Portfolio (Quarterly) Guide ↗

Alley Investment Management Company, LLC

· CIK 0001917618

13F Portfolio $854M AUM 90 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 5 Added 47 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	591	$204K	0.02%	SOLD

Sector Allocation

Financial Services 22.9%

Technology 17.5%

Industrials 15.0%

Healthcare 12.4%

Consumer Defensive 9.4%

Consumer Cyclical 7.5%

Communication Services 6.9%

Energy 3.5%

Utilities 3.1%

Real Estate 2.0%