Alley Investment Management Company, LLC Top Holdings and 13F Report (2025) About Alley Investment Management Company, LLCInvestment ActivityAlley Investment Management Company, LLC has $826.16 million in total holdings as of June 30, 2025.Alley Investment Management Company, LLC owns shares of 85 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 2.91% of the portfolio was sold this quarter.This quarter, Alley Investment Management Company, LLC has purchased 88 new stocks and bought additional shares in 37 stocks.Alley Investment Management Company, LLC sold shares of 33 stocks and completely divested from 6 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $37,273,729Microsoft $30,542,964Philip Morris International $29,381,781Ameriprise Financial $28,415,251Apple $27,759,619 Largest New Holdings this Quarter 14040H105 - Capital One Financial $12,819,854 Holding00206R102 - AT&T $3,884,935 Holding46090E103 - Invesco QQQ $204,107 Holding Largest Purchases this Quarter Capital One Financial 60,255 shares (about $12.82M)AT&T 134,241 shares (about $3.88M)NVIDIA 17,792 shares (about $2.81M)Morgan Stanley 6,619 shares (about $932.35K)Fastenal 12,524 shares (about $526.01K) Largest Sales this Quarter Ameriprise Financial 3,235 shares (about $1.73M)Mastercard 2,424 shares (about $1.36M)iShares iBoxx $ Investment Grade Corporate Bond ETF 9,082 shares (about $995.48K)iShares 1-5 Year Investment Grade Corporate Bond ETF 17,472 shares (about $921.82K)Vanguard Total Bond Market ETF 9,651 shares (about $710.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlley Investment Management Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$37,273,729$272,515 ▼-0.7%128,5704.5%FinanceMSFTMicrosoft$30,542,964$157,679 ▼-0.5%61,4043.7%Computer and TechnologyPMPhilip Morris International$29,381,781$248,426 ▼-0.8%161,3233.6%Consumer StaplesAMPAmeriprise Financial$28,415,251$1,726,617 ▼-5.7%53,2393.4%FinanceAAPLApple$27,759,619$60,730 ▲0.2%135,3013.4%Computer and TechnologyPAYXPaychex$23,488,881$76,803 ▼-0.3%161,4802.8%Computer and TechnologyBLACKROCK INC$22,961,787$45,118 ▲0.2%21,8842.8%COMABBVAbbVie$21,851,001$214,577 ▲1.0%117,7192.6%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$21,400,037$995,478 ▼-4.4%195,2382.6%FinanceCOSTCostco Wholesale$21,276,846$63,356 ▼-0.3%21,4932.6%Retail/WholesaleAMZNAmazon.com$20,318,366$156,644 ▼-0.8%92,6132.5%Retail/WholesaleHDHome Depot$19,855,023$92,027 ▲0.5%54,1542.4%Retail/WholesaleAJGArthur J. Gallagher & Co.$19,690,581$177,987 ▲0.9%61,5102.4%FinanceABTAbbott Laboratories$19,405,926$30,602 ▲0.2%142,6802.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$19,107,456$921,823 ▼-4.6%362,1582.3%ManufacturingUNPUnion Pacific$18,032,520$15,415 ▲0.1%78,3752.2%TransportationMAMastercard$17,655,031$1,362,143 ▼-7.2%31,4182.1%Business ServicesGOOGLAlphabet$17,111,933$151,382 ▼-0.9%97,1002.1%Computer and TechnologyACNAccenture$17,019,992$71,136 ▲0.4%56,9442.1%Computer and TechnologyNVDANVIDIA$16,636,047$2,810,961 ▲20.3%105,2982.0%Computer and TechnologyCVXChevron$16,481,599$299,124 ▲1.8%115,1032.0%EnergyINTUIntuit$15,206,772$83,489 ▼-0.5%19,3071.8%Computer and TechnologyLMTLockheed Martin$14,509,713$21,768 ▼-0.1%31,3291.8%AerospaceBNDVanguard Total Bond Market ETF$14,355,126$710,603 ▼-4.7%194,9631.7%ETFSBUXStarbucks$14,085,455$321,713 ▲2.3%153,7211.7%Retail/WholesaleNEENextEra Energy$13,730,443$67,476 ▲0.5%197,7881.7%UtilitiesSYKStryker$13,485,444$49,058 ▼-0.4%34,0861.6%MedicalMUBiShares National Muni Bond ETF$13,473,427$72,823 ▼-0.5%128,9571.6%ETFCOFCapital One Financial$12,819,854$12,819,854 ▲New Holding60,2551.6%FinanceBRBroadridge Financial Solutions$12,480,077$92,594 ▼-0.7%51,3521.5%Computer and TechnologyBRK.BBerkshire Hathaway$11,871,247$121,928 ▼-1.0%24,4381.4%FinancePLDPrologis$11,629,320$241,145 ▲2.1%110,6291.4%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$10,650,236$480,674 ▼-4.3%132,0551.3%ETFPGProcter & Gamble$10,250,808$58,470 ▲0.6%64,3411.2%Consumer StaplesLLYEli Lilly and Company$10,178,347$53,008 ▲0.5%13,0571.2%MedicalMSMorgan Stanley$9,731,736$932,352 ▲10.6%69,0881.2%FinanceETNEaton$9,486,295$7,497 ▲0.1%26,5731.1%IndustrialsPHParker-Hannifin$9,328,765$141,091 ▲1.5%13,3561.1%IndustrialsITWIllinois Tool Works$9,311,435$48,956 ▲0.5%37,6601.1%IndustrialsDUKDuke Energy$9,193,380$99,474 ▲1.1%77,9101.1%UtilitiesVZVerizon Communications$8,705,015$88,833 ▲1.0%201,1791.1%Computer and TechnologyDHRDanaher$8,699,859$91,461 ▼-1.0%44,0411.1%MedicalSNASnap-On$8,154,161$27,073 ▲0.3%26,2041.0%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$8,002,937$9,427 ▲0.1%129,0381.0%ETFIJRiShares Core S&P Small-Cap ETF$7,859,271$10,601 ▲0.1%71,9121.0%ETFCSCOCisco Systems$7,636,102$97,548 ▲1.3%110,0620.9%Computer and TechnologyAMGNAmgen$6,994,769$78,179 ▲1.1%25,0520.8%MedicalPSXPhillips 66$6,838,037$93,889 ▲1.4%57,3180.8%EnergyCSLCarlisle Companies$6,608,433$44,061 ▲0.7%17,6980.8%Multi-Sector ConglomeratesUSBU.S. Bancorp$6,490,886$121,587 ▲1.9%143,4450.8%FinanceKVUEKenvue$5,700,453$183,954 ▲3.3%272,3580.7%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$4,966,711$97,715 ▼-1.9%87,1200.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,894,166$9,447 ▲0.2%98,9520.6%ETFSPYSPDR S&P 500 ETF Trust$4,602,983$12,975 ▼-0.3%7,4500.6%FinanceWECWEC Energy Group$4,542,391$77,525 ▲1.7%43,5930.5%UtilitiesCMECME Group$4,330,2660.0%15,7110.5%FinanceTAT&T$3,884,935$3,884,935 ▲New Holding134,2410.5%Computer and TechnologyVVVanguard Large-Cap ETF$2,775,6840.0%9,7290.3%ETFIWMiShares Russell 2000 ETF$2,628,1060.0%12,1790.3%FinanceMOAltria Group$2,343,2070.0%39,9660.3%Consumer StaplesIWRiShares Russell Mid-Cap ETF$2,202,7730.0%23,9510.3%ETFGOOGAlphabet$2,062,514$11,885 ▼-0.6%11,6270.2%Computer and TechnologyMCHPMicrochip Technology$1,681,562$493 ▼0.0%23,8960.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,252,965$96,465 ▼-7.1%51,2670.2%ETFXLKTechnology Select Sector SPDR Fund$1,096,992$55,204 ▼-4.8%4,3320.1%ETFVUGVanguard Growth ETF$1,054,790$3,507 ▲0.3%2,4060.1%ETFFASTFastenal$1,052,016$526,008 ▲100.0%25,0480.1%Retail/WholesaleEFAiShares MSCI EAFE ETF$813,002$15,554 ▼-1.9%9,0950.1%FinanceDVYiShares Select Dividend ETF$758,079$9,562 ▲1.3%5,7080.1%ETFBRK.ABerkshire Hathaway$728,8000.0%10.1%FinanceJNJJohnson & Johnson$596,967$18,942 ▼-3.1%3,9080.1%MedicalAVGOBroadcom$547,165$26,187 ▲5.0%1,9850.1%Computer and TechnologyCRMSalesforce$545,3810.0%2,0000.1%Computer and TechnologyVVisa$412,923$26,984 ▼-6.1%1,1630.0%Business ServicesSCHDSchwab US Dividend Equity ETF$386,105$18,577 ▼-4.6%14,5700.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$374,899$10,142 ▼-2.6%7,3930.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$346,671$2,719 ▲0.8%14,9170.0%ETFWMTWalmart$329,2250.0%3,3670.0%Retail/WholesaleXELXcel Energy$319,389$27,717 ▼-8.0%4,6900.0%UtilitiesKMBKimberly-Clark$286,460$13,537 ▼-4.5%2,2220.0%Consumer StaplesLULUlululemon athletica$285,0960.0%1,2000.0%Consumer DiscretionarySCHBSchwab US Broad Market ETF$254,6470.0%10,6860.0%ETFRTXRTX$254,0750.0%1,7400.0%AerospacePIIPolaris$215,0670.0%5,2910.0%Auto/Tires/TrucksQQQInvesco QQQ$204,107$204,107 ▲New Holding3700.0%FinanceDFSDiscover Financial Services$0$10,145,213 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$4,600,918 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$327,603 ▼-100.0%00.0%MedicalPEPPepsiCo$0$254,148 ▼-100.0%00.0%Consumer StaplesXOMExxon Mobil$0$220,853 ▼-100.0%00.0%EnergyMMCMarsh & McLennan Companies$0$202,545 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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