Alley Investment Management Company, LLC
CIK: 0001917618SEC EDGAR →
Portfolio Value
$854.4B
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 | $38.0B | 4.45% |
| 2 | ALPHABET INC | 115,288 | $36.1B | 4.22% |
| 3 | APPLE INC | 122,832 | $33.4B | 3.91% |
| 4 | MICROSOFT CORP | 62,048 | $30.0B | 3.51% |
| 5 | PHILIP MORRIS INTL INC | 173,577 | $27.8B | 3.26% |
| 6 | ABBVIE INC | 112,247 | $25.6B | 3.00% |
| 7 | AMERIPRISE FINL INC | 51,537 | $25.3B | 2.96% |
| 8 | BLACKROCK INC | 20,808 | $22.3B | 2.61% |
| 9 | ISHARES TR | 197,005 | $21.7B | 2.54% |
| 10 | AMAZON COM INC | 92,138 | $21.3B | 2.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (90)
$38.0B · 118K shares
$36.1B · 115K shares
$33.4B · 123K shares
$30.0B · 62K shares
$27.8B · 174K shares
$25.6B · 112K shares
$25.3B · 52K shares
$22.3B · 21K shares
$21.7B · 197K shares
$21.3B · 92K shares
$19.9B · 86K shares
$19.5B · 105K shares
$19.4B · 127K shares
$18.9B · 358K shares
$18.8B · 55K shares
$18.6B · 22K shares
$18.4B · 164K shares
$18.0B · 144K shares
$17.9B · 31K shares
$16.9B · 19K shares
$16.7B · 35K shares
$14.7B · 60K shares
$14.5B · 196K shares
$14.3B · 112K shares
$14.0B · 131K shares
$13.9B · 13K shares
$13.4B · 42K shares
$13.0B · 154K shares
$12.8B · 19K shares
$12.3B · 24K shares
$12.2B · 69K shares
$12.0B · 44K shares
$12.0B · 34K shares
$11.5B · 51K shares
$10.5B · 41K shares
$10.4B · 129K shares
$10.2B · 87K shares
$10.1B · 44K shares
$9.4B · 65K shares
$9.3B · 27K shares
$8.6B · 71K shares
$8.5B · 111K shares
$8.4B · 128K shares
$8.4B · 26K shares
$7.0B · 46K shares
$6.5B · 36K shares
$6.2B · 59K shares
$6.2B · 116K shares
$5.7B · 18K shares
$5.7B · 71K shares
$5.4B · 42K shares
$5.4B · 133K shares
$5.4B · 86K shares
$5.3B · 98K shares
$5.2B · 17K shares
$4.9B · 7K shares
$4.2B · 170K shares
$3.5B · 11K shares
$3.1B · 10K shares
$3.0B · 12K shares
$2.4B · 141K shares
$2.3B · 40K shares
$2.3B · 24K shares
$1.4B · 22K shares
$1.3B · 48K shares
$1.2B · 9K shares
$1.1B · 2K shares
$1.0B · 25K shares
$873.0M · 9K shares
$799.0M · 6K shares
$780.0M · 4K shares
$754.0M · 1 shares
$687.0M · 2K shares
$529.0M · 2K shares
$475.0M · 2K shares
$429.0M · 2K shares
$403.0M · 15K shares
$393.0M · 1K shares
$375.0M · 3K shares
$373.0M · 7K shares
$336.0M · 14K shares
$324.0M · 2K shares
$319.0M · 2K shares
$296.0M · 5K shares
$261.0M · 4K shares
$260.0M · 10K shares
$249.0M · 1K shares
$227.0M · 370 shares
$216.0M · 2K shares
$207.0M · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $254.7B | 29.8% |
| Technology | 10 | $125.3B | 14.7% |
| Industrials | 11 | $107.5B | 12.6% |
| Healthcare | 7 | $88.8B | 10.4% |
| Unknown | 7 | $79.3B | 9.3% |
| Consumer Cyclical | 5 | $53.6B | 6.3% |
| Communication Services | 3 | $43.8B | 5.1% |
| Consumer Defensive | 6 | $39.5B | 4.6% |
| Energy | 3 | $25.1B | 2.9% |
| Utilities | 4 | $22.4B | 2.6% |
| Real Estate | 1 | $14.3B | 1.7% |