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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.
Latest 13F Filing Activity
Leavell Investment Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 573 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corp. Com, Vanguard Mega Cap Etf, Microsoft Corp. among other positions. Leavell Investment Management, Inc. reduced exposure to Ishares 3-7 YR TR BD Etf, Apple Inc., Unitedhealth Group Inc. among others.
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 |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Mobile, AL , United States | |
 | Portfolio Manager | Mobile, AL , United States | |
 | Portfolio Manager | Birmingham, AL , United States | |
M Michael Hofto | Portfolio Manager | Mobile, AL , United States | |
 | Portfolio Manager | Birmingham, AL , United States | |
 | Portfolio Manager | Birmingham, AL , United States | |
 | Analyst | Dalton, GA , United States | |
 | Senior Analyst | Birmingham, AL , United States | |
 | Senior Analyst | Mobile, AL , United States | |
 | Portfolio Manager | Mobile, AL , United States |
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