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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 $797,149,866
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 129,510 $31,768,803 3.99%
2.
Apple Inc.
 AAPL 135,005 $29,988,567 3.76%
3.
Ameriprise Financial Inc
 AMP 56,474 $27,339,628 3.43%
4.
Philip Morris International Inc.
 PM 162,687 $25,823,328 3.24%
5.
Paychex Inc
 PAYX 162,008 $24,994,594 3.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)