EdgeMarket › What Alley Investment Management Company, Llc reported owning
What Alley Investment Management Company, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
821.0MPositions
85Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 32.5M | 4.0% | 112.9K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 32.3M | 3.9% | 109.8K | 351.58 | +20.3% |
| AAPL Apple Inc. | 31.0M | 3.8% | 122.1K | 309.35 | +36.9% |
| PM Philip Morris International Inc. | 27.3M | 3.3% | 165.1K | 188.23 | +8.9% |
| CVX CHEVRON CORP | 26.1M | 3.2% | 126.2K | 205.27 | +34.0% |
| MSFT MICROSOFT CORP | 24.7M | 3.0% | 66.7K | 483.24 | -4.4% |
| ABBV AbbVie Inc. | 24.4M | 3.0% | 112.3K | 264.96 | +26.7% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 22.0M | 2.7% | 201.5K | 105.92 | -3.5% |
| COST COSTCO WHOLESALE CORP /NEW | 21.2M | 2.6% | 21.3K | 947.74 | -4.7% |
| UNP UNION PACIFIC CORP | 20.7M | 2.5% | 85.2K | 308.05 | +36.5% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 19.3M | 2.4% | 367.4K | 52.11 | -1.4% |
| AMZN AMAZON COM INC | 18.9M | 2.3% | 90.7K | 258.63 | +15.6% |
| BLK BlackRock, Inc. | 18.7M | 2.3% | 19.5K | 1,156.55 | +2.5% |
| PAYX PAYCHEX INC | 18.5M | 2.3% | 200.8K | 124.47 | -10.4% |
| NVDA NVIDIA CORP | 18.2M | 2.2% | 104.3K | 214.72 | +22.4% |
| HD HOME DEPOT, INC. | 17.9M | 2.2% | 54.3K | 335.61 | -16.5% |
| LMT LOCKHEED MARTIN CORP | 16.5M | 2.0% | 27.4K | 563.57 | +26.4% |
| ETN Eaton Corp plc | 16.4M | 2.0% | 45.7K | 419.20 | +21.1% |
| PH Parker-Hannifin Corp | 16.3M | 2.0% | 18.2K | 1,001.74 | +34.8% |
| MA Mastercard Inc | 15.5M | 1.9% | 31.1K | 580.63 | -2.0% |
| ABT ABBOTT LABORATORIES | 15.2M | 1.9% | 148.1K | 116.64 | -11.9% |
| BND Vanguard Total Bond Market ETF | 14.9M | 1.8% | 201.9K | 72.23 | -1.8% |
| PLD Prologis, Inc. | 14.8M | 1.8% | 111.7K | 141.80 | +28.7% |
| INTU INTUIT INC. | 14.3M | 1.7% | 33.1K | 367.00 | -47.5% |
| MUB iShares National Muni Bond ETF | 14.2M | 1.7% | 134.0K | 105.34 | +1.2% |
| HSY HERSHEY CO | 13.6M | 1.7% | 65.4K | 186.46 | +2.7% |
| SBUX STARBUCKS CORP | 13.5M | 1.6% | 150.7K | 107.08 | +19.6% |
| CME CME GROUP INC. | 12.9M | 1.6% | 43.7K | 274.98 | +0.1% |
| AMP AMERIPRISE FINANCIAL INC | 12.9M | 1.6% | 29.0K | 555.59 | +9.9% |
| LLY ELI LILLY & Co | 11.8M | 1.4% | 12.9K | 1,255.40 | +78.0% |
| DUK Duke Energy CORP | 11.4M | 1.4% | 87.1K | 119.85 | -3.7% |
| MS MORGAN STANLEY | 11.2M | 1.4% | 67.8K | 214.20 | +48.6% |
| SYK STRYKER CORP | 11.1M | 1.4% | 33.9K | 329.45 | -15.9% |
| COF CAPITAL ONE FINANCIAL CORP | 11.0M | 1.3% | 60.3K | 217.91 | +1.5% |
| GE GENERAL ELECTRIC CO | 10.5M | 1.3% | 36.9K | 348.37 | +30.7% |
| PG PROCTER & GAMBLE Co | 10.4M | 1.3% | 72.1K | 144.68 | -9.3% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 10.4M | 1.3% | 130.2K | 79.61 | -0.9% |
| unmapped CUSIP 084670702 | 10.1M | 1.2% | 21.0K | — | — |
| SNA Snap-on Inc | 9.7M | 1.2% | 26.8K | 393.39 | +21.7% |
| AMGN AMGEN INC | 8.9M | 1.1% | 25.3K | 439.33 | +48.2% |
| IJR iShares Core S&P Small-Cap ETF | 8.7M | 1.1% | 70.3K | 147.31 | +29.0% |
| CSCO CISCO SYSTEMS, INC. | 8.6M | 1.1% | 111.1K | 111.04 | +65.5% |
| IJH iShares Core S&P Mid-Cap ETF | 8.5M | 1.0% | 126.5K | 76.77 | +20.8% |
| DHR DANAHER CORP /DE/ | 8.4M | 1.0% | 44.1K | 218.85 | +3.5% |
| CSL CARLISLE COMPANIES INC | 8.3M | 1.0% | 25.0K | 367.68 | -4.2% |
| WEC WEC ENERGY GROUP, INC. | 8.0M | 1.0% | 68.8K | 106.01 | -2.7% |
| VZ VERIZON COMMUNICATIONS INC | 7.9M | 1.0% | 157.9K | 49.45 | +9.7% |
| PSX Phillips 66 | 7.6M | 0.9% | 41.6K | 242.87 | +96.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 7.3M | 0.9% | 135.0K | 60.45 | +17.7% |
| NEE NEXTERA ENERGY INC | 6.5M | 0.8% | 70.4K | 83.65 | +9.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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