account_balance

Investment manager · 13F filer · SEC CIK 924181

Leavell Investment Management, Inc.

Reported value$2.86Bas of Sep 30, 2026
Positions648 38 new, 23 sold out
Top 10 weight27.1%NVDA alone is 7%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA Nvidia Corp Com 7.0% Held
MGC Vanguard Mega Cap ETF 5.0% Held
AAPL Apple Inc 2.8% Held
VO Vanguard Mid Cap ETF 2.1% Held
VOO Vanguard S&P 500 ETF 2.0% Added +18%
MGK Vanguard Mega Growth ETF 2.0% Held
VEA Vanguard FTSE Developed ETF 1.8% Added +21%
MSFT Microsoft Corp 1.6% Added +2%
FNDF Schwab Fundamental Inl Large Com ETF 1.4% Held
VV Vanguard Large-Cap Index Fund ETF Shares 1.3% Held
GOOG Alphabet Inc Class C Cap STK 1.2% Held
IGSB iShares 1-5 Investment Grade Corp ETF 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • EQWL $14.2M
  • SUB $2.74M
  • JMUB $2.63M
  • JPST $1.7M
arrow_upwardAdded
  • ITOT +2144%
  • IDEQ +508%
  • MINT +115%
  • SFBS +100%
arrow_downwardTrimmed
  • META −25%
  • IBDR −16%
  • XCEM −9%
  • BSV −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast