Institutions / Alley Investment Management Company, LLC
Alley Investment Management Company, LLC
CIK 1917618 · Institution · as of Dec 31, 2025
Portfolio value
$854.40M
Positions
90
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| JPMorgan Chase & Co | $38.01M | 4.4% |
| Alphabet Inc. | $36.09M | 4.2% |
| Apple Inc. | $33.39M | 3.9% |
| Microsoft Corp | $30.01M | 3.5% |
| Philip Morris International Inc. | $27.84M | 3.3% |
| AbbVie Inc. | $25.65M | 3.0% |
| Ameriprise Financial Inc | $25.27M | 3.0% |
| BlackRock, Inc. | $22.27M | 2.6% |
| iShares MSCI UAE ETF | $21.71M | 2.5% |
| Amazon.com Inc | $21.27M | 2.5% |
| Union Pacific Corp | $19.91M | 2.3% |
| NVIDIA Corp | $19.54M | 2.3% |
| Chevron Corp | $19.41M | 2.3% |
| iShares Tr | $18.94M | 2.2% |
| Home Depot, Inc. | $18.81M | 2.2% |
| Costco Wholesale Corp /New | $18.56M | 2.2% |
| Paychex Inc | $18.44M | 2.2% |
| Abbott Laboratories | $18.04M | 2.1% |
| Mastercard Inc | $17.87M | 2.1% |
| Parker-Hannifin Corp | $16.93M | 2.0% |
| Lockheed Martin Corp | $16.72M | 2.0% |
| Capital One Financial Corp | $14.66M | 1.7% |
| Vanguard Bd Index Fds | $14.49M | 1.7% |
| Prologis Inc | $14.31M | 1.7% |
| iShares Tr | $14.04M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.