$582 Thousand is the total value of Alley Investment Management Company, LLC's 83 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MS | New | Morgan Stanley | $3,064 | – | 36,039 | +100.0% | 0.53% | – |
IWD | New | iShares Russell 1000 Value ETF | $1,914 | – | 12,620 | +100.0% | 0.33% | – |
PII | New | Polaris Industries Inc | $652 | – | 6,457 | +100.0% | 0.11% | – |
XOM | New | Exxon Mobil Corp | $314 | – | 2,851 | +100.0% | 0.05% | – |
VO | New | Vanguard Mid-Cap ETF | $282 | – | 1,384 | +100.0% | 0.05% | – |
V | New | Visa Inc. | $212 | – | 1,022 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Apple Inc | 7 | Q3 2023 | 4.1% |
AbbVie Inc | 7 | Q3 2023 | 3.3% |
Paychex Inc | 7 | Q3 2023 | 3.3% |
iShares iBoxx Inv Gr Corp Bond | 7 | Q3 2023 | 3.3% |
Microsoft Corp | 7 | Q3 2023 | 3.3% |
Ameriprise Financial Inc | 7 | Q3 2023 | 3.2% |
JPMorgan Chase & Co | 7 | Q3 2023 | 3.1% |
iShares Short-Term Corp Bond E | 7 | Q3 2023 | 3.1% |
Chevron Corp | 7 | Q3 2023 | 2.9% |
Union Pacific Corp | 7 | Q3 2023 | 3.1% |
View Alley Investment Management Company, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-12 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-08 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-10 |
View Alley Investment Management Company, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.