Stock Taper

ALLEY INVESTMENT MANAGEMENT COMPANY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BlackRock, Inc.BLK19.12K$18.39M
Costco Wholesale CorporationCOST19.45K$18.2M
Berkshire Hathaway Inc.BRK-B20.69K$10.35M
Microchip Technology IncorporatedMCHP22.37K$2.04M
Amgen Inc.AMGN24.06K$8.71M
Lockheed Martin CorporationLMT24.72K$12.6M
Fastenal CompanyFAST25.05K$1.2M
Snap-on IncorporatedSNA25.36K$10.2M
RTX CorporationRTX25.82K$4.9M
Mastercard IncorporatedMA31.23K$16.04M
Intuit Inc.INTU33.13K$8.65M
Stryker CorporationSYK33.82K$10.65M
GE AerospaceGE37.02K$13.83M
Phillips 66PSX39.71K$6.71M
Altria Group, Inc.MO39.97K$2.88M
CME Group Inc.CME43.02K$9.5M
Danaher CorporationDHR44.14K$8.41M
Eaton Corporation plcETN45.22K$19.27M
The Home Depot, Inc.HD52.99K$18.69M
Capital One Financial CorporationCOF58.47K$11.73M