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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 $684,370,493
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 136,642 $26,307,684 3.84%
2.
Microsoft Corp
 MSFT 63,009 $23,693,904 3.46%
3.
Jpmorgan Chase & Co
 JPM 134,179 $22,823,848 3.33%
4.
Ameriprise Financial Inc
 AMP 58,459 $22,204,482 3.24%
5.
Ishares Trust
 IEF 170,986 $18,921,347 2.76%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)