StockDriftsStockDriftsTop 50 Alley Investment Management Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 3.95% | 112.9K | $32.5M | -2.09%(-2.41K) | $151.72(+165.38%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.93% | 109.8K | $32.3M | -6.97%(-8.22K) | $148.10(+102.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.78% | 122.1K | $31.0M | -0.57%(-705) | $176.61(+69.23%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 3.32% | 165.1K | $27.3M | -4.90%(-8.50K) | $100.27(+87.41%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.18% | 126.2K | $26.1M | -0.95%(-1.21K) | $143.68(+29.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.01% | 66.7K | $24.7M | +7.55%(+4.69K) | $332.43(+21.89%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.97% | 112.3K | $24.4M | +0.03%(+32) | $151.32(+37.78%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.68% | 201.5K | $22.0M | +2.31%(+4.54K) | $120.87(-10.13%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.59% | 21.3K | $21.2M | -0.96%(-206) | $575.46(+79.52%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 2.52% | 85.2K | $20.7M | -1.01%(-872) | $254.43(+4.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.31% | +30.60% |
| Top 20 Holdings Unweighted | +9.75% | +32.19% |
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