SEC Form 13F

Alley Investment Management Company, LLC 13F Holdings

Inspect Alley Investment Management Company, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-24T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-24
Reported value
$855,958,508
Positions
89

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Step 1 of 3

Disclosed positions

Alley Investment Management Company, LLC: source evidence dated 2026-07-24T03:59:59.999Z.

Issuer
ALPHABET INC
Ticker
GOOGL
Class
CAP STK CL A
Reported value
$40,973,543
Reported amount
114,653
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001917618-26-000003
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Step 3 of 3

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Disclosed positions

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ALPHABET INCGOOGLCAP STK CL A$40,973,543114,653SHNone
JPMORGAN CHASE & COJPMCOM$35,119,563107,291SHNone
APPLE INCAAPLCOM$34,848,081120,432SHNone
PHILIP MORRIS INTL INCPMCOM$29,229,109161,567SHNone
ABBVIE INCABBVCOM$27,068,412107,568SHNone
MICROSOFT CORPMSFTCOM$24,661,84466,114SHNone
ISHARES TRLQDIBOXX INV CP ETF$22,370,584205,103SHNone
AMAZON COM INCAMZNCOM$21,448,45589,991SHNone
NVIDIA CORPORATIONNVDACOM$21,041,285105,159SHNone
UNION PAC CORPUNPCOM$20,799,02476,467SHNone
CHEVRON CORPORATIONCVXCOM$20,422,461123,205SHNone
ISHARES TRIGSBISHS 1-5YR INVS$19,501,604372,097SHNone
PAYCHEX INCPAYXCOM$19,431,385197,614SHNone
EATON CORP PLCETNSHS$19,268,29445,218SHNone
HOME DEPOT INCHDCOM$18,689,92452,994SHNone
BLACKROCK INCBLKCOM$18,385,02719,120SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$18,197,76019,453SHNone
CISCO SYS INCCSCOCOM$17,951,529152,831SHNone
PARKER-HANNIFIN CORPPHCOM$17,610,07218,004SHNone
STARBUCKS CORPSBUXCOM$16,150,108158,040SHNone
MASTERCARD INCORPORATEDMACL A$16,041,78231,234SHNone
ELI LILLY & COLLYCOM$15,440,29912,873SHNone
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$15,054,923205,080SHNone
ISHARES TRMUBNATIONAL MUN ETF$14,671,619136,328SHNone
PROLOGIS INC.PLDCOM$14,571,153107,560SHNone
ASML HLDG NVASMLN Y REGISTRY SHS$14,516,9447,297SHNone
GE AEROSPACEGECOM NEW$13,833,61637,015SHNone
MORGAN STANLEYMSCOM NEW$13,648,84965,293SHNone
ABBOTT LABORATORIESABTCOM$13,195,878145,425SHNone
LOCKHEED MARTIN CORPLMTCOM$12,595,38024,723SHNone
CAPITAL ONE FINL CORPCOFCOM$11,729,44958,466SHNone
HERSHEY COHSYCOM$11,358,28264,738SHNone
DUKE ENERGY CORP NEWDUKCOM NEW$10,735,12384,809SHNone
STRYKER CORPORATIONSYKCOM$10,648,20433,821SHNone
ISHARES TRHYGIBOXX HI YD ETF$10,397,619130,019SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$10,352,06820,688SHNone
PROCTER & GAMBLE COPGCOM$10,339,73370,511SHNone
ISHARES TRIJRCORE S&P SCP ETF$10,301,17969,457SHNone
SNAP ON INCSNACOM$10,204,86425,360SHNone
ISHARES TRIJHCORE S&P MCP ETF$9,654,712125,207SHNone
CME GROUP INCCMECOM$9,499,00243,015SHNone
ISHARES TRSOXXISHARES SEMICDTR$8,916,81613,916SHNone
AMGEN INCAMGNCOM$8,711,88324,058SHNone
INTUITINTUCOM$8,647,71333,133SHNone
DANAHER CORP DELDHRCOM$8,407,21644,137SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$8,101,366135,724SHNone
WEC ENERGY GROUP INCWECCOM$7,626,94965,316SHNone
PHILLIPS 66PSXCOM$6,713,48339,713SHNone
US BANCORPUSBCOM NEW$6,636,027109,868SHNone
VERIZON COMMUNICATIONS INCVZCOM$6,444,402152,206SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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