Alley Investment Management Company, LLC Portfolio Holdings

Alley Investment Management Company, LLC

  • $797 Million
  • Q2 2025

Alley Investment Management Company, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $797 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $37.3M, Microsoft Corp with a value of $30.5M, Philip Morris International Inc. with a value of $29.4M, Ameriprise Financial Inc with a value of $28.4M, and Apple Inc. with a value of $27.8M.

Examining the 13F form we can see an increase of $27.4M in the current position value, from $770M to 797M.

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

Portfolio value $797 Million
Financial Services: $149 Million
Technology: $130 Million
ETFs: $123 Million
Industrials: $100 Million
Healthcare: $81.2 Million
Consumer Defensive: $63.9 Million
Consumer Cyclical: $54.8 Million
Communication Services: $31.8 Million
Other: $62.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$37.3 Million 4.67% of portfolio
128,570
Q2 2025 Reduced 0.73%
$3.95T
$30.5 Million 3.83% of portfolio
61,404
Q2 2025 Reduced 0.51%
$261B
$29.4 Million 3.68% of portfolio
161,323
Q2 2025 Reduced 0.84%
$55.2B
$28.4 Million 3.56% of portfolio
53,239
Q2 2025 Reduced 5.73%
$3.69T
$27.8 Million 3.48% of portfolio
135,301
Q2 2025 Added 0.22%
$48.7B
$23.5 Million 2.95% of portfolio
161,480
Q2 2025 Reduced 0.33%
$351B
$21.9 Million 2.74% of portfolio
117,719
Q2 2025 Added 0.99%
$439B
$21.3 Million 2.67% of portfolio
21,493
Q2 2025 Reduced 0.3%
$2.26T
$20.3 Million 2.55% of portfolio
92,613
Q2 2025 Reduced 0.77%
$405B
$19.9 Million 2.49% of portfolio
54,154
Q2 2025 Added 0.47%
$61.1B
$19.7 Million 2.47% of portfolio
61,510
Q2 2025 Added 0.91%
$229B
$19.4 Million 2.43% of portfolio
142,680
Q2 2025 Added 0.16%
$135B
$18 Million 2.26% of portfolio
78,375
Q2 2025 Added 0.09%
$548B
$17.7 Million 2.21% of portfolio
31,418
Q2 2025 Reduced 7.16%
$1.21T
$17.1 Million 2.15% of portfolio
97,100
Q2 2025 Reduced 0.88%
$150B
$17 Million 2.13% of portfolio
56,944
Q2 2025 Added 0.42%
$302B
$16.5 Million 2.07% of portfolio
115,103
Q2 2025 Added 1.85%
$201B
$15.2 Million 1.91% of portfolio
19,307
Q2 2025 Reduced 0.55%
$113B
$14.5 Million 1.82% of portfolio
31,329
Q2 2025 Reduced 0.15%
$108B
$14.1 Million 1.77% of portfolio
153,721
Q2 2025 Added 2.34%
$141B
$13.7 Million 1.72% of portfolio
197,788
Q2 2025 Added 0.49%
$142B
$13.5 Million 1.69% of portfolio
34,086
Q2 2025 Reduced 0.36%
$83.2B
$12.8 Million 1.61% of portfolio
60,255
Q2 2025 New
$40.5B
$12.5 Million 1.56% of portfolio
51,352
Q2 2025 Reduced 0.74%
$621B
$11.9 Million 1.49% of portfolio
24,438
Q2 2025 Reduced 1.02%
$96.8B
$11.6 Million 1.46% of portfolio
110,629
Q2 2025 Added 2.12%
$368B
$10.3 Million 1.29% of portfolio
64,341
Q2 2025 Added 0.57%
$608B
$10.2 Million 1.28% of portfolio
13,057
Q2 2025 Added 0.52%
$250B
$9.73 Million 1.22% of portfolio
69,088
Q2 2025 Added 10.6%
$145B
$9.49 Million 1.19% of portfolio
26,573
Q2 2025 Added 0.08%
$80B
$9.31 Million 1.17% of portfolio
37,660
Q2 2025 Added 0.53%
$96.6B
$9.33 Million 1.17% of portfolio
13,356
Q2 2025 Added 1.54%
$95.8B
$9.19 Million 1.15% of portfolio
77,910
Q2 2025 Added 1.09%
$182B
$8.71 Million 1.09% of portfolio
201,179
Q2 2025 Added 1.03%
$150B
$8.7 Million 1.09% of portfolio
44,041
Q2 2025 Reduced 1.04%
$17.3B
$8.15 Million 1.02% of portfolio
26,204
Q2 2025 Added 0.33%
$293B
$7.64 Million 0.96% of portfolio
110,062
Q2 2025 Added 1.29%
$152B
$6.99 Million 0.88% of portfolio
25,052
Q2 2025 Added 1.13%
$57.7B
$6.84 Million 0.86% of portfolio
57,318
Q2 2025 Added 1.39%
$19.9B
$6.61 Million 0.83% of portfolio
17,698
Q2 2025 Added 0.67%
$68B
$6.49 Million 0.81% of portfolio
143,445
Q2 2025 Added 1.91%
$34.5B
$4.54 Million 0.57% of portfolio
43,593
Q2 2025 Added 1.74%
$99.2B
$4.33 Million 0.54% of portfolio
15,711
Q1 2025 Reduced 2.48%
$203B
$3.88 Million 0.49% of portfolio
134,241
Q2 2025 New
$118B
$2.34 Million 0.29% of portfolio
39,966
Q1 2025 Reduced 5.2%
$1.24T
$2.06 Million 0.26% of portfolio
11,627
Q2 2025 Reduced 0.57%
$35.6B
$1.68 Million 0.21% of portfolio
23,896
Q2 2025 Reduced 0.03%
$27.8B
$1.05 Million 0.13% of portfolio
25,048
Q2 2025 Added 100.0%
$423B
$728,000 0.09% of portfolio
1
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $797 Million
  • Prior Value $770 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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