Alley Investment Management Company, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Snap-on Inc	—	$9.29M	26,950	1.1%
PROCTER & GAMBLE Co	—	$9.37M	65,348	1.1%
DANAHER CORP /DE	—	$10.08M	44,045	1.2%
Duke Energy Corp	—	$10.25M	87,409	1.2%
ISHARES TR	—	$10.42M	129,188	1.2%
Arthur J. Gallagher & Co.	—	$10.54M	40,745	1.2%
BROADRIDGE FINANCIAL SOLUTIONS INC	—	$11.46M	51,369	1.3%
STRYKER CORP	—	$11.96M	34,024	1.4%
CME Group Inc	—	$11.96M	43,794	1.4%
Morgan Stanley	—	$12.17M	68,534	1.4%
Warren E. Buffett	—	$12.26M	24,396	1.4%
INTUIT INC.	—	$12.77M	19,271	1.5%
STARBUCKS CORP	—	$13.00M	154,355	1.5%
Eaton Corp plc	—	$13.44M	42,193	1.6%
ELI LILLY & Co	—	$13.93M	12,960	1.6%
ISHARES TR	—	$14.04M	131,111	1.6%
Prologis Inc	—	$14.31M	112,113	1.7%
VANGUARD BD INDEX FDS	—	$14.49M	195,654	1.7%
CAPITAL ONE FINANCIAL CORP	—	$14.66M	60,484	1.7%
LOCKHEED MARTIN CORP	—	$16.72M	34,566	2.0%
Parker-Hannifin Corp	—	$16.93M	19,263	2.0%
Mastercard Inc	—	$17.87M	31,310	2.1%
ABBOTT LABORATORIES	—	$18.04M	143,972	2.1%
PAYCHEX INC	—	$18.44M	164,361	2.2%
COSTCO WHOLESALE CORP /NEW	—	$18.56M	21,521	2.2%
HOME DEPOT, INC.	—	$18.81M	54,650	2.2%
ISHARES TR	—	$18.94M	358,094	2.2%
CHEVRON CORP	—	$19.41M	127,377	2.3%
NVIDIA Corp	—	$19.54M	104,798	2.3%
Union Pacific Corp	—	$19.91M	86,082	2.3%
Amazon.com Inc	—	$21.27M	92,138	2.5%
iShares MSCI UAE ETF	—	$21.71M	197,005	2.5%
BlackRock, Inc.	—	$22.27M	20,808	2.6%
AMERIPRISE FINANCIAL INC	—	$25.27M	51,537	3.0%
AbbVie Inc.	—	$25.65M	112,247	3.0%
Philip Morris International Inc.	—	$27.84M	173,577	3.3%
MICROSOFT CORP	—	$30.01M	62,048	3.5%
Apple Inc.	—	$33.39M	122,832	3.9%
Alphabet Inc.	—	$36.09M	115,288	4.2%
JPMORGAN CHASE & CO	—	$38.01M	117,970	4.4%