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CIK: 0001917618
Total reported value
$856.0M
$856.0M
88 檔
16.3%
The Q1 2025 SEC filing reveals that Alley Investment Management Company, LLC held a total portfolio value of $856.0M, covering 88 public equity positions.
In Q1 2025, Alley Investment Management Company, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.99% | +0.17% | +0.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.76% | +0.29% | +0.40% | |
| 3 | AMP | Ameriprise Financial Inc | Stock-Financials | 3.43% | -1.42% | +0.15% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 3.24% | +0.09% | -0.20% | |
| 5 | PAYX | Paychex Inc | Stock-Tech | 3.14% | +0.02% | +0.40% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.06% | +0.19% | -1.05% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.13% | +0.37% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.79% | -0.07% | +2.94% | |
| 9 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.64% | -0.32% | +1.62% | |
| 10 | BLK | Blackrock Inc | Stock-Financials | 2.59% | -0.13% | +0.39% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.56% | -0.46% | -5.22% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.49% | -0.07% | +0.29% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.48% | — | +0.49% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.37% | -0.79% | +0.46% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.37% | -0.31% | +0.09% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 2.33% | -0.02% | +0.12% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 2.32% | -0.09% | +0.14% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.21% | +0.48% | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.22% | — | +0.96% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.84% | +0.36% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.89% | -0.05% | +0.81% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.85% | +0.25% | +2.14% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.76% | -0.55% | -0.27% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.75% | -0.12% | +0.55% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.71% | -0.02% | -1.93% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.02% | -0.32% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.60% | -0.12% | +0.72% | |
| 28 | BR | Broadridge Financial Solutio | Stock-Tech | 1.57% | — | +0.14% | |
| 29 | PLD | Prologis Inc | Stock-Real Estate | 1.52% | -0.10% | +102.79% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 1.50% | -0.73% | +0.06% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | -0.06% | +0.59% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.37% | -0.05% | -0.10% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.36% | +0.31% | |
| 34 | DFSEUR | Discover Financial Services | Stock-Other | 1.27% | — | -24.40% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.24% | +48.21% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 1.18% | -0.14% | +0.77% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 1.17% | — | +0.63% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 1.14% | -0.04% | +0.40% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.13% | -0.22% | +0.83% | |
| 40 | SNA | Snap-on Inc | Stock-Industrials | 1.10% | — | +1.05% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 1.00% | +0.08% | — | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.97% | -0.06% | +0.63% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | +0.09% | +0.64% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | +0.14% | +0.66% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.91% | +0.23% | +74.95% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | +0.26% | — | |
| 47 | PSX | Phillips 66 | Stock-Energy | 0.88% | -0.14% | +0.99% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +1.05% | +0.99% | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.79% | — | +3.53% | |
| 50 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.75% | -0.72% | +8.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +1% | NEW | New buy |
| 2 | ETN | Eaton Corporation plc | +0.9% | NEW | New buy |
| 3 | PLD | Prologis Inc | +0.8% | +102.79% | Add |
| 4 | PM | Philip Morris International | +0.8% | -0.20% | Trim |
| 5 | AJG | Arthur J Gallagher & Co | +0.5% | +1.62% | Add |
| 6 | ABBV | Abbvie Inc | +0.4% | -1.05% | Trim |
| 7 | MS | Morgan Stanley | +0.3% | +74.95% | Add |
| 8 | ABT | Abbott Laboratories | +0.3% | +0.09% | Add |
| 9 | CVX | Chevron CORP | +0.3% | +0.46% | Add |
| 10 | PAYX | Paychex Inc | +0.3% | +0.40% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.32% | Trim |
| 12 | NVDA | Nvidia CORP | +0.2% | +48.21% | Add |
| 13 | AMGN | Amgen Inc | +0.2% | +0.63% | Add |
| 14 | SBUX | Starbucks CORP | +0.2% | +2.14% | Add |
| 15 | DUK | Duke Energy CORP | +0.1% | +0.77% | Add |
| 16 | VZ | Verizon Communications Inc | +0.1% | +0.83% | Add |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +2.94% | Add |
| 18 | KVUE | Kenvue Inc | +0.1% | +3.53% | Add |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | New buy |
| 20 | BR | Broadridge Financial Solutio | +0.1% | +0.14% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +0.31% | Add |
| 22 | MA | Mastercard Inc - A | +0.1% | +0.12% | Add |
| 23 | WEC | Wec Energy Group Inc | +0.1% | +0.86% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.20% | Add |
| 25 | PSX | Phillips 66 | +0.1% | +0.99% | Add |
| 26 | UNP | Union Pacific CORP | +0.1% | +0.14% | Add |
| 27 | SYK | Stryker CORP | +0.1% | +0.72% | Add |
| 28 | CME | Cme Group Inc | +0.1% | -2.48% | Trim |
| 29 | BND | Vanguard Total Bond Market | 0% | +0.81% | Add |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 31 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.64% | Add |
| 32 | MUB | Ishares National Muni Bond E | -0.1% | -1.93% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.1% | -5.22% | Trim |
| 34 | USB | US Bancorp | -0.1% | +0.86% | Add |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.66% | Add |
| 36 | DHR | Danaher CORP | -0.2% | +0.40% | Add |
| 37 | HD | Home Depot Inc | -0.2% | +0.49% | Add |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -0.27% | Trim |
| 39 | BLK | Blackrock Inc | -0.2% | +0.39% | Add |
| 40 | ACN | Accenture plc | -0.3% | +0.96% | Add |
| 41 | AMZN | Amazon.com Inc | -0.4% | +0.48% | Add |
| 42 | MSFT | Microsoft CORP | -0.4% | +0.37% | Add |
| 43 | AMP | Ameriprise Financial Inc | -0.4% | +0.15% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.36% | Add |
| 45 | DFSEUR | Discover Financial Services | -0.5% | -24.40% | Trim |
| 46 | AAPL | Apple Inc | -0.5% | +0.40% | Add |
| 47 | CCI | Crown Castle Inc | -0.7% | EXIT | Sold out |
| 48 | MRK | Merck & Co. Inc. | -0.7% | -51.18% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1% | -95.97% | Trim |
| 50 | MCHP | Microchip Technology Inc | -1.2% | -87.10% | Trim |
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 88 disclosed positions in Q1 2025.
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 JPM, AAPL, AMP) accounted for 16.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
PH
市值: $8.0M
Top Position Liquidated / Trimmed
CCI
前期市值: $5.3M
During Q1 2025, Alley Investment Management Company, LLC's top holdings by market value included JPM (4.0%)、AAPL (3.8%)、AMP (3.4%). The largest single position, JPM, represented 4.0% of total portfolio value.
In Q1 2025, Alley Investment Management Company, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 1 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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