Alley-Investment-Management-Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "ABBV",
  "GOOGL",
  "BLK",
  "AVGO",
  "DUK",
  "PII",
  "HD",
  "INTU",
  "UNP",
  "ITW",
  "MUB",
  null,
  "IJH",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MS",
  "AMP",
  "FAST",
  "IJR",
  "PAYX",
  null,
  null,
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "SCHX",
  null,
  "SNA",
  "RTX",
  "SYK",
  "SBUX",
  "VV",
  "VWO",
  "WEC",
  "AJG",
  "IWR",
  "AMZN",
  "SCHB",
  "USB",
  "VUG",
  "VEA",
  "BND",
  "V",
  "WMT",
  "XEL",
  "SCHD",
  "DVY",
  "PSX",
  "CRM",
  "KMB",
  "LULU",
  "BRK-A",
  "BRK-B",
  "BR",
  "CSL",
  "CVX",
  "CSCO",
  "CME",
  "COST",
  "DHR",
  "DFS",
  "EFA",
  "NEE",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "PH",
  "MO",
  "XLK",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 88
Total Value: 797149866
Accession Number: 0001917618-25-000002
Form Type: 13F-HR
CIK: alley-investment-management-company
Manager Name: Alley-Investment-Management-Company

Data Enrichment

94% identified

83 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $797.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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921937835

BND|921937835

Shares:204.6K

Value:$15.0M

% of Portfolio:1.9% ($15.0M/$797.1M)

STARBUCKS CORP

SBUX|855244109

Shares:150.2K

Value:$14.7M

% of Portfolio:1.8% ($14.7M/$797.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:31.4K

Value:$14.0M

% of Portfolio:1.8% ($14.0M/$797.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:196.8K

Value:$14.0M

% of Portfolio:1.8% ($14.0M/$797.1M)

464288414

MUB|464288414

Shares:129.7K

Value:$13.7M

% of Portfolio:1.7% ($13.7M/$797.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:24.7K

Value:$13.1M

% of Portfolio:1.6% ($13.1M/$797.1M)

STRYKER CORP

SYK|863667101

Shares:34.2K

Value:$12.7M

% of Portfolio:1.6% ($12.7M/$797.1M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:51.7K

Value:$12.5M

% of Portfolio:1.6% ($12.5M/$797.1M)

Prologis, Inc.

PLD|74340W103

Shares:108.3K

Value:$12.1M

% of Portfolio:1.5% ($12.1M/$797.1M)

INTUIT INC.

INTU|461202103

Shares:19.4K

Value:$11.9M

% of Portfolio:1.5% ($11.9M/$797.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:64.0K

Value:$10.9M

% of Portfolio:1.4% ($10.9M/$797.1M)

464288513

Shares:138.0K

Value:$10.9M

% of Portfolio:1.4% ($10.9M/$797.1M)

ELI LILLY & Co

LLY|532457108

Shares:13.0K

Value:$10.7M

% of Portfolio:1.3% ($10.7M/$797.1M)

Discover Financial Services

DFS|254709108

Shares:59.4K

Value:$10.1M

% of Portfolio:1.3% ($10.1M/$797.1M)

NVIDIA CORP

NVDA|67066G104

Shares:87.5K

Value:$9.5M

% of Portfolio:1.2% ($9.5M/$797.1M)

Duke Energy CORP

DUK|26441C204

Shares:77.1K

Value:$9.4M

% of Portfolio:1.2% ($9.4M/$797.1M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:37.5K

Value:$9.3M

% of Portfolio:1.2% ($9.3M/$797.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:44.5K

Value:$9.1M

% of Portfolio:1.1% ($9.1M/$797.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:199.1K

Value:$9.0M

% of Portfolio:1.1% ($9.0M/$797.1M)

Snap-on Inc

SNA|833034101

Shares:26.1K

Value:$8.8M

% of Portfolio:1.1% ($8.8M/$797.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	204.6K	QoQ +0.80% (+1.6K) YoY +12.15% (+22.2K)	All Managers (Combined)	$15.0M	1.9% ($15.0M/$797.1M)	QoQ +2.96% (+$432.6K) YoY +13.42% (+$1.8M)
STARBUCKS CORP(SBUXcusip855244109)	150.2K	QoQ +2.14% (+3.1K) YoY +5.41% (+7.7K)	All Managers (Combined)	$14.7M	1.8% ($14.7M/$797.1M)	QoQ +9.79% (+$1.3M) YoY +13.14% (+$1.7M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	31.4K	QoQ -0.26% (-84) YoY -10.53% (-3.7K)	All Managers (Combined)	$14.0M	1.8% ($14.0M/$797.1M)	QoQ -8.31% (-$1.3M) YoY -12.13% (-$1.9M)
NEXTERA ENERGY INC(NEEcusip65339F101)	196.8K	QoQ +0.55% (-1.1K) YoY +22.67% (+36.4K)	All Managers (Combined)	$14.0M	1.8% ($14.0M/$797.1M)	QoQ -0.57% (-$80.2K) YoY +36.07% (+$3.7M)
(MUBcusip464288414)	129.7K	QoQ -1.92% (-2.5K) YoY +13.76% (+15.7K)	All Managers (Combined)	$13.7M	1.7% ($13.7M/$797.1M)	QoQ -2.94% (-$415.3K) YoY +11.47% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	24.7K	QoQ -0.31% (-79) YoY +0.69% (+170)	All Managers (Combined)	$13.1M	1.6% ($13.1M/$797.1M)	QoQ +17.11% (-$1.9M) YoY +27.52% (+$2.8M)
STRYKER CORP(SYKcusip863667101)	34.2K	QoQ +0.71% (+243) YoY +0.77% (+264)	All Managers (Combined)	$12.7M	1.6% ($12.7M/$797.1M)	QoQ +4.12% (+$504.9K) YoY +4.82% (+$586.4K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	51.7K	QoQ +0.13% (+72) YoY +1.12% (+573)	All Managers (Combined)	$12.5M	1.6% ($12.5M/$797.1M)	QoQ +7.38% (+$863.1K) YoY +19.67% (+$2.1M)
Prologis, Inc.(PLDcusip74340W103)	108.3K	QoQ +102.79% (+54.9K) YoY +170.33% (+68.3K)	All Managers (Combined)	$12.1M	1.5% ($12.1M/$797.1M)	QoQ +114.47% (+$6.5M) YoY +132.07% (+$6.9M)
INTUIT INC.(INTUcusip461202103)	19.4K	QoQ +0.05% (-11) YoY -19.60% (-4.7K)	All Managers (Combined)	$11.9M	1.5% ($11.9M/$797.1M)	QoQ -2.25% (-$274.8K) YoY -24.06% (-$3.8M)
PROCTER & GAMBLE Co(PGcusip742718109)	64.0K	QoQ +0.59% (+378) YoY +5.10% (+3.1K)	All Managers (Combined)	$10.9M	1.4% ($10.9M/$797.1M)	QoQ +2.25% (+$240.6K) YoY +10.40% (+$1.0M)
(cusip464288513)✕	138.0K	QoQ -0.09% (-132) YoY +9.18% (+11.6K)	All Managers (Combined)	$10.9M	1.4% ($10.9M/$797.1M)	QoQ +0.20% (-$22.7K) YoY +10.81% (+$1.1M)
ELI LILLY & Co(LLYcusip532457108)	13.0K	QoQ +0.30% (+40) YoY +22.27% (+2.4K)	All Managers (Combined)	$10.7M	1.3% ($10.7M/$797.1M)	QoQ +7.31% (+$731.1K) YoY +29.80% (+$2.5M)
Discover Financial Services(DFScusip254709108)	59.4K	QoQ -24.39% (-19.2K) YoY -23.38% (-18.1K)	All Managers (Combined)	$10.1M	1.3% ($10.1M/$797.1M)	QoQ -25.50% (-$3.5M) YoY -0.23% (-$23.4K)
NVIDIA CORP(NVDAcusip67066G104)	87.5K	QoQ +48.21% (+28.5K) YoY NEW(+87.5K)	All Managers (Combined)	$9.5M	1.2% ($9.5M/$797.1M)	QoQ +19.61% (+$1.6M) YoY NEW(+$9.5M)
Duke Energy CORP(DUKcusip26441C204)	77.1K	QoQ +0.77% (+590) YoY +39.64% (+21.9K)	All Managers (Combined)	$9.4M	1.2% ($9.4M/$797.1M)	QoQ +14.08% (+$1.2M) YoY +76.11% (+$4.1M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	37.5K	QoQ +0.62% (-233) YoY +3.10% (-1.1K)	All Managers (Combined)	$9.3M	1.2% ($9.3M/$797.1M)	QoQ -1.57% (-$148.8K) YoY -4.70% (-$458.3K)
DANAHER CORP /DE/(DHRcusip235851102)	44.5K	QoQ +0.39% (-177) YoY +1.04% (-462)	All Managers (Combined)	$9.1M	1.1% ($9.1M/$797.1M)	QoQ -10.33% (-$1.1M) YoY -17.04% (-$1.9M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	199.1K	QoQ +0.82% (+1.6K) YoY +5.03% (+9.5K)	All Managers (Combined)	$9.0M	1.1% ($9.0M/$797.1M)	QoQ +14.36% (+$1.1M) YoY +13.54% (+$1.1M)
Snap-on Inc(SNAcusip833034101)	26.1K	QoQ +1.04% (+271) YoY -42.66% (-19.4K)	All Managers (Combined)	$8.8M	1.1% ($8.8M/$797.1M)	QoQ +0.31% (+$27.5K) YoY -34.77% (-$4.7M)