Fund Holdings

LEAVELL INVESTMENT MANAGEMENT, INC.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Nvidia Corp Com(NVDA)887,565873,950-13,615154,800,324174,868,5566.39%+20,068,232
Vanguard Mega Cap ETF504,340507,282+2,942119,200,872138,807,6645.07%+19,606,792
Apple Inc(AAPL)241,303244,014+2,71161,240,36470,607,8892.58%+9,367,525
Vanguard Mega Growth ETF126,300621,914+495,61446,407,76954,672,4852.00%+8,264,716
Micron Technology Inc(MU)10,50110,131-3703,549,22911,694,1120.43%+8,144,883
Vanguard S&P 500 ETF67,90270,652+2,75040,574,92848,524,3531.77%+7,949,425
Alphabet Inc Class C Cap STK(GOOG)95,88898,890+3,00227,506,57034,940,6901.28%+7,434,120
Yandex N V CL A F(NBIS)45,03742,944-2,0934,673,03911,859,8440.43%+7,186,805
iShares TIPS Bond ETF85,436148,537+63,1019,428,72916,254,4090.59%+6,825,680
Lam Research Corporation New(LRCX)28,44928,44906,085,81012,335,2020.45%+6,249,392
Vanguard FTSE Developed ETF582,227609,022+26,79537,309,10943,392,7941.59%+6,083,685
Vanguard Mid Cap ETF193,401758,002+564,60155,541,01461,072,2212.23%+5,531,207
Caterpillar Inc(CAT)15,23615,137-9910,793,93216,119,4530.59%+5,325,521
iShares MSCI Korea ETF50,81155,627+4,8166,250,26111,231,0910.41%+4,980,830
Vanguard Large-Cap Index Fund ETF Shares110,036109,988-4832,884,24237,825,9511.38%+4,941,709
Amazon Com Inc(AMZN)101,676107,243+5,56721,176,06125,560,2970.93%+4,384,236
Schwab Fundamental Inl Large Com ETF734,098763,756+29,65835,919,43340,295,7541.47%+4,376,321
Vanguard Small Cap ETF111,460110,711-74929,193,53433,558,8391.23%+4,365,305
iShares 0-5 Year TIPS Bond ETF
0-5 YR TIPS ETF
110,737154,790+44,05311,453,53715,813,3190.58%+4,359,782
Vanguard Mega Value ETF176,079182,380+6,30125,522,65029,810,0611.09%+4,287,411
Advanced Micro Device(AMD)11,77411,269-5052,395,1856,546,2750.24%+4,151,090
Lilly Eli & Company(LLY)7,8409,341+1,5017,211,45411,203,3270.41%+3,991,873
Vanguard Information Technology ETF
INF TECH ETF
14,633116,495+101,86210,209,40513,923,5310.51%+3,714,126
JPMorgan Chase & Co(JPM)90,69592,064+1,36926,678,71530,135,3191.10%+3,456,604
Cisco Systems Inc(CSCO)83,58482,510-1,0746,485,3139,691,6180.35%+3,206,305
iShares 1-5 Investment Grade Corp ETF602,484663,554+61,07031,666,56734,776,8881.27%+3,110,321
Honeywell Aerospace Inc013,812+13,81203,053,6680.11%+3,053,668
Alphabet Inc Class A Cap STK(GOOG)40,71040,474-23611,706,51214,464,2880.53%+2,757,776
Vanguard FTSE Emerging Markets ETF264,378285,266+20,88814,289,64117,027,5020.62%+2,737,861
SCHW Intl Eq ETF1,101,4521,081,948-19,50427,260,93329,969,9691.10%+2,709,036
Argan Inc12,53011,930-6006,824,4649,526,7020.35%+2,702,238
SPDR S&P 500 ETF TST.(SPY)31,81431,237-57720,746,92423,386,3790.85%+2,639,455
iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
76,91296,592+19,6805,364,6118,001,7050.29%+2,637,094
Franklin FTSE South Korea ETF
FTSE SOUTH KOREA
142,595125,209-17,3865,685,2548,311,2510.30%+2,625,997
Texas Instruments Inc(TXN)24,80324,791-124,815,2067,389,3380.27%+2,574,132
Abbvie Inc(ABBV)75,02474,935-8916,316,98918,856,5470.69%+2,539,558
Invesco S&P 500 Momentum ETF35,08040,064+4,9843,932,7926,471,9340.24%+2,539,142
Invesco QQQ Trust17,87617,430-44610,317,46712,849,8210.47%+2,532,354
Schwab Fundamental US Large Co ETF382,404422,705+40,30110,649,96313,146,1290.48%+2,496,166
Corning Inc(GLW)18,06819,325+1,2572,456,7064,936,1850.18%+2,479,479
GE Vernova Inc(GEV)8,3528,208-1447,294,6379,647,3550.35%+2,352,718
Applied Materials Inc6,8756,500-3752,349,8394,699,7150.17%+2,349,876
Vanguard Mid Growth ETF27,55530,742+3,1877,091,1779,416,1900.34%+2,325,013
Schwab US Large Cap ETF662,085655,172-6,91316,975,85619,281,7110.70%+2,305,855
Globe Life Inc61,50460,714-7908,559,51210,848,3780.40%+2,288,866
iShares Core S&P Mid-Cap ETF282,333276,503-5,83019,065,96621,321,1550.78%+2,255,189
Ivsc S&P Intl HGH QL51,66693,380+41,7141,827,4144,081,6560.15%+2,254,242
Invesco S&P 500 Quality ETF
S&P500 QUALITY
71,88383,728+11,8455,404,8837,543,8930.28%+2,139,010
Quanta Services Inc11,75911,935+1766,455,9268,593,6770.31%+2,137,751
Broadcom Limited(AVGO)23,21824,422+1,2047,186,2459,225,2300.34%+2,038,985
Vanguard Total US Stock Mkt ETF41,96041,789-17113,461,08015,463,6520.57%+2,002,572
iShares MSCI USA Quality Garp ETF45,30958,724+13,4152,898,4174,847,6660.18%+1,949,249
Goldman Sachs Trsryaccs 1 YR ETF45,63765,110+19,4734,572,3426,521,3780.24%+1,949,036
A S M L Holding NV New F
N Y REGISTRY SHS
2,9182,882-363,854,1825,733,5660.21%+1,879,384
Schwab US Mid Cap ETF335,376332,075-3,30110,383,23012,243,6220.45%+1,860,392
Intel Corp(INTC)20,10819,543-565887,3862,728,8530.10%+1,841,467
Columbia Research Enhanced Core ETF
RESH ENHNC COR
189,656213,304+23,6487,392,7919,231,7970.34%+1,839,006
iShares Core S&P 500 ETF16,95217,227+27511,073,32012,901,2920.47%+1,827,972
Unitedhealth Group Inc(UNH)11,77411,733-413,185,9214,876,6370.18%+1,690,716
iShares Core MSCI Intrl DVLP MKT ETF
CORE MSCI INTL
110,966122,934+11,9689,273,42810,942,3310.40%+1,668,903
Schwab US Broad Mkt ETF518,199505,130-13,06913,006,78614,628,5690.53%+1,621,783
General Electric Co(GE)17,50417,629+1254,975,3376,588,4860.24%+1,613,149
Goldman Sachs Group Inc(GS)7,2717,671+4006,151,1937,758,2190.28%+1,607,026
Vanguard Mid Cap Value ETF63,35467,083+3,72911,674,88213,255,6600.48%+1,580,778
Goldman SCHS JST US LRG CP Eq ETF IV112,790112,115-67510,432,66911,962,1320.44%+1,529,463
Mid-Amer Apt CMNTYS Com(MAA)92,82091,713-1,10711,335,17812,742,6040.47%+1,407,426
Columbia Em Core Ex-China ETF
EM CORE EX ETF
184,200167,970-16,2307,517,2158,882,2700.32%+1,365,055
Steel Dynamics(STLD)26,06626,366+3004,705,9816,063,9160.22%+1,357,935
Vanguard Total World Stock ETF89,20686,803-2,40312,339,00513,623,7970.50%+1,284,792
Home Depot Inc(HD)43,24043,924+68414,221,11015,491,0600.57%+1,269,950
Servisfirst Bancshares Com(SFBS)90,85490,874+206,616,8887,883,3090.29%+1,266,421
Seagate Technology HLD F
ORD SHS
2,1052,1050826,2122,032,8830.07%+1,206,671
Schwab Short U.S. Treasury ETF1,364,3831,420,725+56,34233,113,58134,296,3011.25%+1,182,720
Vanguard Core Plus Bond ETF150,222165,370+15,14811,655,56012,828,7100.47%+1,173,150
Vanguard DIV Appreciation ETF57,59057,182-40812,385,28813,530,4700.49%+1,145,182
Vanguard Total International Stock ETF98,328101,537+3,2097,582,0598,680,4010.32%+1,098,342
Lazard International Dyna Eqy ETF
INTL DYNAMIC EQT
8,26637,523+29,257262,4461,315,9320.05%+1,053,486
Morgan Stanley(MS)22,59822,781+1833,718,9534,762,1400.17%+1,043,187
Visa Inc CL A(V)34,64233,440-1,20210,470,09511,473,0060.42%+1,002,911
Mastec Inc(MTZ)9,3009,600+3002,992,1823,994,1760.15%+1,001,994
Eaton Corp PLC F(ETN)11,72112,183+4624,192,2505,191,4200.19%+999,170
Franklin FTSE Japan ETF
FTSE JAPAN ETF
131,215143,282+12,0674,747,3595,719,2980.21%+971,939
Invesco S & P Midcap Momentum ETF
S&P MDCP MOMNTUM
11,00415,029+4,0251,595,8002,557,0340.09%+961,234
Kla-Tencor Corp Com(KLAC)6216,167+5,546914,3671,860,6460.07%+946,279
iShares MSCI Emerging Ex China ETF
MSCI EMRG CHN
13,94519,403+5,4581,096,9141,984,9270.07%+888,013
Morgan Stanley Pathway Large Cap Equity ETF
LARGE CAP EQTY
015,043+15,0430883,0240.03%+883,024
Vanguard Small Growth ETF6,8278,033+1,2062,063,4632,937,7570.11%+874,294
Invsc S P Internationl DVLP MNTM ETF61,92570,398+8,4733,395,9674,244,2950.16%+848,328
Regions Financial Corp(RF)255,763249,172-6,5916,749,3007,590,9320.28%+841,632
Doubleline Commercial Real Estate ETF
COMMERCIAL REAL
147,629164,149+16,5207,670,7928,503,7230.31%+832,931
Palo Alto Networks(PANW)4,4604,458-2715,0271,520,2670.06%+805,240
Global X U.S. Infrastructure Develop
US INFR DEV ETF
14,11425,565+11,451717,1321,508,8800.06%+791,748
iShares iBonds 2027 Corp ETF
IBONDS 27 ETF
313,639346,518+32,8797,602,6178,392,6650.31%+790,048
Qualcomm Inc(QCOM)21,86119,464-2,3972,815,2243,596,7800.13%+781,556
Vanguard Total Bond ETF297,401308,855+11,45421,900,63922,673,1360.83%+772,497
iShares TR MSCI Acwi Indx50,27549,150-1,1256,956,5527,715,0760.28%+758,524
Ishars Edg MSCI USA QLTY FCTR ETF
MSCI USA QLT FCT
33,67032,866-8046,458,2367,211,8630.26%+753,627
Vanguard Growth11,34866,200+54,8524,956,7215,702,4850.21%+745,764
Schwab US Large Cap Growth145,342147,127+1,7854,233,8234,978,7920.18%+744,969
Citigroup Inc New(C)17,86619,770+1,9042,026,1832,767,0090.10%+740,826
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