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Home > Institutional Investor > Leavell Investment Management, Inc. > Profile

Instuitional Investor - Leavell Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Leavell Investment Management, Inc.
Portfolio Value $1,572,913,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Mega Cap Etf
 399,255 $67,586 4.29%
2.
Nvidia Corp
 NVDA 1,247,690 $61,788 3.92%
3.
Apple Inc.
 AAPL 250,217 $48,174 3.06%
4.
Vanguard Mid Cap Etf
 159,862 $37,190 2.36%
5.
Microsoft Corp
 MSFT 83,883 $31,543 2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)