0001917618-23-000001.txt : 20230208
0001917618-23-000001.hdr.sgml : 20230208
20230207173122
ACCESSION NUMBER: 0001917618-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230208
DATE AS OF CHANGE: 20230207
EFFECTIVENESS DATE: 20230208
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: 23596227
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
X0202
13F-HR
LIVE
false
false
false
0001917618
XXXXXXXX
12-31-2022
12-31-2022
Alley Investment Management Company, LLC
585 BANK LANE
SUITE 2400
LAKE FOREST
IL
60045
13F HOLDINGS REPORT
028-22468
Y
The difference due to rounding.
Steven J. Alley
President
8474820938
Steven J. Alley
Lake Forest
IL
02-07-2023
0
83
581887
false
INFORMATION TABLE
2
13F_12312022.xml
AbbVie Inc
COM
00287Y109
18497
114453
SH
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114453
0
0
Abbott Laboratories
COM
002824100
13229
120490
SH
SOLE
120490
0
0
Accenture PLC Cl A
COM
G1151C101
12377
46385
SH
SOLE
46385
0
0
Alphabet Inc Cl A
COM
02079K305
8798
99718
SH
SOLE
99718
0
0
Alphabet Inc Cl C
COM
02079K107
1055
11895
SH
SOLE
11895
0
0
Altria Group Inc
COM
02209S103
8863
193896
SH
SOLE
193896
0
0
Amazon Com Inc
COM
023135106
6790
80834
SH
SOLE
80834
0
0
Ameriprise Financial Inc
COM
03076C106
17341
55691
SH
SOLE
55691
0
0
Amgen Inc
COM
031162100
5015
19096
SH
SOLE
19096
0
0
Apple Inc
COM
037833100
16607
127818
SH
SOLE
127818
0
0
Arthur J. Gallagher & Co
COM
363576109
7158
37965
SH
SOLE
37965
0
0
Berkshire Hathaway Cl B
COM
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7101
22988
SH
SOLE
22988
0
0
BlackRock, Inc
COM
09247X101
13665
19284
SH
SOLE
19284
0
0
Broadridge Finl Solution
COM
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6183
46096
SH
SOLE
46096
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CME Group Inc
COM
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SH
SOLE
20131
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Chevron Corp
COM
166764100
17083
95174
SH
SOLE
95174
0
0
Cisco Systems
COM
17275R102
4396
92283
SH
SOLE
92283
0
0
Costco Whsl Corp
COM
22160K105
10095
22115
SH
SOLE
22115
0
0
Danaher Corp
COM
235851102
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39700
SH
SOLE
39700
0
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Deere & Co
COM
244199105
257
600
SH
SOLE
600
0
0
Discover Financial Services
COM
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7267
74283
SH
SOLE
74283
0
0
Duke Energy Corp
COM
26441C204
1742
16915
SH
SOLE
16915
0
0
Envestnet,Inc
COM
29404K106
740
12000
SH
SOLE
12000
0
0
Estee Lauder Companies
COM
518439104
6593
26572
SH
SOLE
26572
0
0
Exxon Mobil Corp
COM
30231G102
314
2851
SH
SOLE
2851
0
0
Home Depot Inc
COM
437076102
15081
47747
SH
SOLE
47747
0
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Honeywell Int'l
COM
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SH
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61174
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Illinois Tool Works
COM
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32554
SH
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32554
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Intuit
COM
461202103
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24406
SH
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24406
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JPMorgan Chase & Co
COM
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16478
122878
SH
SOLE
122878
0
0
Johnson & Johnson
COM
478160104
582
3295
SH
SOLE
3295
0
0
Kimberly-Clark Corp
COM
494368103
532
3921
SH
SOLE
3921
0
0
Lockheed Martin Corp
COM
539830109
15910
32703
SH
SOLE
32703
0
0
Lululemon Athletica
COM
550021109
384
1200
SH
SOLE
1200
0
0
MasterCard Inc
COM
57636Q104
11346
32630
SH
SOLE
32630
0
0
Medtronic PLC
COM
G5960L103
5574
71713
SH
SOLE
71713
0
0
Merck & Co Inc
COM
58933Y105
14230
128255
SH
SOLE
128255
0
0
Microchip Technology
COM
595017104
1571
22366
SH
SOLE
22366
0
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Microsoft Corp
COM
594918104
14038
58535
SH
SOLE
58535
0
0
Morgan Stanley
COM
617446448
3064
36039
SH
SOLE
36039
0
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NextEra Energy, Inc
COM
65339F101
11634
139158
SH
SOLE
139158
0
0
Paychex Inc
COM
704326107
16692
144447
SH
SOLE
144447
0
0
Pepsico Inc.
COM
713448108
11182
61896
SH
SOLE
61896
0
0
Philip Morris Int'l Inc
COM
718172109
14392
142202
SH
SOLE
142202
0
0
Phillips 66
COM
718546104
6195
59520
SH
SOLE
59520
0
0
Polaris Industries Inc
COM
731068102
652
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SH
SOLE
6457
0
0
Procter & Gamble Co
COM
742718109
8308
54817
SH
SOLE
54817
0
0
SPDR S&P 500 ETF
COM
78462F103
6618
17306
SH
SOLE
17306
0
0
SPDR Tech Sector ETF
COM
81369Y803
584
4690
SH
SOLE
4690
0
0
Salesforce.com
COM
79466L302
265
2000
SH
SOLE
2000
0
0
Schwab U.S. Dividend Equity ET
COM
808524797
419
5546
SH
SOLE
5546
0
0
Schwab U.S. Large-Cap ETF
COM
808524201
999
22134
SH
SOLE
22134
0
0
Snap-On Inc.
COM
833034101
9606
42043
SH
SOLE
42043
0
0
Starbucks Corp
COM
855244109
12479
125796
SH
SOLE
125796
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Stryker
COM
863667101
7533
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SH
SOLE
30813
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U. S. Bancorp
COM
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SH
SOLE
96118
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Union Pacific Corp
COM
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SH
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68162
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Unitedhealth Group
COM
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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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282
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SH
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Vanguard Large Cap ETF
COM
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SH
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Vanguard Mid-Cap ETF
COM
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282
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SH
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1384
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Verizon Communications
COM
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SH
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143224
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Visa Inc.
COM
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SH
SOLE
1022
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0
WEC Energy Group, Inc.
COM
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SH
SOLE
9270
0
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Xcel Energy Inc
COM
98389B100
408
5821
SH
SOLE
5821
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0
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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SH
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iShares Russell 1000 Value 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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Crown Castle Intl Corp
COM
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SH
SOLE
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Prologis Inc
COM
74340W103
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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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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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COM
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iShares iBoxx Inv Gr Corp Bond
COM
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