§ 13F · FUND PROFILE
Alley Investment Management Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $826.2T (13F)Positions · 85Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO. | 118K | $38.0T | 4.4% | −1% |
| 2 | GOOGL | ALPHABET INC | 115K | $36.1T | 4.2% | −2% |
| 3 | AAPL | APPLE INC | 123K | $33.4T | 3.9% | −1% |
| 4 | MSFT | MICROSOFT CORP | 62K | $30.0T | 3.5% | ±0% |
| 5 | PM | PHILIP MORRIS INTL INC | 174K | $27.8T | 3.3% | ±0% |
| 6 | ABBV | ABBVIE INC | 112K | $25.6T | 3.0% | −6% |
| 7 | AMP | AMERIPRISE FINL INC | 52K | $25.3T | 3.0% | −1% |
| 8 | BLK | BLACKROCK INC | 21K | $22.3T | 2.6% | −1% |
| 9 | LQD | ISHARES TR | 197K | $21.7T | 2.5% | ±0% |
| 10 | AMZN | AMAZON COM INC | 92K | $21.3T | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLEY SIGNAL
AC read
Alley Investment Management Company, LLC is a Other fund managing $826164.3 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed