ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PM | 174K | $27.84M |
 | T | 170K | $4.22M |
 | PAYX | 164K | $18.44M |
 | SBUX | 154K | $13.00M |
 | ABT | 144K | $18.04M |
 | KVUE | 141K | $2.43M |
 | VZ | 133K | $5.43M |
 | CVX | 127K | $19.41M |
 | AAPL | 123K | $33.39M |
 | JPM | 118K | $38.01M |
 | USB | 116K | $6.19M |
 | GOOGL | 115K | $36.09M |
 | ABBV | 112K | $25.65M |
 | PLD | 112K | $14.31M |
 | CSCO | 111K | $8.53M |
 | NVDA | 105K | $19.54M |
 | AMZN | 92K | $21.27M |
 | DUK | 87K | $10.25M |
 | UNP | 86K | $19.91M |
 | NEE | 71K | $5.67M |
Philip Morris International Inc.
PM
Shares Held
174K
Value
$27.84M
AT&T Inc.
T
Shares Held
170K
Value
$4.22M
Paychex, Inc.
PAYX
Shares Held
164K
Value
$18.44M
Starbucks Corporation
SBUX
Shares Held
154K
Value
$13.00M
Abbott Laboratories
ABT
Shares Held
144K
Value
$18.04M
Kenvue Inc.
KVUE
Shares Held
141K
Value
$2.43M
Verizon Communications Inc.
VZ
Shares Held
133K
Value
$5.43M
Chevron Corporation
CVX
Shares Held
127K
Value
$19.41M
Apple Inc.
AAPL
Shares Held
123K
Value
$33.39M
JPMorgan Chase & Co.
JPM
Shares Held
118K
Value
$38.01M
U.S. Bancorp
USB
Shares Held
116K
Value
$6.19M
Alphabet Inc.
GOOGL
Shares Held
115K
Value
$36.09M
AbbVie Inc.
ABBV
Shares Held
112K
Value
$25.65M
Prologis, Inc.
PLD
Shares Held
112K
Value
$14.31M
Cisco Systems, Inc.
CSCO
Shares Held
111K
Value
$8.53M
NVIDIA Corporation
NVDA
Shares Held
105K
Value
$19.54M
Amazon.com, Inc.
AMZN
Shares Held
92K
Value
$21.27M
Duke Energy Corporation
DUK
Shares Held
87K
Value
$10.25M
Union Pacific Corporation
UNP
Shares Held
86K
Value
$19.91M
NextEra Energy, Inc.
NEE
Shares Held
71K
Value
$5.67M