Fund Holdings

LEAVELL INVESTMENT MANAGEMENT, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
iShares TIPS Bond ETF22,68485,436+62,7522,493,2119,428,7290.39%+6,935,518
Exxon Mobil Corporation67,83687,703+19,8678,163,33414,879,6460.61%+6,716,312
Sprott Physical Gold Trust(PHYS)0144,000+144,00005,103,3600.21%+5,103,360
iShares MSCI Korea ETF15,46850,811+35,3431,503,7996,250,2610.26%+4,746,462
Schwab Fundamental Inl Large Com ETF701,768734,098+32,33031,726,94835,919,4331.47%+4,192,485
Chevron Corporation(CVX)54,00759,208+5,2018,231,26212,250,0540.50%+4,018,792
Pinnacle Finl Partners I(PNFP)046,409+46,40903,997,6760.16%+3,997,676
iShares Gold Trust(IAU)305,124323,632+18,50824,766,91528,531,3811.17%+3,764,466
Argan Inc12,78012,530-2504,004,2306,824,4640.28%+2,820,234
Phillips 66(PSX)46,45247,262+8105,994,1248,610,1500.35%+2,616,026
Wal-Mart Stores Inc(WMT)195,158195,926+76821,788,36224,398,1701.00%+2,609,808
Oneok Inc New(OKE)133,810136,512+2,7029,835,03912,339,3200.51%+2,504,281
iShares 1-5 Investment Grade Corp ETF552,128602,484+50,35629,196,50431,666,5671.30%+2,470,063
Schwab Fundamental US Large Co ETF303,065382,404+79,3398,246,40910,649,9630.44%+2,403,554
JPMorgan Betabuilders Japan ETF
BETABULDRS JAPAN
034,755+34,75502,394,9670.10%+2,394,967
Vanguard FTSE Developed ETF559,880582,227+22,34734,975,72837,309,1091.53%+2,333,381
Caterpillar Inc(CAT)15,11615,236+1208,659,73810,793,9320.44%+2,134,194
Lockheed Martin Corp(LMT)17,02817,106+788,236,13510,338,6530.42%+2,102,518
Horizons Trust I DAX Germany ETF IV
DAX GERMANY ETF
048,800+48,80002,057,4080.08%+2,057,408
Vanguard Core Plus Bond ETF124,521150,222+25,7019,726,95811,655,5600.48%+1,928,602
Cheniere Energy Inc Com New(LNG)19,65420,065+4113,820,5415,693,6440.23%+1,873,103
GE Vernova Inc(GEV)8,3528,35205,458,6177,294,6370.30%+1,836,020
Schwab Short U.S. Treasury ETF1,284,8691,364,383+79,51431,312,25233,113,5811.36%+1,801,329
Invesco S&P 500 Quality ETF
S&P500 QUALITY
48,54971,883+23,3343,643,6025,404,8830.22%+1,761,281
The Southern Company(SO)185,419185,547+12816,168,57417,908,9860.73%+1,740,412
Johnson & Johnson(JNJ)39,82040,667+8478,240,6759,940,6320.41%+1,699,957
Berkshire Hathaway B New18,96023,422+4,4629,530,24411,223,8220.46%+1,693,578
Vanguard Mega Value ETF168,967176,079+7,11223,851,41825,522,6501.05%+1,671,232
Bloomberg Commodity Index Strategy ETF322,264325,818+3,5546,293,8137,914,1160.32%+1,620,303
Franklin FTSE South Korea ETF
FTSE SOUTH KOREA
130,507142,595+12,0884,182,7435,685,2540.23%+1,502,511
Quanta Services Inc11,75911,75904,963,0046,455,9260.26%+1,492,922
iShares MSCI USA Quality Garp ETF20,67745,309+24,6321,408,1042,898,4170.12%+1,490,313
Vanguard Total Bond ETF276,298297,401+21,10320,465,36021,900,6390.90%+1,435,279
Mastec Inc(MTZ)7,2509,300+2,0501,575,9322,992,1820.12%+1,416,250
Micron Technology Inc(MU)7,54510,501+2,9562,154,2863,549,2290.15%+1,394,943
Sprott Physical Silver Trust(PSLV)524,804565,316+40,51212,411,61513,788,0570.57%+1,376,442
Lam Research Corporation New(LRCX)27,48528,449+9644,712,0286,085,8100.25%+1,373,782
Astrazeneca PLC(AZN)06,667+6,66701,314,8660.05%+1,314,866
iShares 0-5 Year TIPS Bond ETF
0-5 YR TIPS ETF
99,034110,737+11,70310,140,10011,453,5370.47%+1,313,437
Schwab Strategic TR Intrm TRM Tres51,340104,075+52,7351,287,6072,592,5080.11%+1,304,901
Vanguard Short Term Bond ETF159,778176,236+16,45812,592,12413,818,6620.57%+1,226,538
iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
61,69576,912+15,2174,147,1375,364,6110.22%+1,217,474
Marathon Pete Corp(MPC)16,65015,995-6552,707,7233,905,6240.16%+1,197,901
SCHW Intl Eq ETF1,084,8131,101,452+16,63926,078,90127,260,9331.12%+1,182,032
SCH US DIV Equity ETF342,376342,938+5629,391,37610,521,3380.43%+1,129,962
Invesco S & P Midcap Momentum ETF
S&P MDCP MOMNTUM
3,46411,004+7,540479,6251,595,8000.07%+1,116,175
Corning Inc(GLW)15,44618,068+2,6221,352,4522,456,7060.10%+1,104,254
iShares iBonds 2027 Corp ETF
IBONDS 27 ETF
267,835313,639+45,8046,503,0327,602,6170.31%+1,099,585
iShares Core 1 5 Year Usd Bond ETF
CORE 1 5 YR USD
14,20136,941+22,740692,2991,790,1610.07%+1,097,862
Vanguard FTSE Emerging Markets ETF246,180264,378+18,19813,234,64714,289,6410.59%+1,054,994
iShares iBonds 2028 Corp ETF
IBDS DEC28 ETF
163,170205,201+42,0314,153,4925,197,7410.21%+1,044,249
iShares Core MSCI Intrl DVLP MKT ETF
CORE MSCI INTL
100,292110,966+10,6748,272,0839,273,4280.38%+1,001,345
Yandex N V CL A F(NBIS)44,53745,037+5003,727,9704,673,0390.19%+945,069
iShares Ibonds 2027 Treasury ETF195,122237,567+42,4454,384,3975,328,6330.22%+944,236
Cameco Corp Com(CCJ)54,58054,58004,993,5245,927,9340.24%+934,410
iShares MSCI Norway ETF
MSCI NORWAY ETF
21,15941,424+20,265608,9561,530,6170.06%+921,661
Merck & Co Inc New(MRK)38,35341,201+2,8484,069,7304,991,1670.20%+921,437
Invesco S&P Midcap Qualty ETF
S&P MDCP QUALITY
08,312+8,3120859,2110.04%+859,211
iShares Ibonds 2028 Treasury ETF139,411178,011+38,6003,117,9383,966,6220.16%+848,684
Columbia Em Core Ex-China ETF
EM CORE EX ETF
174,213184,200+9,9876,682,8237,517,2150.31%+834,392
Honeywell International(HON)27,57327,474-995,379,2176,209,9480.25%+830,731
Invesco S&P 500 Momentum ETF26,07535,080+9,0053,111,3163,932,7920.16%+821,476
Invsc S P Internationl DVLP MNTM ETF46,86561,925+15,0602,604,2883,395,9670.14%+791,679
A S M L Holding NV New F
N Y REGISTRY SHS
2,8902,918+283,091,8953,854,1820.16%+762,287
Dimensional U S Small Cap ETF
US SMALL CAP ETF
010,663+10,6630758,4590.03%+758,459
iShares MSCI Brazil ETF22,90638,292+15,386730,0941,470,0470.06%+739,953
Vanguard Mid Cap Value ETF61,71063,354+1,64410,945,51411,674,8820.48%+729,368
Franklin FTSE Japan ETF
FTSE JAPAN ETF
117,042131,215+14,1734,032,0974,747,3590.19%+715,262
Conocophillips(COP)17,09717,275+1781,600,4912,280,2960.09%+679,805
Freeport- Mcmoran Inc(FCX)66,16068,660+2,5003,360,2684,035,8360.17%+675,568
R B C Bearings Inc(RBC)01,241+1,2410674,0120.03%+674,012
Schwab Funda Emg MKTS Large Com ETF84,59797,247+12,6503,050,5683,720,6700.15%+670,102
SPDR Short Term Corp ETF
ST SHOR CORP ETF
16,23038,165+21,935490,1461,147,6220.05%+657,476
Ivsc S&P Intl HGH QL34,16251,666+17,5041,200,8001,827,4140.07%+626,614
Applied Materials Inc6,9116,875-361,776,0132,349,8390.10%+573,826
Global X MLP & Energy Infrastructure ETF
GLB X MLP ENRG I
63,64859,885-3,7633,857,7754,427,8970.18%+570,122
iShares Ibonds 2029 Treasury ETF93,054119,301+26,2472,042,0702,605,8920.11%+563,822
Construction Partners In(ROAD)05,000+5,0000555,6000.02%+555,600
iShares Ibonds Dec 2032 TRM Tres ETF023,870+23,8700547,3490.02%+547,349
Duke Energy Corp New(DUK)35,79136,158+3674,195,0844,734,5180.19%+539,434
Vanguard Small Cap ETF111,104111,460+35628,659,32229,193,5341.20%+534,212
iShares Ibond Dec 2031 TRM CRP ETF41,11066,895+25,785856,0421,380,8280.06%+524,786
Deere & Co(DE)5,5475,503-442,591,5033,108,7550.13%+517,252
Ishs MSCI Intl Quality Fact ETF
MSCI INTL QUALTY
121,388130,409+9,0215,517,0856,028,8080.25%+511,723
Wheaton Precious Metal F(WPM)61,13458,544-2,5907,184,4687,681,2660.31%+496,798
Texas Instruments Inc(TXN)24,89524,803-924,318,9734,815,2060.20%+496,233
Synopsys Inc Com(SNPS)01,248+1,2480494,8070.02%+494,807
iShares Ibonds Dec 2030 TRM TRSY ETF26,71151,394+24,683530,0801,013,4900.04%+483,410
Coca Cola Company(KO)72,07572,100+255,038,7935,521,4640.23%+482,671
Doubleline Commercial Real Estate ETF
COMMERCIAL REAL
138,598147,629+9,0317,193,2287,670,7920.31%+477,564
iShares Ibonds Dec 2032 TM CRP ETF018,105+18,1050457,5130.02%+457,513
Eaton Corp PLC F(ETN)11,72811,721-73,735,4854,192,2500.17%+456,765
iShares Interntinl Aggrgt BND ETF
CORE INTL AGGR
28,49437,549+9,0551,424,9851,878,9520.08%+453,967
Amgen Incorporated(AMGN)17,99618,004+85,890,4276,334,6950.26%+444,268
iShares TR Barclys MBS BD216,666221,906+5,24020,630,92721,069,9420.86%+439,015
PIMCO Exch Traded Fund
ENHAN SHRT MA AC
40,10244,420+4,3184,038,2364,467,3080.18%+429,072
L3harris Technologies Inc(LHX)8,2858,28502,432,2272,859,5680.12%+427,341
Banco Bilbao Argen ADR F(BBVA)57,00580,923+23,9181,328,7871,752,7920.07%+424,005
Columbia Research Enhanced Core ETF
RESH ENHNC COR
170,830189,656+18,8266,976,6977,392,7910.30%+416,094
Costco WHSL Corp New(COST)2,6142,671+572,254,3142,661,6650.11%+407,351
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