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: $821.0M85 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$15.2M	1.9%	148,107 SH	New
ABBVIE INC	COM	$24.4M	3.0%Prev: 3.1%	112,279 SH	Decreased-4,284 SH
ALPHABET INC	CAP STK CL A	$32.5M	4.0%Prev: 1.9%	112,879 SH	Increased+14,920 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.4%Prev: 0.2%	10,745 SH	Increased-949 SH
ALTRIA GROUP INC	COM	$2.6M	0.3%Prev: 0.3%	39,966 SH	Increased
AMAZON COM INC	COM	$18.9M	2.3%Prev: 2.2%	90,667 SH	Increased-2,660 SH
AMERIPRISE FINL INC	COM	$12.9M	1.6%Prev: 3.4%	29,029 SH	Decreased-27,445 SH
AMGEN INC	COM	$8.9M	1.1%Prev: 1.0%	25,311 SH	Increased+539 SH
APPLE INC	COM	$31.0M	3.8%Prev: 3.8%	122,127 SH	Increased-12,878 SH
AT&T INC	COM	$6.2M	0.8%	212,637 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.1%Prev: 0.1%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.1M	1.2%Prev: 1.6%	21,002 SH	Decreased-3,687 SH
BLACKROCK INC	COM	$18.7M	2.3%Prev: 2.6%	19,492 SH	Decreased-2,349 SH
BROADCOM INC	COM	$614K	0.1%Prev: 0.0%	1,985 SH	Increased+95 SH
CAPITAL ONE FINL CORP	COM	$11.0M	1.3%	60,268 SH	New
CARLISLE COS INC	COM	$8.3M	1.0%Prev: 0.8%	24,987 SH	Increased+7,407 SH
CHEVRON CORPORATION	COM	$26.1M	3.2%	126,166 SH	New
CISCO SYS INC	COM	$8.6M	1.1%Prev: 0.8%	111,141 SH	Increased+2,485 SH
CME GROUP INC	COM	$12.9M	1.6%Prev: 0.5%	43,714 SH	Increased+28,003 SH
COSTCO WHOLESALE CORPORATION	COM	$21.2M	2.6%	21,315 SH	New
DANAHER CORP DEL	COM	$8.4M	1.0%	44,065 SH	New
DUKE ENERGY CORP NEW	COM NEW	$11.4M	1.4%Prev: 1.2%	87,144 SH	Increased+10,077 SH
EATON CORP PLC	SHS	$16.4M	2.0%Prev: 0.9%	45,735 SH	Increased+19,183 SH
ELI LILLY & CO	COM	$11.8M	1.4%Prev: 1.3%	12,881 SH	Increased-108 SH
EXXON MOBIL CORP	COM	$305K	0.0%Prev: 0.0%	1,800 SH	Increased-57 SH
FASTENAL CO	COM	$1.2M	0.1%Prev: 0.1%	25,048 SH	Increased+12,524 SH
GALLAGHER ARTHUR J & CO	COM	$4.8M	0.6%Prev: 2.6%	22,095 SH	Decreased-38,859 SH
GE AEROSPACE	COM NEW	$10.5M	1.3%	36,882 SH	New
HERSHEY CO	COM	$13.6M	1.7%	65,398 SH	New
HOME DEPOT INC	COM	$17.9M	2.2%Prev: 2.5%	54,342 SH	Decreased+439 SH
ILLINOIS TOOL WKS INC	COM	$475K	0.1%Prev: 1.2%	1,823 SH	Decreased-35,639 SH
INTUIT	COM	$14.3M	1.7%Prev: 1.5%	33,076 SH	Increased+13,663 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$202K	0.0%	1,050 SH	New
ISHARES TR	CORE S&P MCP ETF	$8.5M	1.0%Prev: 0.9%	126,476 SH	Increased-2,410 SH
ISHARES TR	CORE S&P SCP ETF	$8.7M	1.1%Prev: 0.9%	70,268 SH	Increased-1,547 SH
ISHARES TR	IBOXX HI YD ETF	$10.4M	1.3%Prev: 1.4%	130,165 SH	Decreased-7,850 SH
ISHARES TR	IBOXX INV CP ETF	$22.0M	2.7%Prev: 2.8%	201,546 SH	Decreased-2,774 SH
ISHARES TR	ISHS 1-5YR INVS	$19.3M	2.4%Prev: 2.5%	367,448 SH	Decreased-12,182 SH
ISHARES TR	MSCI EAFE ETF	$883K	0.1%Prev: 0.1%	9,095 SH	Increased-174 SH
ISHARES TR	NATIONAL MUN ETF	$14.2M	1.7%Prev: 1.7%	134,039 SH	Increased+4,385 SH
ISHARES TR	RUS MID CAP ETF	$2.3M	0.3%Prev: 0.3%	23,399 SH	Increased-552 SH
ISHARES TR	RUSSELL 2000 ETF	$2.9M	0.4%Prev: 0.3%	11,853 SH	Increased-326 SH
ISHARES TR	SELECT DIVID ETF	$860K	0.1%Prev: 0.1%	5,679 SH	Increased+43 SH
ISHARES TR	ULTRA SHORT DUR	$374K	0.0%	7,393 SH	New
JOHNSON & JOHNSON	COM	$965K	0.1%Prev: 0.1%	3,946 SH	Increased-86 SH
JPMORGAN CHASE & CO	COM	$32.3M	3.9%	109,753 SH	New
LOCKHEED MARTIN CORP	COM	$16.5M	2.0%Prev: 1.8%	27,378 SH	Increased-3,998 SH
MASTERCARD INCORPORATED	CL A	$15.5M	1.9%Prev: 2.3%	31,118 SH	Decreased-2,724 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.4M	0.2%Prev: 0.1%	22,366 SH	Increased-1,537 SH
MICROSOFT CORP	COM	$24.7M	3.0%Prev: 2.9%	66,734 SH	Increased+5,013 SH
MORGAN STANLEY	COM NEW	$11.2M	1.4%Prev: 0.9%	67,832 SH	Increased+5,363 SH
NEXTERA ENERGY INC	COM	$6.5M	0.8%Prev: 1.8%	70,419 SH	Decreased-126,397 SH
NVIDIA CORPORATION	COM	$18.2M	2.2%Prev: 1.2%	104,321 SH	Increased+16,815 SH
PARKER-HANNIFIN CORP	COM	$16.3M	2.0%Prev: 1.0%	18,185 SH	Increased+5,031 SH
PAYCHEX INC	COM	$18.5M	2.3%Prev: 3.1%	200,847 SH	Decreased+38,839 SH
PHILIP MORRIS INTL INC	COM	$27.3M	3.3%Prev: 3.2%	165,073 SH	Increased+2,386 SH
PHILLIPS 66	COM	$7.6M	0.9%Prev: 0.9%	41,647 SH	Increased-14,884 SH
POLARIS INC	COM	$219K	0.0%Prev: 0.0%	4,016 SH	Increased-1,275 SH
PROCTER & GAMBLE CO	COM	$10.4M	1.3%	72,147 SH	New
PROLOGIS INC.	COM	$14.8M	1.8%Prev: 1.5%	111,661 SH	Increased+3,326 SH
RTX CORPORATION	COM	$5.2M	0.6%Prev: 0.0%	26,802 SH	Increased+25,062 SH
SALESFORCE INC	COM	$373K	0.0%Prev: 0.1%	2,000 SH	Decreased
SCHWAB STRATEGIC TR	US AGGREGATE B	$343K	0.0%Prev: 0.0%	14,774 SH	Increased-26 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$240K	0.0%Prev: 0.0%	9,566 SH	Increased-1,120 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$450K	0.1%Prev: 0.1%	14,677 SH	Increased-594 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.2M	0.1%Prev: 0.2%	45,472 SH	Decreased-9,742 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$207K	0.0%	7,132 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$246K	0.0%	629 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$856K	0.1%	6,439 SH	New
SNAP ON INC	COM	$9.7M	1.2%Prev: 1.1%	26,802 SH	Increased+685 SH
STARBUCKS CORP	COM	$13.5M	1.6%Prev: 1.8%	150,689 SH	Decreased+479 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.4M	0.5%	6,780 SH	New
STRYKER CORPORATION	COM	$11.1M	1.4%Prev: 1.6%	33,866 SH	Decreased-344 SH
UNION PAC CORP	COM	$20.7M	2.5%Prev: 2.3%	85,210 SH	Increased+6,902 SH
US BANCORP	COM NEW	$6.0M	0.7%	115,283 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.9M	1.8%Prev: 1.9%	201,923 SH	Decreased-2,691 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.0M	0.1%Prev: 0.1%	2,316 SH	Increased-82 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.9M	0.3%Prev: 0.3%	9,539 SH	Increased-190 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.3M	0.9%Prev: 0.6%	135,042 SH	Increased+36,281 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.5M	0.7%Prev: 0.6%	86,341 SH	Increased-2,493 SH
VERIZON COMMUNICATIONS INC	COM	$7.9M	1.0%Prev: 1.1%	157,896 SH	Decreased-41,230 SH
VISA INC	COM CL A	$336K	0.0%Prev: 0.1%	1,111 SH	Decreased-128 SH
WALMART INC	COM	$404K	0.0%Prev: 0.0%	3,251 SH	Increased-116 SH
WEC ENERGY GROUP INC	COM	$8.0M	1.0%Prev: 0.6%	68,788 SH	Increased+25,939 SH
XCEL ENERGY INC	COM	$281K	0.0%Prev: 0.0%	3,541 SH	Decreased-1,556 SH

Sold (vs prior filing)

ABBOTT LABS — $18.9M
ACCENTURE PLC IRELAND — $17.7M
BROADRIDGE FINL SOLUTIONS IN — $12.5M
CHEVRON CORP NEW — $18.9M
COSTCO WHSL CORP NEW — $20.4M
DANAHER CORPORATION — $9.1M
DISCOVER FINL SVCS — $10.1M
ISHARES TR — $385K
JPMORGAN CHASE & CO. — $31.8M
KENVUE INC — $6.3M
KIMBERLY-CLARK CORP — $331K
LULULEMON ATHLETICA INC — $340K
MARSH & MCLENNAN COS INC — $203K
MERCK & CO INC — $4.6M
PEPSICO INC — $254K
PROCTER AND GAMBLE CO — $10.9M
SELECT SECTOR SPDR TR — $939K
SPDR S&P 500 ETF TR — $4.2M
UNITEDHEALTH GROUP INC — $328K
US BANCORP DEL — $5.9M

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