$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CME | CME Group Inc | $3,385 | -99.9% | 20,131 | 0.0% | 0.58% | -18.1% | |
| VV | Vanguard Large Cap ETF | $1,744 | -99.9% | 10,009 | 0.0% | 0.30% | -8.3% | |
| MCHP | Microchip Technology | $1,571 | -99.9% | 22,366 | 0.0% | 0.27% | -0.7% | |
| ENV | Envestnet,Inc | $740 | -99.9% | 12,000 | 0.0% | 0.13% | +19.8% | |
| XLK | SPDR Tech Sector ETF | $584 | -99.9% | 4,690 | 0.0% | 0.10% | -9.9% | |
| KMB | Kimberly-Clark Corp | $532 | -99.9% | 3,921 | 0.0% | 0.09% | +3.4% | |
| XEL | Xcel Energy Inc | $408 | -99.9% | 5,821 | 0.0% | 0.07% | -5.4% | |
| LULU | Lululemon Athletica | $384 | -99.9% | 1,200 | 0.0% | 0.07% | -1.5% | |
| CRM | Salesforce.com | $265 | -99.9% | 2,000 | 0.0% | 0.05% | -19.3% | |
| DE | Deere & Co | $257 | -99.9% | 600 | 0.0% | 0.04% | +10.0% |
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.