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