0001917618-23-000002.txt : 20230512
0001917618-23-000002.hdr.sgml : 20230512
20230512144446
ACCESSION NUMBER: 0001917618-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230512
DATE AS OF CHANGE: 20230512
EFFECTIVENESS DATE: 20230512
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: 23915014
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
03-31-2023
03-31-2023
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
05-12-2023
0
81
599324790
false
INFORMATION TABLE
2
13F_033120232.xml
AbbVie Inc
COM
00287Y109
18577283
116567
SH
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116567
0
0
Abbott Laboratories
COM
002824100
12729330
125709
SH
SOLE
125709
0
0
Accenture PLC Cl A
COM
G1151C101
13899798
48633
SH
SOLE
48633
0
0
Alphabet Inc Cl A
COM
02079K305
10489178
101120
SH
SOLE
101120
0
0
Alphabet Inc Cl C
COM
02079K107
1227720
11805
SH
SOLE
11805
0
0
Altria Group Inc
COM
02209S103
1919909
43028
SH
SOLE
43028
0
0
Amazon Com Inc
COM
023135106
8803717
85233
SH
SOLE
85233
0
0
Ameriprise Financial Inc
COM
03076C106
17348207
56601
SH
SOLE
56601
0
0
Amgen Inc
COM
031162100
4874164
20162
SH
SOLE
20162
0
0
Apple Inc
COM
037833100
21527035
130546
SH
SOLE
130546
0
0
Arthur J. Gallagher & Co
COM
363576109
7473525
39065
SH
SOLE
39065
0
0
Berkshire Hathaway Cl B
COM
084670702
7145864
23143
SH
SOLE
23143
0
0
BlackRock, Inc
COM
09247X101
13445966
20095
SH
SOLE
20095
0
0
Broadridge Finl Solution
COM
11133T103
6917371
47195
SH
SOLE
47195
0
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CME Group Inc
COM
12572Q105
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SH
SOLE
20131
0
0
Chevron Corp
COM
166764100
15924090
97598
SH
SOLE
97598
0
0
Cisco Systems
COM
17275R102
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98564
SH
SOLE
98564
0
0
Costco Whsl Corp
COM
22160K105
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22365
SH
SOLE
22365
0
0
Danaher Corp
COM
235851102
10111593
40119
SH
SOLE
40119
0
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Discover Financial Services
COM
254709108
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77590
SH
SOLE
77590
0
0
Duke Energy Corp
COM
26441C204
4458265
46214
SH
SOLE
46214
0
0
Envestnet,Inc
COM
29404K106
704040
12000
SH
SOLE
12000
0
0
Estee Lauder Companies
COM
518439104
6636675
26928
SH
SOLE
26928
0
0
Focus Financial Partners Ord S
COM
34417P100
250999
4839
SH
SOLE
4839
0
0
Home Depot Inc
COM
437076102
14755115
49997
SH
SOLE
49997
0
0
Honeywell Int'l
COM
438516106
12086047
63238
SH
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Illinois Tool Works
COM
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SH
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33822
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Intuit
COM
461202103
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24695
SH
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24695
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JPMorgan Chase & Co
COM
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SH
SOLE
126611
0
0
Johnson & Johnson
COM
478160104
510746
3295
SH
SOLE
3295
0
0
Kimberly-Clark Corp
COM
494368103
506815
3776
SH
SOLE
3776
0
0
Lockheed Martin Corp
COM
539830109
15743327
33303
SH
SOLE
33303
0
0
Lululemon Athletica
COM
550021109
437028
1200
SH
SOLE
1200
0
0
MasterCard Inc
COM
57636Q104
11831903
32558
SH
SOLE
32558
0
0
Medtronic PLC
COM
G5960L103
6160739
76417
SH
SOLE
76417
0
0
Merck & Co Inc
COM
58933Y105
13923047
130868
SH
SOLE
130868
0
0
Microchip Technology
COM
595017104
1873823
22366
SH
SOLE
22366
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0
Microsoft Corp
COM
594918104
17545938
60860
SH
SOLE
60860
0
0
Morgan Stanley
COM
617446448
3164224
36039
SH
SOLE
36039
0
0
NextEra Energy, Inc
COM
65339F101
11133744
144444
SH
SOLE
144444
0
0
Paychex Inc
COM
704326107
17150227
149666
SH
SOLE
149666
0
0
Pepsico Inc.
COM
713448108
11543418
63321
SH
SOLE
63321
0
0
Philip Morris Int'l Inc
COM
718172109
15157397
155860
SH
SOLE
155860
0
0
Phillips 66
COM
718546104
6237911
61530
SH
SOLE
61530
0
0
Polaris Industries Inc
COM
731068102
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6374
SH
SOLE
6374
0
0
Procter & Gamble Co
COM
742718109
8464030
56924
SH
SOLE
56924
0
0
SPDR S&P 500 ETF
COM
78462F103
3451976
8432
SH
SOLE
8432
0
0
SPDR Tech Sector ETF
COM
81369Y803
656894
4350
SH
SOLE
4350
0
0
Salesforce.com
COM
79466L302
399560
2000
SH
SOLE
2000
0
0
Schwab U.S. Dividend Equity ET
COM
808524797
384895
5261
SH
SOLE
5261
0
0
Schwab U.S. Large-Cap ETF
COM
808524201
1022784
21145
SH
SOLE
21145
0
0
Snap-On Inc.
COM
833034101
10655772
43160
SH
SOLE
43160
0
0
Starbucks Corp
COM
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128449
SH
SOLE
128449
0
0
Stryker
COM
863667101
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31449
SH
SOLE
31449
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U. S. Bancorp
COM
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SH
SOLE
132116
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Union Pacific Corp
COM
907818108
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71672
SH
SOLE
71672
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Unitedhealth Group
COM
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SH
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9645
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Vanguard FTSE Developed Mkts E
COM
921943858
3767268
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SH
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83402
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0
Vanguard FTSE Emerging Mkts ET
COM
922042858
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Vanguard Growth ETF
COM
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334000
1339
SH
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1339
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0
Vanguard Large Cap ETF
COM
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SH
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10009
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Vanguard Mid-Cap ETF
COM
922908629
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SH
SOLE
1387
0
0
Verizon Communications
COM
92343V104
7119787
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SH
SOLE
183075
0
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Visa Inc.
COM
92826C839
230420
1022
SH
SOLE
1022
0
0
WEC Energy Group, Inc.
COM
92939U106
878703
9270
SH
SOLE
9270
0
0
Xcel Energy Inc
COM
98389B100
392568
5821
SH
SOLE
5821
0
0
iShares Core S&P Mid-Cap ETF
COM
464287507
3986300
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iShares Core S&P Small-Cap ETF
COM
464287804
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iShares DJ Select Dividend ETF
COM
464287168
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7554
SH
SOLE
7554
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iShares MSCI EAFE ETF
COM
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SH
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iShares Russell 2000 ETF
COM
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SH
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7031
0
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iShares Russell Mid-Cap ETF
COM
464287499
1218146
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SH
SOLE
17422
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Crown Castle Intl Corp
COM
22822V101
7211567
53882
SH
SOLE
53882
0
0
Prologis Inc
COM
74340W103
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39085
SH
SOLE
39085
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Schwab U.S. Aggregate Bond ETF
COM
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322459
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SH
SOLE
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Vanguard Total Bond Mkt ETF
COM
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iShares Nat'l AMT-Free Muni Bo
COM
464288414
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SH
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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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SH
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0
0
iShares iBoxx High Yld Corp Bo
COM
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8812552
116645
SH
SOLE
116645
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0
iShares iBoxx Inv Gr Corp Bond
COM
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17375903
158525
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SOLE
158525
0
0