Alley Investment Management Company
Latest statistics and disclosures from Alley Investment Management Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, MSFT, AAPL, GOOGL, PM, and represent 18.34% of Alley Investment Management Company's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$8.8M), HSY (+$6.6M), GOOGL, CME, ETN, PM, UNP, CVX, WEC, LMT.
- Started 5 new stock positions in XOM, SCHA, UNH, HSY, NOW.
- Reduced shares in these 10 stocks: , NEE (-$9.6M), JPM, AAPL, PSX, KVUE, USB, BLK, AMP, KMB.
- Sold out of its positions in KMB, ACN.
- Alley Investment Management Company was a net buyer of stock by $4.2M.
- Alley Investment Management Company has $861M in assets under management (AUM), dropping by 4.24%.
- Central Index Key (CIK): 0001917618
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Portfolio Holdings for Alley Investment Management Company
Alley Investment Management Company holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 4.4 | $38M | -7% | 119k | 315.43 |
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| Microsoft Corporation (MSFT) | 3.7 | $32M | 62k | 517.95 |
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| Apple (AAPL) | 3.7 | $32M | -8% | 124k | 254.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $29M | +20% | 117k | 243.10 |
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| Philip Morris International (PM) | 3.3 | $28M | +7% | 174k | 162.20 |
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| Abbvie (ABBV) | 3.2 | $28M | 119k | 231.54 |
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| Ameriprise Financial (AMP) | 3.0 | $26M | -2% | 52k | 491.25 |
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| Blackrock (BLK) | 2.8 | $24M | -4% | 21k | 1165.87 |
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| Home Depot (HD) | 2.6 | $22M | 55k | 405.19 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.6 | $22M | 197k | 111.47 |
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| Paychex (PAYX) | 2.4 | $21M | +2% | 165k | 126.76 |
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| Union Pacific Corporation (UNP) | 2.4 | $21M | +10% | 87k | 236.37 |
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| Amazon (AMZN) | 2.4 | $20M | 93k | 219.57 |
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| Costco Wholesale Corporation (COST) | 2.3 | $20M | 22k | 925.63 |
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| Chevron Corporation (CVX) | 2.3 | $20M | +10% | 128k | 155.29 |
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| NVIDIA Corporation (NVDA) | 2.3 | $20M | 106k | 186.58 |
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| Abbott Laboratories (ABT) | 2.3 | $19M | 145k | 133.94 |
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| Arthur J. Gallagher & Co. (AJG) | 2.3 | $19M | 63k | 309.74 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.2 | $19M | 363k | 53.03 |
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| Mastercard Incorporated Cl A (MA) | 2.1 | $18M | 31k | 568.81 |
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| Lockheed Martin Corporation (LMT) | 2.0 | $17M | +11% | 35k | 499.21 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.7 | $15M | 196k | 74.37 |
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| Ishares Tr National Mun Etf (MUB) | 1.6 | $14M | 131k | 106.49 |
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| Intuit (INTU) | 1.5 | $13M | 19k | 682.91 |
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| Starbucks Corporation (SBUX) | 1.5 | $13M | 156k | 84.60 |
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| Capital One Financial (COF) | 1.5 | $13M | +2% | 62k | 212.58 |
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| Prologis (PLD) | 1.5 | $13M | +2% | 113k | 114.52 |
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| Stryker Corporation (SYK) | 1.5 | $13M | 34k | 369.67 |
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| Eaton Corp SHS (ETN) | 1.4 | $12M | +25% | 33k | 374.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $12M | 25k | 502.74 |
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| Broadridge Financial Solutions (BR) | 1.4 | $12M | 52k | 238.17 |
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| Morgan Stanley Com New (MS) | 1.3 | $11M | 70k | 158.96 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $11M | +12% | 88k | 123.75 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.2 | $11M | 132k | 81.19 |
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| Parker-Hannifin Corporation (PH) | 1.2 | $10M | +2% | 14k | 758.15 |
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| Procter & Gamble Company (PG) | 1.2 | $10M | 65k | 153.65 |
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| Eli Lilly & Co. (LLY) | 1.2 | $10M | 13k | 763.00 |
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| Illinois Tool Works (ITW) | 1.2 | $9.9M | 38k | 260.76 |
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| Snap-on Incorporated (SNA) | 1.1 | $9.5M | +4% | 27k | 346.53 |
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| Verizon Communications (VZ) | 1.0 | $9.0M | 205k | 43.95 |
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| Servicenow (NOW) | 1.0 | $8.8M | NEW | 9.6k | 920.28 |
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| Danaher Corporation (DHR) | 1.0 | $8.8M | 44k | 198.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $8.5M | 72k | 118.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $8.4M | 129k | 65.26 |
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| Cme (CME) | 0.9 | $7.9M | +86% | 29k | 270.19 |
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| Cisco Systems (CSCO) | 0.9 | $7.7M | +2% | 112k | 68.42 |
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| Amgen (AMGN) | 0.8 | $7.3M | +3% | 26k | 282.20 |
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| Wec Energy Group (WEC) | 0.8 | $6.8M | +36% | 60k | 114.59 |
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| Hershey Company (HSY) | 0.8 | $6.6M | NEW | 36k | 187.05 |
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| Carlisle Companies (CSL) | 0.7 | $5.9M | 18k | 328.96 |
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| Phillips 66 (PSX) | 0.7 | $5.8M | -25% | 43k | 136.02 |
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| Us Bancorp Del Com New (USB) | 0.7 | $5.7M | -17% | 118k | 48.33 |
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| Nextera Energy (NEE) | 0.6 | $5.4M | -64% | 71k | 75.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $5.3M | 99k | 54.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $5.2M | 86k | 59.92 |
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| At&t (T) | 0.6 | $5.0M | +32% | 178k | 28.24 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.9M | -2% | 7.3k | 666.18 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $3.0M | 9.7k | 307.86 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.9M | 12k | 241.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.8M | 12k | 243.55 |
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| Altria (MO) | 0.3 | $2.6M | 40k | 66.06 |
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| Kenvue (KVUE) | 0.3 | $2.4M | -45% | 149k | 16.23 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.3M | 24k | 96.55 |
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| Microchip Technology (MCHP) | 0.2 | $1.5M | -2% | 23k | 64.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.3M | 51k | 26.34 |
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| Fastenal Company (FAST) | 0.1 | $1.2M | 25k | 49.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.2M | 4.3k | 281.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | 2.4k | 479.61 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $849k | 9.1k | 93.37 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $808k | 5.7k | 142.10 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Johnson & Johnson (JNJ) | 0.1 | $709k | -2% | 3.8k | 185.42 |
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| Broadcom (AVGO) | 0.1 | $655k | 2.0k | 329.91 |
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| salesforce (CRM) | 0.1 | $474k | 2.0k | 237.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $405k | 15k | 27.30 |
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| Visa Com Cl A (V) | 0.0 | $383k | -3% | 1.1k | 341.38 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $375k | 7.4k | 50.75 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $362k | +3% | 15k | 23.47 |
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| Wal-Mart Stores (WMT) | 0.0 | $347k | 3.4k | 103.06 |
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| Xcel Energy (XEL) | 0.0 | $305k | -19% | 3.8k | 80.65 |
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| Polaris Industries (PII) | 0.0 | $293k | -4% | 5.0k | 58.13 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $291k | 1.7k | 167.33 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $256k | -7% | 9.9k | 25.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $222k | 370.00 | 600.37 |
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| Lululemon Athletica (LULU) | 0.0 | $214k | 1.2k | 177.93 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $206k | NEW | 7.4k | 27.90 |
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| UnitedHealth (UNH) | 0.0 | $204k | NEW | 591.00 | 345.15 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $203k | NEW | 1.8k | 112.75 |
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Past Filings by Alley Investment Management Company
SEC 13F filings are viewable for Alley Investment Management Company going back to 2022
- Alley Investment Management Company 2025 Q3 filed Oct. 24, 2025
- Alley Investment Management Company 2025 Q2 filed July 18, 2025
- Alley Investment Management Company 2025 Q1 filed April 28, 2025
- Alley Investment Management Company 2024 Q4 filed Feb. 6, 2025
- Alley Investment Management Company 2024 Q3 filed Nov. 13, 2024
- Alley Investment Management Company 2024 Q2 filed Aug. 14, 2024
- Alley Investment Management Company 2024 Q1 filed May 10, 2024
- Alley Investment Management Company 2023 Q4 filed Feb. 12, 2024
- Alley Investment Management Company 2023 Q3 filed Oct. 27, 2023
- Alley Investment Management Company 2023 Q2 filed Aug. 11, 2023
- Alley Investment Management Company 2023 Q1 filed May 12, 2023
- Alley Investment Management Company 2022 Q4 filed Feb. 8, 2023
- Alley Investment Management Company 2022 Q3 filed Oct. 27, 2022
- Alley Investment Management Company 2022 Q2 filed Aug. 5, 2022
- Alley Investment Management Company 2022 Q1 filed May 10, 2022