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CIK: 0001917618
Total reported value
$856.0M
$856.0M
85 檔
17.9%
According to the latest 13F quarterly dataset, Alley Investment Management Company, LLC managed an equity portfolio of $856.0M at the end of Q2 2025, spanning 85 distinct U.S. exchange-listed positions.
Alley Investment Management Company, LLC executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.51% | +0.17% | -0.73% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | -0.13% | -0.51% | |
| 3 | PM | Philip Morris International | Stock-Consumer Staples | 3.56% | +0.09% | -0.84% | |
| 4 | AMP | Ameriprise Financial Inc | Stock-Financials | 3.44% | -1.42% | -5.73% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.29% | +0.22% | |
| 6 | PAYX | Paychex Inc | Stock-Tech | 2.84% | +0.02% | -0.33% | |
| 7 | BLK | Blackrock Inc | Stock-Financials | 2.78% | -0.13% | +0.20% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.64% | +0.19% | +0.99% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.59% | -0.07% | -4.45% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.58% | -0.46% | -0.30% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | +0.21% | -0.77% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.40% | — | +0.47% | |
| 13 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.38% | -0.32% | +0.91% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.35% | -0.31% | +0.16% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.31% | -0.07% | -4.60% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 2.18% | -0.09% | +0.09% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 2.14% | -0.02% | -7.16% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.84% | -0.88% | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.06% | — | +0.42% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.24% | +20.33% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.99% | -0.79% | +1.85% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 1.84% | -0.73% | -0.55% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.76% | -0.55% | -0.15% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.74% | -0.05% | -4.72% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.70% | +0.25% | +2.34% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.66% | -0.12% | +0.49% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.63% | -0.12% | -0.36% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 1.63% | -0.02% | -0.54% | |
| 29 | COF | Capital One Financial CORP | Stock-Financials | 1.55% | +0.03% | — | |
| 30 | BR | Broadridge Financial Solutio | Stock-Tech | 1.51% | — | -0.74% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.02% | -1.02% | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 1.41% | -0.10% | +2.12% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.29% | -0.05% | -4.32% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.06% | +0.57% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.36% | +0.52% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 1.18% | +0.23% | +10.60% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 1.15% | +0.26% | +0.08% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 1.13% | +0.08% | +1.54% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 1.13% | — | +0.53% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 1.11% | -0.14% | +1.09% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | -0.22% | +1.03% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 1.05% | -0.04% | -1.04% | |
| 43 | SNA | Snap-on Inc | Stock-Industrials | 0.99% | — | +0.33% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.97% | +0.09% | +0.12% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.95% | +0.14% | +0.14% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +1.05% | +1.29% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | -0.06% | +1.13% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.83% | -0.14% | +1.39% | |
| 49 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.80% | -0.72% | +0.67% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.79% | +0.05% | +1.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.6% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.8% | +20.33% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -0.51% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -0.73% | Trim |
| 5 | T | At&t Inc | +0.5% | NEW | New buy |
| 6 | INTU | Intuit Inc | +0.3% | -0.55% | Trim |
| 7 | PM | Philip Morris International | +0.3% | -0.84% | Trim |
| 8 | MS | Morgan Stanley | +0.3% | +10.60% | Add |
| 9 | ETN | Eaton Corporation plc | +0.2% | +0.08% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.77% | Trim |
| 11 | BLK | Blackrock Inc | +0.2% | +0.20% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.88% | Trim |
| 13 | PH | Parker Hannifin CORP | +0.1% | +1.54% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +1.29% | Add |
| 15 | CSL | Carlisle Cos Inc | +0.1% | +0.67% | Add |
| 16 | MCHP | Microchip Technology Inc | +0.1% | -0.03% | Trim |
| 17 | USB | US Bancorp | 0% | +1.91% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.28% | Trim |
| 19 | SYK | Stryker CORP | 0% | -0.36% | Trim |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.12% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | 0% | -1.93% | Trim |
| 22 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.19% | Add |
| 23 | COST | Costco Wholesale CORP | 0% | -0.30% | Trim |
| 24 | AMP | Ameriprise Financial Inc | 0% | -5.73% | Trim |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +0.14% | Add |
| 26 | LMT | Lockheed Martin CORP | — | -0.15% | Trim |
| 27 | ABT | Abbott Laboratories | 0% | +0.16% | Add |
| 28 | UNH | Unitedhealth Group Inc | 0% | EXIT | Sold out |
| 29 | DHR | Danaher CORP | -0.1% | -1.04% | Trim |
| 30 | KVUE | Kenvue Inc | -0.1% | +3.33% | Add |
| 31 | SNA | Snap-on Inc | -0.1% | +0.33% | Add |
| 32 | PLD | Prologis Inc | -0.1% | +2.12% | Add |
| 33 | AMGN | Amgen Inc | -0.1% | +1.13% | Add |
| 34 | LLY | Eli Lilly & Co | -0.1% | +0.52% | Add |
| 35 | PG | Procter & Gamble Co/the | -0.1% | +0.57% | Add |
| 36 | UNP | Union Pacific CORP | -0.1% | +0.09% | Add |
| 37 | BND | Vanguard Total Bond Market | -0.2% | -4.72% | Trim |
| 38 | SBUX | Starbucks CORP | -0.2% | +2.34% | Add |
| 39 | ACN | Accenture plc | -0.2% | +0.42% | Add |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -4.60% | Trim |
| 41 | MA | Mastercard Inc - A | -0.2% | -7.16% | Trim |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -4.45% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.02% | Trim |
| 44 | AJG | Arthur J Gallagher & Co | -0.3% | +0.91% | Add |
| 45 | PAYX | Paychex Inc | -0.3% | -0.33% | Trim |
| 46 | CVX | Chevron CORP | -0.4% | +1.85% | Add |
| 47 | AAPL | Apple Inc | -0.4% | +0.22% | Add |
| 48 | ABBV | Abbvie Inc | -0.4% | +0.99% | Add |
| 49 | MRK | Merck & Co. Inc. | -0.6% | EXIT | Sold out |
| 50 | DFSEUR | Discover Financial Services | -1.3% | 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 85 disclosed positions in Q2 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, MSFT, PM) accounted for 17.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $12.8M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $10.1M
During Q2 2025, Alley Investment Management Company, LLC's top holdings by market value included JPM (4.5%)、MSFT (3.7%)、PM (3.6%). The largest single position, JPM, represented 4.5% of total portfolio value.
In Q2 2025, Alley Investment Management Company, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 20 holdings, and fully liquidating 3 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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