0001917618-23-000004.txt : 20230811
0001917618-23-000004.hdr.sgml : 20230811
20230811100039
ACCESSION NUMBER: 0001917618-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230811
EFFECTIVENESS DATE: 20230811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Alley Investment Management Company, LLC
CENTRAL INDEX KEY: 0001917618
IRS NUMBER: 873357150
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22468
FILM NUMBER: 231161947
BUSINESS ADDRESS:
STREET 1: 272 MARKET SQUARE
STREET 2: SUITE 214
CITY: LAKE FOREST
STATE: IL
ZIP: 60045
BUSINESS PHONE: 847-482-0938
MAIL ADDRESS:
STREET 1: 272 MARKET SQUARE
STREET 2: SUITE 214
CITY: LAKE FOREST
STATE: IL
ZIP: 60045
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001917618
XXXXXXXX
06-30-2023
06-30-2023
Alley Investment Management Company, LLC
272 MARKET SQUARE
SUITE 214
LAKE FOREST
IL
60045
13F HOLDINGS REPORT
028-22468
N
Steven J. Alley
President
847-182-0938
Steven J. Alley
Lake Forest
IL
08-11-2023
0
81
619884494
false
INFORMATION TABLE
2
13F_06302023.xml
AbbVie Inc
COM
00287Y109
15644848
116120
SH
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116120
0
0
Abbott Laboratories
COM
002824100
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126369
SH
SOLE
126369
0
0
Accenture PLC Cl A
COM
G1151C101
14980016
48545
SH
SOLE
48545
0
0
Alphabet Inc Cl A
COM
02079K305
11986878
100141
SH
SOLE
100141
0
0
Alphabet Inc Cl C
COM
02079K107
1408817
11646
SH
SOLE
11646
0
0
Altria Group Inc
COM
02209S103
1949168
43028
SH
SOLE
43028
0
0
Amazon Com Inc
COM
023135106
11144737
85492
SH
SOLE
85492
0
0
Ameriprise Financial Inc
COM
03076C106
18771026
56512
SH
SOLE
56512
0
0
Amgen Inc
COM
031162100
4528764
20398
SH
SOLE
20398
0
0
Apple Inc
COM
037833100
25182931
129829
SH
SOLE
129829
0
0
Arthur J. Gallagher & Co
COM
363576109
8574428
39051
SH
SOLE
39051
0
0
Berkshire Hathaway Cl B
COM
084670702
7817084
22924
SH
SOLE
22924
0
0
BlackRock, Inc
COM
09247X101
13897443
20108
SH
SOLE
20108
0
0
Broadridge Finl Solution
COM
11133T103
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46903
SH
SOLE
46903
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CME Group Inc
COM
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SH
SOLE
20131
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Chevron Corp
COM
166764100
15471753
98327
SH
SOLE
98327
0
0
Cisco Systems
COM
17275R102
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98651
SH
SOLE
98651
0
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Costco Whsl Corp
COM
22160K105
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22283
SH
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22283
0
0
Danaher Corp
COM
235851102
9604320
40018
SH
SOLE
40018
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Discover Financial Services
COM
254709108
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77427
SH
SOLE
77427
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Duke Energy Corp
COM
26441C204
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47719
SH
SOLE
47719
0
0
Envestnet,Inc
COM
29404K106
712200
12000
SH
SOLE
12000
0
0
Estee Lauder Companies
COM
518439104
5317185
27076
SH
SOLE
27076
0
0
Focus Financial Partners Ord S
COM
34417P100
1219597
23226
SH
SOLE
23226
0
0
Home Depot Inc
COM
437076102
15511498
49934
SH
SOLE
49934
0
0
Honeywell Int'l
COM
438516106
13136410
63308
SH
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Illinois Tool Works
COM
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SH
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33908
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Intuit
COM
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SH
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24468
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JPMorgan Chase & Co
COM
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SH
SOLE
126383
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Johnson & Johnson
COM
478160104
508500
3072
SH
SOLE
3072
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Kimberly-Clark Corp
COM
494368103
510960
3701
SH
SOLE
3701
0
0
Lockheed Martin Corp
COM
539830109
15355054
33353
SH
SOLE
33353
0
0
Lululemon Athletica
COM
550021109
454200
1200
SH
SOLE
1200
0
0
MasterCard Inc
COM
57636Q104
12678026
32235
SH
SOLE
32235
0
0
Medtronic PLC
COM
G5960L103
6722999
76311
SH
SOLE
76311
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0
Merck & Co Inc
COM
58933Y105
15181632
131568
SH
SOLE
131568
0
0
Microchip Technology
COM
595017104
2003770
22366
SH
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22366
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Microsoft Corp
COM
594918104
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60427
SH
SOLE
60427
0
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Morgan Stanley
COM
617446448
3077731
36039
SH
SOLE
36039
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0
NextEra Energy, Inc
COM
65339F101
10882024
146658
SH
SOLE
146658
0
0
Paychex Inc
COM
704326107
16787883
150066
SH
SOLE
150066
0
0
Pepsico Inc.
COM
713448108
11777028
63584
SH
SOLE
63584
0
0
Philip Morris Int'l Inc
COM
718172109
15293064
156659
SH
SOLE
156659
0
0
Phillips 66
COM
718546104
5941316
62291
SH
SOLE
62291
0
0
Polaris Industries Inc
COM
731068102
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6374
SH
SOLE
6374
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0
Procter & Gamble Co
COM
742718109
8645842
56978
SH
SOLE
56978
0
0
SPDR S&P 500 ETF
COM
78462F103
3730644
8416
SH
SOLE
8416
0
0
SPDR Tech Sector ETF
COM
81369Y803
756291
4350
SH
SOLE
4350
0
0
Salesforce.com
COM
79466L302
422520
2000
SH
SOLE
2000
0
0
Schwab U.S. Dividend Equity ET
COM
808524797
385757
5312
SH
SOLE
5312
0
0
Schwab U.S. Large-Cap ETF
COM
808524201
1109511
21186
SH
SOLE
21186
0
0
Snap-On Inc.
COM
833034101
12414072
43076
SH
SOLE
43076
0
0
Starbucks Corp
COM
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SH
SOLE
128756
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Stryker
COM
863667101
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31118
SH
SOLE
31118
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U. S. Bancorp
COM
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SH
SOLE
133740
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Union Pacific Corp
COM
907818108
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SH
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71596
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Unitedhealth Group
COM
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Vanguard FTSE Developed Mkts E
COM
921943858
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Vanguard FTSE Emerging Mkts ET
COM
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Vanguard Growth ETF
COM
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Vanguard Large Cap ETF
COM
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Vanguard Mid-Cap ETF
COM
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SH
SOLE
1283
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Verizon Communications
COM
92343V104
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183843
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Visa Inc.
COM
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992
SH
SOLE
992
0
0
WEC Energy Group, Inc.
COM
92939U106
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SH
SOLE
9270
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0
Xcel Energy Inc
COM
98389B100
357851
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SH
SOLE
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iShares Core S&P Mid-Cap ETF
COM
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iShares Core S&P Small-Cap ETF
COM
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COM
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iShares MSCI EAFE ETF
COM
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iShares Russell 2000 ETF
COM
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iShares Russell Mid-Cap ETF
COM
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SH
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17422
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Crown Castle Intl Corp
COM
22822V101
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SH
SOLE
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Prologis Inc
COM
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SH
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Schwab U.S. Aggregate Bond ETF
COM
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Vanguard Total Bond Mkt ETF
COM
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iShares Nat'l AMT-Free Muni Bo
COM
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iShares Short-Term Corp Bond E
COM
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iShares Ultra Short Term Bond
COM
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iShares iBoxx High Yld Corp Bo
COM
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iShares iBoxx Inv Gr Corp Bond
COM
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