Portfolio (Quarterly) Guide ↗

Alley Investment Management Company, LLC

· CIK 0001917618

13F Portfolio $856M AUM 89 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 5 New 23 Added 48 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	51,369	$11.5M	1.34%	SOLD
2	NOW	SERVICENOW INC	Technology	45,673	$7.0M	0.82%	SOLD
3	KVUE	KENVUE INC	Consumer Defensive	140,947	$2.4M	0.28%	SOLD
4	RSP	INVESCO EXCHANGE TRADED FD T	—	2,240	$429K	0.05%	SOLD
5	IWD	ISHARES TR	—	1,545	$325K	0.04%	SOLD
6	LULU	LULULEMON ATHLETICA INC	Consumer Cyclical	1,200	$249K	0.03%	SOLD

Sector Allocation

Technology 17.8%

Industrials 17.5%

Financial Services 17.1%

Healthcare 12.0%

Consumer Defensive 10.3%

Consumer Cyclical 8.0%

Communication Services 7.9%

Energy 3.9%

Utilities 3.5%

Real Estate 2.1%