13F Insight
DOSSIER · 13F-HR · Q2 2026

Alley Investment Management Company, LLC

$856M in tracked AUM across 89 positions as of Q2 2026.

AI
CIK 0001917618 · last filed Jun 30, 2026
Total AUM
$856M
as of Q2 2026
Holdings
89
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Alley Investment Management Company, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$41M115K4.8%02
JPM
JPMORGAN CHASE & CO
$35M107K4.1%03
AAPL
APPLE INC
$35M120K4.1%04
PM
PHILIP MORRIS INTL INC
$29M162K3.4%05
ABBV
ABBVIE INC
$27M108K3.2%06
MSFT
MICROSOFT CORP
$25M66K2.9%07
LQD
ISHARES TR
$22M205K2.6%08
AMZN
AMAZON COM INC
$21M90K2.5%09
NVDA
NVIDIA CORPORATION
$21M105K2.5%10
UNP
UNION PAC CORP
$21M76K2.4%

Filing history

2026Q2Jun 30
$856M▲ 0.2%
89 positionsView →2025Q4Dec 31
$854M▼ 0.8%
90 positionsView →2025Q3Sep 30
$861M▲ 4.2%
88 positionsView →2025Q2Jun 30
$826M▲ 3.6%
85 positionsLocked2025Q1Mar 31
$797M▲ 0.8%
88 positionsLocked2024Q4Dec 31
$791M▲ 0.1%
84 positionsLocked2024Q3Sep 30
$790M▲ 7.8%
85 positionsLocked2024Q2Jun 30
$732M▲ 0.8%
85 positionsLocked2024Q1Mar 31
$727M▲ 6.2%
84 positionsLocked2023Q4Dec 31
$684M▲ 16.1%
81 positionsLocked2023Q3Sep 30
$589M▼ 4.9%
82 positionsLocked2023Q2Jun 30
$620M▲ 3.4%
81 positionsLocked
Showing 12 of 17