Alley Investment Management Company, LLC Reduced Holdings in Q3 2025

Alley Investment Management Company, LLC

  • $834 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-127K
- 64.02%
$69.77 - $77.54 $8.84M - $9.82M
71.2K $5.37M
AMP
Ameriprise Financial Inc

Financial Services
-1.27K
- 2.38%
$486.13 - $544.55 $616K - $690K
52K $25.5M
PSX
Phillips 66

Energy
-14.8K
- 25.82%
$118.37 - $139.46 $1.75M - $2.06M
42.5K $5.78M
USB
Us Bancorp \De\

Financial Services
-25.7K
- 17.92%
$43.94 - $50.41 $1.13M - $1.3M
118K $5.69M
MCHP
Microchip Technology Inc

Technology
-535
- 2.24%
$60.95 - $75.26 $32.6K - $40.3K
23.4K $1.5M
V
Visa Inc.

Financial Services
-41
- 3.53%
$332.09 - $358.86 $13.6K - $14.7K
1.12K $383K
XEL
Xcel Energy Inc

Utilities
-903
- 19.25%
$67.56 - $80.65 $61K - $72.8K
3.79K $305K
Blackrock Inc
-954
- 4.36%
N/A
20.9K $0
Kenvue Inc
-124K
- 45.37%
N/A
149K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-750
- 7.02%
$23.82 - $25.84 $17.9K - $19.4K
9.94K $255K
DVY
Ishares Tr

ETFs
-21
- 0.37%
$133.88 - $142.57 $2.81K - $2.99K
5.69K $808K
PII
Polaris Inc.

Consumer Cyclical
-252
- 4.76%
$44.87 - $59.95 $11.3K - $15.1K
5.04K $292K
VUG
Vanguard Growth ETF

ETFs
-31
- 1.29%
$433.97 - $484.08 $13.5K - $15K
2.38K $1.14M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-242
- 0.47%
$24.46 - $26.5 $5.92K - $6.41K
51K $1.34M
IWR
Ishares Russell Mid Cap ETF

ETFs
-142
- 0.59%
$92.26 - $97.51 $13.1K - $13.8K
23.8K $2.3M
JNJ
Johnson & Johnson

Healthcare
-83
- 2.12%
$155.17 - $185.42 $12.9K - $15.4K
3.83K $709K
MA
Mastercard Inc

Financial Services
-47
- 0.15%
$550.18 - $598.96 $25.9K - $28.2K
31.4K $17.8M
VEA
Vanguard Ftse Developed Market

ETFs
-696
- 0.8%
$56.02 - $60.3 $39K - $42K
86.4K $5.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
-162
- 2.17%
$617.65 - $666.84 $100K - $108K
7.29K $4.86M
JPM
Jpmorgan Chase & CO

Financial Services
-9.49K
- 7.38%
$282.78 - $316.06 $2.68M - $3M
119K $37.6M
IWM
Ishares Russell 2000 ETF

ETFs
-67
- 0.55%
$214.92 - $244.84 $14.4K - $16.4K
12.1K $2.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-312
- 0.24%
$62.09 - $66.51 $19.4K - $20.8K
129K $8.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-445
- 0.45%
$49.43 - $54.52 $22K - $24.3K
98.5K $5.34M
GOOG
Alphabet Inc.

Communication Services
-151
- 1.3%
$175.16 - $255.24 $26.4K - $38.5K
11.5K $2.79M
AAPL
Apple Inc.

Technology
-11.3K
- 8.32%
$202.38 - $256.87 $2.28M - $2.89M
124K $31.6M
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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