Sponsored

The Analysis of Alley Investment Management Company, LLC's Holdings & P&L

Currently, Alley Investment Management Company, LLC holds 85 types of securities in its portfolio with a total value $821.0M. In the most recent quarter, they have increased their positions in HSY (+29.8K shares, valued at $6.2M), INTU (+13.8K shares, valued at $6.0M), N/A (+20.0K shares, valued at $5.7M); decreased their positions in AMP (-22.5K shares, valued at $10.0M), LMT (-7.2K shares, valued at $4.3M), AJG (-18.6K shares, valued at $4.0M); initiated new positions in N/A (+629 shares, valued at $246.4K).

1M P&L

+7.7M+1.05%

3M P&L

-14.9M-1.97%

HY P&L

+7.9M+1.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A130.4M

18.4%

2Drug Manufacturers - General46.1M

6.5%

3Software - Application33.2M

4.7%

Top Industries by Stock Count

1N/A24 stocks

32.4%

2Drug Manufacturers - General4 stocks

5.4%

3Credit Services3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC112.9K shares-2.09%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO109.8K shares-6.97%2026-03-312026-04-24

AAPL APPLE INC122.1K shares-0.57%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC165.1K shares-4.90%2026-03-312026-04-24

CVX CHEVRON CORPORATION126.2K shares-0.95%2026-03-312026-04-24

MSFT MICROSOFT CORP66.7K shares7.55%2026-03-312026-04-24

ABBV ABBVIE INC112.3K shares0.03%2026-03-312026-04-24

LQD ISHARES TR201.5K shares2.31%2026-03-312026-04-24

Sponsored

COST COSTCO WHOLESALE CORPORATION21.3K shares-0.96%2026-03-312026-04-24

UNP UNION PAC CORP85.2K shares-1.01%2026-03-312026-04-24

IGSB ISHARES TR367.4K shares2.61%2026-03-312026-04-24

AMZN AMAZON COM INC90.7K shares-1.60%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC19.5K shares-6.32%2026-03-312026-04-24

PAYX PAYCHEX INC200.8K shares22.20%2026-03-312026-04-24

NVDA NVIDIA CORPORATION104.3K shares-0.46%2026-03-312026-04-24

HD HOME DEPOT INC54.3K shares-0.56%2026-03-312026-04-24

Sponsored

LMT LOCKHEED MARTIN CORP27.4K shares-20.80%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC45.7K shares8.39%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP18.2K shares-5.60%2026-03-312026-04-24

MA MASTERCARD INCORPORATED31.1K shares-0.61%2026-03-312026-04-24

ABT ABBOTT LABORATORIES148.1K shares2.87%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS201.9K shares3.20%2026-03-312026-04-24

PLD PROLOGIS INC.111.7K shares-0.40%2026-03-312026-04-24

INTU INTUIT33.1K shares71.64%2026-03-312026-04-24

Sponsored

MUB ISHARES TR134.0K shares2.23%2026-03-312026-04-24

HSY HERSHEY CO65.4K shares83.47%2026-03-312026-04-24

SBUX STARBUCKS CORP150.7K shares-2.38%2026-03-312026-04-24

CME CME GROUP INC43.7K shares-0.18%2026-03-312026-04-24

AMP AMERIPRISE FINL INC29.0K shares-43.67%2026-03-312026-04-24

LLY ELI LILLY & CO12.9K shares-0.61%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW87.1K shares-0.30%2026-03-312026-04-24

MS MORGAN STANLEY67.8K shares-1.02%2026-03-312026-04-24

Sponsored

SYK STRYKER CORPORATION33.9K shares-0.46%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP60.3K shares-0.36%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE36.9K shares118.29%2026-03-312026-04-24

PG PROCTER & GAMBLE CO72.1K shares10.40%2026-03-312026-04-24

HYG ISHARES TR130.2K shares0.76%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.0K shares-13.91%2026-03-312026-04-24

SNA SNAP ON INC26.8K shares-0.55%2026-03-312026-04-24

AMGN AMGEN INC25.3K shares-0.84%2026-03-312026-04-24

Sponsored

IJR ISHARES TR70.3K shares-1.24%2026-03-312026-04-24

CSCO CISCO SYS INC111.1K shares0.36%2026-03-312026-04-24

IJH ISHARES TR126.5K shares-1.01%2026-03-312026-04-24

DHR DANAHER CORP DEL44.1K shares0.05%2026-03-312026-04-24

CSL CARLISLE COS INC25.0K shares39.47%2026-03-312026-04-24

WEC ENERGY GROUP INC WEC ENERGY GROUP INC68.8K shares16.19%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC157.9K shares18.42%2026-03-312026-04-24

PSX PHILLIPS 6641.6K shares-1.29%2026-03-312026-04-24

Sponsored

VWO VANGUARD INTL EQUITY INDEX F135.0K shares37.61%2026-03-312026-04-24

NEE NEXTERA ENERGY INC70.4K shares-0.28%2026-03-312026-04-24

T AT&T INC212.6K shares25.28%2026-03-312026-04-24

USB US BANCORP115.3K shares-0.70%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS86.3K shares0.25%2026-03-312026-04-24

RTX RTX CORPORATION26.8K shares1440.34%2026-03-312026-04-24

AJG GALLAGHER ARTHUR J & CO22.1K shares-45.77%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T6.8K shares-6.53%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC10.7K shares-3.35%2026-03-312026-04-24

IWM ISHARES TR11.9K shares-1.94%2026-03-312026-04-24

VV VANGUARD INDEX FDS9.5K shares-1.95%2026-03-312026-04-24

MO ALTRIA GROUP INC40.0K shares0.00%2026-03-312026-04-24

IWR ISHARES TR23.4K shares-1.39%2026-03-312026-04-24

MCHP MICROCHIP TECHNOLOGY INC.22.4K shares0.00%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR45.5K shares-5.97%2026-03-312026-04-24

FAST FASTENAL CO25.0K shares0.00%2026-03-312026-04-24

Sponsored

VUG VANGUARD INDEX FDS2.3K shares-1.61%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON3.9K shares4.64%2026-03-312026-04-24

EFA ISHARES TR9.1K shares0.00%2026-03-312026-04-24

DVY ISHARES TR5.7K shares0.19%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR6.4K shares-25.68%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-24

BROADCOM INC BROADCOM INC2.0K shares0.00%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC1.8K shares-5.64%2026-03-312026-04-24

Sponsored

SCHD SCHWAB STRATEGIC TR14.7K shares-0.30%2026-03-312026-04-24

WMT WALMART INC3.3K shares-3.45%2026-03-312026-04-24

ICSH ISHARES TR7.4K shares0.00%2026-03-312026-04-24

CRM SALESFORCE INC2.0K shares0.00%2026-03-312026-04-24

SCHZ SCHWAB STRATEGIC TR14.8K shares2.53%2026-03-312026-04-24

V VISA INC1.1K shares-0.98%2026-03-312026-04-24

XOM EXXON MOBIL CORP1.8K shares0.00%2026-03-312026-04-24

XEL XCEL ENERGY INC3.5K shares0.00%2026-03-312026-04-24

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL629 sharesnew addition2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR9.6K shares-3.72%2026-03-312026-04-24

PII POLARIS INC4.0K shares-14.43%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR7.1K shares-2.17%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares-53.13%2026-03-312026-04-24

ALPHABET INC

-2.09%

Shares112.9K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-6.97%

Shares109.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-0.57%

Shares122.1K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

-4.90%

Shares165.1K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-0.95%

Shares126.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

7.55%

Shares66.7K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

0.03%

Shares112.3K

Event2026-03-31

Filed2026-04-24

LQD

ISHARES TR

2.31%

Shares201.5K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-0.96%

Shares21.3K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

-1.01%

Shares85.2K

Event2026-03-31

Filed2026-04-24

IGSB

ISHARES TR

2.61%

Shares367.4K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-1.60%

Shares90.7K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

-6.32%

Shares19.5K

Event2026-03-31

Filed2026-04-24

PAYX

PAYCHEX INC

22.20%

Shares200.8K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-0.46%

Shares104.3K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-0.56%

Shares54.3K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-20.80%

Shares27.4K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

8.39%

Shares45.7K

Event2026-03-31

Filed2026-04-24

PARKER-HANNIFIN CORP

-5.60%

Shares18.2K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-0.61%

Shares31.1K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

2.87%

Shares148.1K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

3.20%

Shares201.9K

Event2026-03-31

Filed2026-04-24

PLD

PROLOGIS INC.

-0.40%

Shares111.7K

Event2026-03-31

Filed2026-04-24

INTU

INTUIT

71.64%

Shares33.1K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

2.23%

Shares134.0K

Event2026-03-31

Filed2026-04-24

HSY

HERSHEY CO

83.47%

Shares65.4K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

-2.38%

Shares150.7K

Event2026-03-31

Filed2026-04-24

CME

CME GROUP INC

-0.18%

Shares43.7K

Event2026-03-31

Filed2026-04-24

AMP

AMERIPRISE FINL INC

-43.67%

Shares29.0K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-0.61%

Shares12.9K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

-0.30%

Shares87.1K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

-1.02%

Shares67.8K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

-0.46%

Shares33.9K

Event2026-03-31

Filed2026-04-24

COF

CAPITAL ONE FINL CORP

-0.36%

Shares60.3K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

118.29%

Shares36.9K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

10.40%

Shares72.1K

Event2026-03-31

Filed2026-04-24

HYG

ISHARES TR

0.76%

Shares130.2K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-13.91%

Shares21.0K

Event2026-03-31

Filed2026-04-24

SNA

SNAP ON INC

-0.55%

Shares26.8K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

-0.84%

Shares25.3K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-1.24%

Shares70.3K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

0.36%

Shares111.1K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-1.01%

Shares126.5K

Event2026-03-31

Filed2026-04-24

DHR

DANAHER CORP DEL

0.05%

Shares44.1K

Event2026-03-31

Filed2026-04-24

CSL

CARLISLE COS INC

39.47%

Shares25.0K

Event2026-03-31

Filed2026-04-24

WEC ENERGY GROUP INC

16.19%

Shares68.8K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

18.42%

Shares157.9K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

-1.29%

Shares41.6K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

37.61%

Shares135.0K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

-0.28%

Shares70.4K

Event2026-03-31

Filed2026-04-24

AT&T INC

25.28%

Shares212.6K

Event2026-03-31

Filed2026-04-24

USB

US BANCORP

-0.70%

Shares115.3K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

0.25%

Shares86.3K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

1440.34%

Shares26.8K

Event2026-03-31

Filed2026-04-24

AJG

GALLAGHER ARTHUR J & CO

-45.77%

Shares22.1K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-6.53%

Shares6.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-3.35%

Shares10.7K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

-1.94%

Shares11.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-1.95%

Shares9.5K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

0.00%

Shares40.0K

Event2026-03-31

Filed2026-04-24

IWR

ISHARES TR

-1.39%

Shares23.4K

Event2026-03-31

Filed2026-04-24

MCHP

MICROCHIP TECHNOLOGY INC.

0.00%

Shares22.4K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

-5.97%

Shares45.5K

Event2026-03-31

Filed2026-04-24

FAST

FASTENAL CO

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-1.61%

Shares2.3K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

4.64%

Shares3.9K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

0.19%

Shares5.7K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

-25.68%

Shares6.4K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-24

BROADCOM INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WKS INC

-5.64%

Shares1.8K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

-0.30%

Shares14.7K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-3.45%

Shares3.3K

Event2026-03-31

Filed2026-04-24

ICSH

ISHARES TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

SCHZ

SCHWAB STRATEGIC TR

2.53%

Shares14.8K

Event2026-03-31

Filed2026-04-24

VISA INC

-0.98%

Shares1.1K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

XEL

XCEL ENERGY INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-24

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares629

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

-3.72%

Shares9.6K

Event2026-03-31

Filed2026-04-24

PII

POLARIS INC

-14.43%

Shares4.0K

Event2026-03-31

Filed2026-04-24

SCHA

SCHWAB STRATEGIC TR

-2.17%

Shares7.1K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

-53.13%

Shares1.1K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available