Alley Investment Management Company, LLC Reduced Holdings in Q2 2025

Alley Investment Management Company, LLC

  • $797 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
-528
- 0.33%
$137.01 - $159.78 $72.3K - $84.4K
161K $23.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-251
- 1.02%
$483.48 - $539.8 $121K - $135K
24.4K $11.9M
MA
Mastercard Inc

Financial Services
-2.42K
- 7.16%
$479.92 - $590.74 $1.16M - $1.43M
31.4K $17.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-9.08K
- 4.44%
$105.23 - $109.61 $956K - $995K
195K $21.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-17.5K
- 4.6%
$51.68 - $52.76 $903K - $922K
362K $19.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.65K
- 4.72%
$72.02 - $73.82 $695K - $712K
195K $14.4M
DHR
Danaher Corp

Healthcare
-463
- 1.04%
$174.64 - $205.16 $80.9K - $95K
44K $8.7M
HYG
Ishares Tr

ETFs
-5.96K
- 4.32%
$75.75 - $80.65 $451K - $481K
132K $10.7M
MUB
Ishares National Muni Bond ETF

ETFs
-697
- 0.54%
$102.31 - $105.8 $71.3K - $73.7K
129K $13.5M
JNJ
Johnson & Johnson

Healthcare
-124
- 3.08%
$146.36 - $159.82 $18.1K - $19.8K
3.91K $596K
KMB
Kimberly Clark Corp

Consumer Defensive
-105
- 4.51%
$126.84 - $145.22 $13.3K - $15.2K
2.22K $286K
XEL
Xcel Energy Inc

Utilities
-407
- 7.99%
$65.65 - $72.39 $26.7K - $29.5K
4.69K $319K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-701
- 4.59%
$24.32 - $27.87 $17K - $19.5K
14.6K $386K
V
Visa Inc.

Financial Services
-76
- 6.13%
$308.27 - $373.31 $23.4K - $28.4K
1.16K $412K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-200
- 2.63%
$50.48 - $50.71 $10.1K - $10.1K
7.39K $374K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.95K
- 7.15%
$19.6 - $24.44 $77.4K - $96.5K
51.3K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-174
- 1.88%
$72.96 - $90.39 $12.7K - $15.7K
9.1K $813K
XLK
Technology Sector Spdr

ETFs
-218
- 4.79%
$179.73 - $253.23 $39.2K - $55.2K
4.33K $1.1M
GOOG
Alphabet Inc.

Communication Services
-67
- 0.57%
$146.58 - $180.01 $9.82K - $12.1K
11.6K $2.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.28%
$496.48 - $617.85 $10.4K - $13K
7.45K $4.6M
VEA
Vanguard Ftse Developed Market

ETFs
-1.71K
- 1.93%
$45.65 - $57.01 $78.2K - $97.7K
87.1K $4.97M
LMT
Lockheed Martin Corp

Industrials
-47
- 0.15%
$430.82 - $486.45 $20.2K - $22.9K
31.3K $14.5M
MCHP
Microchip Technology Inc

Technology
-7
- 0.03%
$35.34 - $71.6 $247 - $501
23.9K $1.68M
SYK
Stryker Corp

Healthcare
-124
- 0.36%
$337.37 - $395.63 $41.8K - $49.1K
34.1K $13.5M
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 0.3%
$908.13 - $1056.85 $58.1K - $67.6K
21.5K $21.3M
AMP
Ameriprise Financial Inc

Financial Services
-3.24K
- 5.73%
$422.19 - $533.73 $1.37M - $1.73M
53.2K $28.4M
GOOGL
Alphabet Inc.

Communication Services
-859
- 0.88%
$144.7 - $178.6 $124K - $153K
97.1K $17.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-714
- 0.77%
$167.32 - $223.3 $119K - $159K
92.6K $20.3M
INTU
Intuit Inc

Technology
-106
- 0.55%
$544.07 - $787.63 $57.7K - $83.5K
19.3K $15.2M
PM
Philip Morris International Inc.

Consumer Defensive
-1.36K
- 0.84%
$149.23 - $184.95 $204K - $252K
161K $29.4M
JPM
Jpmorgan Chase & CO

Financial Services
-940
- 0.73%
$210.28 - $289.91 $198K - $273K
129K $37.3M
MSFT
Microsoft Corp

Technology
-317
- 0.51%
$354.56 - $497.45 $112K - $158K
61.4K $30.5M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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