Alley Investment Management Company, LLC

Est. AUM

$821.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$32.5M	112879	3.95%	SOLE
2	JPMORGAN CHASE & CO	COM	$32.3M	109753	3.93%	SOLE
3	APPLE INC	COM	$31.0M	122127	3.78%	SOLE
4	PHILIP MORRIS INTL INC	COM	$27.3M	165073	3.32%	SOLE
5	CHEVRON CORPORATION	COM	$26.1M	126166	3.18%	SOLE
6	MICROSOFT CORP	COM	$24.7M	66734	3.01%	SOLE
7	ABBVIE INC	COM	$24.4M	112279	2.97%	SOLE
8	ISHARES TR	IBOXX INV CP ETF	$22.0M	201546	2.68%	SOLE
9	COSTCO WHOLESALE CORPORATION	COM	$21.2M	21315	2.59%	SOLE
10	UNION PAC CORP	COM	$20.7M	85210	2.52%	SOLE
11	ISHARES TR	ISHS 1-5YR INVS	$19.3M	367448	2.35%	SOLE
12	AMAZON COM INC	COM	$18.9M	90667	2.30%	SOLE
13	BLACKROCK INC	COM	$18.7M	19492	2.28%	SOLE
14	PAYCHEX INC	COM	$18.5M	200847	2.25%	SOLE
15	NVIDIA CORPORATION	COM	$18.2M	104321	2.22%	SOLE
16	HOME DEPOT INC	COM	$17.9M	54342	2.18%	SOLE
17	LOCKHEED MARTIN CORP	COM	$16.5M	27378	2.02%	SOLE
18	EATON CORP PLC	SHS	$16.4M	45735	1.99%	SOLE
19	PARKER-HANNIFIN CORP	COM	$16.3M	18185	1.98%	SOLE
20	MASTERCARD INCORPORATED	CL A	$15.5M	31118	1.89%	SOLE
21	ABBOTT LABORATORIES	COM	$15.2M	148107	1.85%	SOLE
22	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.9M	201923	1.81%	SOLE
23	PROLOGIS INC.	COM	$14.8M	111661	1.80%	SOLE
24	INTUIT	COM	$14.3M	33076	1.74%	SOLE
25	ISHARES TR	NATIONAL MUN ETF	$14.2M	134039	1.73%	SOLE
26	HERSHEY CO	COM	$13.6M	65398	1.66%	SOLE
27	STARBUCKS CORP	COM	$13.5M	150689	1.64%	SOLE
28	CME GROUP INC	COM	$12.9M	43714	1.57%	SOLE
29	AMERIPRISE FINL INC	COM	$12.9M	29029	1.57%	SOLE
30	ELI LILLY & CO	COM	$11.8M	12881	1.44%	SOLE
31	DUKE ENERGY CORP NEW	COM NEW	$11.4M	87144	1.39%	SOLE
32	MORGAN STANLEY	COM NEW	$11.2M	67832	1.36%	SOLE
33	STRYKER CORPORATION	COM	$11.1M	33866	1.36%	SOLE
34	CAPITAL ONE FINL CORP	COM	$11.0M	60268	1.34%	SOLE
35	GE AEROSPACE	COM NEW	$10.5M	36882	1.27%	SOLE
36	PROCTER & GAMBLE CO	COM	$10.4M	72147	1.27%	SOLE
37	ISHARES TR	IBOXX HI YD ETF	$10.4M	130165	1.26%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.1M	21002	1.23%	SOLE
39	SNAP ON INC	COM	$9.7M	26802	1.19%	SOLE
40	AMGEN INC	COM	$8.9M	25311	1.08%	SOLE
41	ISHARES TR	CORE S&P SCP ETF	$8.7M	70268	1.06%	SOLE
42	CISCO SYS INC	COM	$8.6M	111141	1.05%	SOLE
43	ISHARES TR	CORE S&P MCP ETF	$8.5M	126476	1.04%	SOLE
44	DANAHER CORP DEL	COM	$8.4M	44065	1.02%	SOLE
45	CARLISLE COS INC	COM	$8.3M	24987	1.02%	SOLE
46	WEC ENERGY GROUP INC	COM	$8.0M	68788	0.97%	SOLE
47	VERIZON COMMUNICATIONS INC	COM	$7.9M	157896	0.97%	SOLE
48	PHILLIPS 66	COM	$7.6M	41647	0.92%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.3M	135042	0.89%	SOLE
50	NEXTERA ENERGY INC	COM	$6.5M	70419	0.80%	SOLE

1–50 of 85

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.