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Manager record

Alley Investment Management Company, LLC

Lake Forest, IL · CIK 1917618 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$855.96MReported 13F valueQ2 2026 · as filed
89Holdings listed
+4.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $826.2M$826.2MQ2 202585 holdingsQ3 2025: $861.2M$861.2MQ3 202588 holdingsQ4 2025: $854.4M$854.4MQ4 202590 holdingsQ1 2026: $821.0M$821.0MQ1 202685 holdingsQ2 2026: $856.0M$856.0MQ2 202689 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$855.96M · 89 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$821.03M · 85 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$854.40M · 90 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$861.18M · 88 holdings listed · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$826.16M · 85 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology