SEC 13F Intelligence

Alley Investment Management Company, LLC / HD

Alley Investment Management Company, LLC’s Home Depot Inc Position

Does Alley Investment Management Company, LLC own Home Depot Inc (HD)? Yes54.3K shares worth $18M (+2.18% of its 13F portfolio) as of Q1 2026, down from 54.6K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
54.3K
% of Portfolio
+2.18%
Quarters Held
17
currently held

Position History HD

Reported value by quarter
Q1 ’22: $14MQ1 ’22Q2 ’22: $13MQ3 ’22: $13MQ4 ’22: $15,081Q4 ’22Q1 ’23: $15MQ2 ’23: $16MQ3 ’23: $15MQ3 ’23Q4 ’23: $18MQ1 ’24: $20MQ2 ’24: $18MQ2 ’24Q3 ’24: $21MQ4 ’24: $21MQ1 ’25: $20MQ1 ’25Q2 ’25: $20MQ3 ’25: $22MQ4 ’25: $19MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.3K$18M+2.18%
Q4 202554.6K$19M+2.20%
Q3 202554.8K$22M+2.58%
Q2 202554.2K$20M+2.40%
Q1 202553.9K$20M+2.48%
Q4 202453.6K$21M+2.64%
Q3 202452.6K$21M+2.70%
Q2 202452.6K$18M+2.48%
Q1 202452.1K$20M+2.75%
Q4 202352.5K$18M+2.66%
Q3 202350.2K$15M+2.58%
Q2 202349.9K$16M+2.50%
Q1 202350.0K$15M+2.46%
Q4 202247.7K$15,081+2.59%
Q3 202248.3K$13M+2.66%
Q2 202248.4K$13M+2.50%
Q1 202248.0K$14M+2.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alley Investment Management Company, LLC’s full portfolio or all institutional holders of HD.