Alley Investment Management Company, LLC Portfolio Holdings
Alley Investment Management Company, LLC
- $732 Million
- Q2 2024
Alley Investment Management Company, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $732 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28M, Microsoft Corp with a value of $26.9M, Jpmorgan Chase & CO with a value of $26M, Ameriprise Financial Inc with a value of $24M, and Ishares Iboxx $ Investment Gra with a value of $19.8M.
Examining the 13F form we can see an increase of $5.62M in the current position value, from $727M to 732M.
Below you can find more details about Alley Investment Management Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$732 Million
Financial Services: $125 Million
Technology: $124 Million
ETFs: $112 Million
Healthcare: $98.1 Million
Industrials: $80.2 Million
Consumer Defensive: $60 Million
Consumer Cyclical: $48.3 Million
Communication Services: $27.8 Million
Other: $57.8 Million