Alley Investment Management Company, LLC

CIK 0001917618 • 6 13F filings • Apr 28, 2025 – Jul 23, 2026

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Filer information

Filed by: Alley Investment Management Company, LLC, CCO
Address: 272 MARKET SQUARE, SUITE 214, LAKE FOREST, IL, 60045
Phone: 847-482-0938
AUM: $854.4M

AUM over time

$856.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $826.2M85 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$19.4M	2.3%	142,680 SH	New
ABBVIE INC	COM	$21.9M	2.6%Prev: 3.0%	117,719 SH	Decreased+5,440 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$17.0M	2.1%	56,944 SH	New
ALPHABET INC	CAP STK CL A	$17.1M	2.1%Prev: 4.0%	97,100 SH	Decreased-15,779 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.2%Prev: 0.4%	11,627 SH	Decreased+882 SH
ALTRIA GROUP INC	COM	$2.3M	0.3%Prev: 0.3%	39,966 SH	Decreased
AMAZON COM INC	COM	$20.3M	2.5%Prev: 2.3%	92,613 SH	Increased+1,946 SH
AMERIPRISE FINL INC	COM	$28.4M	3.4%Prev: 1.6%	53,239 SH	Increased+24,210 SH
AMGEN INC	COM	$7.0M	0.8%Prev: 1.1%	25,052 SH	Decreased-259 SH
APPLE INC	COM	$27.8M	3.4%Prev: 3.8%	135,301 SH	Decreased+13,174 SH
AT&T INC	COM	$3.9M	0.5%Prev: 0.8%	134,241 SH	Decreased-78,396 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.9M	1.4%Prev: 1.2%	24,438 SH	Increased+3,436 SH
BLACKROCK INC	COM	$23.0M	2.8%Prev: 2.3%	21,884 SH	Increased+2,392 SH
BROADCOM INC	COM	$547K	0.1%Prev: 0.1%	1,985 SH	Decreased
BROADRIDGE FINL SOLUTIONS IN	COM	$12.5M	1.5%	51,352 SH	New
CAPITAL ONE FINL CORP	COM	$12.8M	1.6%Prev: 1.3%	60,255 SH	Increased-13 SH
CARLISLE COS INC	COM	$6.6M	0.8%Prev: 1.0%	17,698 SH	Decreased-7,289 SH
CHEVRON CORP NEW	COM	$16.5M	2.0%	115,103 SH	New
CISCO SYS INC	COM	$7.6M	0.9%Prev: 1.1%	110,062 SH	Decreased-1,079 SH
CME GROUP INC	COM	$4.3M	0.5%Prev: 1.6%	15,711 SH	Decreased-28,003 SH
COSTCO WHSL CORP NEW	COM	$21.3M	2.6%	21,493 SH	New
DANAHER CORPORATION	COM	$8.7M	1.1%	44,041 SH	New
DUKE ENERGY CORP NEW	COM NEW	$9.2M	1.1%Prev: 1.4%	77,910 SH	Decreased-9,234 SH
EATON CORP PLC	SHS	$9.5M	1.1%Prev: 2.0%	26,573 SH	Decreased-19,162 SH
ELI LILLY & CO	COM	$10.2M	1.2%Prev: 1.4%	13,057 SH	Decreased+176 SH
FASTENAL CO	COM	$1.1M	0.1%Prev: 0.1%	25,048 SH	Decreased
GALLAGHER ARTHUR J & CO	COM	$19.7M	2.4%Prev: 0.6%	61,510 SH	Increased+39,415 SH
HOME DEPOT INC	COM	$19.9M	2.4%Prev: 2.2%	54,154 SH	Increased-188 SH
ILLINOIS TOOL WKS INC	COM	$9.3M	1.1%Prev: 0.1%	37,660 SH	Increased+35,837 SH
INTUIT	COM	$15.2M	1.8%Prev: 1.7%	19,307 SH	Increased-13,769 SH
INVESCO QQQ TR	UNIT SER 1	$204K	0.0%	370 SH	New
ISHARES TR	CORE S&P MCP ETF	$8.0M	1.0%Prev: 1.0%	129,038 SH	Decreased+2,562 SH
ISHARES TR	CORE S&P SCP ETF	$7.9M	1.0%Prev: 1.1%	71,912 SH	Decreased+1,644 SH
ISHARES TR	IBOXX HI YD ETF	$10.7M	1.3%Prev: 1.3%	132,055 SH	Increased+1,890 SH
ISHARES TR	IBOXX INV CP ETF	$21.4M	2.6%Prev: 2.7%	195,238 SH	Decreased-6,308 SH
ISHARES TR	ISHS 1-5YR INVS	$19.1M	2.3%Prev: 2.4%	362,158 SH	Decreased-5,290 SH
ISHARES TR	MSCI EAFE ETF	$813K	0.1%Prev: 0.1%	9,095 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$13.5M	1.6%Prev: 1.7%	128,957 SH	Decreased-5,082 SH
ISHARES TR	RUS MID CAP ETF	$2.2M	0.3%Prev: 0.3%	23,951 SH	Decreased+552 SH
ISHARES TR	RUSSELL 2000 ETF	$2.6M	0.3%Prev: 0.4%	12,179 SH	Decreased+326 SH
ISHARES TR	SELECT DIVID ETF	$758K	0.1%Prev: 0.1%	5,708 SH	Decreased+29 SH
ISHARES TR	ULTRA SHORT DUR	$375K	0.0%Prev: 0.0%	7,393 SH	Increased
JOHNSON & JOHNSON	COM	$597K	0.1%Prev: 0.1%	3,908 SH	Decreased-38 SH
JPMORGAN CHASE & CO.	COM	$37.3M	4.5%	128,570 SH	New
KENVUE INC	COM	$5.7M	0.7%	272,358 SH	New
KIMBERLY-CLARK CORP	COM	$286K	0.0%	2,222 SH	New
LOCKHEED MARTIN CORP	COM	$14.5M	1.8%Prev: 2.0%	31,329 SH	Decreased+3,951 SH
LULULEMON ATHLETICA INC	COM	$285K	0.0%	1,200 SH	New
MASTERCARD INCORPORATED	CL A	$17.7M	2.1%Prev: 1.9%	31,418 SH	Increased+300 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.7M	0.2%Prev: 0.2%	23,896 SH	Increased+1,530 SH
MICROSOFT CORP	COM	$30.5M	3.7%Prev: 3.0%	61,404 SH	Increased-5,330 SH
MORGAN STANLEY	COM NEW	$9.7M	1.2%Prev: 1.4%	69,088 SH	Decreased+1,256 SH
NEXTERA ENERGY INC	COM	$13.7M	1.7%Prev: 0.8%	197,788 SH	Increased+127,369 SH
NVIDIA CORPORATION	COM	$16.6M	2.0%Prev: 2.2%	105,298 SH	Decreased+977 SH
PARKER-HANNIFIN CORP	COM	$9.3M	1.1%Prev: 2.0%	13,356 SH	Decreased-4,829 SH
PAYCHEX INC	COM	$23.5M	2.8%Prev: 2.3%	161,480 SH	Increased-39,367 SH
PHILIP MORRIS INTL INC	COM	$29.4M	3.6%Prev: 3.3%	161,323 SH	Increased-3,750 SH
PHILLIPS 66	COM	$6.8M	0.8%Prev: 0.9%	57,318 SH	Decreased+15,671 SH
POLARIS INC	COM	$215K	0.0%Prev: 0.0%	5,291 SH	Decreased+1,275 SH
PROCTER AND GAMBLE CO	COM	$10.3M	1.2%	64,341 SH	New
PROLOGIS INC.	COM	$11.6M	1.4%Prev: 1.8%	110,629 SH	Decreased-1,032 SH
RTX CORPORATION	COM	$254K	0.0%Prev: 0.6%	1,740 SH	Decreased-25,062 SH
SALESFORCE INC	COM	$545K	0.1%Prev: 0.0%	2,000 SH	Increased
SCHWAB STRATEGIC TR	US AGGREGATE B	$347K	0.0%Prev: 0.0%	14,917 SH	Increased+143 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$255K	0.0%Prev: 0.0%	10,686 SH	Increased+1,120 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$386K	0.0%Prev: 0.1%	14,570 SH	Decreased-107 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.3M	0.2%Prev: 0.1%	51,267 SH	Increased+5,795 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.1M	0.1%	4,332 SH	New
SNAP ON INC	COM	$8.2M	1.0%Prev: 1.2%	26,204 SH	Decreased-598 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.6M	0.6%	7,450 SH	New
STARBUCKS CORP	COM	$14.1M	1.7%Prev: 1.6%	153,721 SH	Increased+3,032 SH
STRYKER CORPORATION	COM	$13.5M	1.6%Prev: 1.4%	34,086 SH	Increased+220 SH
UNION PAC CORP	COM	$18.0M	2.2%Prev: 2.5%	78,375 SH	Decreased-6,835 SH
US BANCORP DEL	COM NEW	$6.5M	0.8%	143,445 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.4M	1.7%Prev: 1.8%	194,963 SH	Decreased-6,960 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.1%Prev: 0.1%	2,406 SH	Increased+90 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.8M	0.3%Prev: 0.3%	9,729 SH	Decreased+190 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.9M	0.6%Prev: 0.9%	98,952 SH	Decreased-36,090 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.0M	0.6%Prev: 0.7%	87,120 SH	Decreased+779 SH
VERIZON COMMUNICATIONS INC	COM	$8.7M	1.1%Prev: 1.0%	201,179 SH	Increased+43,283 SH
VISA INC	COM CL A	$413K	0.0%Prev: 0.0%	1,163 SH	Increased+52 SH
WALMART INC	COM	$329K	0.0%Prev: 0.0%	3,367 SH	Decreased+116 SH
WEC ENERGY GROUP INC	COM	$4.5M	0.5%Prev: 1.0%	43,593 SH	Decreased-25,195 SH
XCEL ENERGY INC	COM	$319K	0.0%Prev: 0.0%	4,690 SH	Increased+1,149 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $15.2M
CHEVRON CORPORATION — $26.1M
COSTCO WHOLESALE CORPORATION — $21.2M
DANAHER CORP DEL — $8.4M
EXXON MOBIL CORP — $305K
GE AEROSPACE — $10.5M
HERSHEY CO — $13.6M
INVESCO EXCHANGE TRADED FD T — $202K
JPMORGAN CHASE & CO — $32.3M
PROCTER & GAMBLE CO — $10.4M
SCHWAB STRATEGIC TR — $207K
SEAGATE TECHNOLOGY HLDNGS PL — $246K
SELECT SECTOR SPDR TR — $856K
STATE STR SPDR S&P 500 ETF T — $4.4M
US BANCORP — $6.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001917618-26-000001	$854.4M	View
Oct 24, 2025	Q3 2025	13F-HR	0001917618-25-000007	$861.2M	View
Jul 23, 2026	Q2 2026