Alley Investment Management Company, LLC 13F Holdings
CIK 0001917618 · LAKE FOREST, IL
As of Sep 30, 2025, Alley Investment Management Company, LLC reported 88 positions worth $861.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | JPM | Financial Services | 119,078 | $37.6M | 4.36% |
| MICROSOFT CORP | MSFT | Technology | 62,036 | $32.1M | 3.73% |
| APPLE INC | AAPL | Technology | 124,043 | $31.6M | 3.67% |
| ALPHABET INC | GOOGL | Equity | 117,049 | $28.5M | 3.30% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 173,917 | $28.2M | 3.28% |
| ABBVIE INC | ABBV | Equity | 119,092 | $27.6M | 3.20% |
| AMERIPRISE FINANCIAL INC | AMP | Financial Services | 51,971 | $25.5M | 2.96% |
| BLACKROCK INC | BLK | Financial Services | 20,930 | $24.4M | 2.83% |
| HOME DEPOT INC | HD | Consumer Cyclical | 54,812 | $22.2M | 2.58% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 197,375 | $22.0M | 2.55% |
| PAYCHEX INC | PAYX | Industrials | 165,264 | $20.9M | 2.43% |
| UNION PACIFIC CORP | UNP | Industrials | 86,849 | $20.5M | 2.38% |
| AMAZON.COM INC | AMZN | Equity | 92,745 | $20.4M | 2.36% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 21,550 |