The Analysis of Alley Investment Management Company, LLC's Holdings
Currently, Alley Investment Management Company, LLC holds 88 types of securities in its portfolio with a total value $861.2M. In the most recent quarter, they have increased their positions in NOW (+9.6K shares, valued at $8.8M), HSY (+35.5K shares, valued at $6.6M), GOOGL (+19.9K shares, valued at $4.8M); decreased their positions in NEE (-126.6K shares, valued at $9.6M), JPM (-9.5K shares, valued at $3.0M), AAPL (-11.3K shares, valued at $2.9M); initiated new positions in NOW (+9.6K shares, valued at $8.8M), HSY (+35.5K shares, valued at $6.6M), SCHA (+7.4K shares, valued at $206.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.119.1K shares-7.38%2025-09-302025-10-24
MSFT MICROSOFT CORP62.0K shares1.03%2025-09-302025-10-24 AAPL APPLE INC124.0K shares-8.32%2025-09-302025-10-24 GOOGL ALPHABET INC117.0K shares20.54%2025-09-302025-10-24 PM PHILIP MORRIS INTL INC173.9K shares7.81%2025-09-302025-10-24 ABBV ABBVIE INC119.1K shares1.17%2025-09-302025-10-24 AMP AMERIPRISE FINL INC52.0K shares-2.38%2025-09-302025-10-24 BLK BLACKROCK INC20.9K shares-4.36%2025-09-302025-10-24 HD HOME DEPOT INC54.8K shares1.22%2025-09-302025-10-24 LQD ISHARES TR197.4K shares1.09%2025-09-302025-10-24 PAYX PAYCHEX INC165.3K shares2.34%2025-09-302025-10-24 UNP UNION PAC CORP86.8K shares10.81%2025-09-302025-10-24 AMZN AMAZON COM INC92.7K shares0.14%2025-09-302025-10-24 COST COSTCO WHSL CORP NEW21.6K shares0.27%2025-09-302025-10-24 CVX CHEVRON CORP NEW127.8K shares10.99%2025-09-302025-10-24 NVDA NVIDIA CORPORATION105.6K shares0.32%2025-09-302025-10-24 ABT ABBOTT LABS144.9K shares1.53%2025-09-302025-10-24 AJG GALLAGHER ARTHUR J & CO62.6K shares1.70%2025-09-302025-10-24 IGSB ISHARES TR362.7K shares0.15%2025-09-302025-10-24 MA MASTERCARD INCORPORATED31.4K shares-0.15%2025-09-302025-10-24 LMT LOCKHEED MARTIN CORP34.8K shares11.06%2025-09-302025-10-24 BND VANGUARD BD INDEX FDS195.6K shares0.33%2025-09-302025-10-24 MUB ISHARES TR131.0K shares1.57%2025-09-302025-10-24 INTU INTUIT19.4K shares0.42%2025-09-302025-10-24 SBUX STARBUCKS CORP155.7K shares1.30%2025-09-302025-10-24 COF CAPITAL ONE FINL CORP61.5K shares2.12%2025-09-302025-10-24 PLD PROLOGIS INC.112.9K shares2.03%2025-09-302025-10-24 SYK STRYKER CORPORATION34.1K shares0.14%2025-09-302025-10-24 ETN EATON CORP PLC33.2K shares25.09%2025-09-302025-10-24 BRK.B BERKSHIRE HATHAWAY INC DEL24.5K shares0.39%2025-09-302025-10-24 BR BROADRIDGE FINL SOLUTIONS IN51.5K shares0.23%2025-09-302025-10-24 MS MORGAN STANLEY70.0K shares1.28%2025-09-302025-10-24 DUK DUKE ENERGY CORP NEW88.0K shares12.97%2025-09-302025-10-24 HYG ISHARES TR131.7K shares-0.29%2025-09-302025-10-24 PH PARKER-HANNIFIN CORP13.7K shares2.43%2025-09-302025-10-24 PG PROCTER AND GAMBLE CO65.4K shares1.70%2025-09-302025-10-24 LLY ELI LILLY & CO13.1K shares0.34%2025-09-302025-10-24 ITW ILLINOIS TOOL WKS INC38.1K shares1.18%2025-09-302025-10-24 SNA SNAP ON INC27.4K shares4.43%2025-09-302025-10-24 VZ VERIZON COMMUNICATIONS INC204.5K shares1.66%2025-09-302025-10-24 NOW SERVICENOW INC9.6K sharesnew addition2025-09-302025-10-24 DHR DANAHER CORPORATION44.3K shares0.52%2025-09-302025-10-24 IJR ISHARES TR71.9K shares0.02%2025-09-302025-10-24 IJH ISHARES TR128.7K shares-0.24%2025-09-302025-10-24 CME CME GROUP INC29.2K shares86.00%2025-09-302025-10-24 CSCO CISCO SYS INC112.4K shares2.16%2025-09-302025-10-24 AMGN AMGEN INC25.8K shares3.04%2025-09-302025-10-24 WEC WEC ENERGY GROUP INC59.5K shares36.53%2025-09-302025-10-24 HSY HERSHEY CO35.5K sharesnew addition2025-09-302025-10-24 CSL CARLISLE COS INC18.0K shares1.51%2025-09-302025-10-24 PSX PHILLIPS 6642.5K shares-25.82%2025-09-302025-10-24 USB US BANCORP DEL117.7K shares-17.92%2025-09-302025-10-24 NEE NEXTERA ENERGY INC71.2K shares-64.02%2025-09-302025-10-24 VWO VANGUARD INTL EQUITY INDEX F98.5K shares-0.45%2025-09-302025-10-24 VEA VANGUARD TAX-MANAGED FDS86.4K shares-0.80%2025-09-302025-10-24 T AT&T INC177.6K shares32.29%2025-09-302025-10-24 SPY SPDR S&P 500 ETF TR7.3K shares-2.17%2025-09-302025-10-24 VV VANGUARD INDEX FDS9.7K shares0.00%2025-09-302025-10-24 IWM ISHARES TR12.1K shares-0.55%2025-09-302025-10-24 GOOG ALPHABET INC11.5K shares-1.30%2025-09-302025-10-24 MO ALTRIA GROUP INC40.0K shares0.00%2025-09-302025-10-24 KVUE KENVUE INC148.8K shares-45.37%2025-09-302025-10-24 IWR ISHARES TR23.8K shares-0.59%2025-09-302025-10-24 MCHP MICROCHIP TECHNOLOGY INC.23.4K shares-2.24%2025-09-302025-10-24 SCHX SCHWAB STRATEGIC TR51.0K shares-0.47%2025-09-302025-10-24 FAST FASTENAL CO25.0K shares0.00%2025-09-302025-10-24 XLK SELECT SECTOR SPDR TR4.3K shares0.00%2025-09-302025-10-24 VUG VANGUARD INDEX FDS2.4K shares-1.29%2025-09-302025-10-24 EFA ISHARES TR9.1K shares0.00%2025-09-302025-10-24 DVY ISHARES TR5.7K shares-0.37%2025-09-302025-10-24 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-24 JNJ JOHNSON & JOHNSON3.8K shares-2.12%2025-09-302025-10-24 AVGO BROADCOM INC2.0K shares0.00%2025-09-302025-10-24 CRM SALESFORCE INC2.0K shares0.00%2025-09-302025-10-24 SCHD SCHWAB STRATEGIC TR14.8K shares1.79%2025-09-302025-10-24 V VISA INC1.1K shares-3.53%2025-09-302025-10-24 ICSH ISHARES TR7.4K shares0.00%2025-09-302025-10-24 SCHZ SCHWAB STRATEGIC TR15.4K shares3.25%2025-09-302025-10-24 WMT WALMART INC3.4K shares0.00%2025-09-302025-10-24 XEL XCEL ENERGY INC3.8K shares-19.25%2025-09-302025-10-24 PII POLARIS INC5.0K shares-4.76%2025-09-302025-10-24 RTX RTX CORPORATION1.7K shares0.00%2025-09-302025-10-24 SCHB SCHWAB STRATEGIC TR9.9K shares-7.02%2025-09-302025-10-24 QQQ INVESCO QQQ TR370 shares0.00%2025-09-302025-10-24 LULU LULULEMON ATHLETICA INC1.2K shares0.00%2025-09-302025-10-24 SCHA SCHWAB STRATEGIC TR7.4K sharesnew addition2025-09-302025-10-24 UNH UNITEDHEALTH GROUP INC591 sharesnew addition2025-09-302025-10-24 XOM EXXON MOBIL CORP1.8K sharesnew addition2025-09-302025-10-24 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available