SEC 13F Intelligence

Managers / Q4 2020 · view latest →

Alley Co LLC

CIK 0001569141 · 585 BANK LANE, SUITE 2400, LAKE FOREST, IL, 60045 · 847-482-0938

Reported Value
$481M
Q4 2020
Positions
82
Filings on Record
14
2019–present window
Filed
Feb 16, 2021
amendment (RESTATEMENT)

Summary

Alley Co Llc reported $481M in U.S.-listed holdings across 82 positions for Q4 2020.

Its largest position, AAPL, represents 3.7% of the portfolio.

Compared with Q3 2020, the fund opened 6 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $304MQ4 ’18Q1 ’19: $340MQ2 ’19: $353MQ2 ’19Q3 ’19: $366MQ4 ’19: $389MQ4 ’19Q1 ’20: $865MQ2 ’20: $1.3BQ2 ’20Q3 ’20: $1.4BQ4 ’20: $481MQ4 ’20Q1 ’21: $506MQ2 ’21: $550MQ2 ’21Q3 ’21: $558MQ4 ’21: $631MQ4 ’21filingsflow.com

Portfolio Composition

By security type
Common Stock: 75.4%ETP: 18.2%Other: 4.2%REIT: 2.2%
  • Common Stock · 75.4% · $363M
  • ETP · 18.2% · $87M
  • Other · 4.2% · $20M
  • REIT · 2.2% · $11M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021$631M88Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$558M85Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$550M87Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$506M84May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$481M82Feb 16, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$1.4B79Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.3B77Jul 31, 202013F-HRchanges · EDGAR ↗
Q1 2020$865M74May 1, 202013F-HRchanges · EDGAR ↗
Q4 2019$389M80Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$366M82Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$353M82Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$340M78May 6, 201913F-HRchanges · EDGAR ↗
Q4 2018$304M84Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.