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Alley Investment Management Company, LLC - Portfolio Stock Holdings

Alley Investment Management Company, LLC disclosed 89 stock positions in a recent SEC 13F filing. $865,910,846 of stock holdings were filed, with the largest holdings including AAPL, GOOGL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $907,186,338 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

89

Est. Stock Holding Value:

$865,910,846

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Alley Investment Management Company, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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