Alley Investment Management Company, LLC
CIK: 0001917618SEC EDGAR →
Portfolio Value
$854.4M
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 117,970 | $38.0M | 4.45% |
| 2 | ALPHABET INC | 115,288 | $36.1M | 4.22% |
| 3 | APPLE INC | 122,832 | $33.4M | 3.91% |
| 4 | MICROSOFT CORP | 62,048 | $30.0M | 3.51% |
| 5 | PHILIP MORRIS INTL INC | 173,577 | $27.8M | 3.26% |
| 6 | ABBVIE INC | 112,247 | $25.6M | 3.00% |
| 7 | AMERIPRISE FINL INC | 51,537 | $25.3M | 2.96% |
| 8 | BLACKROCK INC | 20,808 | $22.3M | 2.61% |
| 9 | ISHARES TR | 197,005 | $21.7M | 2.54% |
| 10 | AMAZON COM INC | 92,138 | $21.3M | 2.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (90)
$38.0M · 118K shares
$36.1M · 115K shares
$33.4M · 123K shares
$30.0M · 62K shares
$27.8M · 174K shares
$25.6M · 112K shares
$25.3M · 52K shares
$22.3M · 21K shares
$21.7M · 197K shares
$21.3M · 92K shares
$19.9M · 86K shares
$19.5M · 105K shares
$19.4M · 127K shares
$18.9M · 358K shares
$18.8M · 55K shares
$18.6M · 22K shares
$18.4M · 164K shares
$18.0M · 144K shares
$17.9M · 31K shares
$16.9M · 19K shares
$16.7M · 35K shares
$14.7M · 60K shares
$14.5M · 196K shares
$14.3M · 112K shares
$14.0M · 131K shares
$13.9M · 13K shares
$13.4M · 42K shares
$13.0M · 154K shares
$12.8M · 19K shares
$12.3M · 24K shares
$12.2M · 69K shares
$12.0M · 44K shares
$12.0M · 34K shares
$11.5M · 51K shares
$10.5M · 41K shares
$10.4M · 129K shares
$10.2M · 87K shares
$10.1M · 44K shares
$9.4M · 65K shares
$9.3M · 27K shares
$8.6M · 71K shares
$8.5M · 111K shares
$8.4M · 128K shares
$8.4M · 26K shares
$7.0M · 46K shares
$6.5M · 36K shares
$6.2M · 59K shares
$6.2M · 116K shares
$5.7M · 18K shares
$5.7M · 71K shares
$5.4M · 42K shares
$5.4M · 133K shares
$5.4M · 86K shares
$5.3M · 98K shares
$5.2M · 17K shares
$4.9M · 7K shares
$4.2M · 170K shares
$3.5M · 11K shares
$3.1M · 10K shares
$3.0M · 12K shares
$2.4M · 141K shares
$2.3M · 40K shares
$2.3M · 24K shares
$1.4M · 22K shares
$1.3M · 48K shares
$1.2M · 9K shares
$1.1M · 2K shares
$1.0M · 25K shares
$873K · 9K shares
$799K · 6K shares
$780K · 4K shares
$754K · 1 shares
$687K · 2K shares
$529K · 2K shares
$475K · 2K shares
$429K · 2K shares
$403K · 15K shares
$393K · 1K shares
$375K · 3K shares
$373K · 7K shares
$336K · 14K shares
$324K · 2K shares
$319K · 2K shares
$296K · 5K shares
$261K · 4K shares
$260K · 10K shares
$249K · 1K shares
$227K · 370 shares
$216K · 2K shares
$207K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $254.7M | 29.8% |
| Technology | 10 | $125.3M | 14.7% |
| Industrials | 11 | $107.5M | 12.6% |
| Healthcare | 7 | $88.8M | 10.4% |
| Unknown | 7 | $79.3M | 9.3% |
| Consumer Cyclical | 5 | $53.6M | 6.3% |
| Communication Services | 3 | $43.8M | 5.1% |
| Consumer Defensive | 6 | $39.5M | 4.6% |
| Energy | 3 | $25.1M | 2.9% |
| Utilities | 4 | $22.4M | 2.6% |
| Real Estate | 1 | $14.3M | 1.7% |