Leavell Investment Management, Inc. has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists a total of 649 positions held by the firm, managed by analyst James Whitworth.
The portfolio includes a mix of individual common stocks and exchange-traded funds (ETFs). Among the largest positions disclosed are Apple Inc., with 244,209 shares, and Blackstone Group Inc. Class A, with 120,977 shares. Other notable holdings include Alphabet Inc. Class A (41,633 shares), Broadcom Limited (24,487 shares), and Blackstone Secured Lending (12,396 shares).
The report also details several ETF positions, including the Amplify Blockchain Technology ETF, the Aptus Defined Risk ETF, and the Dimensional U.S. Core Equity 2 ETF. The filing provides a comprehensive list of all securities held by the firm during the specified quarter.
