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Alley Investment Management Company, LLC

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$207.6K7,2900.0%
EXXON MOBIL CORP$216.6K1,8000.0%
INVESCO QQQ TR$227.3K3700.0%
Lululemon Athletica Inc$249.4K1,2000.0%
SCHWAB STRATEGIC TR$260.6K9,9360.0%
XCEL ENERGY INC$261.5K3,5410.0%
Polaris Inc.$296.8K4,6930.0%
RTX Corp$319.1K1,7400.0%
ISHARES TR$325.0K1,5450.0%
SCHWAB STRATEGIC TR$336.7K14,4090.0%
ISHARES TR$373.9K7,3930.0%
Walmart Inc.$375.1K3,3670.0%
Visa Inc$393.5K1,1220.0%
SCHWAB STRATEGIC TR$403.8K14,7210.0%
INVESCO EXCHANGE TRADED FD T$429.1K2,2400.1%
ILLINOIS TOOL WORKS INC$475.9K1,9320.1%
Salesforce Inc$529.8K2,0000.1%
Broadcom Inc.$687.0K1,9850.1%
BERKSHIRE HATHAWAY INC DEL$754.8K10.1%
JOHNSON & JOHNSON$780.4K3,7710.1%
ISHARES TR$800.0K5,6680.1%
ISHARES TR$873.4K9,0950.1%
Fastenal Co$1.01M25,0480.1%
VANGUARD INDEX FDS$1.15M2,3540.1%
SELECT SECTOR SPDR TR$1.25M8,6640.1%
SCHWAB STRATEGIC TR$1.30M48,3580.2%
MICROCHIP TECHNOLOGY INC$1.43M22,3660.2%
ISHARES TR$2.28M23,7290.3%
ALTRIA GROUP, INC.$2.30M39,9660.3%
Kenvue Inc.$2.43M140,9470.3%
ISHARES TR$2.98M12,0880.3%
VANGUARD INDEX FDS$3.06M9,7290.4%
Alphabet Inc.$3.49M11,1170.4%
AT&T INC.$4.22M169,7280.5%
SPDR S&P 500 ETF TR$4.95M7,2540.6%
GENERAL ELECTRIC CO$5.20M16,8960.6%
VANGUARD INTL EQUITY INDEX F$5.28M98,1310.6%
VANGUARD TAX-MANAGED FDS$5.38M86,1260.6%
VERIZON COMMUNICATIONS INC$5.43M133,3310.6%
Phillips 66$5.44M42,1910.6%
NEXTERA ENERGY INC$5.67M70,6140.7%
CARLISLE COMPANIES INC$5.73M17,9160.7%
US BANCORP \DE$6.19M116,0950.7%
WEC ENERGY GROUP, INC.$6.24M59,2050.7%
HERSHEY CO$6.49M35,6450.8%
ServiceNow Inc$7.00M45,6730.8%
AMGEN INC$8.35M25,5251.0%
ISHARES TR$8.43M127,7641.0%
CISCO SYSTEMS, INC.$8.53M110,7411.0%
ISHARES TR$8.55M71,1511.0%
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