Alley Investment Management Company, LLC Top Holdings and 13F Report (2025) About Alley Investment Management Company, LLCInvestment ActivityAlley Investment Management Company, LLC has $797.15 million in total holdings as of March 31, 2025.Alley Investment Management Company, LLC owns shares of 88 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 4.14% of the portfolio was purchased this quarter.About 3.94% of the portfolio was sold this quarter.This quarter, Alley Investment Management Company, LLC has purchased 84 new stocks and bought additional shares in 46 stocks.Alley Investment Management Company, LLC sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Chase & Co. $31,768,803Apple $29,988,567Ameriprise Financial $27,339,628Philip Morris International $25,823,328Paychex $24,994,594 Largest New Holdings this Quarter 701094104 - Parker-Hannifin $7,995,659 HoldingG29183103 - Eaton $7,217,630 Holding084670108 - Berkshire Hathaway $798,442 Holding30231G102 - Exxon Mobil $220,853 Holding571748102 - Marsh & McLennan Companies $202,545 Holding Largest Purchases this Quarter Parker-Hannifin 13,154 shares (about $8.00M)Eaton 26,552 shares (about $7.22M)Prologis 54,914 shares (about $6.14M)Morgan Stanley 26,763 shares (about $3.12M)NVIDIA 28,466 shares (about $3.09M) Largest Sales this Quarter Microchip Technology 161,403 shares (about $7.81M)UnitedHealth Group 14,876 shares (about $7.80M)Merck & Co., Inc. 53,729 shares (about $4.82M)Discover Financial Services 19,182 shares (about $3.27M)Costco Wholesale 1,187 shares (about $1.12M) 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.$31,768,803$64,759 ▲0.2%129,5104.0%FinanceAAPLApple$29,988,567$120,838 ▲0.4%135,0053.8%Computer and TechnologyAMPAmeriprise Financial$27,339,628$41,633 ▲0.2%56,4743.4%FinancePMPhilip Morris International$25,823,328$51,111 ▼-0.2%162,6873.2%Consumer StaplesPAYXPaychex$24,994,594$100,128 ▲0.4%162,0083.1%Business ServicesABBVAbbVie$24,422,280$258,757 ▼-1.0%116,5633.1%MedicalMSFTMicrosoft$23,169,446$84,463 ▲0.4%61,7212.9%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$22,207,541$633,337 ▲2.9%204,3202.8%FinanceAJGArthur J. Gallagher & Co.$21,043,759$336,264 ▲1.6%60,9542.6%FinanceBLACKROCK INC$20,672,070$80,451 ▲0.4%21,8412.6%COMCOSTCostco Wholesale$20,388,242$1,122,644 ▼-5.2%21,5572.6%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$19,881,223$57,188 ▲0.3%379,6302.5%ManufacturingHDHome Depot$19,754,910$96,753 ▲0.5%53,9032.5%Retail/WholesaleCVXChevron$18,906,112$86,154 ▲0.5%113,0142.4%EnergyABTAbbott Laboratories$18,896,675$16,979 ▲0.1%142,4552.4%MedicalMAMastercard$18,549,477$22,473 ▲0.1%33,8422.3%Business ServicesUNPUnion Pacific$18,499,482$26,695 ▲0.1%78,3082.3%TransportationAMZNAmazon.com$17,756,395$84,666 ▲0.5%93,3272.2%Retail/WholesaleACNAccenture$17,694,540$168,814 ▲1.0%56,7062.2%Computer and TechnologyGOOGLAlphabet$15,148,380$53,660 ▲0.4%97,9591.9%Computer and TechnologyBNDVanguard Total Bond Market ETF$15,028,898$120,017 ▲0.8%204,6141.9%ETFSBUXStarbucks$14,734,099$308,885 ▲2.1%150,2101.8%Retail/WholesaleLMTLockheed Martin$14,015,973$37,524 ▼-0.3%31,3761.8%AerospaceNEENextEra Energy$13,952,286$76,349 ▲0.6%196,8161.8%UtilitiesMUBiShares National Muni Bond ETF$13,670,718$268,556 ▼-1.9%129,6541.7%ETFBRK.BBerkshire Hathaway$13,148,868$42,074 ▼-0.3%24,6891.6%FinanceSYKStryker$12,734,673$90,457 ▲0.7%34,2101.6%MedicalBRBroadridge Financial Solutions$12,543,183$17,457 ▲0.1%51,7331.6%Business ServicesPLDPrologis$12,110,770$6,138,836 ▲102.8%108,3351.5%FinanceINTUIntuit$11,919,388$6,754 ▲0.1%19,4131.5%Computer and TechnologyPGProcter & Gamble$10,902,449$64,419 ▲0.6%63,9741.4%Consumer StaplesHYGiShares iBoxx $ High Yield Corporate Bond ETF$10,888,003$10,413 ▼-0.1%138,0151.4%ETFLLYEli Lilly and Company$10,727,770$33,036 ▲0.3%12,9891.3%MedicalDFSDiscover Financial Services$10,145,213$3,274,367 ▼-24.4%59,4331.3%FinanceNVDANVIDIA$9,483,911$3,085,149 ▲48.2%87,5061.2%Computer and TechnologyDUKDuke Energy$9,399,862$71,962 ▲0.8%77,0671.2%UtilitiesITWIllinois Tool Works$9,290,951$57,786 ▲0.6%37,4621.2%IndustrialsDHRDanaher$9,123,320$36,285 ▲0.4%44,5041.1%MedicalVZVerizon Communications$9,032,355$73,937 ▲0.8%199,1261.1%Computer and TechnologySNASnap-on$8,801,690$91,330 ▲1.0%26,1171.1%Consumer DiscretionaryPHParker-Hannifin$7,995,659$7,995,659 ▲New Holding13,1541.0%IndustrialsAMGNAmgen$7,717,717$48,602 ▲0.6%24,7721.0%MedicalIJHiShares Core S&P Mid-Cap ETF$7,520,498$47,730 ▲0.6%128,8860.9%ETFIJRiShares Core S&P Small-Cap ETF$7,509,703$48,939 ▲0.7%71,8150.9%ETFMSMorgan Stanley$7,288,258$3,122,439 ▲75.0%62,4690.9%FinanceETNEaton$7,217,630$7,217,630 ▲New Holding26,5520.9%IndustrialsPSXPhillips 66$6,980,448$68,531 ▲1.0%56,5310.9%EnergyCSCOCisco Systems$6,705,162$65,783 ▲1.0%108,6560.8%Computer and TechnologyKVUEKenvue$6,320,385$215,532 ▲3.5%263,5690.8%Consumer StaplesCSLCarlisle Companies$5,985,990$448,439 ▲8.1%17,5800.8%Multi-Sector ConglomeratesUSBU.S. Bancorp$5,942,803$50,706 ▲0.9%140,7580.7%FinanceWECWEC Energy Group$4,669,684$39,669 ▲0.9%42,8490.6%UtilitiesMRKMerck & Co., Inc.$4,600,918$4,822,715 ▼-51.2%51,2580.6%MedicalVEAVanguard FTSE Developed Markets ETF$4,515,432$47,424 ▼-1.0%88,8340.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,469,923$12,854 ▼-0.3%98,7610.6%ETFSPYSPDR S&P 500 ETF Trust$4,179,203$16,782 ▲0.4%7,4710.5%FinanceCMECME Group$4,167,971$106,116 ▼-2.5%15,7110.5%FinanceVVVanguard Large-Cap ETF$2,500,645$46,265 ▼-1.8%9,7290.3%ETFIWMiShares Russell 2000 ETF$2,429,589$29,724 ▼-1.2%12,1790.3%FinanceMOAltria Group$2,398,759$131,624 ▼-5.2%39,9660.3%Consumer StaplesIWRiShares Russell Mid-Cap ETF$2,037,512$5,019 ▼-0.2%23,9510.3%ETFGOOGAlphabet$1,826,9540.0%11,6940.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,219,125$30,360 ▼-2.4%55,2140.2%ETFMCHPMicrochip Technology$1,157,144$7,813,518 ▼-87.1%23,9030.1%Computer and TechnologyFASTFastenal$971,236$20,938 ▼-2.1%12,5240.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$939,484$8,466 ▼-0.9%4,5500.1%ETFVUGVanguard Growth ETF$889,226$10,754 ▲1.2%2,3980.1%ETFBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.1%FinanceEFAiShares MSCI EAFE ETF$757,555$10,625 ▼-1.4%9,2690.1%FinanceDVYiShares Select Dividend ETF$756,858$8,192 ▲1.1%5,6360.1%ETFJNJJohnson & Johnson$668,689$65,841 ▼-9.0%4,0320.1%MedicalCRMSalesforce$536,7210.0%2,0000.1%Computer and TechnologyVVisa$434,220$18,224 ▼-4.0%1,2390.1%Business ServicesSCHDSchwab US Dividend Equity ETF$426,977$2,377 ▲0.6%15,2710.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$384,9650.0%7,5930.0%ETFXELXcel Energy$360,8170.0%5,0970.0%UtilitiesSCHZSchwab U.S. Aggregate Bond ETF$342,768$11,163 ▼-3.2%14,8000.0%ETFLULULululemon Athletica$339,6720.0%1,2000.0%Consumer DiscretionaryKMBKimberly-Clark$330,946$68,123 ▼-17.1%2,3270.0%Consumer StaplesUNHUnitedHealth Group$327,603$7,797,476 ▼-96.0%6250.0%MedicalAVGOBroadcom$316,443$15,069 ▼-4.5%1,8900.0%Computer and TechnologyWMTWalmart$295,5890.0%3,3670.0%Retail/WholesalePEPPepsiCo$254,148$1,050 ▼-0.4%1,6950.0%Consumer StaplesRTXRTX$230,4800.0%1,7400.0%AerospaceSCHBSchwab US Broad Market ETF$230,0700.0%10,6860.0%ETFXOMExxon Mobil$220,853$220,853 ▲New Holding1,8570.0%EnergyPIIPolaris$216,6150.0%5,2910.0%Auto/Tires/TrucksMMCMarsh & McLennan Companies$202,545$202,545 ▲New Holding8300.0%FinanceCCICrown Castle$0$5,266,803 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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