Alley Investment Management Company, LLC

All 13F Filings

Location
Lake Forest, IL
Most recent 13F
Q2 2026
Holdings value ($000)
855,959
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/23/2026 89 855,959 13F-HR Alley Investment Management Company, LLC
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 709.8 K 82.9% 18.67 K 0 18.67 K
ETFs 146.2 K 17.1% 16.26 K 0 16.26 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
855,959
Holdings
89
QoQ value change ($000)
34,927 (4.3%)
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.