LEAVELL INVESTMENT MANAGEMENT, INC.
Q4 2025 13F-HR Holdings
Net value change ($000)
+31,531
(1.3%)
New positions
23
Sold out positions
28
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| PSLV | 8,919 | 255.3% |
| PHYS | 8,844 | 107.4% |
| GOOGL | 6,628 | 27.9% |
| IAU | 3,870 | 18.5% |
| SLV | 3,356 | 69.7% |
| GOOGL | 3,041 | 30.7% |
| AAPL | 3,000 | 4.9% |
| MGC | 2,965 | 2.4% |
| VPLS | 2,927 | 43.0% |
| LLY | 2,313 | 38.8% |
Top Reduces (Value $000, Stocks/ETFs)
| NVDA | -9,133 | -5.2% |
| IBDQ | -7,842 | -100.0% |
| iSHARES TRUST | -7,064 | -100.0% |
| MSFT | -4,212 | -8.9% |
| ORCL | -3,803 | -35.3% |
| BX | -3,515 | -13.8% |
| VMC | -3,480 | -23.7% |
| METV | -3,208 | -79.6% |
| HD | -2,957 | -16.3% |
| iSHARES TRUST | -2,785 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|