Alley Investment Management Company, LLC: 13F holdings
CIK 19176182026Q2
| Positions | 89 |
|---|
| Reported value | $856.0m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 89 (+4 vs prior quarter) |
|---|
| Reported value | $856.0m (+4.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 114,653 | $41.0m | 4.8% |
| JPM JPMORGAN CHASE & CO | 107,291 | $35.1m | 4.1% |
| AAPL APPLE INC | 120,432 | $34.8m | 4.1% |
| PM PHILIP MORRIS INTL INC | 161,567 | $29.2m | 3.4% |
| ABBV ABBVIE INC | 107,568 | $27.1m | 3.2% |
| MSFT MICROSOFT CORP | 66,114 | $24.7m | 2.9% |
| LQD ISHARES TR | 205,103 | $22.4m | 2.6% |
| AMZN AMAZON COM INC | 89,991 | $21.4m | 2.5% |
| NVDA NVIDIA CORPORATION | 105,159 | $21.0m | 2.5% |
| UNP UNION PAC CORP | 76,467 | $20.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1917618")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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