Long-term investor
Alley Investment Management Company, LLC @alleyinvestmentmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001917618).
Record
- Tracked since 2025-06-30 (445 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +5.2% · 6 months n/a · 1 year +6.6% · all +6.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 4.8% · long · since 2025-06-30
- JPM · 4.1% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- PM · 3.4% · long · since 2025-06-30
- ABBV · 3.2% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- LQD · 2.6% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- UNP · 2.4% · long · since 2025-06-30
- CVX · 2.4% · long · since 2025-06-30
- IGSB · 2.3% · long · since 2025-06-30