Stock Taper

ALLEY INVESTMENT MANAGEMENT COMPANY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
Caterpillar Inc.CAT242$257.71K
UnitedHealth Group IncorporatedUNH580$241.03K
Seagate Technology Holdings plcSTX591$570.32K
Visa Inc.V820$281.33K
Illinois Tool Works Inc.ITW1.77K$478.46K
Exxon Mobil CorporationXOM1.8K$246.1K
Broadcom Inc.AVGO1.95K$735.1K
Salesforce, Inc.CRM2K$313.32K
Ameriprise Financial, Inc.AMP2.79K$1.28M
Polaris Inc.PII3.04K$208.02K
Walmart Inc.WMT3.25K$368.21K
Xcel Energy Inc.XEL3.54K$284.34K
Johnson & JohnsonJNJ3.77K$958.74K
Carlisle Companies IncorporatedCSL7.06K$2.56M
ASML Holding N.V.ASML7.3K$14.52M
Arthur J. Gallagher & Co.AJG9.81K$2.25M
Alphabet Inc.GOOG10.67K$3.77M
Eli Lilly and CompanyLLY12.87K$15.44M
Parker-Hannifin CorporationPH18K$17.61M