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CIK: 0001917618
Total reported value
$856.0M
$856.0M
85 檔
17.4%
As reported in its official Q1 2026 Form 13F filing, Alley Investment Management Company, LLC's tracked investment portfolio stood at $856.0M with 85 total positions.
In Q1 2026, Alley Investment Management Company, LLC adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.95% | +0.84% | -2.09% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.93% | +0.17% | -6.97% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.29% | -0.57% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 3.32% | +0.09% | -4.90% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 3.18% | -0.79% | -0.95% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.13% | +7.55% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.97% | +0.19% | +0.03% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.68% | -0.07% | +2.31% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.59% | -0.46% | -0.96% | |
| 10 | UNP | Union Pacific CORP | Stock-Industrials | 2.52% | -0.09% | -1.01% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.35% | -0.07% | +2.61% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.21% | -1.60% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 2.28% | -0.13% | -6.32% | |
| 14 | PAYX | Paychex Inc | Stock-Tech | 2.25% | +0.02% | +22.20% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | +0.24% | -0.46% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.18% | — | -0.56% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.02% | -0.55% | -20.80% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.99% | +0.26% | +8.39% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.98% | +0.08% | -5.60% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.89% | -0.02% | -0.61% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.85% | -0.31% | +2.87% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.81% | -0.05% | +3.20% | |
| 23 | PLD | Prologis Inc | Stock-Real Estate | 1.80% | -0.10% | -0.40% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.74% | -0.73% | +71.64% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.73% | -0.02% | +2.23% | |
| 26 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.66% | -0.33% | +83.47% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.64% | +0.25% | -2.38% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 1.57% | -0.46% | -0.18% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.57% | -1.42% | -43.67% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.44% | +0.36% | -0.61% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 1.39% | -0.14% | -0.30% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 1.36% | +0.23% | -1.02% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 1.36% | -0.12% | -0.46% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 1.34% | +0.03% | -0.36% | |
| 35 | GE | General Electric | Stock-Industrials | 1.27% | +0.35% | +118.29% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.06% | +10.40% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.26% | -0.05% | +0.76% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.02% | -13.91% | |
| 39 | SNA | Snap-on Inc | Stock-Industrials | 1.19% | — | -0.55% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 1.08% | -0.06% | -0.84% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | +0.14% | -1.24% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 1.05% | +1.05% | +0.36% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.09% | -1.01% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 1.02% | -0.04% | +0.05% | |
| 45 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.02% | -0.72% | +39.47% | |
| 46 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.97% | -0.08% | +16.19% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.97% | -0.22% | +18.42% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.92% | -0.14% | -1.29% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | +0.06% | +37.61% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.80% | -0.12% | -0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | -0.95% | Trim |
| 2 | HSY | Hershey Co/the | +0.9% | +83.47% | Add |
| 3 | GE | General Electric | +0.7% | +118.29% | Add |
| 4 | RTX | Rtx CORP | +0.6% | +1440.34% | Add |
| 5 | ETN | Eaton Corporation plc | +0.4% | +8.39% | Add |
| 6 | COST | Costco Wholesale CORP | +0.4% | -0.96% | Trim |
| 7 | CSL | Carlisle Cos Inc | +0.4% | +39.47% | Add |
| 8 | VZ | Verizon Communications Inc | +0.3% | +18.42% | Add |
| 9 | PSX | Phillips 66 | +0.3% | -1.29% | Trim |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +37.61% | Add |
| 11 | T | At&t Inc | +0.3% | +25.28% | Add |
| 12 | INTU | Intuit Inc | +0.3% | +71.64% | Add |
| 13 | WEC | Wec Energy Group Inc | +0.2% | +16.19% | Add |
| 14 | DUK | Duke Energy CORP | +0.2% | -0.30% | Trim |
| 15 | UNP | Union Pacific CORP | +0.2% | -1.01% | Trim |
| 16 | PG | Procter & Gamble Co/the | +0.2% | +10.40% | Add |
| 17 | CME | Cme Group Inc | +0.2% | -0.18% | Trim |
| 18 | NEE | Nextera Energy Inc | +0.1% | -0.28% | Trim |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +2.31% | Add |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +2.61% | Add |
| 21 | SBUX | Starbucks CORP | +0.1% | -2.38% | Trim |
| 22 | PLD | Prologis Inc | +0.1% | -0.40% | Trim |
| 23 | BND | Vanguard Total Bond Market | +0.1% | +3.20% | Add |
| 24 | AMGN | Amgen Inc | +0.1% | -0.84% | Trim |
| 25 | SNA | Snap-on Inc | +0.1% | -0.55% | Trim |
| 26 | MUB | Ishares National Muni Bond E | +0.1% | +2.23% | Add |
| 27 | PAYX | Paychex Inc | +0.1% | +22.20% | Add |
| 28 | PM | Philip Morris International | +0.1% | -4.90% | Trim |
| 29 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.24% | Trim |
| 30 | LMT | Lockheed Martin CORP | +0.1% | -20.80% | Trim |
| 31 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 32 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -1.01% | Trim |
| 33 | CSCO | Cisco Systems Inc | +0.1% | +0.36% | Add |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | +0.25% | Add |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +0.76% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | +4.64% | Add |
| 37 | FAST | Fastenal Co | 0% | — | Unchanged |
| 38 | USB | US Bancorp | 0% | -0.70% | Trim |
| 39 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 40 | DVY | Ishares Select Dividend ETF | 0% | +0.19% | Add |
| 41 | IWM | Ishares Russell 2000 ETF | 0% | -1.94% | Trim |
| 42 | WMT | Walmart Inc | 0% | -3.45% | Trim |
| 43 | MCHP | Microchip Technology Inc | 0% | — | Unchanged |
| 44 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 45 | IWR | Ishares Russell Mid-cap ETF | 0% | -1.39% | Trim |
| 46 | ICSH | Ishares Ultra Short Duration | 0% | — | Unchanged |
| 47 | SCHA | Schwab US Small-cap ETF | 0% | -2.17% | Trim |
| 48 | PH | Parker Hannifin CORP | — | -5.60% | Trim |
| 49 | PII | Polaris Inc | — | -14.43% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | — | -0.30% | 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 85 disclosed positions in Q1 2026.
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 GOOGL, JPM, AAPL) accounted for 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
STX
市值: $246.4K
Top Position Liquidated / Trimmed
BR
前期市值: $11.5M
During Q1 2026, Alley Investment Management Company, LLC's top holdings by market value included GOOGL (4.0%)、JPM (3.9%)、AAPL (3.8%). The largest single position, GOOGL, represented 4.0% of total portfolio value.
In Q1 2026, Alley Investment Management Company, LLC made 81 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 48 holdings, and fully liquidating 6 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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