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Leavell Investment Management, Inc.
E. Andrew Grinstead · Investment Advisor · Multi-Strategy
Leavell Investment Management, Inc. is a fee-only independent investment advisory firm based in Mobile, Alabama. Founded in 1979 by Thomas W. Leavell, the firm provides discretionary investment management and financial planning services to a broad range of clients, including high-net-worth individuals, families, and institutions. As a 100% employee-owned fiduciary, Leavell focuses on providing objective advice aligned with client goals, avoiding product sales or hybrid affiliations. The firm operates offices in Mobile, Birmingham, and Fairhope, maintaining a long-standing commitment to transparency and relationship-driven wealth management tailored to help clients preserve and grow their wealth across generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.6% |
| YTD return | +9.2% |
| Sharpe ratio | 2.32 |
| Win rate | 51% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://leavellinvestments.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 30.9% | +16.3% |
| AAPL | Apple Inc | 12.2% | +29.6% |
| GOOGL | Alphabet Inc Class A | 7.7% | +34.9% |
| MSFT | Microsoft Corporation | 6.8% | -1.0% |
| JPM | JPMorgan Chase & Co | 5.3% | +12.4% |
| AMZN | Amazon.com Inc | 4.5% | +12.6% |
| WMT | Walmart Inc. Common Stock | 3.6% | +1.0% |
| ABBV | AbbVie Inc | 3.1% | +10.5% |
| SO | Southern Company | 2.8% | -8.3% |
| BX | Blackstone Group Inc | 2.8% | -20.7% |
| HD | The Home Depot Inc | 2.4% | -22.0% |
| XOM | Exxon Mobil Corp | 2.3% | +7.8% |
| OKE | ONEOK Inc | 2.1% | +15.4% |
| CAT | Caterpillar Inc | 2.0% | +15.4% |
| CVX | Chevron Corp | 2.0% | +7.6% |
| V | Visa Inc. Class A | 2.0% | +6.3% |
| BRK-A | Berkshire Hathaway Inc | 1.9% | +5.0% |
| MAA | Mid-America Apartment Communities Inc | 1.9% | -11.6% |
| PSX | Phillips 66 | 1.9% | +12.5% |
| PLTR | Palantir Technologies Inc. | 1.8% | +3.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 6.9% → 6.8% |
| Aug 24, 2026 | BUY | XOM | 2.2% → 2.3% |
| Aug 24, 2026 | SELL | HD | 2.4% → 2.4% |
| Aug 24, 2026 | BUY | CVX | 1.9% → 2.0% |
| Aug 24, 2026 | SELL | GOOGL | 7.7% → 7.7% |
Investment Style Analysis
Leavell Investment Management, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Leavell Investment Management, Inc. made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Leavell Investment Management employs a disciplined, long-term investment philosophy centered on appropriate asset allocation and broad diversification. The firm seeks to achieve positive relative and absolute returns by constructing customized portfolios of high-quality stocks, bonds, and exchange-traded funds while controlling for risk and focusing on the benefits of compounding. Avoiding excessive complexity, high fees, and leverage, Leavell utilizes a collaborative team-based approach where an investment counselor and portfolio manager work together to align strategies with each client's specific liquidity requirements, tax considerations, and risk tolerances. The firm’s strategy prioritizes capital preservation and consistent growth to effectively support the multi-generational legacies and financial objectives of its diverse clientele.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Leavell Investment Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Leavell Investment Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Leavell Investment Management, Inc.'s largest holding?
As of the latest filing, Leavell Investment Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 30.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Leavell Investment Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +11.6% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 2.32, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Leavell Investment Management, Inc. primarily invest in?
Leavell Investment Management, Inc. has a strong preference for the Semiconductors sector, which makes up 30.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Leavell Investment Management, Inc.'s portfolio concentrated or diversified?
Leavell Investment Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 50.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Leavell Investment Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Leavell Investment Management, Inc. tracks a Year-to-Date (YTD) return of +9.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does E. Andrew Grinstead manage Leavell Investment Management, Inc. directly?
Yes, E. Andrew Grinstead serves as the key portfolio manager for Leavell Investment Management, Inc., overseeing the investment strategy and final capital allocation decisions.