# EDGAR Filing Document

**Accession Number:** 0001917618
**File Stem:** 0001917618-25-000003
**Filing Date:** 2025-7
**Character Count:** 12366
**Document Hash:** fe0d9a27f2cf66bec964a23353e77bf8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001917618-25-000003.hdr.sgml**: 20250718

**ACCESSION NUMBER**: 0001917618-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250718

**DATE AS OF CHANGE**: 20250717

**EFFECTIVENESS DATE**: 20250718

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alley Investment Management Company, LLC
- **CENTRAL INDEX KEY:** 0001917618

**ORGANIZATION NAME:**
- **EIN:** 873357150
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22468
- **FILM NUMBER:** 251131943

**BUSINESS ADDRESS:**
- **STREET 1:** 272 MARKET SQUARE
- **STREET 2:** SUITE 214
- **CITY:** LAKE FOREST
- **STATE:** IL
- **ZIP:** 60045
- **BUSINESS PHONE:** 847-482-0938

**MAIL ADDRESS:**
- **STREET 1:** 272 MARKET SQUARE
- **STREET 2:** SUITE 214
- **CITY:** LAKE FOREST
- **STATE:** IL
- **ZIP:** 60045

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Alley Investment Management Company LLC<br>**Address:** 272 MARKET SQUARE<br>SUITE 214<br>LAKE FOREST, IL 60045

**Form 13F File Number:** 028-22468

**CRD Number (if applicable):** 000317544

**SEC File Number (if applicable):** 801-122856

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stacy Ambrosini<br>**Title:** Chief Compliance Officer<br>**Phone:** 847-482-0938

**Signature, Place, and Date of Signing:**

Stacy Ambrosini  Lake Forest, IL  07-17-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 85

**Form 13F Information Table Value Total:** $826164292

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 19405926 | 142680 | SH |  | SOLE | 0 | 131085 | 0 | 11595 |
| ABBVIE INC | COM | 00287Y109 |  | 21851001 | 117719 | SH |  | SOLE | 0 | 107692 | 0 | 10027 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 17019992 | 56944 | SH |  | SOLE | 0 | 48987 | 0 | 7957 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 17111933 | 97100 | SH |  | SOLE | 0 | 88300 | 0 | 8800 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2062514 | 11627 | SH |  | SOLE | 0 | 5447 | 0 | 6180 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 2343207 | 39966 | SH |  | SOLE | 0 | 39966 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 20318366 | 92613 | SH |  | SOLE | 0 | 81835 | 0 | 10778 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 28415251 | 53239 | SH |  | SOLE | 0 | 46734 | 0 | 6505 |
| AMGEN INC | COM | 031162100 |  | 6994769 | 25052 | SH |  | SOLE | 0 | 20388 | 0 | 4664 |
| APPLE INC | COM | 037833100 |  | 27759619 | 135301 | SH |  | SOLE | 0 | 118584 | 0 | 16717 |
| AT INC | COM | 00206R102 |  | 3884935 | 134241 | SH |  | SOLE | 0 | 107785 | 0 | 26456 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 11871247 | 24438 | SH |  | SOLE | 0 | 21625 | 0 | 2813 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 728800 | 1 | SH |  | SOLE | 0 | 1 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 22961787 | 21884 | SH |  | SOLE | 0 | 18734 | 0 | 3150 |
| BROADCOM INC | COM | 11135F101 |  | 547165 | 1985 | SH |  | SOLE | 0 | 1985 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 12480077 | 51352 | SH |  | SOLE | 0 | 45014 | 0 | 6338 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 12819854 | 60255 | SH |  | SOLE | 0 | 54060 | 0 | 6195 |
| CARLISLE COS INC | COM | 142339100 |  | 6608433 | 17698 | SH |  | SOLE | 0 | 15417 | 0 | 2281 |
| CHEVRON CORP NEW | COM | 166764100 |  | 16481599 | 115103 | SH |  | SOLE | 0 | 98423 | 0 | 16680 |
| CISCO SYS INC | COM | 17275R102 |  | 7636102 | 110062 | SH |  | SOLE | 0 | 91021 | 0 | 19041 |
| CME GROUP INC | COM | 12572Q105 |  | 4330266 | 15711 | SH |  | SOLE | 0 | 15711 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 21276846 | 21493 | SH |  | SOLE | 0 | 18870 | 0 | 2623 |
| DANAHER CORPORATION | COM | 235851102 |  | 8699859 | 44041 | SH |  | SOLE | 0 | 38877 | 0 | 5164 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 9193380 | 77910 | SH |  | SOLE | 0 | 64391 | 0 | 13519 |
| EATON CORP PLC | SHS | G29183103 |  | 9486295 | 26573 | SH |  | SOLE | 0 | 22940 | 0 | 3633 |
| ELI LILLY  CO | COM | 532457108 |  | 10178347 | 13057 | SH |  | SOLE | 0 | 11467 | 0 | 1590 |
| FASTENAL CO | COM | 311900104 |  | 1052016 | 25048 | SH |  | SOLE | 0 | 0 | 0 | 25048 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 19690581 | 61510 | SH |  | SOLE | 0 | 53532 | 0 | 7978 |
| HOME DEPOT INC | COM | 437076102 |  | 19855023 | 54154 | SH |  | SOLE | 0 | 46558 | 0 | 7596 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 9311435 | 37660 | SH |  | SOLE | 0 | 32300 | 0 | 5360 |
| INTUIT | COM | 461202103 |  | 15206772 | 19307 | SH |  | SOLE | 0 | 16782 | 0 | 2525 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 204107 | 370 | SH |  | SOLE | 0 | 370 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 8002937 | 129038 | SH |  | SOLE | 0 | 104550 | 0 | 24488 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 7859271 | 71912 | SH |  | SOLE | 0 | 65070 | 0 | 6842 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2628106 | 12179 | SH |  | SOLE | 0 | 8575 | 0 | 3604 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 813002 | 9095 | SH |  | SOLE | 0 | 5589 | 0 | 3506 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 2202773 | 23951 | SH |  | SOLE | 0 | 21670 | 0 | 2281 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 21400037 | 195238 | SH |  | SOLE | 0 | 193877 | 0 | 1361 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 758079 | 5708 | SH |  | SOLE | 0 | 4754 | 0 | 954 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 10650236 | 132055 | SH |  | SOLE | 0 | 131312 | 0 | 743 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 19107456 | 362158 | SH |  | SOLE | 0 | 358518 | 0 | 3640 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 13473427 | 128957 | SH |  | SOLE | 0 | 128220 | 0 | 737 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 374899 | 7393 | SH |  | SOLE | 0 | 3178 | 0 | 4215 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 596967 | 3908 | SH |  | SOLE | 0 | 1980 | 0 | 1928 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 37273729 | 128570 | SH |  | SOLE | 0 | 109456 | 0 | 19114 |
| KENVUE INC | COM | 49177J102 |  | 5700453 | 272358 | SH |  | SOLE | 0 | 224929 | 0 | 47429 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 286460 | 2222 | SH |  | SOLE | 0 | 2222 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 14509713 | 31329 | SH |  | SOLE | 0 | 27145 | 0 | 4184 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 285096 | 1200 | SH |  | SOLE | 0 | 1200 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 17655031 | 31418 | SH |  | SOLE | 0 | 27229 | 0 | 4189 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 1681562 | 23896 | SH |  | SOLE | 0 | 14330 | 0 | 9566 |
| MICROSOFT CORP | COM | 594918104 |  | 30542964 | 61404 | SH |  | SOLE | 0 | 53064 | 0 | 8340 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 9731736 | 69088 | SH |  | SOLE | 0 | 63426 | 0 | 5662 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 13730443 | 197788 | SH |  | SOLE | 0 | 169790 | 0 | 27998 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 16636047 | 105298 | SH |  | SOLE | 0 | 92354 | 0 | 12944 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 9328765 | 13356 | SH |  | SOLE | 0 | 11497 | 0 | 1859 |
| PAYCHEX INC | COM | 704326107 |  | 23488881 | 161480 | SH |  | SOLE | 0 | 139708 | 0 | 21772 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 29381781 | 161323 | SH |  | SOLE | 0 | 141322 | 0 | 20001 |
| PHILLIPS 66 | COM | 718546104 |  | 6838037 | 57318 | SH |  | SOLE | 0 | 46955 | 0 | 10363 |
| POLARIS INC | COM | 731068102 |  | 215067 | 5291 | SH |  | SOLE | 0 | 5291 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 10250808 | 64341 | SH |  | SOLE | 0 | 54395 | 0 | 9946 |
| PROLOGIS INC. | COM | 74340W103 |  | 11629320 | 110629 | SH |  | SOLE | 0 | 91466 | 0 | 19163 |
| RTX CORPORATION | COM | 75513E101 |  | 254075 | 1740 | SH |  | SOLE | 0 | 1740 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 545381 | 2000 | SH |  | SOLE | 0 | 2000 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 254647 | 10686 | SH |  | SOLE | 0 | 6090 | 0 | 4596 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1252965 | 51267 | SH |  | SOLE | 0 | 51267 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 346671 | 14917 | SH |  | SOLE | 0 | 14317 | 0 | 600 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 386105 | 14570 | SH |  | SOLE | 0 | 14570 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1096992 | 4332 | SH |  | SOLE | 0 | 3949 | 0 | 383 |
| SNAP ON INC | COM | 833034101 |  | 8154161 | 26204 | SH |  | SOLE | 0 | 21896 | 0 | 4308 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4602983 | 7450 | SH |  | SOLE | 0 | 7075 | 0 | 375 |
| STARBUCKS CORP | COM | 855244109 |  | 14085455 | 153721 | SH |  | SOLE | 0 | 131950 | 0 | 21771 |
| STRYKER CORPORATION | COM | 863667101 |  | 13485444 | 34086 | SH |  | SOLE | 0 | 29676 | 0 | 4410 |
| UNION PAC CORP | COM | 907818108 |  | 18032520 | 78375 | SH |  | SOLE | 0 | 67350 | 0 | 11025 |
| US BANCORP DEL | COM NEW | 902973304 |  | 6490886 | 143445 | SH |  | SOLE | 0 | 116685 | 0 | 26760 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 14355126 | 194963 | SH |  | SOLE | 0 | 193884 | 0 | 1079 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 2775684 | 9729 | SH |  | SOLE | 0 | 7914 | 0 | 1815 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1054790 | 2406 | SH |  | SOLE | 0 | 809 | 0 | 1597 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4894166 | 98952 | SH |  | SOLE | 0 | 85353 | 0 | 13599 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 4966711 | 87120 | SH |  | SOLE | 0 | 80077 | 0 | 7043 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 8705015 | 201179 | SH |  | SOLE | 0 | 171840 | 0 | 29339 |
| VISA INC | COM CL A | 92826C839 |  | 412923 | 1163 | SH |  | SOLE | 0 | 1140 | 0 | 23 |
| WALMART INC | COM | 931142103 |  | 329225 | 3367 | SH |  | SOLE | 0 | 3367 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 4542391 | 43593 | SH |  | SOLE | 0 | 36198 | 0 | 7395 |
| XCEL ENERGY INC | COM | 98389B100 |  | 319389 | 4690 | SH |  | SOLE | 0 | 4690 | 0 | 0 |

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