Alley Investment Management Company, LLC holds a diversified book of 89 stocks worth $856.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed JPMorgan Chase & Co. Their largest long position is Alphabet Inc-CL A at 5% of the equity book. Cloning the disclosed picks since 2024 would be +13% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Alley Investment Management Company, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Alley Investment Management Company, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Alley Investment Management Company, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| FMR LLC | 80 / 80 | $736.4B |
| MORGAN STANLEY | 80 / 80 | $577.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $542.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $417.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $266.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $174.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $165.2B |
Ranked by how many of Alley Investment Management Company, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $41.0M | 114.7K | 4.8% | ▲+1.6% Added · +2K sh | |
| 2 | JPMorgan Chase & Co COM | $35.1M | 107.3K | 4.1% | ▼−2.2% Reduced · −2K sh | |
| 3 | Apple Inc COM | $34.8M | 120.4K | 4.1% | ▼−1.4% Reduced · −2K sh | |
| 4 | Philip Morris Intl Inc COM | $29.2M | 161.6K | 3.4% | ▼−2.1% Reduced · −4K sh | |
| 5 | Abbvie Inc COM | $27.1M | 107.6K | 3.2% | ▼−4.2% Reduced · −5K sh | |
| 6 | Microsoft Corp COM | $24.7M | 66.1K | 2.9% | ▼−0.9% Reduced · −620 sh | |
| 7 | Ishares TR IBOXX INV CP ETF | $22.4M | 205.1K | 2.6% | ▲+1.8% Added · +4K sh | |
| 8 | Amazon Com Inc COM | $21.4M | 90.0K | 2.5% | ▼−0.7% Reduced · −676 sh | |
| 9 | Nvidia Corporation COM | $21.0M | 105.2K | 2.5% | ▲+0.8% Added · +838 sh | |
| 10 | Union Pac Corp COM | $20.8M | 76.5K | 2.4% | ▼−10% Reduced · −9K sh | |
| 11 | Chevron Corporation COM | $20.4M | 123.2K | 2.4% | ▼−2.3% Reduced · −3K sh | |
| 12 | Ishares TR ISHS 1-5YR INVS | $19.5M | 372.1K | 2.3% | ▲+1.3% Added · +5K sh | |
| 13 | Paychex Inc COM | $19.4M | 197.6K | 2.3% | ▼−1.6% Reduced · −3K sh | |
| 14 | Eaton Corp PLC SHS | $19.3M | 45.2K | 2.3% | ▼−1.1% Reduced · −517 sh | |
| 15 | Home Depot Inc COM | $18.7M | 53.0K | 2.2% | ▼−2.5% Reduced · −1K sh | |
| 16 | BlackRock Inc COM | $18.4M | 19.1K | 2.1% | ▼−1.9% Reduced · −372 sh | |
| 17 | Costco Wholesale Corporation COM | $18.2M | 19.5K | 2.1% | ▼−8.7% Reduced · −2K sh | |
| 18 | Cisco Sys Inc COM | $18.0M | 152.8K | 2.1% | ▲+38% Added · +42K sh | |
| 19 | Parker-Hannifin Corp COM | $17.6M | 18.0K | 2.1% | ▼−1.0% Reduced · −181 sh | |
| 20 | Starbucks Corp COM | $16.2M | 158.0K | 1.9% | ▲+4.9% Added · +7K sh | |
| 21 | Mastercard Incorporated CL A | $16.0M | 31.2K | 1.9% | ▲+0.4% Added · +116 sh | |
| 22 | Eli Lilly & Co COM | $15.4M | 12.9K | 1.8% | ▼−0.1% Reduced · −8 sh | |
| 23 | Vanguard BD Index FDS TOTAL BND MRKT | $15.1M | 205.1K | 1.8% | ▲+1.6% Added · +3K sh | |
| 24 | Ishares TR NATIONAL MUN ETF | $14.7M | 136.3K | 1.7% | ▲+1.7% Added · +2K sh | |
| 25 | Prologis Inc. COM | $14.6M | 107.6K | 1.7% | ▼−3.7% Reduced · −4K sh | |
| 26 | ASML Hldg NV N Y REGISTRY SHS | $14.5M | 7.3K | 1.7% | ▲New New position | |
| 27 | Ge Aerospace COM NEW | $13.8M | 37.0K | 1.6% | ▲+0.4% Added · +133 sh | |
| 28 | Morgan Stanley COM NEW | $13.6M | 65.3K | 1.6% | ▼−3.7% Reduced · −3K sh | |
| 29 | Abbott Laboratories COM | $13.2M | 145.4K | 1.5% | ▼−1.8% Reduced · −3K sh | |
| 30 | Lockheed Martin Corp COM | $12.6M | 24.7K | 1.5% | ▼−9.7% Reduced · −3K sh | |
| 31 | Capital One Finl Corp COM | $11.7M | 58.5K | 1.4% | ▼−3.0% Reduced · −2K sh | |
| 32 | Hershey Co COM | $11.4M | 64.7K | 1.3% | ▼−1.0% Reduced · −660 sh | |
| 33 | Duke Energy Corp New COM NEW | $10.7M | 84.8K | 1.3% | ▼−2.7% Reduced · −2K sh | |
| 34 | Stryker Corporation COM | $10.6M | 33.8K | 1.2% | ▼−0.1% Reduced · −45 sh | |
| 35 | Ishares TR IBOXX HI YD ETF | $10.4M | 130.0K | 1.2% | ▼−0.1% Reduced · −146 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $10.4M | 20.7K | 1.2% | ▼−1.5% Reduced · −314 sh | |
| 37 | Procter & Gamble Co COM | $10.3M | 70.5K | 1.2% | ▼−2.3% Reduced · −2K sh | |
| 38 | Ishares TR CORE S&P SCP ETF | $10.3M | 69.5K | 1.2% | ▼−1.1% Reduced · −811 sh | |
| 39 | Snap On Inc COM | $10.2M | 25.4K | 1.2% | ▼−5.4% Reduced · −1K sh | |
| 40 | Ishares TR CORE S&P MCP ETF | $9.7M | 125.2K | 1.1% | ▼−1.0% Reduced · −1K sh | |
| 41 | Cme Group Inc COM | $9.5M | 43.0K | 1.1% | ▼−1.6% Reduced · −699 sh | |
| 42 | Ishares TR ISHARES SEMICDTR | $8.9M | 13.9K | 1.0% | ▲New New position | |
| 43 | Amgen Inc COM | $8.7M | 24.1K | 1.0% | ▼−5.0% Reduced · −1K sh | |
| 44 | Intuit COM | $8.6M | 33.1K | 1.0% | ▲+0.2% Added · +57 sh | |
| 45 | Danaher Corp Del COM | $8.4M | 44.1K | 1.0% | ▲+0.2% Added · +72 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $8.1M | 135.7K | 0.9% | ▲+0.5% Added · +682 sh | |
| 47 | Wec Energy Group Inc COM | $7.6M | 65.3K | 0.9% | ▼−5.0% Reduced · −3K sh | |
| 48 | Phillips 66 COM | $6.7M | 39.7K | 0.8% | ▼−4.6% Reduced · −2K sh | |
| 49 | US Bancorp COM NEW | $6.6M | 109.9K | 0.8% | ▼−4.7% Reduced · −5K sh | |
| 50 | Verizon Communications Inc COM | $6.4M | 152.2K | 0.8% | ▼−3.6% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 89 | $856.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 85 | $821.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 90 | $854.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 88 | $861.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 85 | $826.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 88 | $797.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 84 | $790.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 85 | $789.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.