LIM

Leavell Investment Management Portfolio holdings

AUM $2.44B
1-Year Est. Return 23.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1 +$6.95M
2 +$4.42M
3 +$4.32M
4
PHYS icon
Sprott Physical Gold
PHYS
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.9M

Top Sells

1 +$5.51M
2 +$4.33M
3 +$2.31M
4
NVDA icon
NVIDIA
NVDA
+$2.19M
5
BX icon
Blackstone
BX
+$1.81M

Sector Composition

1 Technology 13.88%
2 Financials 6.96%
3 Industrials 5.34%
4 Healthcare 3.56%
5 Energy 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROAD icon
401
Construction Partners
ROAD
$6.25B
$556K 0.02%
+5,000
IBTM icon
402
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$538M
$547K 0.02%
+23,870
VHT icon
403
Vanguard Health Care ETF
VHT
$16.8B
$546K 0.02%
2,004
-498
XLE icon
404
State Street Energy Select Sector SPDR ETF
XLE
$39.4B
$545K 0.02%
8,900
-590
DVN icon
405
Devon Energy
DVN
$51.1B
$542K 0.02%
10,763
SR icon
406
Spire
SR
$4.87B
$540K 0.02%
5,910
+400
XLK icon
407
State Street Technology Select Sector SPDR ETF
XLK
$118B
$540K 0.02%
4,061
-555
HDB icon
408
HDFC Bank
HDB
$120B
$529K 0.02%
21,272
+7,190
HSIC icon
409
Henry Schein
HSIC
$8.82B
$526K 0.02%
7,131
CRL icon
410
Charles River Laboratories
CRL
$8.73B
$522K 0.02%
3,026
+8
MKL icon
411
Markel Group
MKL
$22.8B
$521K 0.02%
272
TBIL
412
F/m US Treasury 3 Month Bill Fund
TBIL
$7.14B
$516K 0.02%
10,355
DRI icon
413
Darden Restaurants
DRI
$22.7B
$515K 0.02%
2,629
+6
VIK icon
414
Viking Holdings
VIK
$40.1B
$514K 0.02%
7,000
MCK icon
415
McKesson
MCK
$93.2B
$504K 0.02%
581
CMCSA icon
416
Comcast
CMCSA
$85.1B
$502K 0.02%
17,480
+809
NU icon
417
Nu Holdings
NU
$58.2B
$501K 0.02%
34,888
+3,673
ANET icon
418
Arista Networks
ANET
$194B
$500K 0.02%
4,074
+182
RMD icon
419
ResMed
RMD
$28.4B
$496K 0.02%
2,208
+105
SNPS icon
420
Synopsys
SNPS
$89B
$495K 0.02%
+1,248
MDLZ icon
421
Mondelez International
MDLZ
$79.6B
$493K 0.02%
8,479
-1,156
EQX icon
422
Equinox Gold
EQX
$8.51B
$490K 0.02%
33,920
+17,235
Q
423
Qnity Electronics Inc
Q
$29.7B
$488K 0.02%
4,231
-322
CVS icon
424
CVS Health
CVS
$122B
$482K 0.02%
6,717
-143
MELI icon
425
Mercado Libre
MELI
$81.5B
$477K 0.02%
276
+64