Alley Investment Management Company, LLC

13F filer · CIK 0001917618

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$856MU.S. long equity reported on 13F

Positions664 new · 0 closed

Net flow last quarter-$16.7MBuys minus sells

Top 10 positions weight32.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202666 positions
GOOGLAlphabet Inc.	$41M	4.79%	0.00%	+1.6%	Q1 2022
JPMJPMorgan Chase & Co	$35.1M	4.10%	0.00%	-2.2%	Q1 2022
AAPLApple Inc.	$34.8M	4.07%	0.00%	-1.4%	Q1 2022
PMPhilip Morris International Inc.	$29.2M	3.41%	0.01%	-2.1%	Q1 2022
ABBVAbbVie Inc.	$27.1M	3.16%	0.01%	-4.2%	Q1 2022
MSFTMicrosoft Corp	$24.7M	2.88%	0.00%	-0.9%	Q1 2022
AMZNAmazon Com Inc	$21.4M	2.51%	0.00%	-0.8%	Q1 2022
NVDANvidia Corp	$21M	2.46%	0.00%	+0.8%	Q2 2024
UNPUnion Pacific Corp	$20.8M	2.43%	0.01%	-10.3%	Q1 2022
CVXChevron Corp	$20.4M	2.39%	0.01%	-2.4%	Q1 2022
PAYXPaychex Inc	$19.4M	2.27%	0.06%	-1.6%	Q1 2022
ETNEaton Corp plc	$19.3M	2.25%	0.01%	-1.1%	Q1 2025
HDHome Depot, Inc.	$18.7M	2.18%	0.01%	-2.5%	Q1 2022
BLKBlackRock, Inc.	$18.4M	2.15%	0.01%	-1.9%	Q1 2022
COSTCostco Wholesale Corp	$18.2M	2.13%	0.00%	-8.7%	Q1 2022
CSCOCisco Systems, Inc.	$18M	2.10%	0.00%	+37.5%	Q1 2022
PHParker-Hannifin Corp	$17.6M	2.06%	0.01%	-1.0%	Q1 2025
SBUXStarbucks Corp	$16.2M	1.89%	0.01%	+4.9%	Q1 2022
MAMastercard Inc	$16M	1.87%	0.00%	+0.4%	Q1 2022
LLYELI LILLY & Co	$15.4M	1.80%	0.00%	-0.1%	Q3 2023
PLDPrologis, Inc.	$14.6M	1.70%	0.01%	-3.7%	Q1 2022
ASMLAsml Holding NV	$14.5M	1.70%	0.00%	New	Q2 2026
GEGeneral Electric Co	$13.8M	1.62%	0.00%	+0.4%	Q4 2025
MSMorgan Stanley	$13.6M	1.59%	0.00%	-3.7%	Q1 2022
ABTAbbott Laboratories	$13.2M	1.54%	0.01%	-1.8%	Q1 2022
LMTLockheed Martin Corp	$12.6M	1.47%	0.01%	-9.7%	Q1 2022
COFCapital One Financial Corp	$11.7M	1.37%	0.01%	-3.0%	Q2 2025
HSYHershey Co	$11.4M	1.33%	0.03%	-1.0%	Q3 2025
DUKDuke Energy CORP	$10.7M	1.25%	0.01%	-2.7%	Q1 2022
SYKStryker Corp	$10.6M	1.24%	0.01%	-0.1%	Q1 2022
BRK.BBerkshire Hathaway Inc	$10.4M	1.21%	Not reported	-1.5%	Q1 2022
PGPROCTER & GAMBLE Co	$10.3M	1.21%	0.00%	-2.3%	Q1 2022
SNASnap-on Inc	$10.2M	1.19%	0.05%	-5.4%	Q1 2022
CMECme Group Inc.	$9.5M	1.11%	0.01%	-1.6%	Q1 2022
AMGNAmgen Inc	$8.71M	1.02%	0.00%	-5.0%	Q1 2022
INTUIntuit Inc.	$8.65M	1.01%	0.01%	+0.2%	Q1 2022
DHRDanaher Corp	$8.41M	0.98%	0.01%	+0.2%	Q1 2022
WECWec Energy Group, Inc.	$7.63M	0.89%	0.02%	-5.1%	Q1 2022
PSXPhillips 66	$6.71M	0.78%	0.01%	-4.6%	Q1 2022
USBUS Bancorp \de\	$6.64M	0.78%	0.01%	-4.7%	Q1 2022
VZVerizon Communications Inc	$6.44M	0.75%	0.00%	-3.6%	Q1 2022
NEENextera Energy Inc	$5.8M	0.68%	0.00%	-6.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$4.93M	0.58%	Not reported	-2.6%	Q1 2022
RTXRTX Corp	$4.9M	0.57%	0.00%	-3.7%	Q3 2024
TAt&T Inc.	$4.23M	0.49%	0.00%	-3.9%	Q2 2025
GOOGAlphabet Inc.	$3.77M	0.44%	Not reported	-0.7%	Q1 2022
MOAltria Group, Inc.	$2.88M	0.34%	0.00%	Not reported	Q1 2022
CSLCarlisle Companies Inc	$2.56M	0.30%	0.02%	-71.7%	Q1 2024
AJGArthur J. Gallagher & Co.	$2.25M	0.26%	0.00%	-55.6%	Q1 2022
MCHPMicrochip Technology Inc	$2.04M	0.24%	0.00%	Not reported	Q1 2022

Q1 2026Reported Apr 24, 202662 positions
GOOGLAlphabet Inc.	$32.5M	3.95%	0.00%	-2.1%	Q1 2022
JPMJPMorgan Chase & Co	$32.3M	3.93%	0.00%	-7.0%	Q1 2022
AAPLApple Inc.	$31M	3.78%	0.00%	-0.6%	Q1 2022
PMPhilip Morris International Inc.	$27.3M	3.32%	0.01%	-4.9%	Q1 2022
CVXChevron Corp	$26.1M	3.18%	0.01%	-1.0%	Q1 2022
MSFTMicrosoft Corp	$24.7M	3.01%	0.00%	+7.6%	Q1 2022
ABBVAbbVie Inc.	$24.4M	2.97%	0.01%	0.0%	Q1 2022
COSTCostco Wholesale Corp	$21.2M	2.59%	0.00%	-1.0%	Q1 2022
UNPUnion Pacific Corp	$20.7M	2.52%	0.01%	-1.0%	Q1 2022
AMZNAmazon Com Inc	$18.9M	2.30%	0.00%	-1.6%	Q1 2022
BLKBlackRock, Inc.	$18.7M	2.28%	0.01%	-6.3%	Q1 2022
PAYXPaychex Inc	$18.5M	2.25%	0.06%	+22.2%	Q1 2022
NVDANvidia Corp	$18.2M	2.22%	0.00%	-0.5%	Q2 2024
HDHome Depot, Inc.	$17.9M	2.18%	0.01%	-0.6%	Q1 2022
LMTLockheed Martin Corp	$16.5M	2.02%	0.01%	-20.8%	Q1 2022
ETNEaton Corp plc	$16.4M	1.99%	0.01%	+8.4%	Q1 2025
PHParker-Hannifin Corp	$16.3M	1.98%	0.01%	-5.6%	Q1 2025
MAMastercard Inc	$15.5M	1.89%	0.00%	-0.6%	Q1 2022
ABTAbbott Laboratories	$15.2M	1.85%	0.01%	+2.9%	Q1 2022
PLDPrologis, Inc.	$14.8M	1.80%	0.01%	-0.4%	Q1 2022
INTUIntuit Inc.	$14.3M	1.74%	0.01%	+71.6%	Q1 2022
HSYHershey Co	$13.6M	1.66%	0.03%	+83.5%	Q3 2025
SBUXStarbucks Corp	$13.5M	1.64%	0.01%	-2.4%	Q1 2022
CMECme Group Inc.	$12.9M	1.57%	0.01%	-0.2%	Q1 2022
AMPAmeriprise Financial Inc	$12.9M	1.57%	0.03%	-43.7%	Q1 2022
LLYELI LILLY & Co	$11.8M	1.44%	0.00%	-0.6%	Q3 2023
DUKDuke Energy CORP	$11.4M	1.39%	0.01%	-0.3%	Q1 2022
MSMorgan Stanley	$11.2M	1.36%	0.00%	-1.0%	Q1 2022
SYKStryker Corp	$11.1M	1.36%	0.01%	-0.5%	Q1 2022
COFCapital One Financial Corp	$11M	1.34%	0.01%	-0.4%	Q2 2025
GEGeneral Electric Co	$10.5M	1.27%	0.00%	+118.3%	Q4 2025
PGPROCTER & GAMBLE Co	$10.4M	1.27%	0.00%	+10.4%	Q1 2022
BRK.BBerkshire Hathaway Inc	$10.1M	1.23%	Not reported	-13.9%	Q1 2022
SNASnap-on Inc	$9.74M	1.19%	0.05%	-0.6%	Q1 2022
AMGNAmgen Inc	$8.91M	1.08%	0.00%	-0.8%	Q1 2022
CSCOCisco Systems, Inc.	$8.62M	1.05%	0.00%	+0.4%	Q1 2022
DHRDanaher Corp	$8.35M	1.02%	0.01%	+0.1%	Q1 2022
CSLCarlisle Companies Inc	$8.34M	1.02%	0.06%	+39.5%	Q1 2024
WECWec Energy Group, Inc.	$7.96M	0.97%	0.02%	+16.2%	Q1 2022
VZVerizon Communications Inc	$7.93M	0.97%	0.00%	+18.4%	Q1 2022
PSXPhillips 66	$7.59M	0.92%	0.01%	-1.3%	Q1 2022
NEENextera Energy Inc	$6.54M	0.80%	0.00%	-0.3%	Q1 2022
TAt&T Inc.	$6.16M	0.75%	0.00%	+25.3%	Q2 2025
USBUS Bancorp \de\	$6M	0.73%	0.01%	-0.7%	Q1 2022
RTXRTX Corp	$5.17M	0.63%	0.00%	+1440.3%	Q3 2024
AJGArthur J. Gallagher & Co.	$4.79M	0.58%	0.01%	-45.8%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$4.41M	0.54%	Not reported	-6.5%	Q1 2022
GOOGAlphabet Inc.	$3.08M	0.38%	Not reported	-3.4%	Q1 2022
MOAltria Group, Inc.	$2.64M	0.32%	0.00%	Not reported	Q1 2022
MCHPMicrochip Technology Inc	$1.45M	0.18%	0.00%	Not reported	Q1 2022

Q4 2025Reported Jan 27, 202666 positions
JPMJPMorgan Chase & Co	$38M	4.45%	0.00%	-0.9%	Q1 2022
GOOGLAlphabet Inc.	$36.1M	4.22%	0.00%	-1.5%	Q1 2022
AAPLApple Inc.	$33.4M	3.91%	0.00%	-1.0%	Q1 2022
MSFTMicrosoft Corp	$30M	3.51%	0.00%	0.0%	Q1 2022
PMPhilip Morris International Inc.	$27.8M	3.26%	0.01%	-0.2%	Q1 2022
ABBVAbbVie Inc.	$25.6M	3.00%	0.01%	-5.8%	Q1 2022
AMPAmeriprise Financial Inc	$25.3M	2.96%	0.06%	-0.8%	Q1 2022
BLKBlackRock, Inc.	$22.3M	2.61%	0.01%	-0.6%	Q1 2022
AMZNAmazon Com Inc	$21.3M	2.49%	0.00%	-0.7%	Q1 2022
UNPUnion Pacific Corp	$19.9M	2.33%	0.01%	-0.9%	Q1 2022
NVDANvidia Corp	$19.5M	2.29%	0.00%	-0.8%	Q2 2024
CVXChevron Corp	$19.4M	2.27%	0.01%	-0.3%	Q1 2022
HDHome Depot, Inc.	$18.8M	2.20%	0.01%	-0.3%	Q1 2022
COSTCostco Wholesale Corp	$18.6M	2.17%	0.00%	-0.1%	Q1 2022
PAYXPaychex Inc	$18.4M	2.16%	0.05%	-0.6%	Q1 2022
ABTAbbott Laboratories	$18M	2.11%	0.01%	-0.6%	Q1 2022
MAMastercard Inc	$17.9M	2.09%	0.00%	-0.2%	Q1 2022
PHParker-Hannifin Corp	$16.9M	1.98%	0.02%	+40.8%	Q1 2025
LMTLockheed Martin Corp	$16.7M	1.96%	0.02%	-0.7%	Q1 2022
COFCapital One Financial Corp	$14.7M	1.72%	0.01%	-1.7%	Q2 2025
PLDPrologis, Inc.	$14.3M	1.68%	0.01%	-0.7%	Q1 2022
LLYELI LILLY & Co	$13.9M	1.63%	0.00%	-1.1%	Q3 2023
ETNEaton Corp plc	$13.4M	1.57%	0.01%	+26.9%	Q1 2025
SBUXStarbucks Corp	$13M	1.52%	0.01%	-0.9%	Q1 2022
INTUIntuit Inc.	$12.8M	1.49%	0.01%	-0.6%	Q1 2022
BRK.BBerkshire Hathaway Inc	$12.3M	1.44%	Not reported	-0.6%	Q1 2022
MSMorgan Stanley	$12.2M	1.42%	0.00%	-2.1%	Q1 2022
CMECme Group Inc.	$12M	1.40%	0.01%	+49.9%	Q1 2022
SYKStryker Corp	$12M	1.40%	0.01%	-0.3%	Q1 2022
BRBroadridge Financial Solutions, Inc.	$11.5M	1.34%	0.04%	-0.2%	Q1 2022
AJGArthur J. Gallagher & Co.	$10.5M	1.23%	0.02%	-34.9%	Q1 2022
DUKDuke Energy CORP	$10.2M	1.20%	0.01%	-0.7%	Q1 2022
DHRDanaher Corp	$10.1M	1.18%	0.01%	-0.5%	Q1 2022
PGPROCTER & GAMBLE Co	$9.37M	1.10%	0.00%	-0.1%	Q1 2022
SNASnap-on Inc	$9.29M	1.09%	0.05%	-1.5%	Q1 2022
CSCOCisco Systems, Inc.	$8.53M	1.00%	0.00%	-1.5%	Q1 2022
AMGNAmgen Inc	$8.35M	0.98%	0.00%	-1.1%	Q1 2022
NOWServiceNow, Inc.	$7M	0.82%	0.00%	-4.8%	Q3 2025
HSYHershey Co	$6.49M	0.76%	0.02%	+0.4%	Q3 2025
WECWec Energy Group, Inc.	$6.24M	0.73%	0.02%	-0.5%	Q1 2022
USBUS Bancorp \de\	$6.19M	0.73%	0.01%	-1.4%	Q1 2022
CSLCarlisle Companies Inc	$5.73M	0.67%	0.04%	-0.3%	Q1 2024
NEENextera Energy Inc	$5.67M	0.66%	0.00%	-0.8%	Q1 2022
PSXPhillips 66	$5.44M	0.64%	0.01%	-0.8%	Q1 2022
VZVerizon Communications Inc	$5.43M	0.64%	0.00%	-34.8%	Q1 2022
GEGeneral Electric Co	$5.2M	0.61%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$4.95M	0.58%	Not reported	-0.5%	Q1 2022
TAt&T Inc.	$4.22M	0.49%	0.00%	-4.4%	Q2 2025
GOOGAlphabet Inc.	$3.49M	0.41%	Not reported	-3.1%	Q1 2022
KVUEKenvue Inc.	$2.43M	0.28%	0.01%	-5.3%	Q4 2024

Q3 2025Reported Oct 24, 202566 positions
JPMJPMorgan Chase & Co	$37.6M	4.36%	0.00%	-7.4%	Q1 2022
MSFTMicrosoft Corp	$32.1M	3.73%	0.00%	+1.0%	Q1 2022
AAPLApple Inc.	$31.6M	3.67%	0.00%	-8.3%	Q1 2022
GOOGLAlphabet Inc.	$28.5M	3.30%	0.00%	+20.5%	Q1 2022
PMPhilip Morris International Inc.	$28.2M	3.28%	0.01%	+7.8%	Q1 2022
ABBVAbbVie Inc.	$27.6M	3.20%	0.01%	+1.2%	Q1 2022
AMPAmeriprise Financial Inc	$25.5M	2.96%	0.06%	-2.4%	Q1 2022
BLKBlackRock, Inc.	$24.4M	2.83%	0.01%	-4.4%	Q1 2022
HDHome Depot, Inc.	$22.2M	2.58%	0.01%	+1.2%	Q1 2022
PAYXPaychex Inc	$20.9M	2.43%	0.05%	+2.3%	Q1 2022
UNPUnion Pacific Corp	$20.5M	2.38%	0.01%	+10.8%	Q1 2022
AMZNAmazon Com Inc	$20.4M	2.36%	0.00%	+0.1%	Q1 2022
COSTCostco Wholesale Corp	$19.9M	2.32%	0.00%	+0.3%	Q1 2022
CVXChevron Corp	$19.8M	2.30%	0.01%	+11.0%	Q1 2022
NVDANvidia Corp	$19.7M	2.29%	0.00%	+0.3%	Q2 2024
ABTAbbott Laboratories	$19.4M	2.25%	0.01%	+1.5%	Q1 2022
AJGArthur J. Gallagher & Co.	$19.4M	2.25%	0.02%	+1.7%	Q1 2022
MAMastercard Inc	$17.8M	2.07%	0.00%	-0.2%	Q1 2022
LMTLockheed Martin Corp	$17.4M	2.02%	0.01%	+11.1%	Q1 2022
INTUIntuit Inc.	$13.2M	1.54%	0.01%	+0.4%	Q1 2022
SBUXStarbucks Corp	$13.2M	1.53%	0.01%	+1.3%	Q1 2022
COFCapital One Financial Corp	$13.1M	1.52%	0.01%	+2.1%	Q2 2025
PLDPrologis, Inc.	$12.9M	1.50%	0.01%	+2.0%	Q1 2022
SYKStryker Corp	$12.6M	1.47%	0.01%	+0.1%	Q1 2022
ETNEaton Corp plc	$12.4M	1.44%	0.01%	+25.1%	Q1 2025
BRK.BBerkshire Hathaway Inc	$12.3M	1.43%	Not reported	+0.4%	Q1 2022
BRBroadridge Financial Solutions, Inc.	$12.3M	1.42%	0.04%	+0.2%	Q1 2022
MSMorgan Stanley	$11.1M	1.29%	0.00%	+1.3%	Q1 2022
DUKDuke Energy CORP	$10.9M	1.26%	0.01%	+13.0%	Q1 2022
PHParker-Hannifin Corp	$10.4M	1.20%	0.01%	+2.4%	Q1 2025
PGPROCTER & GAMBLE Co	$10.1M	1.17%	0.00%	+1.7%	Q1 2022
LLYELI LILLY & Co	$10M	1.16%	0.00%	+0.3%	Q3 2023
ITWIllinois Tool Works Inc	$9.94M	1.15%	0.01%	+1.2%	Q1 2022
SNASnap-on Inc	$9.48M	1.10%	0.05%	+4.4%	Q1 2022
VZVerizon Communications Inc	$8.99M	1.04%	0.00%	+1.7%	Q1 2022
NOWServiceNow, Inc.	$8.83M	1.03%	0.00%	New	Q3 2025
DHRDanaher Corp	$8.78M	1.02%	0.01%	+0.5%	Q1 2022
CMECme Group Inc.	$7.9M	0.92%	0.01%	+86.0%	Q1 2022
CSCOCisco Systems, Inc.	$7.69M	0.89%	0.00%	+2.2%	Q1 2022
AMGNAmgen Inc	$7.28M	0.85%	0.00%	+3.0%	Q1 2022
WECWec Energy Group, Inc.	$6.82M	0.79%	0.02%	+36.5%	Q1 2022
HSYHershey Co	$6.64M	0.77%	0.02%	New	Q3 2025
CSLCarlisle Companies Inc	$5.91M	0.69%	0.04%	+1.5%	Q1 2024
PSXPhillips 66	$5.78M	0.67%	0.01%	-25.8%	Q1 2022
USBUS Bancorp \de\	$5.69M	0.66%	0.01%	-17.9%	Q1 2022
NEENextera Energy Inc	$5.37M	0.62%	0.00%	-64.0%	Q1 2022
TAt&T Inc.	$5.02M	0.58%	0.00%	+32.3%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$4.86M	0.56%	Not reported	-2.2%	Q1 2022
GOOGAlphabet Inc.	$2.79M	0.32%	Not reported	-1.3%	Q1 2022
MOAltria Group, Inc.	$2.64M	0.31%	0.00%	Not reported	Q1 2022

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