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CIK: 0001917618
Total reported value
$856.0M
$856.0M
84 檔
16.7%
In Q4 2024, Alley Investment Management Company, LLC's U.S. equity holdings reached a combined market value of $856.0M, distributed across 84 disclosed stock positions.
In Q4 2024, Alley Investment Management Company, LLC displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.26% | +0.29% | +1.02% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.92% | +0.17% | +1.01% | |
| 3 | AMP | Ameriprise Financial Inc | Stock-Financials | 3.80% | -1.42% | +0.91% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.13% | +1.69% | |
| 5 | PAYX | Paychex Inc | Stock-Tech | 2.86% | +0.02% | +1.99% | |
| 6 | BLK | Blackrock Inc | Stock-Financials | 2.82% | -0.13% | — | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.68% | -0.07% | +0.76% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.65% | +0.19% | +2.57% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.64% | — | +2.02% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.64% | -0.46% | -0.19% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.21% | -0.63% | |
| 12 | ACN | Accenture plc | Stock-Tech | 2.50% | — | +2.18% | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 2.48% | +0.09% | +1.18% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.48% | -0.07% | +0.37% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | +0.84% | +0.17% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 2.26% | -0.09% | +2.01% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 2.25% | -0.02% | -0.11% | |
| 18 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.15% | -0.32% | +1.99% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 2.06% | -0.79% | +4.13% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 2.04% | -0.31% | +2.93% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.93% | -0.55% | -10.05% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.85% | -0.05% | +1.35% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.78% | -0.02% | +4.49% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.77% | -0.12% | +2.72% | |
| 25 | DFSEUR | Discover Financial Services | Stock-Other | 1.72% | — | +1.59% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.70% | +0.25% | +2.08% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.12% | +0.26% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.54% | -0.73% | +0.10% | |
| 29 | BR | Broadridge Financial Solutio | Stock-Tech | 1.48% | — | +0.29% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.02% | +0.13% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.37% | -0.05% | -0.27% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.06% | +3.37% | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 1.34% | +0.06% | +7.17% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | — | -9.81% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 1.29% | -0.04% | +0.83% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.36% | +1.07% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 1.19% | — | +1.37% | |
| 38 | SNA | Snap-on Inc | Stock-Industrials | 1.11% | — | +3.63% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 1.04% | -0.14% | +36.41% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | +0.14% | +0.59% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | +0.09% | +0.68% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.24% | +2.15% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.00% | -0.22% | +1.57% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | +0.03% | NEW | |
| 45 | USB | US Bancorp | Stock-Financials | 0.84% | +0.05% | +3.53% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.06% | +4.85% | |
| 47 | PSX | Phillips 66 | Stock-Energy | 0.81% | -0.14% | +5.83% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +1.05% | +4.02% | |
| 49 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.76% | -0.72% | +2.61% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.71% | -0.10% | +5.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.8% | NEW | New buy |
| 2 | KVUE | Kenvue Inc | +0.7% | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +1.01% | Add |
| 4 | AMP | Ameriprise Financial Inc | +0.5% | +0.91% | Add |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.63% | Trim |
| 6 | DFSEUR | Discover Financial Services | +0.4% | +1.59% | Add |
| 7 | AAPL | Apple Inc | +0.3% | +1.02% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.17% | Add |
| 9 | DUK | Duke Energy CORP | +0.2% | +36.41% | Add |
| 10 | SNA | Snap-on Inc | +0.2% | +3.63% | Add |
| 11 | PAYX | Paychex Inc | +0.2% | +1.99% | Add |
| 12 | MA | Mastercard Inc - A | +0.1% | -0.11% | Trim |
| 13 | NVDA | Nvidia CORP | +0.1% | +2.15% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +4.02% | Add |
| 15 | MS | Morgan Stanley | +0.1% | -0.92% | Trim |
| 16 | COST | Costco Wholesale CORP | +0.1% | -0.19% | Trim |
| 17 | BR | Broadridge Financial Solutio | +0.1% | +0.29% | Add |
| 18 | USB | US Bancorp | +0.1% | +3.53% | Add |
| 19 | AJG | Arthur J Gallagher & Co | +0.1% | +1.99% | Add |
| 20 | CVX | Chevron CORP | +0.1% | +4.13% | Add |
| 21 | MUB | Ishares National Muni Bond E | 0% | +4.49% | Add |
| 22 | ABT | Abbott Laboratories | 0% | +2.93% | Add |
| 23 | ACN | Accenture plc | 0% | +2.18% | Add |
| 24 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +0.37% | Add |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -0.27% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.18% | Add |
| 28 | BND | Vanguard Total Bond Market | -0.1% | +1.35% | Add |
| 29 | HD | Home Depot Inc | -0.1% | +2.02% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.28% | Add |
| 31 | PSX | Phillips 66 | -0.1% | +5.83% | Add |
| 32 | SBUX | Starbucks CORP | -0.1% | +2.08% | Add |
| 33 | PLD | Prologis Inc | -0.1% | +5.25% | Add |
| 34 | ENVUSD | Envestnet Inc | -0.1% | EXIT | Sold out |
| 35 | VZ | Verizon Communications Inc | -0.1% | +1.57% | Add |
| 36 | UNP | Union Pacific CORP | -0.1% | +2.01% | Add |
| 37 | CSL | Carlisle Cos Inc | -0.1% | +2.61% | Add |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +0.76% | Add |
| 39 | UNH | Unitedhealth Group Inc | -0.2% | +0.53% | Add |
| 40 | AMGN | Amgen Inc | -0.2% | +4.85% | Add |
| 41 | LLY | Eli Lilly & Co | -0.2% | +1.07% | Add |
| 42 | CCI | Crown Castle Inc | -0.2% | +0.54% | Add |
| 43 | ABBV | Abbvie Inc | -0.2% | +2.57% | Add |
| 44 | NEE | Nextera Energy Inc | -0.3% | +2.72% | Add |
| 45 | DHR | Danaher CORP | -0.3% | +0.83% | Add |
| 46 | MRK | Merck & Co. Inc. | -0.4% | -9.81% | Trim |
| 47 | MCHP | Microchip Technology Inc | -0.4% | +7.17% | Add |
| 48 | LMT | Lockheed Martin CORP | -0.7% | -10.05% | Trim |
| 49 | PEP | Pepsico Inc | -0.8% | -95.50% | Trim |
| 50 | BLKCHF | Blackrock Inc | -2.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Alley Investment Management Company, LLC reported a total U.S. public equity portfolio value of $856.0M across 84 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JPM, AMP) accounted for 16.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $22.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $20.3M
During Q4 2024, Alley Investment Management Company, LLC's top holdings by market value included AAPL (4.3%)、JPM (3.9%)、AMP (3.8%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q4 2024, Alley Investment Management Company, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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