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AIMC
Alley Investment Management Company Portfolio holdings
AUM
$856M
1-Year Est. Return
15.11%
This Fund
S&P 500
This Quarter
Est. Return
+4.86%
1 Year Est. Return
+15.11%
3 Year Est. Return
+54.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$861M
AUM Growth
+$35M
(+4.2%)
Cap. Flow
+$3.52M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
32.47%
Holding
90
New
5
Increased
44
Reduced
26
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ServiceNow
NOW
|
+$8.96M |
| 2 |
Hershey
HSY
|
+$6.45M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$4.18M |
| 4 |
CME Group
CME
|
+$3.68M |
| 5 |
Eaton
ETN
|
+$2.42M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$17M |
| 2 |
NextEra Energy
NEE
|
+$9.25M |
| 3 |
JPMorgan Chase
JPM
|
+$2.82M |
| 4 |
Apple
AAPL
|
+$2.54M |
| 5 |
Kenvue
KVUE
|
+$2.52M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.43% |
| 2 | Technology | 17.3% |
| 3 | Industrials | 10.17% |
| 4 | Healthcare | 10.05% |
| 5 | Consumer Staples | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$671B
| $383K | 0.04% |
1,122
-41
| -4% | -$14.2K |
|
77
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
| $375K | 0.04% |
7,393
| – | – |
|
78
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $361K | 0.04% |
15,402
+485
| +3% | +$11.3K |
|
79
Walmart Inc
WMT
$923B
| $347K | 0.04% |
3,367
| – | – |
|
80
Xcel Energy
XEL
$49.1B
| $305K | 0.04% |
3,787
-903
| -19% | -$65.3K |
|
81
Polaris
PII
$3.9B
| $293K | 0.03% |
5,039
-252
| -5% | -$13.6K |
|
82
RTX Corp
RTX
$300B
| $291K | 0.03% |
1,740
| – | – |
|
83
Schwab US Broad Market ETF
SCHB
$44.9B
| $255K | 0.03% |
9,936
-750
| -7% | -$18.6K |
|
84
Invesco QQQ Trust
QQQ
$481B
| $222K | 0.03% |
370
| – | – |
|
85
lululemon athletica
LULU
$13.7B
| $214K | 0.02% |
1,200
| – | – |
|
86
Schwab U.S Small- Cap ETF
SCHA
$23.3B
| $206K | 0.02% |
+7,396
| New | +$198K |
|
87
UnitedHealth
UNH
$364B
| $204K | 0.02% |
+591
| New | +$179K |
|
88
ExxonMobil
XOM
$657B
| $203K | 0.02% |
+1,800
| New | +$200K |
|
|
89
Accenture
ACN
$110B
| – | – |
-56,944
| Closed | -$17M |
|
90
Kimberly-Clark
KMB
$36.2B
| – | – |
-2,222
| Closed | -$286K |
|
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Alley Investment Management Company's Q3 2025 Portfolio in Review
As of Q3 2025, Alley Investment Management Company held 90 positions worth $861M, up 4.2% from $826M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Alley Investment Management Company's Q3 2025 filing shows 5 new, 44 increased, 26 reduced and 2 closed positions. Its largest new stake was ServiceNow: 47,965 shares worth $8.83M. The largest sale was Accenture, an estimated $17M.
By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 21% a quarter earlier, followed by Technology and Industrials.
- Alley Investment Management Company's largest Q3 2025 buy was ServiceNow: 47,965 shares worth $8.83M.
- Alley Investment Management Company added most to Alphabet (Google) Class A in Q3 2025, an estimated $4.18M increase.
- Alley Investment Management Company's biggest Q3 2025 reduction was NextEra Energy, cutting an estimated $9.25M.
- Alley Investment Management Company fully exited Accenture in Q3 2025, selling an estimated $17M.
- Alley Investment Management Company's ten largest holdings make up 32% of its $861M portfolio in Q3 2025.
- Alley Investment Management Company opened 5 new positions and closed 2 in Q3 2025.
- Alley Investment Management Company's portfolio value rose 4.2% quarter-over-quarter to $861M.
Based on Alley Investment Management Company's 13F filing for Q3 2025, filed 24 Oct 2025.