Leavell Investment Management, Inc. Reduced Holdings in Q3 2025

Leavell Investment Management, Inc.

  • $2.31 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-47.9K
- 89.86%
$52.55 - $54.37 $2.52M - $2.61M
5.41K $292K
BRO
Brown & Brown, Inc.

Financial Services
-13.2K
- 22.94%
$90.88 - $108.93 $1.2M - $1.44M
44.3K $4.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-92.9K
- 19.04%
$26.38 - $27.95 $2.45M - $2.6M
395K $10.8M
V
Visa Inc.

Financial Services
-4.07K
- 8.45%
$332.09 - $358.86 $1.35M - $1.46M
44K $15M
OKE
Oneok Inc

Energy
-10.2K
- 7.3%
$71.36 - $83.47 $727K - $850K
129K $9.44M
MAA
Mid America Apartment Communities Inc.

Real Estate
-7.51K
- 7.08%
$138.38 - $153.2 $1.04M - $1.15M
98.6K $13.8M
DE
Deere & CO

Industrials
-3.05K
- 34.98%
$457.26 - $524.37 $1.39M - $1.6M
5.67K $2.59M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-19.3K
- 15.92%
$86.07 - $90.74 $1.66M - $1.75M
102K $9.11M
HON
Honeywell International Inc

Industrials
-3.99K
- 11.32%
$207.7 - $240.4 $830K - $960K
31.3K $6.58M
ACN
Accenture PLC

Technology
-4.7K
- 53.16%
$232.56 - $304.78 $1.09M - $1.43M
4.14K $1.02M
WAT
Waters Corp

Healthcare
-2K
- 17.59%
$277.72 - $357.04 $556K - $714K
9.38K $2.81M
ADP
Automatic Data Processing Inc

Industrials
-3.16K
- 21.28%
$288.69 - $310.94 $911K - $981K
11.7K $3.42M
NVR
Nvr Inc

Consumer Cyclical
-150
- 72.82%
$7301.0 - $8543.0 $1.1M - $1.28M
56 $449K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-38K
- 12.59%
$26.71 - $26.81 $1.01M - $1.02M
264K $7.06M
ADBE
Adobe Inc.

Technology
-1.45K
- 11.73%
$333.65 - $392.1 $483K - $567K
10.9K $3.84M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-35.8K
- 10.3%
$25.09 - $25.19 $897K - $901K
311K $7.84M
DIS
Walt Disney CO

Communication Services
-4.33K
- 10.99%
$112.25 - $124.0 $486K - $537K
35.1K $4.01M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.1K
- 13.65%
$366.54 - $479.53 $405K - $529K
6.99K $2.74M
DHR
Danaher Corp

Healthcare
-4.1K
- 49.9%
$181.46 - $212.2 $744K - $870K
4.12K $816K
STLD
Steel Dynamics Inc

Basic Materials
-8K
- 23.52%
N/A
26K $2.55M
LLY
Eli Lilly & CO

Healthcare
-759
- 8.85%
$625.65 - $812.69 $475K - $617K
7.82K $5.96M
KMI
Kinder Morgan, Inc.

Energy
-19.1K
- 12.51%
$26.23 - $28.5 $500K - $543K
133K $3.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.73K
- 11.93%
$181.56 - $190.33 $1.04M - $1.09M
42.3K $8.02M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-29.9K
- 20.07%
$23.29 - $23.38 $697K - $700K
119K $2.79M
BXSL
Blackstone Secured Lending Fund

Financial Services
-10.6K
- 14.17%
$26.07 - $32.55 $277K - $346K
64.4K $1.68M
KO
Coca Cola CO

Consumer Defensive
-4.12K
- 5.36%
$65.67 - $71.67 $270K - $295K
72.6K $4.82M
DLR
Digital Realty Trust, Inc.

Real Estate
-3.3K
- 14.35%
$161.21 - $180.02 $531K - $593K
19.7K $3.4M
LMT
Lockheed Martin Corp

Industrials
-2.64K
- 13.26%
$410.74 - $499.21 $1.08M - $1.32M
17.2K $8.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.48K
- 9.73%
$617.65 - $666.84 $2.15M - $2.32M
32.3K $21.5M
CL
Colgate Palmolive CO

Consumer Defensive
-1.79K
- 4.46%
$79.36 - $93.33 $142K - $167K
38.4K $3.07M
MLM
Martin Marietta Materials Inc

Basic Materials
-1.49K
- 33.83%
$546.36 - $631.12 $814K - $940K
2.92K $1.84M
TXN
Texas Instruments Inc

Technology
-2.94K
- 9.7%
N/A
27.3K $5.32M
GBIL
Goldman Sachs Access Treasury

ETFs
-5.69K
- 14.66%
$99.82 - $100.23 $568K - $570K
33.1K $3.32M
ICE
Intercontinental Exchange, Inc.

Financial Services
-630
- 2.11%
$167.28 - $188.45 $105K - $119K
29.3K $4.93M
VIG
Vanguard Dividend Appreciation

ETFs
-2.92K
- 4.79%
N/A
58K $10.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-50
- 7.58%
$5364.25 - $5815.92 $268K - $291K
610 $3.29M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-10.9K
- 52.67%
$49.0 - $52.0 $532K - $565K
9.76K $505K
PG
Procter & Gamble CO

Consumer Defensive
-1.32K
- 2.47%
$150.47 - $161.22 $199K - $213K
52.2K $8.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.8K
- 20.69%
$55.15 - $58.11 $596K - $628K
41.4K $2.38M
CAH
Cardinal Health Inc

Healthcare
-2.19K
- 17.75%
$146.04 - $167.63 $319K - $366K
10.1K $1.59M
FCX
Freeport Mcmoran Inc

Basic Materials
-4.69K
- 6.61%
$35.34 - $47.21 $166K - $221K
66.2K $2.59M
PM
Philip Morris International Inc.

Consumer Defensive
-1.19K
- 10.72%
$157.77 - $183.27 $188K - $219K
9.95K $1.61M
CSCO
Cisco Systems, Inc.

Technology
-4.68K
- 5.08%
$66.2 - $71.79 $310K - $336K
87.5K $5.99M
ABT
Abbott Laboratories

Healthcare
-2.18K
- 5.88%
$120.51 - $136.62 $263K - $298K
34.9K $4.67M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-18.6K
- 5.48%
$22.9 - $23.58 $426K - $439K
321K $7.53M
ISRG
Intuitive Surgical Inc

Healthcare
-58
- 1.68%
$433.66 - $544.47 $25.2K - $31.6K
3.39K $1.52M
WM
Waste Management Inc

Industrials
-367
- 1.1%
$213.88 - $237.1 $78.5K - $87K
33K $7.29M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.66K
- 60.52%
$85.61 - $93.54 $313K - $342K
2.39K $216K
CME
Cme Group Inc.

Financial Services
-694
- 2.9%
$258.83 - $287.1 $180K - $199K
23.3K $6.29M
Activity Summary
Buys All Purchases 248 New Holdings 34 Increased Positions 214 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 0 Puts 0
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