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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000924181

LEAVELL INVESTMENT MANAGEMENT, INC.

MOBILE, AL · File #028-03713

Latest AUM
$2.40B
Positions
584
Top-10 Concentration
47.8%
Filings
12

Sector Allocation

Technology
14.2%$340.1M
Financials
7.1%$170.4M
Healthcare
3.3%$78.9M
Industrials
3.2%$77.3M
Energy
1.9%$45.0M
Utilities
1.2%$28.3M
Materials
0.9%$22.4M
Real Estate
0.1%$2.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Nvidia Corp ComNVDA899,493$167.8M12.39%
2Vanguard Mega Cap ETF921910873500,553$125.7M9.28%
3Apple IncAAPL237,734$64.6M4.77%
4Vanguard Mid Cap ETF922908629191,992$55.7M4.11%
5Vanguard Mega Growth ETF921910816122,434$50.5M3.73%
6Microsoft CorpMSFT89,044$43.1M3.18%
7Vanguard S&P 500 ETF92290836364,392$40.4M2.98%
8Vanguard FTSE Developed ETF921943858559,880$35.0M2.58%
9Vanguard Large-Cap Index Fund ETF Shares922908637104,094$32.8M2.42%
10Schwab Fundamental Inl Large Com ETF808524755701,768$31.7M2.34%
11Schwab Short U.S. Treasury ETF8085248621,284,869$31.3M2.31%
12Alphabet Inc Class C Cap STKGOOG96,831$30.4M2.24%
13iShares 1-5 Investment Grade Corp ETF464288646552,128$29.2M2.16%
14JPMorgan Chase & CoVYLD90,379$29.1M2.15%
15Vanguard Small Cap ETF922908751111,104$28.7M2.12%
16SCHW Intl Eq ETF8085248051,084,813$26.1M1.93%
17iShares Gold TrustIAU305,124$24.8M1.83%
18Vanguard Mega Value ETF921910840168,967$23.9M1.76%
19Amazon Com IncAMZN100,016$23.1M1.70%
20SPDR S&P 500 ETF TST.SPY32,054$21.9M1.62%