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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alley Investment Management Company, LLC

Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001917618-25-000007

Total Value
$861.2M
Positions
88
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (88)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD119,078$37.6M4.36%
2MICROSOFT CORPMSFT62,036$32.1M3.73%
3APPLE INCAAPL124,043$31.6M3.67%
4ALPHABET INCGOOG117,049$28.5M3.30%
5PHILIP MORRIS INTL INC718172109173,917$28.2M3.28%
6ABBVIE INCABBV119,092$27.6M3.20%
7AMERIPRISE FINL INC03076C10651,971$25.5M2.96%
8BLACKROCK INCBLK20,930$24.4M2.83%
9HOME DEPOT INCHD54,812$22.2M2.58%
10ISHARES TR464287242197,375$22.0M2.55%
11PAYCHEX INCPAYX165,264$20.9M2.43%
12UNION PAC CORPUNP86,849$20.5M2.38%
13AMAZON COM INCAMZN92,745$20.4M2.36%
14COSTCO WHSL CORP NEW22160K10521,550$19.9M2.32%
15CHEVRON CORP NEWCVX127,758$19.8M2.30%
16NVIDIA CORPORATIONNVDA105,634$19.7M2.29%
17ABBOTT LABSABLZF144,867$19.4M2.25%
18GALLAGHER ARTHUR J & CO36357610962,558$19.4M2.25%
19ISHARES TR464288646362,691$19.2M2.23%
20MASTERCARD INCORPORATEDMA31,371$17.8M2.07%
21LOCKHEED MARTIN CORPLMT34,793$17.4M2.02%
22VANGUARD BD INDEX FDS921937835195,604$14.5M1.69%
23ISHARES TR464288414130,984$13.9M1.62%
24INTUITINTU19,388$13.2M1.54%
25STARBUCKS CORPSBUX155,716$13.2M1.53%
26CAPITAL ONE FINL CORP14040H10561,534$13.1M1.52%
27PROLOGIS INC.PLDGP112,880$12.9M1.50%
28STRYKER CORPORATIONSYK34,134$12.6M1.47%
29EATON CORP PLCETN33,239$12.4M1.44%
30BERKSHIRE HATHAWAY INC DELBRK-A24,534$12.3M1.43%
31BROADRIDGE FINL SOLUTIONS IN11133T10351,472$12.3M1.42%
32MORGAN STANLEYMS-PQ69,975$11.1M1.29%
33DUKE ENERGY CORP NEWDUKB88,018$10.9M1.26%
34ISHARES TR464288513131,667$10.7M1.24%
35PARKER-HANNIFIN CORPPH13,681$10.4M1.20%
36PROCTER AND GAMBLE CO74271810965,433$10.1M1.17%
37ELI LILLY & COLLY13,101$10.0M1.16%
38ILLINOIS TOOL WKS INC45230810938,104$9.9M1.15%
39SNAP ON INCSNA27,366$9.5M1.10%
40VERIZON COMMUNICATIONS INCVZ204,512$9.0M1.04%
41SERVICENOW INCNOW9,593$8.8M1.03%
42DANAHER CORPORATION23585110244,268$8.8M1.02%
43ISHARES TR46428780471,926$8.5M0.99%
44ISHARES TR464287507128,726$8.4M0.98%
45CME GROUP INCCME29,223$7.9M0.92%
46CISCO SYS INCCSCO112,435$7.7M0.89%
47AMGEN INCAMGN25,814$7.3M0.85%
48WEC ENERGY GROUP INCWEC59,519$6.8M0.79%
49HERSHEY COHSY35,508$6.6M0.77%
50CARLISLE COS INC14233910017,965$5.9M0.69%
51PHILLIPS 66PSX42,516$5.8M0.67%
52US BANCORP DELUSB-PS117,734$5.7M0.66%
53NEXTERA ENERGY INCNEE-PW71,155$5.4M0.62%
54VANGUARD INTL EQUITY INDEX F92204285898,507$5.3M0.62%
55VANGUARD TAX-MANAGED FDS92194385886,424$5.2M0.60%
56AT&T INCT-PC177,589$5.0M0.58%
57SPDR S&P 500 ETF TRSPY7,288$4.9M0.56%
58VANGUARD INDEX FDS9229086379,729$3.0M0.35%
59ISHARES TR46428765512,112$2.9M0.34%
60ALPHABET INCGOOG11,476$2.8M0.32%
61ALTRIA GROUP INCMO39,966$2.6M0.31%
62KENVUE INCKVUE148,802$2.4M0.28%
63ISHARES TR46428749923,809$2.3M0.27%
64MICROCHIP TECHNOLOGY INC.MCHPP23,361$1.5M0.17%
65SCHWAB STRATEGIC TR80852420151,025$1.3M0.16%
66FASTENAL COFAST25,048$1.2M0.14%
67SELECT SECTOR SPDR TR81369Y8034,332$1.2M0.14%
68VANGUARD INDEX FDS9229087362,375$1.1M0.13%
69ISHARES TR4642874659,095$849,2000.10%
70ISHARES TR4642871685,687$808,1230.09%
71BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.09%
72JOHNSON & JOHNSONJNJ3,825$709,2320.08%
73BROADCOM INCAVGO1,985$654,8710.08%
74SALESFORCE INCCRM2,000$474,0010.06%
75SCHWAB STRATEGIC TR80852479714,831$404,8860.05%
76VISA INCV1,122$383,0280.04%
77ISHARES TR46434V8787,393$375,1950.04%
78SCHWAB STRATEGIC TR80852483915,402$361,4850.04%
79WALMART INCWMT3,367$347,0030.04%
80XCEL ENERGY INCXELLL3,787$305,4220.04%
81POLARIS INCPII5,039$292,9000.03%
82RTX CORPORATIONRTX1,740$291,1540.03%
83SCHWAB STRATEGIC TR8085241029,936$255,4550.03%
84INVESCO QQQ TRIVZ370$222,1370.03%
85LULULEMON ATHLETICA INCLULU1,200$213,5160.02%
86SCHWAB STRATEGIC TR8085246077,396$206,3480.02%
87UNITEDHEALTH GROUP INCUNH591$203,9810.02%
88EXXON MOBIL CORPXOM1,800$202,9500.02%