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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 Q4 2025 · Filed January 27, 2026 · Accession 0001917618-26-000001

Total Value
$854.4M
Positions
90
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (90)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD117,970$38.0M4.45%
2ALPHABET INCGOOG115,288$36.1M4.22%
3APPLE INCAAPL122,832$33.4M3.91%
4MICROSOFT CORPMSFT62,048$30.0M3.51%
5PHILIP MORRIS INTL INC718172109173,577$27.8M3.26%
6ABBVIE INCABBV112,247$25.6M3.00%
7AMERIPRISE FINL INC03076C10651,537$25.3M2.96%
8BLACKROCK INCBLK20,808$22.3M2.61%
9ISHARES TR464287242197,005$21.7M2.54%
10AMAZON COM INCAMZN92,138$21.3M2.49%
11UNION PAC CORPUNP86,082$19.9M2.33%
12NVIDIA CORPORATIONNVDA104,798$19.5M2.29%
13CHEVRON CORP NEWCVX127,377$19.4M2.27%
14ISHARES TR464288646358,094$18.9M2.22%
15HOME DEPOT INCHD54,650$18.8M2.20%
16COSTCO WHSL CORP NEW22160K10521,521$18.6M2.17%
17PAYCHEX INCPAYX164,361$18.4M2.16%
18ABBOTT LABSABLZF143,972$18.0M2.11%
19MASTERCARD INCORPORATEDMA31,310$17.9M2.09%
20PARKER-HANNIFIN CORPPH19,263$16.9M1.98%
21LOCKHEED MARTIN CORPLMT34,566$16.7M1.96%
22CAPITAL ONE FINL CORP14040H10560,484$14.7M1.72%
23VANGUARD BD INDEX FDS921937835195,654$14.5M1.70%
24PROLOGIS INC.PLDGP112,113$14.3M1.68%
25ISHARES TR464288414131,111$14.0M1.64%
26ELI LILLY & COLLY12,960$13.9M1.63%
27EATON CORP PLCETN42,193$13.4M1.57%
28STARBUCKS CORPSBUX154,355$13.0M1.52%
29INTUITINTU19,271$12.8M1.49%
30BERKSHIRE HATHAWAY INC DELBRK-A24,396$12.3M1.44%
31MORGAN STANLEYMS-PQ68,534$12.2M1.42%
32CME GROUP INCCME43,794$12.0M1.40%
33STRYKER CORPORATIONSYK34,024$12.0M1.40%
34BROADRIDGE FINL SOLUTIONS IN11133T10351,369$11.5M1.34%
35GALLAGHER ARTHUR J & CO36357610940,745$10.5M1.23%
36ISHARES TR464288513129,188$10.4M1.22%
37DUKE ENERGY CORP NEWDUKB87,409$10.2M1.20%
38DANAHER CORPORATION23585110244,045$10.1M1.18%
39PROCTER AND GAMBLE CO74271810965,348$9.4M1.10%
40SNAP ON INCSNA26,950$9.3M1.09%
41ISHARES TR46428780471,151$8.6M1.00%
42CISCO SYS INCCSCO110,741$8.5M1.00%
43ISHARES TR464287507127,764$8.4M0.99%
44AMGEN INCAMGN25,525$8.4M0.98%
45SERVICENOW INCNOW45,673$7.0M0.82%
46HERSHEY COHSY35,645$6.5M0.76%
47WEC ENERGY GROUP INCWEC59,205$6.2M0.73%
48US BANCORP DELUSB-PS116,095$6.2M0.73%
49CARLISLE COS INC14233910017,916$5.7M0.67%
50NEXTERA ENERGY INCNEE-PW70,614$5.7M0.66%
51PHILLIPS 66PSX42,191$5.4M0.64%
52VERIZON COMMUNICATIONS INCVZ133,331$5.4M0.64%
53VANGUARD TAX-MANAGED FDS92194385886,126$5.4M0.63%
54VANGUARD INTL EQUITY INDEX F92204285898,131$5.3M0.62%
55GE AEROSPACE36960430116,896$5.2M0.61%
56SPDR S&P 500 ETF TRSPY7,254$4.9M0.58%
57AT&T INCT-PC169,728$4.2M0.49%
58ALPHABET INCGOOG11,117$3.5M0.41%
59VANGUARD INDEX FDS9229086379,729$3.1M0.36%
60ISHARES TR46428765512,088$3.0M0.35%
61KENVUE INCKVUE140,947$2.4M0.28%
62ALTRIA GROUP INCMO39,966$2.3M0.27%
63ISHARES TR46428749923,729$2.3M0.27%
64MICROCHIP TECHNOLOGY INC.MCHPP22,366$1.4M0.17%
65SCHWAB STRATEGIC TR80852420148,358$1.3M0.15%
66SELECT SECTOR SPDR TR81369Y8038,664$1.2M0.15%
67VANGUARD INDEX FDS9229087362,354$1.1M0.13%
68FASTENAL COFAST25,048$1.0M0.12%
69ISHARES TR4642874659,095$873,3930.10%
70ISHARES TR4642871685,668$799,9820.09%
71JOHNSON & JOHNSONJNJ3,771$780,4080.09%
72BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.09%
73BROADCOM INCAVGO1,985$687,0090.08%
74SALESFORCE INCCRM2,000$529,8210.06%
75ILLINOIS TOOL WKS INC4523081091,932$475,8520.06%
76INVESCO EXCHANGE TRADED FD TIVZ2,240$429,0940.05%
77SCHWAB STRATEGIC TR80852479714,721$403,7970.05%
78VISA INCV1,122$393,4970.05%
79WALMART INCWMT3,367$375,1170.04%
80ISHARES TR46434V8787,393$373,9380.04%
81SCHWAB STRATEGIC TR80852483914,409$336,7380.04%
82ISHARES TR4642875981,545$324,9750.04%
83RTX CORPORATIONRTX1,740$319,1160.04%
84POLARIS INCPII4,693$296,8140.03%
85XCEL ENERGY INCXELLL3,541$261,5380.03%
86SCHWAB STRATEGIC TR8085241029,936$260,6210.03%
87LULULEMON ATHLETICA INCLULU1,200$249,3720.03%
88INVESCO QQQ TRIVZ370$227,2950.03%
89EXXON MOBIL CORPXOM1,800$216,6120.03%
90SCHWAB STRATEGIC TR8085246077,290$207,6190.02%