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, GOOGL, AAPL, MSFT, PM, and represent 19.35% of Alley Investment Management Company's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$5.5M), GE (+$5.2M), PH, CME, ETN, XLK, RSP, IWD, HSY, MUB.
- Started 3 new stock positions in GE, IWD, RSP.
- Reduced shares in these 10 stocks: ITW (-$8.9M), AJG (-$5.6M), VZ, ABBV, GOOGL, JPM, AAPL, MS, COF, IGSB.
- Sold out of its position in UNH.
- Alley Investment Management Company was a net seller of stock by $-1.1M.
- Alley Investment Management Company has $854M in assets under management (AUM), dropping by -0.79%.
- Central Index Key (CIK): 0001917618
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Portfolio Holdings for Alley Investment Management Company
Alley Investment Management Company holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 4.4 | $38M | 118k | 322.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $36M | 115k | 313.00 |
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| Apple (AAPL) | 3.9 | $33M | 123k | 271.86 |
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| Microsoft Corporation (MSFT) | 3.5 | $30M | 62k | 483.62 |
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| Philip Morris International (PM) | 3.3 | $28M | 174k | 160.40 |
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| Abbvie (ABBV) | 3.0 | $26M | -5% | 112k | 228.49 |
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| Ameriprise Financial (AMP) | 3.0 | $25M | 52k | 490.34 |
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| Blackrock (BLK) | 2.6 | $22M | 21k | 1070.34 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.5 | $22M | 197k | 110.19 |
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| Amazon (AMZN) | 2.5 | $21M | 92k | 230.82 |
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| Union Pacific Corporation (UNP) | 2.3 | $20M | 86k | 231.32 |
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| NVIDIA Corporation (NVDA) | 2.3 | $20M | 105k | 186.50 |
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| Chevron Corporation (CVX) | 2.3 | $19M | 127k | 152.41 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.2 | $19M | 358k | 52.88 |
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| Home Depot (HD) | 2.2 | $19M | 55k | 344.10 |
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| Costco Wholesale Corporation (COST) | 2.2 | $19M | 22k | 862.34 |
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| Paychex (PAYX) | 2.2 | $18M | 164k | 112.18 |
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| Abbott Laboratories (ABT) | 2.1 | $18M | 144k | 125.29 |
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| Mastercard Incorporated Cl A (MA) | 2.1 | $18M | 31k | 570.88 |
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| Parker-Hannifin Corporation (PH) | 2.0 | $17M | +40% | 19k | 878.96 |
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| Lockheed Martin Corporation (LMT) | 2.0 | $17M | 35k | 483.67 |
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| Capital One Financial (COF) | 1.7 | $15M | 61k | 242.36 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.7 | $15M | 196k | 74.07 |
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| Prologis (PLD) | 1.7 | $14M | 112k | 127.66 |
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| Ishares Tr National Mun Etf (MUB) | 1.6 | $14M | 131k | 107.11 |
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| Eli Lilly & Co. (LLY) | 1.6 | $14M | 13k | 1074.68 |
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| Eaton Corp SHS (ETN) | 1.6 | $13M | +26% | 42k | 318.51 |
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| Starbucks Corporation (SBUX) | 1.5 | $13M | 154k | 84.21 |
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| Intuit (INTU) | 1.5 | $13M | 19k | 662.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $12M | 24k | 502.65 |
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| Morgan Stanley Com New (MS) | 1.4 | $12M | -2% | 69k | 177.53 |
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| Cme (CME) | 1.4 | $12M | +49% | 44k | 273.08 |
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| Stryker Corporation (SYK) | 1.4 | $12M | 34k | 351.47 |
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| Broadridge Financial Solutions (BR) | 1.3 | $12M | 51k | 223.17 |
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| Arthur J. Gallagher & Co. (AJG) | 1.2 | $11M | -34% | 41k | 258.79 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.2 | $10M | 129k | 80.63 |
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| Duke Energy Corp Com New (DUK) | 1.2 | $10M | 87k | 117.21 |
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| Danaher Corporation (DHR) | 1.2 | $10M | 44k | 228.92 |
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| Procter & Gamble Company (PG) | 1.1 | $9.4M | 65k | 143.31 |
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| Snap-on Incorporated (SNA) | 1.1 | $9.3M | 27k | 344.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $8.6M | 71k | 120.18 |
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| Cisco Systems (CSCO) | 1.0 | $8.5M | 111k | 77.03 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $8.4M | 128k | 66.00 |
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| Amgen (AMGN) | 1.0 | $8.4M | 26k | 327.31 |
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| Servicenow (NOW) | 0.8 | $7.0M | +376% | 46k | 153.19 |
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| Hershey Company (HSY) | 0.8 | $6.5M | 36k | 181.98 |
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| Wec Energy Group (WEC) | 0.7 | $6.2M | 59k | 105.46 |
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| Us Bancorp Del Com New (USB) | 0.7 | $6.2M | 116k | 53.36 |
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| Carlisle Companies (CSL) | 0.7 | $5.7M | 18k | 319.86 |
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| Nextera Energy (NEE) | 0.7 | $5.7M | 71k | 80.28 |
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| Phillips 66 (PSX) | 0.6 | $5.4M | 42k | 129.04 |
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| Verizon Communications (VZ) | 0.6 | $5.4M | -34% | 133k | 40.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $5.4M | 86k | 62.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $5.3M | 98k | 53.76 |
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| Ge Aerospace Com New (GE) | 0.6 | $5.2M | NEW | 17k | 308.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.9M | 7.3k | 681.92 |
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| At&t (T) | 0.5 | $4.2M | -4% | 170k | 24.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.5M | -3% | 11k | 313.80 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $3.1M | 9.7k | 314.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $3.0M | 12k | 246.16 |
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| Kenvue (KVUE) | 0.3 | $2.4M | -5% | 141k | 17.25 |
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| Altria (MO) | 0.3 | $2.3M | 40k | 57.66 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.3M | 24k | 96.27 |
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| Microchip Technology (MCHP) | 0.2 | $1.4M | -4% | 22k | 63.72 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.3M | -5% | 48k | 26.91 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.2M | +100% | 8.7k | 143.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | 2.4k | 487.86 |
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| Fastenal Company (FAST) | 0.1 | $1.0M | 25k | 40.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $873k | 9.1k | 96.03 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $800k | 5.7k | 141.14 |
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| Johnson & Johnson (JNJ) | 0.1 | $780k | 3.8k | 206.95 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Broadcom (AVGO) | 0.1 | $687k | 2.0k | 346.10 |
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| salesforce (CRM) | 0.1 | $530k | 2.0k | 264.91 |
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| Illinois Tool Works (ITW) | 0.1 | $476k | -94% | 1.9k | 246.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $429k | NEW | 2.2k | 191.56 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $404k | 15k | 27.43 |
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| Visa Com Cl A (V) | 0.0 | $394k | 1.1k | 350.71 |
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| Wal-Mart Stores (WMT) | 0.0 | $375k | 3.4k | 111.41 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $374k | 7.4k | 50.58 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $337k | -6% | 14k | 23.37 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $325k | NEW | 1.5k | 210.34 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $319k | 1.7k | 183.40 |
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| Polaris Industries (PII) | 0.0 | $297k | -6% | 4.7k | 63.25 |
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| Xcel Energy (XEL) | 0.0 | $262k | -6% | 3.5k | 73.86 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $261k | 9.9k | 26.23 |
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| Lululemon Athletica (LULU) | 0.0 | $249k | 1.2k | 207.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $227k | 370.00 | 614.31 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $217k | 1.8k | 120.34 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $208k | 7.3k | 28.48 |
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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 Q4 filed Jan. 27, 2026
- 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