Leavell Investment Management, Inc. Portfolio Holdings
Leavell Investment Management, Inc.
- $2.18 Billion
- Q2 2025
Leavell Investment Management, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.18 Billion distributed in 578 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $160M, Vanguard Mega Cap ETF with a value of $111M, Apple Inc. with a value of $52.6M, Vanguard Mid Cap ETF with a value of $51.7M, and Microsoft Corp with a value of $46.7M.
Examining the 13F form we can see an increase of $194M in the current position value, from $1.98B to 2.18B.
Below you can find more details about Leavell Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.18 Billion
ETFs: $1.11 Billion
Technology: $335 Million
Financial Services: $203 Million
Industrials: $109 Million
Healthcare: $79.9 Million
Consumer Cyclical: $76.9 Million
Consumer Defensive: $60.6 Million
Energy: $59.3 Million
Other: $143 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 578
- Current Value $2.18 Billion
- Prior Value $1.98 Billion
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 39 stocks
- Additional Purchases 257 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks