Leavell Investment Management, Inc. has filed its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategies and market positioning.
Based in Mobile, Alabama, Leavell Investment Management is a registered investment advisor. The firm focuses on asset management and investment strategies for both individual and institutional clients. The company has undergone several name changes, previously known as Leavell T & Associates Inc. Its latest filing, dated November 9, 2026, indicates a strong commitment to transparency in the financial services industry.
The filing reveals that Leavell Investment Management has total holdings valued at approximately $2.86 billion, with a total of 649 entries. This substantial asset base reflects the firm's strategic investment approach, which includes a diverse range of securities across various sectors.
Among the notable holdings listed in the filing are significant investments in large-cap companies, including 3M Company and Abbott Laboratories. The firm has also invested in various exchange-traded funds (ETFs), showcasing a diversified investment strategy aimed at mitigating risks and maximizing returns.
The report indicates that Leavell Investment Management holds 7,295 shares of 3M Company, valued at approximately $1,197,424. Additionally, the firm has invested 29,908 shares of A S M L Holding NV, with a total value of around $5,268,336. These investments highlight the firm's focus on established companies with strong market positions.
The filing is part of a broader trend among investment management firms to disclose their holdings regularly, providing transparency to investors and regulators. This practice is essential in the financial services sector, as it allows stakeholders to assess the investment strategies and performance of asset managers.
Looking ahead, the filing does not specify what actions or changes may occur following this report. However, it sets the stage for future assessments of the firm’s investment performance and strategy adjustments.
Overall, Leavell Investment Management’s latest filing underscores its significant presence in the investment management landscape, reflecting its ability to navigate market complexities and manage substantial assets effectively.
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