0001917618-22-000001.txt : 20220510
0001917618-22-000001.hdr.sgml : 20220510
20220509194048
ACCESSION NUMBER: 0001917618-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220510
DATE AS OF CHANGE: 20220509
EFFECTIVENESS DATE: 20220510
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: 22906841
BUSINESS ADDRESS:
STREET 1: 585 BANK LANE
STREET 2: SUITE 2400
CITY: LAKE FOREST
STATE: IL
ZIP: 60045
BUSINESS PHONE: 847-482-0938
MAIL ADDRESS:
STREET 1: 585 BANK LANE
STREET 2: SUITE 2400
CITY: LAKE FOREST
STATE: IL
ZIP: 60045
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001917618
XXXXXXXX
03-31-2022
03-31-2022
Alley Investment Management Company, LLC
585 BANK LANE
SUITE 2400
LAKE FOREST
IL
60045
13F HOLDINGS REPORT
028-22468
N
Steven J. Alley
President
847-482-0938
Steven J. Alley
Lake Forest
IL
05-09-2022
0
81
605736
false
INFORMATION TABLE
2
13F_03312022.xml
AbbVie Inc
COM
00287Y109
18620
114858
SH
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114858
0
0
Abbott Laboratories
COM
002824100
14284
120682
SH
SOLE
120682
0
0
Accenture PLC Cl A
COM
G1151C101
15366
45564
SH
SOLE
45564
0
0
Alphabet Inc Cl A
COM
02079K305
13829
4972
SH
SOLE
4972
0
0
Alphabet Inc Cl C
COM
02079K107
1715
614
SH
SOLE
614
0
0
Altria Group Inc
COM
02209S103
7980
152720
SH
SOLE
152720
0
0
Amazon Com Inc
COM
023135106
13092
4016
SH
SOLE
4016
0
0
Ameriprise Financial Inc
COM
03076C106
16609
55296
SH
SOLE
55296
0
0
Amgen Inc
COM
031162100
4461
18448
SH
SOLE
18448
0
0
Apple Inc
COM
037833100
22337
127925
SH
SOLE
127925
0
0
Arthur J. Gallagher & Co
COM
363576109
6674
38225
SH
SOLE
38225
0
0
Berkshire Hathaway Cl B
COM
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8131
23040
SH
SOLE
23040
0
0
BlackRock, Inc
COM
09247X101
14546
19035
SH
SOLE
19035
0
0
Broadridge Finl Solution
COM
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7393
47480
SH
SOLE
47480
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CME Group Inc
COM
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SH
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20131
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Chevron Corp
COM
166764100
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94197
SH
SOLE
94197
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Cisco Systems
COM
17275R102
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92533
SH
SOLE
92533
0
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Convey Holding Parent Inc
COM
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38500
SH
SOLE
38500
0
0
Costco Whsl Corp
COM
22160K105
12938
22467
SH
SOLE
22467
0
0
Danaher Corp
COM
235851102
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39840
SH
SOLE
39840
0
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Deere & Co
COM
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600
SH
SOLE
600
0
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Discover Financial Services
COM
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SH
SOLE
46896
0
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Duke Energy Corp
COM
26441C204
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SH
SOLE
15057
0
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Ecolab Inc
COM
278865100
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32722
SH
SOLE
32722
0
0
Edwards Lifesciences CP
COM
28176E108
242
2055
SH
SOLE
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0
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Envestnet,Inc
COM
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12386
SH
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Estee Lauder Companies
COM
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7300
26805
SH
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Home Depot Inc
COM
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SH
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Honeywell Int'l
COM
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SH
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Illinois Tool Works
COM
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SH
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31846
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Intuit
COM
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SH
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24762
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JPMorgan Chase & Co
COM
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123120
SH
SOLE
123120
0
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Johnson & Johnson
COM
478160104
663
3739
SH
SOLE
3739
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Kimberly-Clark Corp
COM
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517
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SH
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4198
0
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Lockheed Martin Corp
COM
539830109
14481
32808
SH
SOLE
32808
0
0
Lululemon Athletica
COM
550021109
438
1200
SH
SOLE
1200
0
0
MasterCard Inc
COM
57636Q104
11805
33032
SH
SOLE
33032
0
0
Medtronic PLC
COM
G5960L103
8200
73911
SH
SOLE
73911
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Merck & Co Inc
COM
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128567
SH
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Microchip Technology
COM
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22366
SH
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Microsoft Corp
COM
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SH
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58606
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Morgan Stanley
COM
617446448
202
2314
SH
SOLE
2314
0
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NextEra Energy, Inc
COM
65339F101
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SH
SOLE
136686
0
0
Paychex Inc
COM
704326107
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145712
SH
SOLE
145712
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Pepsico Inc.
COM
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10220
61056
SH
SOLE
61056
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Philip Morris Int'l Inc
COM
718172109
10166
108213
SH
SOLE
108213
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Phillips 66
COM
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5096
58988
SH
SOLE
58988
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Procter & Gamble Co
COM
742718109
8231
53869
SH
SOLE
53869
0
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SPDR S&P 500 ETF
COM
78462F103
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4670
SH
SOLE
4670
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0
SPDR Tech Sector ETF
COM
81369Y803
745
4690
SH
SOLE
4690
0
0
Salesforce.com
COM
79466L302
425
2000
SH
SOLE
2000
0
0
Schwab U.S. Dividend Equity ET
COM
808524797
453
5747
SH
SOLE
5747
0
0
Schwab U.S. Large-Cap ETF
COM
808524201
1209
22446
SH
SOLE
22446
0
0
Snap-On Inc.
COM
833034101
8362
40696
SH
SOLE
40696
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Starbucks Corp
COM
855244109
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SH
SOLE
121349
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Stryker
COM
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SH
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30788
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U. S. Bancorp
COM
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Union Pacific Corp
COM
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SH
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69046
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Unitedhealth Group
COM
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565
SH
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565
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Vanguard FTSE Developed Mkts E
COM
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Vanguard FTSE Emerging Mkts ET
COM
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Vanguard Growth ETF
COM
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393
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SH
SOLE
1367
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Vanguard Large Cap ETF
COM
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10119
SH
SOLE
10119
0
0
Verizon Communications
COM
92343V104
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148634
SH
SOLE
148634
0
0
Visa Inc.
COM
92826C839
227
1022
SH
SOLE
1022
0
0
WEC Energy Group, Inc.
COM
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SH
SOLE
9306
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Xcel Energy Inc
COM
98389B100
448
6201
SH
SOLE
6201
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iShares Core S&P Mid-Cap ETF
COM
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15857
SH
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iShares Core S&P Small-Cap ETF
COM
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COM
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COM
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COM
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iShares Russell Mid-Cap ETF
COM
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SH
SOLE
17746
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Crown Castle Intl Corp
COM
22822V101
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51233
SH
SOLE
51233
0
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Prologis Inc
COM
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SH
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35096
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Schwab U.S. Aggregate Bond ETF
COM
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380
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SH
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Vanguard Total Bond Mkt ETF
COM
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COM
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COM
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iShares iBoxx High Yld Corp Bo
COM
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116088
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COM
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