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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
FAST +12,874+$834
Broadcom Ltd +217+$242
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
EL -26,886-$3,886
MDT -34,032-$2,667
XOM -1,875-$220
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
WEC +30,009+$2,559
IGSB +20,345+$1,509
ICSH +18,183+$916
BND +13,124+$1,580
LQD +11,521+$2,652
SBUX +11,176+$1,690
VWO +9,789+$570
NEE +9,424+$1,087
AMZN +8,690+$3,423
MUB +7,652+$1,435
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
USB -3,504+$1,231
SCHX -1,738+$24
ABBV -1,120+$515
AJG -1,090-$366
PSX -1,053+$678
DFS -975+$1,926
SPY -783+$28
PLD -726+$761
AMGN -444+$272
Alley Investment Management Company LLC Info
Size ($ in 1000's)
At 12/31/2023: $684,367
At 09/30/2023: $589,248

Alley Investment Management Company LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alley Investment Management Company LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Alley Investment Management Company LLC
As of  12/31/2023, we find all stocks held by Alley Investment Management Company LLC to be as follows, presented in the table below with each row detailing each Alley Investment Management Company LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Alley Investment Management Company LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Alley Investment Management Company LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
Apple Inc 136,642 +7,323 $26,308
     AAPL136,642+7,323$26,308
Microsoft Corp 63,009 +2,788 $23,694
     MSFT63,009+2,788$23,694
JPMorgan Chase & Co 134,179 +7,266 $22,824
     JPM134,179+7,266$22,824
Ameriprise Financial Inc 58,459 +1,710 $22,204
     AMP58,459+1,710$22,204
iShares iBoxx Inv Gr Corp Bond (LQD) 170,986 +11,521 $18,921
     LQD170,986+11,521$18,921
Paychex Inc 156,263 +5,399 $18,612
     PAYX156,263+5,399$18,612
Union Pacific Corp 75,592 +3,034 $18,567
     UNP75,592+3,034$18,567
Home Depot Inc 52,458 +2,234 $18,179
     HD52,458+2,234$18,179
Accenture PLC Cl A 51,076 +2,572 $17,923
     ACN51,076+2,572$17,923
AbbVie Inc 115,444 -1,120 $17,890
     ABBV115,444-1,120$17,890
iShares Short Term Corp Bond E (IGSB) 342,583 +20,345 $17,566
     IGSB342,583+20,345$17,566
BlackRock Inc 21,220 +943 $17,226
     BLK21,220+943$17,226
Intuit 26,582 +2,405 $16,615
     INTU26,582+2,405$16,615
Costco Whsl Corp 24,061 +2,148 $15,882
     COST24,061+2,148$15,882
Lockheed Martin Corp 35,041 +1,460 $15,882
     LMT35,041+1,460$15,882
Chevron Corp 105,541 +6,486 $15,742
     CVX105,541+6,486$15,742
Philip Morris Int l Inc 162,238 +5,047 $15,263
     PM162,238+5,047$15,263
Merck & Co Inc 139,940 +7,434 $15,256
     MRK139,940+7,434$15,256
MasterCard Inc 35,359 +3,423 $15,081
     MA35,359+3,423$15,081
Alphabet Inc Cl A 105,629 +6,415 $14,755
     GOOGL105,629+6,415$14,755
Amazon Com Inc 93,419 +8,690 $14,194
     AMZN93,419+8,690$14,194
Abbott Laboratories 127,810 -136 $14,068
     ABT127,810-136$14,068
Honeywell Int l 66,547 +3,470 $13,956
     HON66,547+3,470$13,956
Starbucks Corp 141,362 +11,176 $13,572
     SBUX141,362+11,176$13,572
Snap On Inc. 45,438 +2,086 $13,124
     SNA45,438+2,086$13,124
Vanguard Total Bond Mkt ETF (BND) 176,233 +13,124 $12,962
     BND176,233+13,124$12,962
iShares Nat l AMT Free Muni Bo (MUB) 110,779 +7,652 $12,010
     MUB110,779+7,652$12,010
Pepsico Inc. 67,870 +3,851 $11,527
     PEP67,870+3,851$11,527
Broadridge Finl Solution 51,038 +4,499 $10,501
     BR51,038+4,499$10,501
Stryker 33,969 +3,367 $10,172
     SYK33,969+3,367$10,172
Danaher Corp 43,966 +4,211 $10,171
     DHR43,966+4,211$10,171
NextEra Energy Inc 158,592 +9,424 $9,633
     NEE158,592+9,424$9,633
Illinois Tool Works 36,223 +2,378 $9,488
     ITW36,223+2,378$9,488
iShares iBoxx High Yld Corp Bo (HYG) 121,404 +5,830 $9,395
     HYG121,404+5,830$9,395
Procter & Gamble Co 61,111 +3,676 $8,955
     PG61,111+3,676$8,955
Berkshire Hathaway Cl B      $8,812
     BRK.B24,707+2,237$8,812
Discover Financial Services 78,015 -975 $8,769
     DFS78,015-975$8,769
Arthur J. Gallagher & Co 38,329 -1,090 $8,619
     AJG38,329-1,090$8,619
Phillips 66 61,959 -1,053 $8,249
     PSX61,959-1,053$8,249
Unitedhealth Group 15,226 +5,562 $8,016
     UNH15,226+5,562$8,016
Verizon Communications 186,216 +2,298 $7,020
     VZ186,216+2,298$7,020
Crown Castle Intl Corp 57,242 +2,827 $6,594
     CCI57,242+2,827$6,594
Eli Lilly & Co 10,585 +3,626 $6,170
     LLY10,585+3,626$6,170
iShares Core S&P Small Cap ETF (IJR) 56,275 +2,577 $6,092
     IJR56,275+2,577$6,092
Amgen Inc 20,275 -444 $5,840
     AMGN20,275-444$5,840
U. S. Bancorp 131,795 -3,504 $5,704
     USB131,795-3,504$5,704
Duke Energy Corp 55,457 +5,765 $5,382
     DUK55,457+5,765$5,382
Prologis Inc 39,956 -726 $5,326
     PLD39,956-726$5,326
iShares Core S&P Mid Cap ETF (IJH) 18,641 +2,779 $5,166
     IJH18,641+2,779$5,166
Cisco Systems 100,703 +1,138 $5,088
     CSCO100,703+1,138$5,088
Vanguard FTSE Developed Mkts E (VEA) 89,289 +5,070 $4,277
     VEA89,289+5,070$4,277
Vanguard FTSE Emerging Mkts ET (VWO) 98,311 +9,789 $4,041
     VWO98,311+9,789$4,041
CME Group Inc 18,671 UNCH $3,932
     CME18,671UNCH$3,932
SPDR S&P 500 ETF (SPY) 7,580 -783 $3,603
     SPY7,580-783$3,603
Morgan Stanley 36,039 UNCH $3,361
     MS36,039UNCH$3,361
WEC Energy Group Inc. 39,256 +30,009 $3,304
     WEC39,256+30,009$3,304
Alphabet Inc Cl C 15,616 +4,555 $2,201
     GOOG15,616+4,555$2,201
Vanguard Large Cap ETF (VV) 9,909 UNCH $2,162
     VV9,909UNCH$2,162
Microchip Technology 22,366 UNCH $2,017
     MCHP22,366UNCH$2,017
iShares Russell 2000 ETF (IWM) 9,466 +2,285 $1,900
     IWM9,466+2,285$1,900
Altria Group Inc 42,949 -79 $1,733
     MO42,949-79$1,733
iShares Russell Mid Cap ETF (IWR) 17,422 UNCH $1,354
     IWR17,422UNCH$1,354
iShares Ultra Short Term Bond (ICSH) 24,798 +18,183 $1,249
     ICSH24,798+18,183$1,249
Schwab U.S. Large Cap ETF (SCHX) 19,458 -1,738 $1,097
     SCHX19,458-1,738$1,097
iShares DJ Select Dividend ETF (DVY) 7,311 -48 $857
     DVY7,311-48$857
Fastenal Co 12,874 +12,874 $834
     FAST12,874+12,874$834
SPDR Tech Sector ETF (XLK) 4,100 -250 $789
     XLK4,100-250$789
Vanguard Growth ETF (VUG) 2,359 +1,023 $733
     VUG2,359+1,023$733
iShares MSCI EAFE ETF (EFA) 9,567 +3,374 $721
     EFA9,567+3,374$721
Johnson & Johnson 4,262 +1,873 $668
     JNJ4,262+1,873$668
Lululemon Athletica 1,200 UNCH $614
     LULU1,200UNCH$614
Envestnet Inc 12,000 UNCH $594
     ENV12,000UNCH$594
Salesforce.com 2,060 UNCH $542
     CRM2,060UNCH$542
Polaris Industries Inc 5,374 UNCH $509
     PII5,374UNCH$509
Kimberly Clark Corp 3,656 -45 $444
     KMB3,656-45$444
Schwab U.S. Dividend Equity ET 4,989 -388 $380
     SCHD4,989-388$380
Xcel Energy Inc 5,756 UNCH $356
     XEL5,756UNCH$356
Schwab U.S. Aggregate Bond ETF (SCHZ) 7,076 UNCH $330
     SCHZ7,076UNCH$330
Vanguard Mid Cap ETF (VO) 1,289 +4 $300
     VO1,289+4$300
Visa Inc. 992 UNCH $258
     V992UNCH$258
Broadcom Ltd 217 +217 $242
     COM217+217$242
Estee Lauder Companies $0 (exited)
     EL0-26,886$0
Medtronic PLC $0 (exited)
     MDT0-34,032$0
Exxon Mobil Corp 0 -1,875 $0 (exited)
     XOM0-1,875$0

See Summary: Alley Investment Management Company LLC Top Holdings
See Details: Top 10 Stocks Held By Alley Investment Management Company LLC

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