Alley Investment Management Company as of Dec. 31, 2025
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 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $36M | 115k | 313.00 | |
| Apple (AAPL) | 3.9 | $33M | 123k | 271.86 | |
| Microsoft Corporation (MSFT) | 3.5 | $30M | 62k | 483.62 | |
| Philip Morris International (PM) | 3.3 | $28M | 174k | 160.40 | |
| Abbvie (ABBV) | 3.0 | $26M | 112k | 228.49 | |
| Ameriprise Financial (AMP) | 3.0 | $25M | 52k | 490.34 | |
| Blackrock (BLK) | 2.6 | $22M | 21k | 1070.34 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.5 | $22M | 197k | 110.19 | |
| Amazon (AMZN) | 2.5 | $21M | 92k | 230.82 | |
| Union Pacific Corporation (UNP) | 2.3 | $20M | 86k | 231.32 | |
| NVIDIA Corporation (NVDA) | 2.3 | $20M | 105k | 186.50 | |
| Chevron Corporation (CVX) | 2.3 | $19M | 127k | 152.41 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.2 | $19M | 358k | 52.88 | |
| Home Depot (HD) | 2.2 | $19M | 55k | 344.10 | |
| Costco Wholesale Corporation (COST) | 2.2 | $19M | 22k | 862.34 | |
| Paychex (PAYX) | 2.2 | $18M | 164k | 112.18 | |
| Abbott Laboratories (ABT) | 2.1 | $18M | 144k | 125.29 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $18M | 31k | 570.88 | |
| Parker-Hannifin Corporation (PH) | 2.0 | $17M | 19k | 878.96 | |
| Lockheed Martin Corporation (LMT) | 2.0 | $17M | 35k | 483.67 | |
| Capital One Financial (COF) | 1.7 | $15M | 61k | 242.36 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.7 | $15M | 196k | 74.07 | |
| Prologis (PLD) | 1.7 | $14M | 112k | 127.66 | |
| Ishares Tr National Mun Etf (MUB) | 1.6 | $14M | 131k | 107.11 | |
| Eli Lilly & Co. (LLY) | 1.6 | $14M | 13k | 1074.68 | |
| Eaton Corp SHS (ETN) | 1.6 | $13M | 42k | 318.51 | |
| Starbucks Corporation (SBUX) | 1.5 | $13M | 154k | 84.21 | |
| Intuit (INTU) | 1.5 | $13M | 19k | 662.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $12M | 24k | 502.65 | |
| Morgan Stanley Com New (MS) | 1.4 | $12M | 69k | 177.53 | |
| Cme (CME) | 1.4 | $12M | 44k | 273.08 | |
| Stryker Corporation (SYK) | 1.4 | $12M | 34k | 351.47 | |
| Broadridge Financial Solutions (BR) | 1.3 | $12M | 51k | 223.17 | |
| Arthur J. Gallagher & Co. (AJG) | 1.2 | $11M | 41k | 258.79 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.2 | $10M | 129k | 80.63 | |
| Duke Energy Corp Com New (DUK) | 1.2 | $10M | 87k | 117.21 | |
| Danaher Corporation (DHR) | 1.2 | $10M | 44k | 228.92 | |
| Procter & Gamble Company (PG) | 1.1 | $9.4M | 65k | 143.31 | |
| Snap-on Incorporated (SNA) | 1.1 | $9.3M | 27k | 344.60 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $8.6M | 71k | 120.18 | |
| Cisco Systems (CSCO) | 1.0 | $8.5M | 111k | 77.03 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $8.4M | 128k | 66.00 | |
| Amgen (AMGN) | 1.0 | $8.4M | 26k | 327.31 | |
| Servicenow (NOW) | 0.8 | $7.0M | 46k | 153.19 | |
| Hershey Company (HSY) | 0.8 | $6.5M | 36k | 181.98 | |
| Wec Energy Group (WEC) | 0.7 | $6.2M | 59k | 105.46 | |
| Us Bancorp Del Com New (USB) | 0.7 | $6.2M | 116k | 53.36 | |
| Carlisle Companies (CSL) | 0.7 | $5.7M | 18k | 319.86 | |
| Nextera Energy (NEE) | 0.7 | $5.7M | 71k | 80.28 | |
| Phillips 66 (PSX) | 0.6 | $5.4M | 42k | 129.04 | |
| Verizon Communications (VZ) | 0.6 | $5.4M | 133k | 40.73 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $5.4M | 86k | 62.47 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $5.3M | 98k | 53.76 | |
| Ge Aerospace Com New (GE) | 0.6 | $5.2M | 17k | 308.03 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.9M | 7.3k | 681.92 | |
| At&t (T) | 0.5 | $4.2M | 170k | 24.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.5M | 11k | 313.80 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $3.1M | 9.7k | 314.80 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $3.0M | 12k | 246.16 | |
| Kenvue (KVUE) | 0.3 | $2.4M | 141k | 17.25 | |
| Altria (MO) | 0.3 | $2.3M | 40k | 57.66 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.3M | 24k | 96.27 | |
| Microchip Technology (MCHP) | 0.2 | $1.4M | 22k | 63.72 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.3M | 48k | 26.91 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.2M | 8.7k | 143.97 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | 2.4k | 487.86 | |
| Fastenal Company (FAST) | 0.1 | $1.0M | 25k | 40.13 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $873k | 9.1k | 96.03 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $800k | 5.7k | 141.14 | |
| Johnson & Johnson (JNJ) | 0.1 | $780k | 3.8k | 206.95 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 | |
| Broadcom (AVGO) | 0.1 | $687k | 2.0k | 346.10 | |
| salesforce (CRM) | 0.1 | $530k | 2.0k | 264.91 | |
| Illinois Tool Works (ITW) | 0.1 | $476k | 1.9k | 246.30 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $429k | 2.2k | 191.56 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $404k | 15k | 27.43 | |
| Visa Com Cl A (V) | 0.0 | $394k | 1.1k | 350.71 | |
| Wal-Mart Stores (WMT) | 0.0 | $375k | 3.4k | 111.41 | |
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $374k | 7.4k | 50.58 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $337k | 14k | 23.37 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $325k | 1.5k | 210.34 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $319k | 1.7k | 183.40 | |
| Polaris Industries (PII) | 0.0 | $297k | 4.7k | 63.25 | |
| Xcel Energy (XEL) | 0.0 | $262k | 3.5k | 73.86 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $261k | 9.9k | 26.23 | |
| Lululemon Athletica (LULU) | 0.0 | $249k | 1.2k | 207.81 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $227k | 370.00 | 614.31 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $217k | 1.8k | 120.34 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $208k | 7.3k | 28.48 |
