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Alley Investment Management Company, LLC

Q2 2022 Holdings

Filed 2022-08-05 | 78 holdings | $50.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
CME Group Inc(CME)COM12572Q105$4.1K20,1310.0%
Vanguard Ftse Emerging Mkts ET(VWO)COM922042858$3.8K90,0460.0%
iShares Core S&P Mid-Cap ETF(IJH)COM464287507$3.6K15,8600.0%
Vanguard Ftse Developed Mkts E(VEA)COM921943858$3.4K82,3140.0%
Spdr S&P 500 ETF(SPY)COM78462F103$1.8K4,6950.0%
Vanguard Large Cap ETF(VV)COM922908637$1.7K10,1190.0%
Duke Energy Corp(DUK)COM26441C204$1.7K15,7440.0%
Alphabet Inc Cl C(GOOG)COM02079K107$1.3K6080.0%
Microchip Technology(MCHP)COM595017104$1.3K22,3660.0%
iShares Russell 2000 ETF(IWM)COM464287655$1.2K7,2850.0%
iShares Russell Mid-Cap ETF(IWR)COM464287499$1.1K17,7460.0%
Schwab U.S. Large-Cap ETF(SCHX)COM808524201$98322,0000.0%
WEC Energy Group, Inc.(WEC)COM92939U106$9379,3060.0%
iShares DJ Select Dividend ETF(DVY)COM464287168$6515,5350.0%
Johnson & Johnson(JNJ)COM478160104$6483,6490.0%
Envestnet,Inc(ENVUSD)COM29404K106$63312,0000.0%
Spdr Tech Sector ETF(XLK)COM81369Y803$5964,6900.0%
Kimberly-Clark Corp(KMB)COM494368103$5624,1580.0%
Xcel Energy Inc(XEL)COM98389B100$4125,8210.0%
Schwab U.S. Dividend Equity ET(SCHD)COM808524797$4015,6020.0%
Convey Holding Parent IncCOM21258C108$40038,5000.0%
iShares Msci Eafe ETF(EFA)COM464287465$4006,3940.0%
Schwab U.S. Aggregate Bond ETF(SCHZ)COM808524839$3507,3140.0%
Salesforce.com(CRM)COM79466L302$3302,0000.0%
Lululemon Athletica(LULU)COM550021109$3271,2000.0%
Vanguard Growth ETF(VUG)COM922908736$3081,3820.0%
Unitedhealth Group(UNH)COM91324P102$2905650.0%
Visa Inc.(V)COM92826C839$2011,0220.0%
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