Alley Investment Management Company, LLC
All 13F Filings
- Location
- Lake Forest, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 821,032
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 85 | 821,032 | 13F-HR | Alley Investment Management Company, LLC |
| Q4 2025 | 1/27/2026 | 90 | 854,404 | 13F-HR | Alley Investment Management Company, LLC |
| Q3 2025 | 10/24/2025 | 88 | 861,178 | 13F-HR | Alley Investment Management Company, LLC |
| Q2 2025 | 7/18/2025 | 85 | 826,164 | 13F-HR | Alley Investment Management Company, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 691.1 K | 84.2% | 0 | 81.62 K | -81.62 K |
| ETFs | 129.9 K | 15.8% | 48.24 K | 0 | 48.24 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
821,032
Holdings
85
QoQ value change ($000)
-33,372
(-3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.