Alley Investment Management Company, LLC
CIK 1917618
13F filing for Q2 2026・No. 2,842
- Holdings
- US$855.96M
- Quarter change
- +US$34.93M
- Entries
- 89
- Net bought (estimate)
- −US$7.95M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 1
- Cut 58
- Added 16
- Corporate actions 0
- Unchanged 10
Largest holdings
89 stocks worth US$855.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Added | 114,653 | US$40.97M | 4.79% |
| JPMJPMORGAN CHASE & COCOM | Cut | 107,291 | US$35.12M | 4.10% |
| AAPLAppleCOM | Cut | 120,432 | US$34.85M | 4.07% |
| PMPHILIP MORRIS INTL INCCOM | Cut | 161,567 | US$29.23M | 3.41% |
| ABBVABBVIE INCCOM | Cut | 107,568 | US$27.07M | 3.16% |
| MSFTMicrosoftCOM | Cut | 66,114 | US$24.66M | 2.88% |
| LQDISHARES TRIBOXX INV CP ETF | Added | 205,103 | US$22.37M | 2.61% |
| AMZNAmazonCOM | Cut | 89,991 | US$21.45M | 2.51% |
| NVDANvidiaCOM | Added | 105,159 | US$21.04M | 2.46% |
| UNPUNION PAC CORPCOM | Cut | 76,467 | US$20.8M | 2.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.