Leavell Investment Management, Inc.
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$4.9B
Holdings
602
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
Nvidia Corp Com
Q1 2026: New position (21.1k shares)
6.4%
02
$MGC
Vanguard Mega Cap ETF
Held since at least Q1 2024
4.9%
03
$AAPL
Apple Inc
Q1 2026: New position (48.4k shares)
2.5%
04
$VO
Vanguard Mid Cap ETF
Q1 2026: New position (960 shares)
2.3%
05
$MGK
Vanguard Mega Growth ETF
Held since at least Q1 2024
1.9%
06
$VOO
Vanguard S&P 500 ETF
Held since at least Q1 2024
1.7%
07
$VEA
Vanguard FTSE Developed ETF
Q1 2026: New position (29.8k shares)
1.5%
08
$FNDF
Schwab Fundamental Inl Large Com ETF
Held since at least Q1 2024
1.5%
09
$SCHO
Schwab Short U.S. Treasury ETF
Held since at least Q1 2024
1.4%
10
$VV
Vanguard Large-Cap Index Fund ETF Shares
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.