Alley Investment Management Company, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Phillips 66 | $5.44M | 0.6% |
| VERIZON COMMUNICATIONS INC | $5.43M | 0.6% |
| VANGUARD TAX-MANAGED FDS | $5.38M | 0.6% |
| VANGUARD INTL EQUITY INDEX F | $5.28M | 0.6% |
| GENERAL ELECTRIC CO | $5.20M | 0.6% |
| SPDR S&P 500 ETF TR | $4.95M | 0.6% |
| AT&T INC. | $4.22M | 0.5% |
| Alphabet Inc. | $3.49M | 0.4% |
| VANGUARD INDEX FDS | $3.06M | 0.4% |
| ISHARES TR | $2.98M | 0.3% |
| Kenvue Inc. | $2.43M | 0.3% |
| ALTRIA GROUP, INC. | $2.30M | 0.3% |
| ISHARES TR | $2.28M | 0.3% |
| MICROCHIP TECHNOLOGY INC | $1.43M | 0.2% |
| SCHWAB STRATEGIC TR | $1.30M | 0.2% |
| SELECT SECTOR SPDR TR | $1.25M | 0.1% |
| VANGUARD INDEX FDS | $1.15M | 0.1% |
| Fastenal Co | $1.01M | 0.1% |
| ISHARES TR | $873.4K | 0.1% |
| ISHARES TR | $800.0K | 0.1% |
| JOHNSON & JOHNSON | $780.4K | 0.1% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.1% |
| Broadcom Inc. | $687.0K | 0.1% |
| Salesforce Inc | $529.8K | 0.1% |
| ILLINOIS TOOL WORKS INC | $475.9K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $429.1K | 0.1% |
| SCHWAB STRATEGIC TR | $403.8K | 0.0% |
| Visa Inc | $393.5K | 0.0% |
| Walmart Inc. | $375.1K | 0.0% |
| ISHARES TR | $373.9K | 0.0% |
| SCHWAB STRATEGIC TR | $336.7K | 0.0% |
| ISHARES TR | $325.0K | 0.0% |
| RTX Corp | $319.1K | 0.0% |
| Polaris Inc. | $296.8K | 0.0% |
| XCEL ENERGY INC | $261.5K | 0.0% |
| SCHWAB STRATEGIC TR | $260.6K | 0.0% |
| Lululemon Athletica Inc | $249.4K | 0.0% |
| INVESCO QQQ TR | $227.3K | 0.0% |
| EXXON MOBIL CORP | $216.6K | 0.0% |
| SCHWAB STRATEGIC TR | $207.6K | 0.0% |