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CIK: 0001917618
Total reported value
$856.0M
$856.0M
88 檔
18.5%
During the Q3 2025 filing period, Alley Investment Management Company, LLC (CIK: 0001917618) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $856.0M across 88 reported positions.
In Q3 2025, Alley Investment Management Company, LLC displayed an active expansion posture, initiating 4 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.36% | +0.17% | -7.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.13% | +1.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.29% | -8.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.30% | +0.84% | +20.54% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 3.28% | +0.09% | +7.81% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.20% | +0.19% | +1.17% | |
| 7 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.96% | -1.42% | -2.38% | |
| 8 | BLK | Blackrock Inc | Stock-Financials | 2.83% | -0.13% | -4.36% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.58% | — | +1.22% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.55% | -0.07% | +1.09% | |
| 11 | PAYX | Paychex Inc | Stock-Tech | 2.43% | +0.02% | +2.34% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 2.38% | -0.09% | +10.81% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.21% | +0.14% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.32% | -0.46% | +0.27% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.30% | -0.79% | +10.99% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.24% | +0.32% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.25% | -0.31% | +1.53% | |
| 18 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.25% | -0.32% | +1.70% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.23% | -0.07% | +0.15% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 2.07% | -0.02% | -0.15% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.02% | -0.55% | +11.06% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.69% | -0.05% | +0.33% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.62% | -0.02% | +1.57% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.54% | -0.73% | +0.42% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.53% | +0.25% | +1.30% | |
| 26 | COF | Capital One Financial CORP | Stock-Financials | 1.52% | +0.03% | +2.12% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 1.50% | -0.10% | +2.03% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.47% | -0.12% | +0.14% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.44% | +0.26% | +25.09% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.02% | +0.39% | |
| 31 | BR | Broadridge Financial Solutio | Stock-Tech | 1.42% | — | +0.23% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 1.29% | +0.23% | +1.28% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 1.26% | -0.14% | +12.97% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.24% | -0.05% | -0.29% | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 1.20% | +0.08% | +2.43% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.06% | +1.70% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.36% | +0.34% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 1.15% | — | +1.18% | |
| 39 | SNA | Snap-on Inc | Stock-Industrials | 1.10% | — | +4.43% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.04% | -0.22% | +1.66% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 1.03% | — | — | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 1.02% | -0.04% | +0.52% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.14% | +0.02% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | +0.09% | -0.24% | |
| 45 | CME | Cme Group Inc | Stock-Financials | 0.92% | -0.46% | +86.00% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +1.05% | +2.16% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | -0.06% | +3.04% | |
| 48 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.79% | -0.08% | +36.53% | |
| 49 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.77% | -0.33% | — | |
| 50 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.69% | -0.72% | +1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | +20.54% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +0.32% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | +1.03% | Add |
| 4 | ETN | Eaton Corporation plc | +0.5% | +25.09% | Add |
| 5 | CME | Cme Group Inc | +0.4% | +86.00% | Add |
| 6 | MS | Morgan Stanley | +0.4% | +1.28% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -7.38% | Trim |
| 8 | LMT | Lockheed Martin CORP | +0.3% | +11.06% | Add |
| 9 | BLK | Blackrock Inc | +0.2% | -4.36% | Trim |
| 10 | PH | Parker Hannifin CORP | +0.2% | +2.43% | Add |
| 11 | WEC | Wec Energy Group Inc | +0.2% | +36.53% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | +1.17% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +0.14% | Trim |
| 14 | HD | Home Depot Inc | +0.1% | +1.22% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -1.30% | Trim |
| 16 | DUK | Duke Energy CORP | +0.1% | +12.97% | Add |
| 17 | UNP | Union Pacific CORP | +0.1% | +10.81% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.45% | Trim |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.02% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +2.16% | Add |
| 21 | PM | Philip Morris International | 0% | +7.81% | Add |
| 22 | INTU | Intuit Inc | 0% | +0.42% | Trim |
| 23 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.24% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.17% | Trim |
| 25 | VEA | Vanguard Ftse Developed ETF | 0% | -0.80% | Trim |
| 26 | SNA | Snap-on Inc | — | +4.43% | Add |
| 27 | PLD | Prologis Inc | 0% | +2.03% | Add |
| 28 | ITW | Illinois Tool Works | 0% | +1.18% | Add |
| 29 | CVX | Chevron CORP | -0.1% | +10.99% | Add |
| 30 | AAPL | Apple Inc | -0.1% | -8.32% | Trim |
| 31 | ABT | Abbott Laboratories | -0.1% | +1.53% | Add |
| 32 | LLY | Eli Lilly & Co | -0.2% | +0.34% | Add |
| 33 | PG | Procter & Gamble Co/the | -0.2% | +1.70% | Add |
| 34 | PSX | Phillips 66 | -0.2% | -25.82% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.39% | Trim |
| 36 | MA | Mastercard Inc - A | -0.3% | -0.15% | Trim |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | +0.15% | Trim |
| 38 | SBUX | Starbucks CORP | -0.3% | +1.30% | Add |
| 39 | AJG | Arthur J Gallagher & Co | -0.4% | +1.70% | Add |
| 40 | AMP | Ameriprise Financial Inc | -0.5% | -2.38% | Trim |
| 41 | KVUE | Kenvue Inc | -0.5% | -45.37% | Trim |
| 42 | PAYX | Paychex Inc | -0.7% | +2.34% | Add |
| 43 | NEE | Nextera Energy Inc | -1.1% | -64.02% | Trim |
| 44 | ACN | Accenture plc | — | EXIT | Sold out |
| 45 | COF | Capital One Financial CORP | — | NEW | New buy |
| 46 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 47 | NOW | Servicenow Inc | — | NEW | New buy |
| 48 | HSY | Hershey Co/the | — | NEW | New buy |
| 49 | T | At&t Inc | — | NEW | New buy |
| 50 | MRK | Merck & Co. Inc. | — | 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 88 disclosed positions in Q3 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, AAPL) accounted for 18.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $13.1M
Top Position Liquidated / Trimmed
ACN
前期市值: $17.7M
During Q3 2025, Alley Investment Management Company, LLC's top holdings by market value included JPM (4.4%)、MSFT (3.7%)、AAPL (3.7%). The largest single position, JPM, represented 4.4% of total portfolio value.
In Q3 2025, Alley Investment Management Company, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 17 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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