Alley Investment Management Company, LLC Portfolio Holdings

Alley Investment Management Company, LLC

  • $834 Million
  • Q3 2025

Alley Investment Management Company, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $834 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $37.6M, Microsoft Corp with a value of $32.1M, Apple Inc. with a value of $31.6M, Alphabet Inc. with a value of $28.5M, and Philip Morris International Inc. with a value of $28.2M.

Examining the 13F form we can see an increase of $36.9M in the current position value, from $797M to 834M.

Below you can find more details about Alley Investment Management Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $834 Million
Financial Services: $152 Million
ETFs: $128 Million
Technology: $128 Million
Industrials: $109 Million
Healthcare: $86.6 Million
Consumer Defensive: $67.8 Million
Consumer Cyclical: $56.3 Million
Communication Services: $45.3 Million
Other: $62.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$913B
$37.6 Million 4.5% of portfolio
119,078
Q3 2025 Reduced 7.38%
$3.86T
$32.1 Million 3.85% of portfolio
62,036
Q3 2025 Added 1.03%
$4.35T
$31.6 Million 3.79% of portfolio
124,043
Q3 2025 Reduced 8.32%
$1.68T
$28.5 Million 3.41% of portfolio
117,049
Q3 2025 Added 20.54%
$224B
$28.2 Million 3.38% of portfolio
173,917
Q3 2025 Added 7.81%
$386B
$27.6 Million 3.3% of portfolio
119,092
Q3 2025 Added 1.17%
$48.3B
$25.5 Million 3.06% of portfolio
51,971
Q3 2025 Reduced 2.38%
$389B
$22.2 Million 2.66% of portfolio
54,812
Q3 2025 Added 1.22%
$0
$22 Million 2.64% of portfolio
197,375
Q3 2025 Added 1.09%
$42.2B
$20.9 Million 2.51% of portfolio
165,264
Q3 2025 Added 2.34%
$135B
$20.5 Million 2.46% of portfolio
86,849
Q3 2025 Added 10.81%
$2.49T
$20.4 Million 2.44% of portfolio
92,745
Q3 2025 Added 0.14%
$403B
$19.9 Million 2.39% of portfolio
21,550
Q3 2025 Added 0.27%
$309B
$19.8 Million 2.38% of portfolio
127,758
Q3 2025 Added 10.99%
$505B
$19.7 Million 2.36% of portfolio
105,634
Q3 2025 Added 0.32%
$216B
$19.4 Million 2.33% of portfolio
144,867
Q3 2025 Added 1.53%
$0
$19.2 Million 2.31% of portfolio
362,691
Q3 2025 Added 0.15%
$526B
$17.8 Million 2.14% of portfolio
31,371
Q3 2025 Reduced 0.15%
$129B
$17.4 Million 2.08% of portfolio
34,793
Q3 2025 Added 11.06%
$0
$14.5 Million 1.74% of portfolio
195,604
Q3 2025 Added 0.33%
$0
$13.9 Million 1.67% of portfolio
130,984
Q3 2025 Added 1.57%
$188B
$13.2 Million 1.59% of portfolio
19,388
Q3 2025 Added 0.42%
$92.8B
$13.2 Million 1.58% of portfolio
155,716
Q3 2025 Added 1.3%
$84.4B
$13.1 Million 1.57% of portfolio
61,534
Q3 2025 Added 2.12%
$115B
$12.9 Million 1.55% of portfolio
112,880
Q3 2025 Added 2.03%
$135B
$12.6 Million 1.51% of portfolio
34,134
Q3 2025 Added 0.14%
$152B
$12.4 Million 1.49% of portfolio
33,239
Q3 2025 Added 25.09%
$621B
$12.3 Million 1.48% of portfolio
24,534
Q3 2025 Added 0.39%
$34B
$12.3 Million 1.47% of portfolio
51,472
Q3 2025 Added 0.23%
$278B
$11.1 Million 1.33% of portfolio
69,975
Q3 2025 Added 1.28%
$95.7B
$10.9 Million 1.31% of portfolio
88,018
Q3 2025 Added 12.97%
$0
$10.7 Million 1.28% of portfolio
131,667
Q3 2025 Reduced 0.29%
$99.3B
$10.4 Million 1.24% of portfolio
13,681
Q3 2025 Added 2.43%
$356B
$10.1 Million 1.2% of portfolio
65,433
Q3 2025 Added 1.7%
$820B
$10 Million 1.2% of portfolio
13,101
Q3 2025 Added 0.34%
$74.9B
$9.94 Million 1.19% of portfolio
38,104
Q3 2025 Added 1.18%
$17.8B
$9.48 Million 1.14% of portfolio
27,366
Q3 2025 Added 4.43%
$167B
$8.99 Million 1.08% of portfolio
204,512
Q3 2025 Added 1.66%
$186B
$8.83 Million 1.06% of portfolio
9,593
Q3 2025 New
$157B
$8.78 Million 1.05% of portfolio
44,268
Q3 2025 Added 0.52%
$0
$8.55 Million 1.02% of portfolio
71,926
Q3 2025 Added 0.02%
$0
$8.4 Million 1.01% of portfolio
128,726
Q3 2025 Reduced 0.24%
$95.4B
$7.9 Million 0.95% of portfolio
29,223
Q3 2025 Added 86.0%
$300B
$7.69 Million 0.92% of portfolio
112,435
Q3 2025 Added 2.16%
$160B
$7.28 Million 0.87% of portfolio
25,814
Q3 2025 Added 3.04%
$35.2B
$6.82 Million 0.82% of portfolio
59,519
Q3 2025 Added 36.53%
$24.9B
$6.64 Million 0.8% of portfolio
35,508
Q3 2025 New
$16.8B
$5.91 Million 0.71% of portfolio
17,965
Q3 2025 Added 1.51%
$65.5B
$5.78 Million 0.69% of portfolio
42,516
Q3 2025 Reduced 25.82%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $834 Million
  • Prior Value $797 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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