Alley Investment Management Company, LLC Top Holdings and 13F Report (2026) About Alley Investment Management Company, LLCInvestment ActivityAlley Investment Management Company, LLC has $821.03 million in total holdings as of March 31, 2026.Alley Investment Management Company, LLC owns shares of 85 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.94% of the portfolio was purchased this quarter.About 6.38% of the portfolio was sold this quarter.This quarter, Alley Investment Management Company, LLC has purchased 90 new stocks and bought additional shares in 26 stocks.Alley Investment Management Company, LLC sold shares of 48 stocks and completely divested from 6 stocks this quarter.Largest Holdings Alphabet $32,459,485JPMorgan Chase & Co. $32,284,942Apple $30,994,504Philip Morris International $27,293,191Chevron $26,103,745 Largest New Holdings this Quarter G7997R103 - Seagate Technology $246,417 Holding Largest Purchases this Quarter Hershey 29,753 shares (about $6.19M)Intuit 13,805 shares (about $5.97M)GE Aerospace 19,986 shares (about $5.67M)RTX 25,062 shares (about $4.83M)Paychex 36,486 shares (about $3.36M) Largest Sales this Quarter Ameriprise Financial 22,508 shares (about $10.00M)Lockheed Martin 7,188 shares (about $4.34M)Arthur J. Gallagher & Co. 18,650 shares (about $4.04M)JPMorgan Chase & Co. 8,217 shares (about $2.42M)Berkshire Hathaway 3,394 shares (about $1.63M) 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 PortfolioSectorGOOGLAlphabet$32,459,485$692,732 â–¼-2.1%112,8794.0%Computer and TechnologyJPMJPMorgan Chase & Co.$32,284,942$2,417,113 â–¼-7.0%109,7533.9%FinanceAAPLApple$30,994,504$178,921 â–¼-0.6%122,1273.8%Computer and TechnologyPMPhilip Morris International$27,293,191$1,406,052 â–¼-4.9%165,0733.3%Consumer StaplesCVXChevron$26,103,745$250,556 â–¼-1.0%126,1663.2%EnergyMSFTMicrosoft$24,702,925$1,734,617 â–²7.6%66,7343.0%Computer and TechnologyABBVAbbVie$24,419,560$6,960 â–²0.0%112,2793.0%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$21,966,499$494,924 â–²2.3%201,5462.7%FinanceCOSTCostco Wholesale$21,238,972$205,265 â–¼-1.0%21,3152.6%Retail/WholesaleUNPUnion Pacific$20,673,650$211,565 â–¼-1.0%85,2102.5%TransportationIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$19,313,067$491,646 â–²2.6%367,4482.4%ManufacturingAMZNAmazon.com$18,883,216$306,365 â–¼-1.6%90,6672.3%Retail/WholesaleBLACKROCK INC$18,745,651$1,265,610 â–¼-6.3%19,4922.3%COMPAYXPaychex$18,502,026$3,361,090 â–²22.2%200,8472.3%Computer and TechnologyNVDANVIDIA$18,193,600$83,189 â–¼-0.5%104,3212.2%Computer and TechnologyHDHome Depot$17,872,540$101,298 â–¼-0.6%54,3422.2%Retail/WholesaleLMTLockheed Martin$16,546,989$4,344,355 â–¼-20.8%27,3782.0%AerospaceETNEaton$16,358,037$1,266,867 â–²8.4%45,7352.0%IndustrialsPHParker-Hannifin$16,279,939$965,069 â–¼-5.6%18,1852.0%IndustrialsMAMastercard$15,548,420$95,935 â–¼-0.6%31,1181.9%Business ServicesABTAbbott Laboratories$15,206,160$424,541 â–²2.9%148,1071.9%MedicalBNDVanguard Total Bond Market ETF$14,869,610$461,649 â–²3.2%201,9231.8%ETFPLDPrologis$14,759,351$59,745 â–¼-0.4%111,6611.8%FinanceINTUIntuit$14,301,401$5,969,006 â–²71.6%33,0761.7%Computer and TechnologyMUBiShares National Muni Bond ETF$14,228,240$310,807 â–²2.2%134,0391.7%ETFHSYHershey$13,595,590$6,185,351 â–²83.5%65,3981.7%Consumer StaplesSBUXStarbucks$13,500,228$328,437 â–¼-2.4%150,6891.6%Retail/WholesaleCMECME Group$12,910,930$23,628 â–¼-0.2%43,7141.6%FinanceAMPAmeriprise Financial$12,900,488$10,002,556 â–¼-43.7%29,0291.6%FinanceLLYEli Lilly and Company$11,847,586$72,662 â–¼-0.6%12,8811.4%MedicalDUKDuke Energy$11,410,635$34,699 â–¼-0.3%87,1441.4%UtilitiesMSMorgan Stanley$11,163,112$115,528 â–¼-1.0%67,8321.4%FinanceSYKStryker$11,128,029$51,917 â–¼-0.5%33,8661.4%MedicalCOFCapital One Financial$10,994,691$39,405 â–¼-0.4%60,2681.3%FinanceGEGE Aerospace$10,466,005$5,671,427 â–²118.3%36,8821.3%AerospacePGProcter & Gamble$10,420,913$982,048 â–²10.4%72,1471.3%Consumer StaplesHYGiShares iBoxx $ High Yield Corporate Bond ETF$10,355,927$77,730 â–²0.8%130,1651.3%ETFBRK.BBerkshire Hathaway$10,064,158$1,626,405 â–¼-13.9%21,0021.2%FinanceSNASnap-On$9,735,022$53,757 â–¼-0.5%26,8021.2%Consumer DiscretionaryAMGNAmgen$8,905,675$75,296 â–¼-0.8%25,3111.1%MedicalIJRiShares Core S&P Small-Cap ETF$8,735,025$109,766 â–¼-1.2%70,2681.1%ETFCSCOCisco Systems$8,623,430$31,036 â–²0.4%111,1411.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$8,540,924$86,979 â–¼-1.0%126,4761.0%ETFDHRDanaher$8,354,724$3,792 â–²0.0%44,0651.0%MedicalCSLCarlisle Companies$8,336,163$2,359,027 â–²39.5%24,9871.0%Multi-Sector ConglomeratesWECWEC Energy Group$7,963,587$1,109,424 â–²16.2%68,7881.0%UtilitiesVZVerizon Communications$7,926,379$1,233,163 â–²18.4%157,8961.0%Computer and TechnologyPSXPhillips 66$7,587,250$99,106 â–¼-1.3%41,6470.9%EnergyVWOVanguard FTSE Emerging Markets ETF$7,299,020$1,995,040 â–²37.6%135,0420.9%ETFNEENextEra Energy$6,540,517$18,112 â–¼-0.3%70,4190.8%UtilitiesTAT&T$6,164,347$1,243,932 â–²25.3%212,6370.8%Computer and TechnologyUSBU.S. Bancorp$5,995,869$42,232 â–¼-0.7%115,2830.7%FinanceVEAVanguard FTSE Developed Markets ETF$5,532,731$13,777 â–²0.2%86,3410.7%ETFRTXRTX$5,170,106$4,834,460 â–²1,440.3%26,8020.6%AerospaceAJGArthur J. Gallagher & Co.$4,785,335$4,039,217 â–¼-45.8%22,0950.6%FinanceSPYSPDR S&P 500 ETF Trust$4,409,305$308,261 â–¼-6.5%6,7800.5%FinanceGOOGAlphabet$3,082,311$106,712 â–¼-3.3%10,7450.4%Computer and TechnologyIWMiShares Russell 2000 ETF$2,939,544$58,280 â–¼-1.9%11,8530.4%FinanceVVVanguard Large-Cap ETF$2,850,730$56,781 â–¼-2.0%9,5390.3%ETFMOAltria Group$2,637,3560.0%39,9660.3%Consumer StaplesIWRiShares Russell Mid-Cap ETF$2,275,085$32,086 â–¼-1.4%23,3990.3%ETFMCHPMicrochip Technology$1,445,0670.0%22,3660.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,165,902$73,997 â–¼-6.0%45,4720.1%ETFFASTFastenal$1,162,2270.0%25,0480.1%Retail/WholesaleVUGVanguard Growth ETF$1,011,606$16,598 â–¼-1.6%2,3160.1%ETFJNJJohnson & Johnson$964,560$42,777 â–²4.6%3,9460.1%MedicalEFAiShares MSCI EAFE ETF$883,3970.0%9,0950.1%FinanceDVYiShares Select Dividend ETF$859,857$1,666 â–²0.2%5,6790.1%ETFXLKTechnology Select Sector SPDR Fund$855,743$295,702 â–¼-25.7%6,4390.1%ETFBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceAVGOBroadcom$614,3770.0%1,9850.1%Computer and TechnologyITWIllinois Tool Works$474,509$28,372 â–¼-5.6%1,8230.1%IndustrialsSCHDSchwab US Dividend Equity ETF$450,290$1,350 â–¼-0.3%14,6770.1%ETFWALMART INC$404,034$14,416 â–¼-3.4%3,2510.0%COMICSHiShares Ultra Short-Term Bond Active ETF$374,2340.0%7,3930.0%ETFCRMSalesforce$373,3410.0%2,0000.0%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$343,052$8,475 â–²2.5%14,7740.0%ETFVVisa$335,789$3,325 â–¼-1.0%1,1110.0%Business ServicesXOMExxonMobil$305,3880.0%1,8000.0%EnergyXELXcel Energy$281,2970.0%3,5410.0%UtilitiesSTXSeagate Technology$246,417$246,417 â–²New Holding6290.0%Computer and TechnologySCHBSchwab US Broad Market ETF$240,107$9,287 â–¼-3.7%9,5660.0%ETFPIIPolaris$218,856$36,894 â–¼-14.4%4,0160.0%Auto/Tires/TrucksSCHASchwab US Small-Cap ETF$207,399$4,595 â–¼-2.2%7,1320.0%ETFRSPInvesco S&P 500 Equal Weight ETF$201,516$228,385 â–¼-53.1%1,0500.0%ETFBRBroadridge Financial Solutions$0$11,464,020 â–¼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$6,996,647 â–¼-100.0%00.0%Computer and TechnologyKVUEKenvue$0$2,431,336 â–¼-100.0%00.0%Consumer StaplesIWDiShares Russell 1000 Value ETF$0$324,975 â–¼-100.0%00.0%ETFLULUlululemon athletica$0$249,372 â–¼-100.0%00.0%Consumer DiscretionaryQQQInvesco QQQ$0$227,295 â–¼-100.0%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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