StockDriftsStockDriftsTop 50 Alley Investment Management Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 4.79% | 114.7K | $41.0M | +1.57%(+1.77K) | $153.93(+128.32%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.1% | 107.3K | $35.1M | -2.24%(-2.46K) | $148.10(+144.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.07% | 120.4K | $34.8M | -1.39%(-1.70K) | $176.61(+73.64%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 3.41% | 161.6K | $29.2M | -2.12%(-3.51K) | $100.27(+85.51%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.16% | 107.6K | $27.1M | -4.20%(-4.71K) | $151.32(+64.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.88% | 66.1K | $24.7M | -0.93%(-620) | $332.43(+51.24%) | 2026-06-30 | |
| LQD | ISHARES TR | 2.61% | 205.1K | $22.4M | +1.76%(+3.56K) | $120.66(-11.95%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.51% | 90.0K | $21.4M | -0.75%(-676) | $158.89(+73.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.46% | 105.2K | $21.0M | +0.80%(+838) | $116.34(+89.50%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 2.43% | 76.5K | $20.8M | -10.26%(-8.74K) | $254.43(+15.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.94% | +36.56% | — | — | +26.63% |
| Top 20 Holdings Unweighted | +11.00% | +36.76% | — | — | +27.87% |
Alley Investment Management Company, LLC reports $855.96M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (4.8%), JPM (4.1%) and AAPL (4.1%). The top 20 holdings account for 54.12% of reported assets. Its disclosed equity book has returned +36.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alley Investment Management Company, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1917618). View Alley Investment Management Company, LLC’s 13F filings on SEC