Alley Investment Management Company, LLC Portfolio Holdings
Alley Investment Management Company, LLC
- $763 Million
- Q4 2024
Alley Investment Management Company, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $763 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.7M, Jpmorgan Chase & CO with a value of $31M, Ameriprise Financial Inc with a value of $30M, Microsoft Corp with a value of $25.9M, and Paychex Inc with a value of $22.6M.
Examining the 13F form we can see an decrease of $26.7M in the current position value, from $789M to 763M.
Below you can find more details about Alley Investment Management Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$763 Million
Financial Services: $136 Million
Technology: $129 Million
ETFs: $123 Million
Healthcare: $94.8 Million
Industrials: $81.1 Million
Consumer Cyclical: $55.4 Million
Consumer Defensive: $54.3 Million
Communication Services: $28.6 Million
Other: $60.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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