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Home > Institutional Investor > Alley Investment Management Company, Llc > Profile

Instuitional Investor - Alley Investment Management Company, Llc

Fund Profile
Filing Period:
Fund Name: Alley Investment Management Company, Llc
Portfolio Value $821,031,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 112,879 $32,459,485 3.95%
2.
Jpmorgan Chase & Co
 JPM 109,753 $32,284,942 3.93%
3.
Apple Inc.
 AAPL 122,127 $30,994,504 3.78%
4.
Philip Morris International Inc.
 PM 165,073 $27,293,191 3.32%
5.
Chevron Corp
 CVX 126,166 $26,103,745 3.18%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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