Alley Investment Management Company, LLC

RIA/Wealth

Alley Investment Management Company, LLC is a RIA/Wealth based in Lake Forest, IL led by Steven James Alley, managing $861.2M across 88 long positions as of Q3 2025 with JPM as the largest holding (4% allocation).

FounderSteven James Alley

Portfolio Value: $861.2M
Positions: 88
Top Holding: JPM at 4.36%
Last Reported: Q3 2025

Address272 Market Square, Suite 214, Lake Forest, IL, 60045, United States

Top Holdings

Largest long holdings in Alley Investment Management Company, LLC's portfolio (32.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Chase JPM	Banks - Diversified Financial Services	$37.6M	4.36%	-$3.0M Sold	0.00% 119.1K shares	Q1 2022 Held for 3y 8m
2 Microsoft MSFT	Software - Infrastructure Technology	$32.1M	3.73%	+$327.3K Bought	0.00% 62.0K shares	Q1 2022 Held for 3y 8m
3 Apple AAPL	Consumer Electronics Technology	$31.6M	3.67%	-$2.9M Sold	0.00% 124.0K shares	Q1 2022 Held for 3y 8m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$28.5M	3.30%	+$4.8M Bought	0.00% 117.0K shares	Q1 2022 Held for 3y 8m
5 Philip Morris International PM	Tobacco Consumer Defensive	$28.2M	3.28%	+$2.0M Bought	0.01% 173.9K shares	Q1 2022 Held for 3y 8m
6 AbbVie ABBV	Drug Manufacturers - General Healthcare	$27.6M	3.20%	+$317.9K Bought	0.01% 119.1K shares	Q1 2022 Held for 3y 8m
7 Ameriprise Financial AMP	Asset Management Financial Services	$25.5M	2.96%	-$622.9K Sold	0.06% 52.0K shares	Q1 2022 Held for 3y 8m
8 Blackrock BLK	Asset Management Financial Services	$24.4M	2.83%	-$1.1M Sold	0.01% 20.9K shares	Q1 2022 Held for 3y 8m
9 Home Depot HD	Home Improvement Consumer Cyclical	$22.2M	2.58%	+$266.6K Bought	0.01% 54.8K shares	Q1 2022 Held for 3y 8m
10 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$22.0M	2.55%	+$238.2K Bought	— 197.4K shares	Q1 2022 Held for 3y 8m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Alley Investment Management Company, LLC's latest filing

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GthenC

Market Value

$861.2M

Prior: $826.2M

Q/Q Change

+4.24%

+$35.0M

Net Flows % of MV

+0.44%

Turnover Ratio

4.92%

New Purchases

3 stocks

$15.7M

Added To

44 stocks

+$28.4M

Sold Out Of

2 stocks

$17.3M

Reduced Holdings

26 stocks

-$22.9M

Increased Positions

Position	Shares Δ	Change
1 ServiceNow NOW	New	0 → 9.6K +$8.8M
2 Hershey HSY	New	0 → 35.5K +$6.6M
3 Schwab U.S. Small-Cap ETF SCHA	New	0 → 7.4K +$206.3K
4 CME Group CME	+86.0%	15.7K → 29.2K +$3.7M
5 WEC Energy Group WEC	+36.53%	43.6K → 59.5K +$1.8M

Decreased Positions

Position	Shares Δ	Change
1 Accenture ACN	Sold	56.9K → 0 −$17.0M
2 Kimberly-Clark KMB	Sold	2.2K → 0 −$286.5K
3 Nextra Energy NEE	-64.02%	197.8K → 71.2K −$9.6M
4 Kenvue KVUE	-45.37%	272.4K → 148.8K −$2.0M
5 Phillips 66 PSX	-25.82%	57.3K → 42.5K −$2.0M