151	PHPARKER-HANNIFIN CORP	4,300	$4M	0.2%	HOLD
152	BLOKAMPLIFY ETF TR	75,950	$4M	0.2%	TRIM −10%
153	FNDESCHWAB STRATEGIC TR	97,247	$4M	0.2%	ADD 15%
154	MSMORGAN STANLEY	22,598	$4M	0.2%	TRIM −3%
155	WECWEC ENERGY GROUP INC	30,947	$4M	0.1%	HOLD
156	MUMICRON TECHNOLOGY INC	10,501	$4M	0.1%	ADD 39%
157	TTTRANE TECHNOLOGIES PLC	8,414	$4M	0.1%	HOLD
158	PEPPEPSICO INC	22,364	$3M	0.1%	TRIM −3%
159	IDMOINVESCO EXCH TRADED FD TR II	61,925	$3M	0.1%	ADD 32%
160	ABTABBOTT LABS	33,045	$3M	0.1%	TRIM −6%
161	BSLBLACKSTONE SENI FLTN RAT 202	260,730	$3M	0.1%	TRIM −2%
162	SCHVSCHWAB STRATEGIC TR	108,891	$3M	0.1%	TRIM −4%
163	IBMQISHARES TR	128,560	$3M	0.1%	ADD 4%
164	CLCOLGATE PALMOLIVE CO	38,435	$3M	0.1%	HOLD
165	KMIKINDER MORGAN INC DEL	95,560	$3M	0.1%	TRIM −17%
166	UNHUNITEDHEALTH GROUP INC	11,774	$3M	0.1%	TRIM −11%
167	AGGISHARES TR	31,804	$3M	0.1%	ADD 15%
168	DEDEERE & CO	5,503	$3M	0.1%	HOLD
169	VEUVANGUARD INTL EQUITY INDEX F	40,710	$3M	0.1%	ADD 13%
170	MTZMASTEC INC	9,300	$3M	0.1%	ADD 28%
171	WATWATERS CORP	10,004	$3M	0.1%	ADD 9%
172	SCHASCHWAB STRATEGIC TR	102,397	$3M	0.1%	HOLD
173	VRTXVERTEX PHARMACEUTICALS INC	6,660	$3M	0.1%	HOLD
174	SCHESCHWAB STRATEGIC TR	89,755	$3M	0.1%	HOLD
175	CEGCONSTELLATION ENERGY CORP	10,488	$3M	0.1%	ADD 8%
176	GARPISHARES TR	45,309	$3M	0.1%	ADD 119%
177	LHXL3HARRIS TECHNOLOGIES INC	8,285	$3M	0.1%	HOLD
178	BROBROWN & BROWN INC	43,491	$3M	0.1%	HOLD
179	QCOMQUALCOMM INC	21,861	$3M	0.1%	TRIM −7%
180	DISDISNEY WALT CO	29,113	$3M	0.1%	TRIM −9%
181	GDGENERAL DYNAMICS CORP	8,109	$3M	0.1%	HOLD
182	VBRVANGUARD INDEX FDS	12,306	$3M	0.1%	ADD 3%
183	COSTCOSTCO WHSL CORP NEW	2,671	$3M	0.1%	ADD 2%
184	ITWILLINOIS TOOL WKS INC	10,081	$3M	0.1%	HOLD
185	GLDSPDR GOLD TR	6,090	$3M	0.1%	HOLD
186	TMOTHERMO FISHER SCIENTIFIC INC	5,311	$3M	0.1%	HOLD
187	IBTJISHARES TR	119,301	$3M	0.1%	ADD 28%
188	GEHCGE HEALTHCARE TECHNOLOGIES I	36,531	$3M	0.1%	HOLD
189	SCHRSCHWAB STRATEGIC TR	104,075	$3M	0.1%	ADD 103%
190	ADBEADOBE INC	10,572	$3M	0.1%	TRIM −2%
191	ORIOld Republic Nat'l. Corp.	63,902	$3M	0.1%	TRIM −9%
192	LINLINDE PLC	5,127	$3M	0.1%	HOLD
193	EPDENTERPRISE PRODS PARTNERS L	66,183	$3M	0.1%	HOLD
194	GLWCORNING INC	18,068	$2M	0.1%	ADD 17%
195	IWMISHARES TR	9,778	$2M	0.1%	TRIM −4%
196	AMDADVANCED MICRO DEVICES INC	11,774	$2M	0.1%	HOLD
197	BBJPJ P MORGAN EXCHANGE TRADED F	34,755	$2M	0.1%	NEW
198	DRSKETF SER SOLUTIONS	86,000	$2M	0.1%	HOLD
199	AMATAPPLIED MATLS INC	6,875	$2M	0.1%	HOLD
200	ADPAUTOMATIC DATA PROCESSING IN	11,452	$2M	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

1.0M

948K

899K

888K

$155M

MGCVanguard Mega Cap ETF

470K

481K

494K

502K

501K

504K

$119M

AAPLAPPLE INC

257K

256K

242K

238K

241K

$61M

VOVANGUARD INDEX FDS

176K

182K

185K

191K

192K

193K

$56M

MGKVanguard Mega Cap Growth ETF

116K

119K

120K

122K

126K

$46M

VOOVANGUARD INDEX FDS

58K

59K

63K

64K

68K

$41M

VEAVANGUARD TAX-MANAGED FDS

526K

539K

552K

561K

560K

582K

$37M

FNDFSCHWAB STRATEGIC TR

660K

677K

682K

686K

702K

734K

$36M

SCHOSCHWAB SHORT-TERM US TREASURY ETF

1.1M

1.2M

1.3M

1.4M

$33M

VVVANGUARD INDEX FDS

107K

105K

104K

110K

$33M

MSFTMICROSOFT CORP

93K

94K

91K

89K

87K

$32M

IGSBISHARES TR

425K

460K

500K

516K

552K

602K

$32M

VBVANGUARD INDEX FDS

116K

118K

116K

113K

111K

$29M

IAUISHARES GOLD TR

203K

233K

241K

287K

305K

324K

$29M

GOOGALPHABET INC

95K

99K

98K

97K

96K

$28M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆LEAVELL INVESTMENT MANAGEMENT, INC.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 603 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

LEAVELL INVESTMENT MANAGEMENT, INC.