Leavell Investment Management, Inc.
Leavell Investment Management, Inc. is an independent, employee-owned investment advisory firm headquartered in Mobile, Alabama. Founded in 1979, the firm specializes in providing investment management and advisory services primarily to high-net-worth individuals as well as institutional clients. With approximately 31-34 employees, Leavell engages in comprehensive portfolio management, financial planning, and fiduciary services tailored to long-term client needs.
Investment Strategy
Leavell Investment Management, Inc. employs a diversified, long-term investment approach focused on personalized portfolio management. The firm manages assets across a variety of asset classes including equities, fixed income, and alternative investments, frequently utilizing both individual securities and funds. Their strategy involves careful asset allocation, fundamental analysis, and maintaining risk-adjusted portfolios, aiming to meet the financial objectives and risk tolerances of high-net-worth individuals and institutional clients. The firm emphasizes disciplined, client-centric investment decisions that adapt to changing market conditions while seeking steady growth and capital preservation.
Top Holdings
Equity Positions (573)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp Com | 7.18% | $160.3M | 1,014,359 | $1.65 | $157.99 | +$50.2M |
M MGC | Vanguard Mega Cap ETF | 4.99% | $111.4M | 494,163 | $129.42 | $224.92 | +$14.6M |
A AAPL | Apple Inc | 2.36% | $52.6M | 256,329 | $35.04 | $205.17 | -$4.6M |
V VO | Vanguard Mid Cap ETF | 2.33% | $51.9M | 184,840 | $161.89 | $279.83 | +$4.8M |
M MSFT | Microsoft Corp | 2.09% | $46.7M | 93,809 | $103.40 | $497.41 | +$11.4M |