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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$850B
$37.3 Million 4.67% of portfolio
128,570
Q2 2025 Reduced 0.73%
$3.81T
$30.5 Million 3.83% of portfolio
61,404
Q2 2025 Reduced 0.51%
$278B
$29.4 Million 3.68% of portfolio
161,323
Q2 2025 Reduced 0.84%
$57.6B
$28.4 Million 3.56% of portfolio
53,239
Q2 2025 Reduced 5.73%
$3.38T
$27.8 Million 3.48% of portfolio
135,301
Q2 2025 Added 0.22%
$51.6B
$23.5 Million 2.95% of portfolio
161,480
Q2 2025 Reduced 0.33%
$338B
$21.9 Million 2.74% of portfolio
117,719
Q2 2025 Added 0.99%
$0
$21.4 Million 2.68% of portfolio
195,238
Q2 2025 Reduced 4.44%
$422B
$21.3 Million 2.67% of portfolio
21,493
Q2 2025 Reduced 0.3%
$2.28T
$20.3 Million 2.55% of portfolio
92,613
Q2 2025 Reduced 0.77%
$368B
$19.9 Million 2.49% of portfolio
54,154
Q2 2025 Added 0.47%
$66B
$19.7 Million 2.47% of portfolio
61,510
Q2 2025 Added 0.91%
$211B
$19.4 Million 2.43% of portfolio
142,680
Q2 2025 Added 0.16%
$0
$19.1 Million 2.4% of portfolio
362,158
Q2 2025 Reduced 4.6%
$140B
$18 Million 2.26% of portfolio
78,375
Q2 2025 Added 0.09%
$530B
$17.7 Million 2.21% of portfolio
31,418
Q2 2025 Reduced 7.16%
$178B
$17 Million 2.13% of portfolio
56,944
Q2 2025 Added 0.42%
$431B
$16.6 Million 2.09% of portfolio
105,298
Q2 2025 Added 20.33%
$296B
$16.5 Million 2.07% of portfolio
115,103
Q2 2025 Added 1.85%
$213B
$15.2 Million 1.91% of portfolio
19,307
Q2 2025 Reduced 0.55%
$123B
$14.5 Million 1.82% of portfolio
31,329
Q2 2025 Reduced 0.15%
$0
$14.4 Million 1.8% of portfolio
194,963
Q2 2025 Reduced 4.72%
$108B
$14.1 Million 1.77% of portfolio
153,721
Q2 2025 Added 2.34%
$148B
$13.7 Million 1.72% of portfolio
197,788
Q2 2025 Added 0.49%
$147B
$13.5 Million 1.69% of portfolio
34,086
Q2 2025 Reduced 0.36%
$0
$13.5 Million 1.69% of portfolio
128,957
Q2 2025 Reduced 0.54%
$83.7B
$12.8 Million 1.61% of portfolio
60,255
Q2 2025 New
$36.6B
$12.5 Million 1.56% of portfolio
51,352
Q2 2025 Reduced 0.74%
$631B
$11.9 Million 1.49% of portfolio
24,438
Q2 2025 Reduced 1.02%
$98.3B
$11.6 Million 1.46% of portfolio
110,629
Q2 2025 Added 2.12%
$0
$10.7 Million 1.34% of portfolio
132,055
Q2 2025 Reduced 4.32%
$369B
$10.3 Million 1.29% of portfolio
64,341
Q2 2025 Added 0.57%
$724B
$10.2 Million 1.28% of portfolio
13,057
Q2 2025 Added 0.52%
$239B
$9.73 Million 1.22% of portfolio
69,088
Q2 2025 Added 10.6%
$152B
$9.49 Million 1.19% of portfolio
26,573
Q2 2025 Added 0.08%
$79.2B
$9.31 Million 1.17% of portfolio
37,660
Q2 2025 Added 0.53%
$92.9B
$9.33 Million 1.17% of portfolio
13,356
Q2 2025 Added 1.54%
$90.4B
$9.19 Million 1.15% of portfolio
77,910
Q2 2025 Added 1.09%
$172B
$8.71 Million 1.09% of portfolio
201,179
Q2 2025 Added 1.03%
$142B
$8.7 Million 1.09% of portfolio
44,041
Q2 2025 Reduced 1.04%
$18B
$8.15 Million 1.02% of portfolio
26,204
Q2 2025 Added 0.33%
$0
$8 Million 1.0% of portfolio
129,038
Q2 2025 Added 0.12%
$0
$7.86 Million 0.99% of portfolio
71,912
Q2 2025 Added 0.14%
$280B
$7.64 Million 0.96% of portfolio
110,062
Q2 2025 Added 1.29%
$160B
$6.99 Million 0.88% of portfolio
25,052
Q2 2025 Added 1.13%
$60.2B
$6.84 Million 0.86% of portfolio
57,318
Q2 2025 Added 1.39%
$21.1B
$6.61 Million 0.83% of portfolio
17,698
Q2 2025 Added 0.67%
$67.2B
$6.49 Million 0.81% of portfolio
143,445
Q2 2025 Added 1.91%
$0
$4.97 Million 0.62% of portfolio
87,120
Q2 2025 Reduced 1.93%

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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