Alley Company LLC
- Assets, Funds, Holdings
| Alley Company LLC
|
| CRD # | 112702 |
| SEC # | 801-60264 |
| CIK # | 0001917618, 0001569141 |
| AUM |
|
| Employees |
5 (60% Investors, 0% Brokers)
|
| Phone | 847-482-0938 |
| Address | 585 Bank Lane
Lake Forest, IL 60045 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
Apple Inc
|
2,382,844.0 |
21.5 |
|
AbbVie Inc
|
269,466.6 |
18.6 |
|
Microsoft Corp
|
1,918,222.4 |
17.5 |
|
Ameriprise Financial Inc
|
26,790.3 |
17.3 |
|
Paychex Inc
|
43,278.8 |
17.2 |
|
J P Morgan Chase & Co
|
340,169.2 |
16.5 |
|
Chevron Corp
|
294,604.1 |
15.9 |
|
Lockheed Martin Corp
|
111,953.9 |
15.7 |
|
Philip Morris International Inc
|
158,793.3 |
15.2 |
|
Home Depot Inc
|
277,648.0 |
14.8 |
|
Union Pacific Corp
|
133,995.4 |
14.4 |
|
Merck & Co Inc
|
232,371.9 |
13.9 |
|
Accenture PLC
|
179,517.0 |
13.9 |
|
BlackRock Inc
|
95,313.7 |
13.4 |
|
Starbucks Corp
|
87,554.3 |
13.4 |
|
Abbott Laboratories
|
187,298.3 |
12.7 |
|
Honeywell International Inc
|
119,775.0 |
12.1 |
|
Mastercard Inc
|
309,583.1 |
11.8 |
|
PepsiCo Inc
|
226,773.9 |
11.5 |
|
FPL Group Inc
|
150,166.4 |
11.1 |
|
Costco Wholesale Corp /NEW
|
207,576.9 |
11.1 |
|
Intuit Inc
|
108,963.5 |
11.0 |
|
Snap-On Inc
|
10,734.1 |
10.7 |
|
Alphabet Inc
|
1,475,138.5 |
10.5 |
|
Danaher Corp /DE/
|
183,136.1 |
10.1 |
| |
| |
| |
| |
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| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
24
|
8.4 |
| (b) Individuals (high net worth individuals) |
99
|
529.3 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
2 |
13.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
4 |
34.4 |
| (n) Other |
0 |
0.0 |
| Total |
321 |
585.0 |
| By Discretionary |
| Discretionary |
313 |
516.5 |
| Non-Discretionary |
8 |
68.5 |
| Total |
321 |
585.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
585.0 |
| Total |
321 |
585.0 |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}
{"uid": 98589593, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
128970035