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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Broadcom Inc.

AVGO|11135F101

Shares:1.9K

Value:$316.4K

% of Portfolio:0.0% ($316.4K/$797.1M)

Walmart Inc.

WMT|931142103

Shares:3.4K

Value:$295.6K

% of Portfolio:0.0% ($295.6K/$797.1M)

PEPSICO INC

PEP|713448108

Shares:1.7K

Value:$254.1K

% of Portfolio:0.0% ($254.1K/$797.1M)

RTX Corp

RTX|75513E101

Shares:1.7K

Value:$230.5K

% of Portfolio:0.0% ($230.5K/$797.1M)

808524102

SCHB|808524102

Shares:10.7K

Value:$230.1K

% of Portfolio:0.0% ($230.1K/$797.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.9K

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$797.1M)

Polaris Inc.

PII|731068102

Shares:5.3K

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$797.1M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:830

Value:$202.5K

% of Portfolio:0.0% ($202.5K/$797.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	1.9K	QoQ -4.54% (-90) YoY +821.95% (+1.7K)	All Managers (Combined)	$316.4K	0.0% ($316.4K/$797.1M)	QoQ -31.06% (-$142.6K) YoY +16.46% (+$44.7K)
Walmart Inc.(WMTcusip931142103)	3.4K	QoQ 0.00% (-0) YoY NEW(+3.4K)	All Managers (Combined)	$295.6K	0.0% ($295.6K/$797.1M)	QoQ -2.83% (-$8.6K) YoY NEW(+$295.6K)
PEPSICO INC(PEPcusip713448108)	1.7K	QoQ -0.41% (-7) YoY -97.51% (-66.6K)	All Managers (Combined)	$254.1K	0.0% ($254.1K/$797.1M)	QoQ -1.79% (-$4.7K) YoY -97.87% (-$11.7M)
RTX Corp(RTXcusip75513E101)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$230.5K	0.0% ($230.5K/$797.1M)	QoQ +14.46% (+$29.1K) YoY NEW(+$230.5K)
(SCHBcusip808524102)	10.7K	QoQ 0.00% (-0) YoY +200.00% (+7.1K)	All Managers (Combined)	$230.1K	0.0% ($230.1K/$797.1M)	QoQ -5.15% (-$12.5K) YoY +5.79% (+$12.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.9K	QoQ NEW(+1.9K) YoY +3.16% (+57)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$797.1M)	QoQ NEW(+$220.9K) YoY +5.55% (+$11.6K)
Polaris Inc.(PIIcusip731068102)	5.3K	QoQ 0.00% (-0) YoY -1.54% (-83)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$797.1M)	QoQ -28.94% (-$88.3K) YoY -59.74% (-$321.4K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	830	QoQ NEW(+830) YoY NEW(+830)	All Managers (Combined)	$202.5K	0.0% ($202.5K/$797.1M)	QoQ NEW(+$202.5K) YoY NEW(+$202.5K)