Alley Investment Management Company
Alley Investment Management Company reported 89 stocks worth $856M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are GOOGL (4.8%), JPM (4.1%) and AAPL (4.1%). Compared with Q1 2026, the fund opened new positions in ASML, SOXX and CAT, added to GOOGL, LQD and NVDA, trimmed JPM, AAPL and PM and sold out of RSP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $41M | 4.8% | 115K | +1,774 (+2%) | 8 of 8 | |
| 2 |  JPM Jpmorgan Chase & Co. | $35.1M | 4.1% | 107K | −2,462 (−2%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $34.8M | 4.1% | 120K | −1,695 (−1%) | 8 of 8 | |
| 4 |  PM Philip Morris Intl Inc | $29.2M | 3.4% | 162K | −3,506 (−2%) | 8 of 8 | |
| 5 |  ABBV Abbvie Inc | $27.1M | 3.2% | 108K | −4,711 (−4%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $24.7M | 2.9% | 66K | −620 (−1%) | 8 of 8 | |
| 7 |  LQD Ishares Iboxx Invt Grade | $22.4M | 2.6% | 205K | +3,557 (+2%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $21.4M | 2.5% | 90K | −676 (−1%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $21M | 2.5% | 105K | +838 (+1%) | 8 of 8 | |
| 10 |  UNP Union Pac Corp | $20.8M | 2.4% | 76K | −8,743 (−10%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RSP Invesco Exchange Traded FD T | $202K | 1,050 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alley Investment Management Company 13F FAQ
What does Alley Investment Management Company own?
Alley Investment Management Company reported 89 stocks worth $856M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are GOOGL (4.8%), JPM (4.1%) and AAPL (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Alley Investment Management Company buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 17 added to, 56 trimmed and 1 sold out. New positions include ASML, SOXX and CAT. It sold all of RSP.
When will Alley Investment Management Company file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alley Investment Management Company's portfolio worth?
The Q2 2026 filing reports $856M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.