Alley Investment Management Company, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI Alley Investment Management Company, LLC | Institutional Filer | ▼ 3.91% | $821.0M | 85 |
Current Portfolio Holdings
Showing all 85 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 113K | $32.5M | 3.95% |
| 2 | JPM | JPMorgan Chase & Co. | Financial Services | 110K | $32.3M | 3.93% |
| 3 | AAPL | Apple Inc. | Technology | 122K | $31.0M | 3.78% |
| 4 | PM | Philip Morris International Inc. | Consumer Defensive | 165K | $27.3M | 3.32% |
| 5 | CVX | Chevron Corporation | Energy | 126K | $26.1M | 3.18% |
| 6 | MSFT | Microsoft Corporation | Technology | 67K | $24.7M | 3.01% |
| 7 | ABBV | AbbVie Inc. | Healthcare | 112K | $24.4M | 2.97% |
| 8 | LQD | ISHARES TR | — | 202K | $22.0M | 2.68% |
| 9 | COST | Costco Wholesale Corporation | Consumer Defensive | 21K | $21.2M | 2.59% |
| 10 | UNP | Union Pacific Corporation | Industrials | 85K | $20.7M | 2.52% |
| 11 | IGSB | ISHARES TR | — | 367K | $19.3M | 2.35% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 91K | $18.9M | 2.30% |
| 13 | BLK | BlackRock, Inc. | Financial Services | 19K | $18.7M | 2.28% |
| 14 | PAYX | Paychex, Inc. | Industrials | 201K | $18.5M | 2.25% |
| 15 | NVDA | NVIDIA Corporation | Technology | 104K | $18.2M | 2.22% |
Showing 1 to 15 of 85 holdings