LEAVELL INVESTMENT MANAGEMENT, INC.

Q1 2026 13F-HR Holdings

Location
Mobile, AL
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
604
Total value ($000)
$2,438,640
Net value change ($000)
+35,087 (1.5%)
New positions
39
Sold out positions
20
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TIP 6,936 278.2%
XOM 6,717 82.3%
EWY 4,746 315.6%
FNDF 4,192 13.2%
CVX 4,019 48.8%
PNFP 3,998 NEW
IAU 3,764 15.2%
AGX 2,820 70.4%
PSX 2,616 43.6%
WMT 2,610 12.0%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -12,956 -7.7%
MSFT -10,678 -24.8%
BX -7,151 -32.7%
MGC -6,523 -5.2%
JAAA -5,507 -93.8%
SNV -4,325 -100.0%
V -4,196 -28.6%
MGK -4,129 -8.2%
AAPL -3,390 -5.2%
GOOGL -2,878 -9.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type