ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMGN | 26K | $7.28M |
 | FAST | 25K | $1.23M |
 | BRK-B | 25K | $12.33M |
 | MCHP | 23K | $1.50M |
 | COST | 22K | $19.95M |
 | BLK | 21K | $24.40M |
 | INTU | 19K | $13.24M |
 | CSL | 18K | $5.91M |
 | PH | 14K | $10.37M |
 | LLY | 13K | $10.00M |
 | GOOG | 11K | $2.79M |
 | NOW | 10K | $8.83M |
 | PII | 5K | $292.90K |
 | JNJ | 4K | $709.23K |
 | XEL | 4K | $305.42K |
 | WMT | 3K | $347.00K |
 | CRM | 2K | $474.00K |
 | AVGO | 2K | $654.87K |
 | XOM | 2K | $202.95K |
 | RTX | 2K | $291.15K |
Amgen Inc.
AMGN
Shares Held
26K
Value
$7.28M
Fastenal Company
FAST
Shares Held
25K
Value
$1.23M
Berkshire Hathaway Inc.
BRK-B
Shares Held
25K
Value
$12.33M
Microchip Technology Incorporated
MCHP
Shares Held
23K
Value
$1.50M
Costco Wholesale Corporation
COST
Shares Held
22K
Value
$19.95M
BlackRock, Inc.
BLK
Shares Held
21K
Value
$24.40M
Intuit Inc.
INTU
Shares Held
19K
Value
$13.24M
Carlisle Companies Incorporated
CSL
Shares Held
18K
Value
$5.91M
Parker-Hannifin Corporation
PH
Shares Held
14K
Value
$10.37M
Eli Lilly and Company
LLY
Shares Held
13K
Value
$10.00M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.79M
ServiceNow, Inc.
NOW
Shares Held
10K
Value
$8.83M
Polaris Inc.
PII
Shares Held
5K
Value
$292.90K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$709.23K
Xcel Energy Inc.
XEL
Shares Held
4K
Value
$305.42K
Walmart Inc.
WMT
Shares Held
3K
Value
$347.00K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$474.00K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$654.87K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$202.95K
RTX Corporation
RTX
Shares Held
2K
Value
$291.15K