Alley Investment Management Company, LLC
•CIK: 1917618•Filing: Q4 2025
**Alley Investment Management Company, LLC** manages $854M across a diversified portfolio of 90 positions. The fund maintains significant exposure to mega-cap technology and financial institutions, evidenced by top holdings including JPM ($38.0M), GOOGL ($36.1M), and AAPL ($33.4M). Notable allocations also include MSFT ($30.0M) and a substantial position in 4I1 ($27.8M). This concentration suggests a strategy focused on established market leaders and high-conviction sector bets.
Total AUM
$854.4M
QoQ Performance
-0.8%
Positions
72
Top 10 Concentration
32.9%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM4.4%
GOOGL4.2%
AAPL3.9%
MSFT3.5%
PM3.3%
ABBV3.0%
AMP3.0%
BLK2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.3%
Technology17.0%
Financial13.0%
Healthcare9.0%
Consumer8.4%
Industrial4.9%
Consumer Staples3.5%
Energy2.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑9 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022