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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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