LEAVELL INVESTMENT MANAGEMENT, INC.

Q3 2026 13F-HR Holdings

Location
Mobile, AL
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
649
Total value ($000)
$2,861,223
Net value change ($000)
+125,574 (4.6%)
New positions
40
Sold out positions
25
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NVDA 24,354 13.9%
XOM 14,863 NEW
EQWL 14,164 NEW
MSFT 13,130 40.3%
OKE 12,112 NEW
AAPL 10,718 15.2%
VOO 9,768 20.1%
VEA 8,783 20.2%
IDEQ 6,673 507.1%
ITOT 6,047 2175.2%
Top Reduces (Value $000, Stocks/ETFs)
OKE -11,820 -100.0%
XOM -11,816 -100.0%
PHYS -9,459 -66.0%
EWY -6,217 -55.4%
AGX -5,302 -55.7%
CAT -3,559 -22.1%
LRCX -2,976 -24.1%
HD -2,509 -16.2%
VB -2,429 -7.2%
MAA -2,214 -17.4%
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