Alley Investment Management Company, LLC

**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.

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