Alley Investment Management Company
Latest statistics and disclosures from Alley Investment Management Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, JPM, AAPL, PM, CVX, and represent 18.16% of Alley Investment Management Company's stock portfolio.
- Added to shares of these 10 stocks: HSY (+$6.2M), INTU (+$6.0M), GE (+$5.7M), RTX, PAYX, CSL, VWO, MSFT, ETN, T.
- Started 1 new stock position in STX.
- Reduced shares in these 10 stocks: , AMP (-$10M), , LMT, AJG, KVUE, JPM, BRK.B, PM, BLK.
- Sold out of its positions in BR, QQQ, IWD, KVUE, LULU, NOW.
- Alley Investment Management Company was a net seller of stock by $-12M.
- Alley Investment Management Company has $821M in assets under management (AUM), dropping by -3.91%.
- Central Index Key (CIK): 0001917618
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Portfolio Holdings for Alley Investment Management Company
Alley Investment Management Company holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $33M | -2% | 113k | 287.56 |
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| JPMorgan Chase & Co. (JPM) | 3.9 | $32M | -6% | 110k | 294.16 |
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| Apple (AAPL) | 3.8 | $31M | 122k | 253.79 |
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| Philip Morris International (PM) | 3.3 | $27M | -4% | 165k | 165.34 |
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| Chevron Corporation (CVX) | 3.2 | $26M | 126k | 206.90 |
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| Microsoft Corporation (MSFT) | 3.0 | $25M | +7% | 67k | 370.17 |
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| Abbvie (ABBV) | 3.0 | $24M | 112k | 217.49 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.7 | $22M | +2% | 202k | 108.99 |
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| Costco Wholesale Corporation (COST) | 2.6 | $21M | 21k | 996.43 |
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| Union Pacific Corporation (UNP) | 2.5 | $21M | 85k | 242.62 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.4 | $19M | +2% | 367k | 52.56 |
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| Amazon (AMZN) | 2.3 | $19M | 91k | 208.27 |
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| Blackrock (BLK) | 2.3 | $19M | -6% | 20k | 961.71 |
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| Paychex (PAYX) | 2.3 | $19M | +22% | 201k | 92.12 |
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| NVIDIA Corporation (NVDA) | 2.2 | $18M | 104k | 174.40 |
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| Home Depot (HD) | 2.2 | $18M | 54k | 328.89 |
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| Lockheed Martin Corporation (LMT) | 2.0 | $17M | -20% | 27k | 604.39 |
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| Eaton Corp SHS (ETN) | 2.0 | $16M | +8% | 46k | 357.67 |
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| Parker-Hannifin Corporation (PH) | 2.0 | $16M | -5% | 18k | 895.24 |
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| Mastercard Incorporated Cl A (MA) | 1.9 | $16M | 31k | 499.66 |
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| Abbott Laboratories (ABT) | 1.9 | $15M | +2% | 148k | 102.67 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $15M | +3% | 202k | 73.64 |
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| Prologis (PLD) | 1.8 | $15M | 112k | 132.18 |
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| Intuit (INTU) | 1.7 | $14M | +71% | 33k | 432.38 |
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| Ishares Tr National Mun Etf (MUB) | 1.7 | $14M | +2% | 134k | 106.15 |
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| Hershey Company (HSY) | 1.7 | $14M | +83% | 65k | 207.89 |
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| Starbucks Corporation (SBUX) | 1.6 | $14M | -2% | 151k | 89.59 |
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| Cme (CME) | 1.6 | $13M | 44k | 295.35 |
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| Ameriprise Financial (AMP) | 1.6 | $13M | -43% | 29k | 444.40 |
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| Eli Lilly & Co. (LLY) | 1.4 | $12M | 13k | 919.77 |
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| Duke Energy Corp Com New (DUK) | 1.4 | $11M | 87k | 130.94 |
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| Morgan Stanley Com New (MS) | 1.4 | $11M | 68k | 164.57 |
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| Stryker Corporation (SYK) | 1.4 | $11M | 34k | 328.59 |
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| Capital One Financial (COF) | 1.3 | $11M | 60k | 182.43 |
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| Ge Aerospace Com New (GE) | 1.3 | $11M | +118% | 37k | 283.77 |
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| Procter & Gamble Company (PG) | 1.3 | $10M | +10% | 72k | 144.44 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $10M | 130k | 79.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $10M | -13% | 21k | 479.20 |
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| Snap-on Incorporated (SNA) | 1.2 | $9.7M | 27k | 363.22 |
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| Amgen (AMGN) | 1.1 | $8.9M | 25k | 351.85 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $8.7M | 70k | 124.31 |
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| Cisco Systems (CSCO) | 1.1 | $8.6M | 111k | 77.59 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $8.5M | 127k | 67.53 |
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| Danaher Corporation (DHR) | 1.0 | $8.4M | 44k | 189.60 |
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| Carlisle Companies (CSL) | 1.0 | $8.3M | +39% | 25k | 333.62 |
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| Wec Energy Group (WEC) | 1.0 | $8.0M | +16% | 69k | 115.77 |
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| Verizon Communications (VZ) | 1.0 | $7.9M | +18% | 158k | 50.20 |
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| Phillips 66 (PSX) | 0.9 | $7.6M | 42k | 182.18 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $7.3M | +37% | 135k | 54.05 |
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| Nextera Energy (NEE) | 0.8 | $6.5M | 70k | 92.88 |
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| At&t (T) | 0.8 | $6.2M | +25% | 213k | 28.99 |
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| Us Bancorp Com New (USB) | 0.7 | $6.0M | 115k | 52.01 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $5.5M | 86k | 64.08 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $5.2M | +1440% | 27k | 192.90 |
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| Arthur J. Gallagher & Co. (AJG) | 0.6 | $4.8M | -45% | 22k | 216.58 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $4.4M | -6% | 6.8k | 650.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.1M | -3% | 11k | 286.86 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.9M | 12k | 248.00 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $2.9M | 9.5k | 298.85 |
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| Altria (MO) | 0.3 | $2.6M | 40k | 65.99 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.3M | 23k | 97.23 |
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| Microchip Technology (MCHP) | 0.2 | $1.4M | 22k | 64.61 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | -5% | 46k | 25.64 |
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| Fastenal Company (FAST) | 0.1 | $1.2M | 25k | 46.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | 2.3k | 436.79 |
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| Johnson & Johnson (JNJ) | 0.1 | $965k | +4% | 3.9k | 244.44 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $883k | 9.1k | 97.13 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $860k | 5.7k | 151.41 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $856k | -25% | 6.4k | 132.90 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Broadcom (AVGO) | 0.1 | $614k | 2.0k | 309.51 |
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| Illinois Tool Works (ITW) | 0.1 | $475k | -5% | 1.8k | 260.29 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $450k | 15k | 30.68 |
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| Wal-Mart Stores (WMT) | 0.0 | $404k | -3% | 3.3k | 124.28 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $374k | 7.4k | 50.62 |
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| salesforce (CRM) | 0.0 | $373k | 2.0k | 186.67 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $343k | +2% | 15k | 23.22 |
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| Visa Com Cl A (V) | 0.0 | $336k | 1.1k | 302.24 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $305k | 1.8k | 169.66 |
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| Xcel Energy (XEL) | 0.0 | $281k | 3.5k | 79.44 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $246k | NEW | 629.00 | 391.76 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $240k | -3% | 9.6k | 25.10 |
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| Polaris Industries (PII) | 0.0 | $219k | -14% | 4.0k | 54.50 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $207k | -2% | 7.1k | 29.08 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $202k | -53% | 1.1k | 191.92 |
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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 2026 Q1 filed April 24, 2026
- 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