0001917618-22-000002.txt : 20220805
0001917618-22-000002.hdr.sgml : 20220805
20220805152907
ACCESSION NUMBER: 0001917618-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220805
EFFECTIVENESS DATE: 20220805
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: 221140490
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
06-30-2022
06-30-2022
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
08-05-2022
0
78
530246
false
INFORMATION TABLE
2
13F_06302022.xml
AbbVie Inc
COM
00287Y109
17556
114628
SH
SOLE
114628
0
0
Abbott Laboratories
COM
002824100
13135
120892
SH
SOLE
120892
0
0
Accenture PLC Cl A
COM
G1151C101
12757
45948
SH
SOLE
45948
0
0
Alphabet Inc Cl A
COM
02079K305
10881
4993
SH
SOLE
4993
0
0
Alphabet Inc Cl C
COM
02079K107
1330
608
SH
SOLE
608
0
0
Altria Group Inc
COM
02209S103
6430
153945
SH
SOLE
153945
0
0
Amazon Com Inc
COM
023135106
8686
81778
SH
SOLE
81778
0
0
Ameriprise Financial Inc
COM
03076C106
13210
55578
SH
SOLE
55578
0
0
Amgen Inc
COM
031162100
4557
18730
SH
SOLE
18730
0
0
Apple Inc
COM
037833100
17574
128537
SH
SOLE
128537
0
0
Arthur J. Gallagher & Co
COM
363576109
6269
38448
SH
SOLE
38448
0
0
Berkshire Hathaway Cl B
COM
084670702
6289
23034
SH
SOLE
23034
0
0
BlackRock, Inc
COM
09247X101
11817
19402
SH
SOLE
19402
0
0
Broadridge Finl Solution
COM
11133T103
6781
47568
SH
SOLE
47568
0
0
CME Group Inc
COM
12572Q105
4121
20131
SH
SOLE
20131
0
0
Chevron Corp
COM
166764100
13653
94302
SH
SOLE
94302
0
0
Cisco Systems
COM
17275R102
3976
93252
SH
SOLE
93252
0
0
Convey Holding Parent Inc
COM
21258C108
400
38500
SH
SOLE
38500
0
0
Costco Whsl Corp
COM
22160K105
10756
22441
SH
SOLE
22441
0
0
Danaher Corp
COM
235851102
10077
39748
SH
SOLE
39748
0
0
Discover Financial Services
COM
254709108
4493
47503
SH
SOLE
47503
0
0
Duke Energy Corp
COM
26441C204
1688
15744
SH
SOLE
15744
0
0
Ecolab Inc
COM
278865100
5033
32736
SH
SOLE
32736
0
0
Envestnet,Inc
COM
29404K106
633
12000
SH
SOLE
12000
0
0
Estee Lauder Companies
COM
518439104
6832
26828
SH
SOLE
26828
0
0
Home Depot Inc
COM
437076102
13263
48359
SH
SOLE
48359
0
0
Honeywell Int'l
COM
438516106
10537
60621
SH
SOLE
60621
0
0
Illinois Tool Works
COM
452308109
5900
32373
SH
SOLE
32373
0
0
Intuit
COM
461202103
9579
24851
SH
SOLE
24851
0
0
JPMorgan Chase & Co
COM
46625H100
13904
123471
SH
SOLE
123471
0
0
Johnson & Johnson
COM
478160104
648
3649
SH
SOLE
3649
0
0
Kimberly-Clark Corp
COM
494368103
562
4158
SH
SOLE
4158
0
0
Lockheed Martin Corp
COM
539830109
14057
32694
SH
SOLE
32694
0
0
Lululemon Athletica
COM
550021109
327
1200
SH
SOLE
1200
0
0
MasterCard Inc
COM
57636Q104
10385
32917
SH
SOLE
32917
0
0
Medtronic PLC
COM
G5960L103
6675
74370
SH
SOLE
74370
0
0
Merck & Co Inc
COM
58933Y105
11666
127955
SH
SOLE
127955
0
0
Microchip Technology
COM
595017104
1299
22366
SH
SOLE
22366
0
0
Microsoft Corp
COM
594918104
15172
59073
SH
SOLE
59073
0
0
NextEra Energy, Inc
COM
65339F101
10671
137761
SH
SOLE
137761
0
0
Paychex Inc
COM
704326107
16592
145713
SH
SOLE
145713
0
0
Pepsico Inc.
COM
713448108
10194
61167
SH
SOLE
61167
0
0
Philip Morris Int'l Inc
COM
718172109
10651
107865
SH
SOLE
107865
0
0
Phillips 66
COM
718546104
4856
59228
SH
SOLE
59228
0
0
Procter & Gamble Co
COM
742718109
7770
54037
SH
SOLE
54037
0
0
SPDR S&P 500 ETF
COM
78462F103
1771
4695
SH
SOLE
4695
0
0
SPDR Tech Sector ETF
COM
81369Y803
596
4690
SH
SOLE
4690
0
0
Salesforce.com
COM
79466L302
330
2000
SH
SOLE
2000
0
0
Schwab U.S. Dividend Equity ET
COM
808524797
401
5602
SH
SOLE
5602
0
0
Schwab U.S. Large-Cap ETF
COM
808524201
983
22000
SH
SOLE
22000
0
0
Snap-On Inc.
COM
833034101
8181
41522
SH
SOLE
41522
0
0
Starbucks Corp
COM
855244109
9417
123269
SH
SOLE
123269
0
0
Stryker
COM
863667101
6153
30929
SH
SOLE
30929
0
0
U. S. Bancorp
COM
902973304
4406
95733
SH
SOLE
95733
0
0
Union Pacific Corp
COM
907818108
14869
69717
SH
SOLE
69717
0
0
Unitedhealth Group
COM
91324P102
290
565
SH
SOLE
565
0
0
Vanguard FTSE Developed Mkts E
COM
921943858
3358
82314
SH
SOLE
82314
0
0
Vanguard FTSE Emerging Mkts ET
COM
922042858
3750
90046
SH
SOLE
90046
0
0
Vanguard Growth ETF
COM
922908736
308
1382
SH
SOLE
1382
0
0
Vanguard Large Cap ETF
COM
922908637
1744
10119
SH
SOLE
10119
0
0
Verizon Communications
COM
92343V104
7554
148852
SH
SOLE
148852
0
0
Visa Inc.
COM
92826C839
201
1022
SH
SOLE
1022
0
0
WEC Energy Group, Inc.
COM
92939U106
937
9306
SH
SOLE
9306
0
0
Xcel Energy Inc
COM
98389B100
412
5821
SH
SOLE
5821
0
0
iShares Core S&P Mid-Cap ETF
COM
464287507
3588
15860
SH
SOLE
15860
0
0
iShares Core S&P Small-Cap ETF
COM
464287804
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SH
SOLE
46027
0
0
iShares DJ Select Dividend ETF
COM
464287168
651
5535
SH
SOLE
5535
0
0
iShares MSCI EAFE ETF
COM
464287465
400
6394
SH
SOLE
6394
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0
iShares Russell 2000 ETF
COM
464287655
1234
7285
SH
SOLE
7285
0
0
iShares Russell Mid-Cap ETF
COM
464287499
1147
17746
SH
SOLE
17746
0
0
Crown Castle Intl Corp
COM
22822V101
8633
51273
SH
SOLE
51273
0
0
Prologis Inc
COM
74340W103
4242
36060
SH
SOLE
36060
0
0
Schwab U.S. Aggregate Bond ETF
COM
808524839
350
7314
SH
SOLE
7314
0
0
Vanguard Total Bond Mkt ETF
COM
921937835
12500
166088
SH
SOLE
166088
0
0
iShares Nat'l AMT-Free Muni Bo
COM
464288414
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SH
SOLE
109838
0
0
iShares Short-Term Corp Bond E
COM
464288646
16461
325643
SH
SOLE
325643
0
0
iShares iBoxx High Yld Corp Bo
COM
464288513
8513
115644
SH
SOLE
115644
0
0
iShares iBoxx Inv Gr Corp Bond
COM
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17289
157129
SH
SOLE
157129
0
0