Alley Investment Management Company, LLC

CIK 0001917618 · LAKE FOREST, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Alley Investment Management Company, LLC reported 89 positions worth $856.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: GOOGL (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$856.0M
2026 Q2
Positions
89
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.4%
Est. Net Flow (Q)
2026 Q2
10 / 89 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLALPHABET INCSH$41.0M4.79%114,653
2JPMJPMORGAN CHASE & COSH$35.1M4.10%107,291
3AAPLAPPLE INCSH$34.8M4.07%120,432
4PMPHILIP MORRIS INTL INCSH$29.2M3.42%161,567
5ABBVABBVIE INCSH$27.1M3.16%107,568
6MSFTMICROSOFT CORPSH$24.7M2.88%66,114
7LQDISHARES TRSH$22.4M2.61%205,103
8AMZNAMAZON COM INCSH$21.4M2.51%89,991
9NVDANVIDIA CORPORATIONSH$21.0M2.46%105,159
10UNPUNION PAC CORPSH$20.8M2.43%76,467

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Alley Investment Management Company, LLC hold as of Q2 2026?

Alley Investment Management Company, LLC reported 89 positions worth $856.0M in its Q2 2026 13F filing. Largest positions: GOOGL (4.8%), JPM (4.1%), AAPL (4.1%), PM (3.4%) and ABBV (3.2%).

What did Alley Investment Management Company, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Alley Investment Management Company, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.