0001917618-24-000005.txt : 20240814
0001917618-24-000005.hdr.sgml : 20240814
20240814140752
ACCESSION NUMBER: 0001917618-24-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240814
DATE AS OF CHANGE: 20240814
EFFECTIVENESS DATE: 20240814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Alley Investment Management Company, LLC
CENTRAL INDEX KEY: 0001917618
ORGANIZATION NAME:
IRS NUMBER: 873357150
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22468
FILM NUMBER: 241206362
BUSINESS ADDRESS:
STREET 1: 272 MARKET SQUARE
STREET 2: SUITE 214
CITY: LAKE FOREST
STATE: IL
ZIP: 60045
BUSINESS PHONE: 847-482-0938
MAIL ADDRESS:
STREET 1: 272 MARKET SQUARE
STREET 2: SUITE 214
CITY: LAKE FOREST
STATE: IL
ZIP: 60045
13F-HR
1
primary_doc.xml
X0202
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false
false
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0001917618
XXXXXXXX
06-30-2024
06-30-2024
Alley Investment Management Company, LLC
272 MARKET SQUARE
SUITE 214
LAKE FOREST
IL
60045
13F HOLDINGS REPORT
028-22468
000317544
801-122856
N
Stacy Ambrosini
Chief Compliance Officer
847-482-0938
Stacy Ambrosini
Lake Forest
IL
08-14-2024
0
85
732177151
false
INFORMATION TABLE
2
13F_06302024.xml
AbbVie Inc
COM
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19593930
114237
SH
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114237
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Abbott Laboratories
COM
002824100
14138113
136061
SH
SOLE
136061
0
0
Accenture PLC Cl A
COM
G1151C101
16569827
54612
SH
SOLE
54612
0
0
Alphabet Inc Cl A
COM
02079K305
17743232
97410
SH
SOLE
97410
0
0
Alphabet Inc Cl C
COM
02079K107
2155002
11749
SH
SOLE
11749
0
0
Altria Group Inc
COM
02209S103
1920342
42159
SH
SOLE
42159
0
0
Amazon Com Inc
COM
023135106
18156997
93956
SH
SOLE
93956
0
0
Ameriprise Financial Inc
COM
03076C106
23999961
56181
SH
SOLE
56181
0
0
Amgen Inc
COM
031162100
7216345
23096
SH
SOLE
23096
0
0
Apple Inc
COM
037833100
28029642
133082
SH
SOLE
133082
0
0
Arthur J. Gallagher & Co
COM
363576109
9956467
38396
SH
SOLE
38396
0
0
Berkshire Hathaway Cl B
COM
084670702
10024366
24642
SH
SOLE
24642
0
0
BlackRock, Inc
COM
09247X101
16891163
21454
SH
SOLE
21454
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Broadcom Com
COM
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198
SH
SOLE
198
0
0
Broadridge Finl Solution
COM
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SH
SOLE
51406
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CME Group Inc
COM
12572Q105
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17261
SH
SOLE
17261
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0
Carlisle Companies Inc
COM
142339100
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15819
SH
SOLE
15819
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Chevron Corp
COM
166764100
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106532
SH
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106532
0
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Cisco Systems
COM
17275R102
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102293
SH
SOLE
102293
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Costco Whsl Corp
COM
22160K105
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23022
SH
SOLE
23022
0
0
Danaher Corp
COM
235851102
10994649
44005
SH
SOLE
44005
0
0
Discover Financial Services
COM
254709108
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77897
SH
SOLE
77897
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Duke Energy Corp
COM
26441C204
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55705
SH
SOLE
55705
0
0
Eli Lilly & Co
COM
532457108
9674918
10686
SH
SOLE
10686
0
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Envestnet,Inc
COM
29404K106
751080
12000
SH
SOLE
12000
0
0
Exxon Mobil Corp
COM
30231G102
207216
1800
SH
SOLE
1800
0
0
Fastenal Co
COM
311900104
803975
12794
SH
SOLE
12794
0
0
Home Depot Inc
COM
437076102
18121826
52643
SH
SOLE
52643
0
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Illinois Tool Works
COM
452308109
8665153
36568
SH
SOLE
36568
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Intuit
COM
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SH
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19422
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JPMorgan Chase & Co
COM
46625H100
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SH
SOLE
128355
0
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Johnson & Johnson
COM
478160104
632015
4324
SH
SOLE
4324
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Kimberly-Clark Corp
COM
494368103
387789
2806
SH
SOLE
2806
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Lockheed Martin Corp
COM
539830109
16393809
35097
SH
SOLE
35097
0
0
Lululemon Athletica
COM
550021109
358440
1200
SH
SOLE
1200
0
0
MasterCard Inc
COM
57636Q104
15020175
34047
SH
SOLE
34047
0
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Merck & Co Inc
COM
58933Y105
16416251
132603
SH
SOLE
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Microchip Technology
COM
595017104
15620972
170721
SH
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Microsoft Corp
COM
594918104
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60206
SH
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60206
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Morgan Stanley
COM
617446448
3502630
36039
SH
SOLE
36039
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0
NextEra Energy, Inc
COM
65339F101
13342587
188428
SH
SOLE
188428
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Nvidia Corp.
COM
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57887
SH
SOLE
57887
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0
Paychex Inc
COM
704326107
18618070
157035
SH
SOLE
157035
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0
Pepsico Inc.
COM
713448108
11357575
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SH
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68863
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Philip Morris Int'l Inc
COM
718172109
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162148
SH
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Phillips 66
COM
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SOLE
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Polaris Industries Inc
COM
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SH
SOLE
5374
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Procter & Gamble Co
COM
742718109
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SH
SOLE
61347
0
0
SPDR S&P 500 ETF
COM
78462F103
4035936
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SOLE
7416
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0
SPDR Tech Sector ETF
COM
81369Y803
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4100
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Salesforce.com
COM
79466L302
514972
2003
SH
SOLE
2003
0
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Schwab U.S. Broad Market ETF
COM
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223943
3562
SH
SOLE
3562
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Schwab U.S. Dividend Equity ET
COM
808524797
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5059
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Schwab U.S. Large-Cap ETF
COM
808524201
1252554
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SH
SOLE
19495
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Snap-On Inc.
COM
833034101
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46109
SH
SOLE
46109
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Starbucks Corp
COM
855244109
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SH
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144115
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Stryker
COM
863667101
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34100
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U. S. Bancorp
COM
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Union Pacific Corp
COM
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Unitedhealth Group
COM
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SH
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Vanguard FTSE Developed Mkts E
COM
921943858
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Vanguard FTSE Emerging Mkts ET
COM
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Vanguard Growth ETF
COM
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Vanguard Large Cap ETF
COM
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Vanguard Mid-Cap ETF
COM
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Verizon Communications
COM
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SH
SOLE
191888
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Visa Inc.
COM
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SH
SOLE
1268
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WEC Energy Group, Inc.
COM
92939U106
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SH
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Wal-Mart Stores Inc
COM
931142103
227980
3367
SH
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3367
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Xcel Energy Inc
COM
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SH
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iShares Core S&P Mid-Cap ETF
COM
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COM
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iShares DJ Select Dividend ETF
COM
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COM
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COM
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iShares Russell Mid-Cap ETF
COM
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17382
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Crown Castle Intl Corp
COM
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SH
SOLE
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Prologis Inc
COM
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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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iShares iBoxx High Yld Corp Bo
COM
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132615
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iShares iBoxx Inv Gr Corp Bond
COM
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SOLE
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