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Alley Investment Management Company, LLC

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
JPMORGAN CHASE & CO—$38.01M117,9704.4%
Alphabet Inc.—$36.09M115,2884.2%
Apple Inc.—$33.39M122,8323.9%
MICROSOFT CORP—$30.01M62,0483.5%
Philip Morris International Inc.—$27.84M173,5773.3%
AbbVie Inc.—$25.65M112,2473.0%
AMERIPRISE FINANCIAL INC—$25.27M51,5373.0%
BlackRock, Inc.—$22.27M20,8082.6%
iShares MSCI UAE ETF—$21.71M197,0052.5%
Amazon.com Inc—$21.27M92,1382.5%
Union Pacific Corp—$19.91M86,0822.3%
NVIDIA Corp—$19.54M104,7982.3%
CHEVRON CORP—$19.41M127,3772.3%
ISHARES TR—$18.94M358,0942.2%
HOME DEPOT, INC.—$18.81M54,6502.2%
COSTCO WHOLESALE CORP /NEW—$18.56M21,5212.2%
PAYCHEX INC—$18.44M164,3612.2%
ABBOTT LABORATORIES—$18.04M143,9722.1%
Mastercard Inc—$17.87M31,3102.1%
Parker-Hannifin Corp—$16.93M19,2632.0%
LOCKHEED MARTIN CORP—$16.72M34,5662.0%
CAPITAL ONE FINANCIAL CORP—$14.66M60,4841.7%
VANGUARD BD INDEX FDS—$14.49M195,6541.7%
Prologis Inc—$14.31M112,1131.7%
ISHARES TR—$14.04M131,1111.6%
ELI LILLY & Co—$13.93M12,9601.6%
Eaton Corp plc—$13.44M42,1931.6%
STARBUCKS CORP—$13.00M154,3551.5%
INTUIT INC.—$12.77M19,2711.5%
Warren E. Buffett—$12.26M24,3961.4%
Morgan Stanley—$12.17M68,5341.4%
CME Group Inc—$11.96M43,7941.4%
STRYKER CORP—$11.96M34,0241.4%
BROADRIDGE FINANCIAL SOLUTIONS INC—$11.46M51,3691.3%
Arthur J. Gallagher & Co.—$10.54M40,7451.2%
ISHARES TR—$10.42M129,1881.2%
Duke Energy Corp—$10.25M87,4091.2%
DANAHER CORP /DE—$10.08M44,0451.2%
PROCTER & GAMBLE Co—$9.37M65,3481.1%
Snap-on Inc—$9.29M26,9501.1%
ISHARES TR—$8.55M71,1511.0%
CISCO SYSTEMS, INC.—$8.53M110,7411.0%
ISHARES TR—$8.43M127,7641.0%
AMGEN INC—$8.35M25,5251.0%
ServiceNow Inc—$7.00M45,6730.8%
HERSHEY CO—$6.49M35,6450.8%
WEC ENERGY GROUP, INC.—$6.24M59,2050.7%
US BANCORP \DE—$6.19M116,0950.7%
CARLISLE COMPANIES INC—$5.73M17,9160.7%
NEXTERA ENERGY INC—$5.67M70,6140.7%
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