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LEAVELL INVESTMENT MANAGEMENT, INC.

SEC Form 13F institutional filer · CIK 0000924181

13F-HR · 271 reported holdings · 2026-03-31

LeaveLL Investment Management, Inc. is an investment management firm.

Reported long-US-equity value

$1.42B

Top-10 concentration

44.6%

LEAVELL INVESTMENT MANAGEMENT, INC. — $1.42B AUM allocation strategy

LEAVELL INVESTMENT MANAGEMENT, INC. files SEC Form 13F and reports $1.42B of long US equity value across 271 reported holdings for 2026-03-31.

Its largest sector bet is Financials 17.6%, followed by Information Technology 17.5% and Consumer Discretionary 2.5%.

The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

LEAVELL INVESTMENT MANAGEMENT, INC. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$1.42B

total across 271 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

45% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$SCHW$IVV$IVZ

+$SCHW +180K sh · +$8.95M+$IVV +56.4K sh · +$4.41M+$IVZ +54.7K sh · +$4.09M

Biggest trims (shares)

$KMI$T$BX

−$KMI −20K sh · +$28.3K−$T −14.9K sh · −$506K−$BX −13.9K sh · −$7.15M

Added from nil (new positions)

$SNPS$DOW$EXC$EVRG$SPYM

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$BSX$A$OTIS$XYL$UDR

$BSX ($849K last qtr)$A ($234K last qtr)$OTIS ($219K last qtr)$XYL ($201K last qtr)$UDR ($201K last qtr)

Sector allocation (share of reported value)

Financials 18%Information Technology 17%ETFs 13%Consumer Discretionary 2%Communication Services 2%Consumer Staples 2%Utilities 1%Health Care 1%Other holdings 44%SECTORS
  • $XLFFinancials17.6%—
  • $XLKInformation Technology17.5%—
  • ETFs12.8%—
  • $XLYConsumer Discretionary2.5%—
  • $XLCCommunication Services2.0%—
  • $XLPConsumer Staples1.7%—
  • $XLUUtilities1.3%—
  • $XLVHealth Care1.1%—
  • Other holdings43.5%—

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Investment Banking & Brokerage 12%Semiconductors 11%Technology Hardware, Storage & Peripherals 4%Asset Management & Custody Banks 3%Systems Software 2%Interactive Media & Services 2%Diversified Banks 2%Consumer Staples Merchandise Retail 2%Other holdings 61%INDUSTRIES
  • Investment Banking & Brokerage12.4%—
  • Semiconductors10.9%—
  • Technology Hardware, Storage & Peripherals4.3%—
  • Asset Management & Custody Banks3.3%—
  • Systems Software2.3%—
  • Interactive Media & Services2.0%—
  • Diversified Banks1.9%—
  • Consumer Staples Merchandise Retail1.7%—
  • Other holdings61.3%—

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

7 of 7 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation888K$155M-11.9K10.9%
$SCHWCharles Schwab Corporation5.07M$153M+180K10.8%
$AAPLApple Inc241K$61.2M+3.57K4.3%
$IVZInvesco Ltd567K$32.8M+54.7K2.3%
$MSFTMicrosoft Corporation87.5K$32.4M-1.55K2.3%
$GOOGLAlphabet Inc95.9K$27.5M-9431.9%
$JPMJP Morgan Chase & Co90.7K$26.7M+3161.9%

…and 264 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

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How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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