Alley Investment Management Company, LLC holds a diversified book of 89 stocks worth $856.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-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.
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 the share of each fund's own book sitting in the names it shares with Alley Investment Management Company, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1917618/holdings"
Use Arkolith to show Alley Investment Management Company, LLC's latest holdings, largest changes, and filing provenance.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.