Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alley Investment Management Company, LLC (CIK 1917618) reported $821.0M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($32.5M, 3.95%), JPM ($32.3M, 3.93%), AAPL ($31.0M, 3.78%), PM ($27.3M, 3.32%), CVX ($26.1M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $32.5M | 3.95% | 112,879 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $32.3M | 3.93% | 109,753 | Trimmed |
| 3 | AAPL | APPLE INC | $31.0M | 3.78% | 122,127 | Trimmed |
| 4 | PM | PHILIP MORRIS INTL INC | $27.3M | 3.32% | 165,073 | Trimmed |
| 5 | CVX | CHEVRON CORPORATION | $26.1M | 3.18% | 126,166 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $24.7M | 3.01% | 66,734 | Added |
| 7 | ABBV | ABBVIE INC | $24.4M | 2.97% | 112,279 | Added |
| 8 | LQD | ISHARES TR | $22.0M | 2.68% | 201,546 | Added |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $21.2M | 2.59% | 21,315 | Trimmed |
| 10 | UNP | UNION PAC CORP | $20.7M | 2.52% | 85,210 | Trimmed |
| 11 | IGSB | ISHARES TR | $19.3M | 2.35% | 367,448 | Added |
| 12 | AMZN | AMAZON COM INC | $18.9M | 2.30% | 90,667 | Trimmed |
| 13 | BLK | BLACKROCK INC | $18.7M | 2.28% | 19,492 | Trimmed |
| 14 | PAYX | PAYCHEX INC | $18.5M | 2.25% | 200,847 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $18.2M | 2.22% | 104,321 | Trimmed |
| 16 | HD | HOME DEPOT INC | $17.9M | 2.18% | 54,342 | Trimmed |
| 17 | LMT | LOCKHEED MARTIN CORP | $16.5M | 2.02% | 27,378 | Trimmed |
| 18 | ETN | EATON CORP PLC | $16.4M | 1.99% | 45,735 | Added |
| 19 | PH | PARKER-HANNIFIN CORP | $16.3M | 1.98% | 18,185 | Trimmed |
| 20 | MA | MASTERCARD INCORPORATED | $15.5M | 1.89% | 31,118 | Trimmed |
| 21 | ABT | ABBOTT LABORATORIES | $15.2M | 1.85% | 148,107 | Added |
| 22 | BND | VANGUARD BD INDEX FDS | $14.9M | 1.81% | 201,923 | Added |
| 23 | PLD | PROLOGIS INC. | $14.8M | 1.80% | 111,661 | Trimmed |
| 24 | INTU | INTUIT | $14.3M | 1.74% | 33,076 | Added |
| 25 | MUB | ISHARES TR | $14.2M | 1.73% | 134,039 | Added |
Source: SEC Form 13F filings · as of 2026-03-31