88 is the total number of securities Alley Investment Management Company, LLC has owned. The longest Alley Investment Management Company, LLC has owned a single stock is 7 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AAPL | Apple Inc | 7 | 7 | 2.85% | 3.54% | 4.06% | Q1 2022 | Q3 2023 | 7 |
| ABBV | AbbVie Inc | 7 | 7 | 2.52% | 3.03% | 3.31% | Q1 2022 | Q3 2023 | 7 |
| PAYX | Paychex Inc | 7 | 7 | 2.71% | 3.01% | 3.28% | Q1 2022 | Q3 2023 | 7 |
| LQD | iShares iBoxx Inv Gr C... | 7 | 7 | 2.71% | 2.93% | 3.26% | Q1 2022 | Q3 2023 | 7 |
| MSFT | Microsoft Corp | 7 | 7 | 2.41% | 2.93% | 3.32% | Q1 2022 | Q3 2023 | 7 |
| AMP | Ameriprise Financial Inc | 7 | 7 | 2.49% | 2.87% | 3.18% | Q1 2022 | Q3 2023 | 7 |
| JPM | JPMorgan Chase & Co | 7 | 7 | 2.59% | 2.81% | 3.12% | Q1 2022 | Q3 2023 | 7 |
| IGSB | iShares Short-Term Cor... | 7 | 7 | 2.61% | 2.79% | 3.10% | Q1 2022 | Q3 2023 | 7 |
| CVX | Chevron Corp | 7 | 7 | 2.50% | 2.68% | 2.94% | Q1 2022 | Q3 2023 | 7 |
| UNP | Union Pacific Corp | 7 | 7 | 2.36% | 2.62% | 3.11% | Q1 2022 | Q3 2023 | 7 |
| LMT | Lockheed Martin Corp | 7 | 7 | 2.33% | 2.53% | 2.73% | Q1 2022 | Q3 2023 | 7 |
| HD | Home Depot Inc | 7 | 7 | 2.37% | 2.52% | 2.66% | Q1 2022 | Q3 2023 | 7 |
| ACN | Accenture PLC Cl A | 7 | 7 | 2.13% | 2.39% | 2.54% | Q1 2022 | Q3 2023 | 7 |
| ABT | Abbott Laboratories | 7 | 7 | 2.10% | 2.27% | 2.48% | Q1 2022 | Q3 2023 | 7 |
| BLK | BlackRock, Inc | 7 | 7 | 2.14% | 2.26% | 2.40% | Q1 2022 | Q3 2023 | 7 |
| MRK | Merck & Co Inc | 7 | 7 | 1.74% | 2.24% | 2.45% | Q1 2022 | Q3 2023 | 7 |
| PM | Philip Morris Int'l Inc | 7 | 7 | 1.68% | 2.20% | 2.53% | Q1 2022 | Q3 2023 | 7 |
| HON | Honeywell Int'l | 7 | 7 | 1.94% | 2.05% | 2.25% | Q1 2022 | Q3 2023 | 7 |
| BND | Vanguard Total Bond Mk... | 7 | 7 | 1.90% | 2.05% | 2.36% | Q1 2022 | Q3 2023 | 7 |
| SBUX | Starbucks Corp | 7 | 7 | 1.78% | 2.02% | 2.23% | Q1 2022 | Q3 2023 | 7 |
| COST | Costco Whsl Corp | 7 | 7 | 1.74% | 1.98% | 2.14% | Q1 2022 | Q3 2023 | 7 |
| MA | MasterCard Inc | 7 | 7 | 1.86% | 1.98% | 2.15% | Q1 2022 | Q3 2023 | 7 |
| GOOGL | Alphabet Inc Cl A | 7 | 7 | 1.51% | 1.95% | 2.28% | Q1 2022 | Q3 2023 | 7 |
| MUB | iShares Nat'l AMT-Free... | 7 | 7 | 1.71% | 1.91% | 2.20% | Q1 2022 | Q3 2023 | 7 |
| PEP | Pepsico Inc. | 7 | 7 | 1.69% | 1.88% | 1.99% | Q1 2022 | Q3 2023 | 7 |
| NEE | NextEra Energy, Inc | 7 | 7 | 1.45% | 1.88% | 2.15% | Q1 2022 | Q3 2023 | 7 |
| INTU | Intuit | 7 | 7 | 1.63% | 1.87% | 2.10% | Q1 2022 | Q3 2023 | 7 |
| DHR | Danaher Corp | 7 | 7 | 1.55% | 1.80% | 2.04% | Q1 2022 | Q3 2023 | 7 |
| AMZN | Amazon Com Inc | 7 | 7 | 1.17% | 1.70% | 2.16% | Q1 2022 | Q3 2023 | 7 |
| SNA | Snap-On Inc. | 7 | 7 | 1.38% | 1.70% | 2.00% | Q1 2022 | Q3 2023 | 7 |
| HYG | iShares iBoxx High Yld... | 7 | 7 | 1.38% | 1.48% | 1.60% | Q1 2022 | Q3 2023 | 7 |
| PG | Procter & Gamble Co | 7 | 7 | 1.36% | 1.41% | 1.46% | Q1 2022 | Q3 2023 | 7 |
| SYK | Stryker | 7 | 7 | 1.16% | 1.36% | 1.53% | Q1 2022 | Q3 2023 | 7 |
| AJG | Arthur J. Gallagher & Co | 7 | 7 | 1.10% | 1.28% | 1.52% | Q1 2022 | Q3 2023 | 7 |
| CCI | Crown Castle Intl Corp | 7 | 7 | 0.85% | 1.28% | 1.63% | Q1 2022 | Q3 2023 | 7 |
| BRKB | Berkshire Hathaway Cl B | 7 | 7 | 1.19% | 1.25% | 1.34% | Q1 2022 | Q3 2023 | 7 |
| BR | Broadridge Finl Solution | 7 | 7 | 1.06% | 1.25% | 1.41% | Q1 2022 | Q3 2023 | 7 |
| ITW | Illinois Tool Works | 7 | 7 | 1.10% | 1.24% | 1.37% | Q1 2022 | Q3 2023 | 7 |
| VZ | Verizon Communications | 7 | 7 | 0.97% | 1.15% | 1.42% | Q1 2022 | Q3 2023 | 7 |
| DFS | Discover Financial Ser... | 7 | 7 | 0.85% | 1.10% | 1.46% | Q1 2022 | Q3 2023 | 7 |
| EL | Estee Lauder Companies | 7 | 7 | 0.66% | 1.06% | 1.29% | Q1 2022 | Q3 2023 | 7 |
| MDT | Medtronic PLC | 7 | 7 | 0.45% | 1.05% | 1.35% | Q1 2022 | Q3 2023 | 7 |
| PSX | Phillips 66 | 7 | 7 | 0.84% | 1.01% | 1.28% | Q1 2022 | Q3 2023 | 7 |
| MO | Altria Group Inc | 7 | 7 | 0.31% | 0.89% | 1.52% | Q1 2022 | Q3 2023 | 7 |
| IJR | iShares Core S&P Small... | 7 | 7 | 0.80% | 0.84% | 0.87% | Q1 2022 | Q3 2023 | 7 |
| AMGN | Amgen Inc | 7 | 7 | 0.73% | 0.83% | 0.94% | Q1 2022 | Q3 2023 | 7 |
| CSCO | Cisco Systems | 7 | 7 | 0.74% | 0.81% | 0.91% | Q1 2022 | Q3 2023 | 7 |
| PLD | Prologis Inc | 7 | 7 | 0.69% | 0.79% | 0.94% | Q1 2022 | Q3 2023 | 7 |
| USB | U. S. Bancorp | 7 | 7 | 0.71% | 0.78% | 0.83% | Q1 2022 | Q3 2023 | 7 |
| CME | CME Group Inc | 7 | 7 | 0.58% | 0.68% | 0.79% | Q1 2022 | Q3 2023 | 7 |
| IJH | iShares Core S&P Mid-C... | 7 | 7 | 0.65% | 0.68% | 0.70% | Q1 2022 | Q3 2023 | 7 |
| VWO | Vanguard FTSE Emerging... | 7 | 7 | 0.58% | 0.63% | 0.71% | Q1 2022 | Q3 2023 | 7 |
| VEA | Vanguard FTSE Develope... | 7 | 7 | 0.58% | 0.62% | 0.65% | Q1 2022 | Q3 2023 | 7 |
| SPY | SPDR S&P 500 ETF | 7 | 7 | 0.33% | 0.57% | 1.14% | Q1 2022 | Q3 2023 | 7 |
| DUK | Duke Energy Corp | 7 | 7 | 0.28% | 0.48% | 0.74% | Q1 2022 | Q3 2023 | 7 |
| UNH | Unitedhealth Group | 7 | 7 | 0.05% | 0.48% | 0.86% | Q1 2022 | Q3 2023 | 7 |
| VV | Vanguard Large Cap ETF | 7 | 7 | 0.30% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
| MCHP | Microchip Technology | 7 | 7 | 0.24% | 0.29% | 0.32% | Q1 2022 | Q3 2023 | 7 |
| GOOG | Alphabet Inc Cl C | 7 | 7 | 0.18% | 0.23% | 0.28% | Q1 2022 | Q3 2023 | 7 |
| IWM | iShares Russell 2000 ETF | 7 | 7 | 0.19% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
| IWR | iShares Russell Mid-Ca... | 7 | 7 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
| SCHX | Schwab U.S. Large-Cap ETF | 7 | 7 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
| WEC | WEC Energy Group, Inc. | 7 | 7 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
| DVY | iShares DJ Select Divi... | 7 | 7 | 0.12% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
| ENV | Envestnet,Inc | 7 | 7 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
| XLK | SPDR Tech Sector ETF | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
| JNJ | Johnson & Johnson | 7 | 7 | 0.06% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
| KMB | Kimberly-Clark Corp | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
| EFA | iShares MSCI EAFE ETF | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| LULU | Lululemon Athletica | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| SCHD | Schwab U.S. Dividend E... | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| XEL | Xcel Energy Inc | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| CRM | Salesforce.com | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
| SCHZ | Schwab U.S. Aggregate ... | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
| VUG | Vanguard Growth ETF | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
| V | Visa Inc. | 4 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
| ICSH | iShares Ultra Short Te... | 5 | 5 | 0.06% | 1.33% | 2.70% | Q3 2022 | Q3 2023 | 5 |
| MS | Morgan Stanley | 4 | 1 | 0.03% | 0.42% | 0.53% | Q1 2022 | Q3 2023 | 5 |
| PII | Polaris Industries Inc | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
| VO | Vanguard Mid-Cap ETF | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
| ECL | Ecolab Inc | 3 | 3 | 0.93% | 0.94% | 0.95% | Q1 2022 | Q3 2022 | 3 |
| CNVY | Convey Holding Parent Inc | 3 | 3 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
| DE | Deere & Co | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
| FOCS | Focus Financial Partne... | 2 | 2 | 0.04% | 0.12% | 0.20% | Q1 2023 | Q2 2023 | 2 |
| XOM | Exxon Mobil Corp | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 2 |
| LLY | Eli Lilly & Co | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
| IWD | iShares Russell 1000 V... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
| EW | Edwards Lifesciences CP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including Apple Inc, AbbVie Inc, and Paychex Inc, are the highest-conviction holdings of Alley Investment Management Company, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Alley Investment Management Company, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Alley Investment Management Company, LLC owns currently or has owned in the past.