The Analysis of Alley Investment Management Company, LLC's Holdings
Currently, Alley Investment Management Company, LLC holds 90 types of securities in its portfolio with a total value $854.4M. In the most recent quarter, they have increased their positions in NOW (+36.1K shares, valued at $5.5M), N/A (+16.9K shares, valued at $5.2M), PH (+5.6K shares, valued at $4.9M); decreased their positions in ITW (-36.2K shares, valued at $8.9M), AJG (-21.8K shares, valued at $5.6M), VZ (-71.2K shares, valued at $2.9M); initiated new positions in N/A (+16.9K shares, valued at $5.2M), N/A (+2.2K shares, valued at $429.1K), IWD (+1.5K shares, valued at $325.0K). Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.118.0K shares-0.93%2025-12-312026-01-27
ALPHABET INC ALPHABET INC115.3K shares-1.50%2025-12-312026-01-27 AAPL APPLE INC122.8K shares-0.98%2025-12-312026-01-27 MSFT MICROSOFT CORP62.0K shares0.02%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC173.6K shares-0.20%2025-12-312026-01-27 ABBV ABBVIE INC112.2K shares-5.75%2025-12-312026-01-27 AMP AMERIPRISE FINL INC51.5K shares-0.84%2025-12-312026-01-27 BLACKROCK INC BLACKROCK INC20.8K shares-0.58%2025-12-312026-01-27 LQD ISHARES TR197.0K shares-0.19%2025-12-312026-01-27 AMZN AMAZON COM INC92.1K shares-0.65%2025-12-312026-01-27 UNP UNION PAC CORP86.1K shares-0.88%2025-12-312026-01-27 NVDA NVIDIA CORPORATION104.8K shares-0.79%2025-12-312026-01-27 CVX CHEVRON CORP NEW127.4K shares-0.30%2025-12-312026-01-27 IGSB ISHARES TR358.1K shares-1.27%2025-12-312026-01-27 HD HOME DEPOT INC54.6K shares-0.30%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW21.5K shares-0.13%2025-12-312026-01-27 PAYX PAYCHEX INC164.4K shares-0.55%2025-12-312026-01-27 ABT ABBOTT LABS144.0K shares-0.62%2025-12-312026-01-27 MA MASTERCARD INCORPORATED31.3K shares-0.19%2025-12-312026-01-27 PH PARKER-HANNIFIN CORP19.3K shares40.80%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP34.6K shares-0.65%2025-12-312026-01-27 COF CAPITAL ONE FINL CORP60.5K shares-1.71%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS195.7K shares0.03%2025-12-312026-01-27 PLD PROLOGIS INC.112.1K shares-0.68%2025-12-312026-01-27 MUB ISHARES TR131.1K shares0.10%2025-12-312026-01-27 LLY ELI LILLY & CO13.0K shares-1.08%2025-12-312026-01-27 SBUX STARBUCKS CORP154.4K shares-0.87%2025-12-312026-01-27 INTU INTUIT19.3K shares-0.60%2025-12-312026-01-27 MS MORGAN STANLEY68.5K shares-2.06%2025-12-312026-01-27 CME CME GROUP INC43.8K shares49.86%2025-12-312026-01-27 SYK STRYKER CORPORATION34.0K shares-0.32%2025-12-312026-01-27 BR BROADRIDGE FINL SOLUTIONS IN51.4K shares-0.20%2025-12-312026-01-27 AJG GALLAGHER ARTHUR J & CO40.7K shares-34.87%2025-12-312026-01-27 HYG ISHARES TR129.2K shares-1.88%2025-12-312026-01-27 DHR DANAHER CORPORATION44.0K shares-0.50%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO65.3K shares-0.13%2025-12-312026-01-27 SNA SNAP ON INC26.9K shares-1.52%2025-12-312026-01-27 IJR ISHARES TR71.2K shares-1.08%2025-12-312026-01-27 CSCO CISCO SYS INC110.7K shares-1.51%2025-12-312026-01-27 IJH ISHARES TR127.8K shares-0.75%2025-12-312026-01-27 AMGN AMGEN INC25.5K shares-1.12%2025-12-312026-01-27 NOW SERVICENOW INC45.7K shares376.11%2025-12-312026-01-27 HSY HERSHEY CO35.6K shares0.39%2025-12-312026-01-27 USB US BANCORP DEL116.1K shares-1.39%2025-12-312026-01-27 CSL CARLISLE COS INC17.9K shares-0.27%2025-12-312026-01-27 NEE NEXTERA ENERGY INC70.6K shares-0.76%2025-12-312026-01-27 PSX PHILLIPS 6642.2K shares-0.76%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC133.3K shares-34.81%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS86.1K shares-0.34%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F98.1K shares-0.38%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE16.9K sharesnew addition2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR7.3K shares-0.47%2025-12-312026-01-27 T AT&T INC169.7K shares-4.43%2025-12-312026-01-27 ALPHABET INC ALPHABET INC11.1K shares-3.13%2025-12-312026-01-27 VV VANGUARD INDEX FDS9.7K shares0.00%2025-12-312026-01-27 IWM ISHARES TR12.1K shares-0.20%2025-12-312026-01-27 KVUE KENVUE INC140.9K shares-5.28%2025-12-312026-01-27 MO ALTRIA GROUP INC40.0K shares0.00%2025-12-312026-01-27 IWR ISHARES TR23.7K shares-0.34%2025-12-312026-01-27 MCHP MICROCHIP TECHNOLOGY INC.22.4K shares-4.26%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR48.4K shares-5.23%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR8.7K shares100.00%2025-12-312026-01-27 VUG VANGUARD INDEX FDS2.4K shares-0.88%2025-12-312026-01-27 FAST FASTENAL CO25.0K shares0.00%2025-12-312026-01-27 EFA ISHARES TR9.1K shares0.00%2025-12-312026-01-27 DVY ISHARES TR5.7K shares-0.33%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON3.8K shares-1.41%2025-12-312026-01-27 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-27 BROADCOM INC BROADCOM INC2.0K shares0.00%2025-12-312026-01-27 CRM SALESFORCE INC2.0K shares0.00%2025-12-312026-01-27 ITW ILLINOIS TOOL WKS INC1.9K shares-94.93%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR14.7K shares-0.74%2025-12-312026-01-27 V VISA INC1.1K shares0.00%2025-12-312026-01-27 WMT WALMART INC3.4K shares0.00%2025-12-312026-01-27 ICSH ISHARES TR7.4K shares0.00%2025-12-312026-01-27 SCHZ SCHWAB STRATEGIC TR14.4K shares-6.45%2025-12-312026-01-27 IWD ISHARES TR1.5K sharesnew addition2025-12-312026-01-27 RTX RTX CORPORATION1.7K shares0.00%2025-12-312026-01-27 PII POLARIS INC4.7K shares-6.87%2025-12-312026-01-27 XEL XCEL ENERGY INC3.5K shares-6.50%2025-12-312026-01-27 SCHB SCHWAB STRATEGIC TR9.9K shares0.00%2025-12-312026-01-27 LULU LULULEMON ATHLETICA INC1.2K shares0.00%2025-12-312026-01-27 XOM EXXON MOBIL CORP1.8K shares0.00%2025-12-312026-01-27 SCHA SCHWAB STRATEGIC TR7.3K shares-1.43%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available