ALLEY CO LLC Information

585 BANK LANE, LAKE FOREST, Illinois, 60045, (847) 482-0938

Report Date: 03/31/2013

Position Statistics:

Total Positions 75
New Positions 2
Increased Positions 55
Decreased Positions 11
Positions with Activity 66
Sold Out Positions 2
Total Mkt Value
(in $ millions)
127

Sector Weighting

Basic Materials 2.52%
Capital Goods 0.97%
Conglomerates 0.81%
Consumer Cyclical 3.52%
Consumer/Non-Cyclical 12.06%
Energy 5.35%
Financial 29.99%
Healthcare 7.85%
Services 14.69%
Technology 14.43%
Transportation
Utilities 7.81%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

75 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 2,188 -753 (25.62) 5,050
GENUINE PARTS CO COM 2,180 11 .53 26,826
ORACLE CORP COM 2,171 65 3.10 61,971
PHILLIPS 66 COM 2,108 153 7.83 32,198
RPM INTL INC COM 2,079 111 5.62 61,412
ABBOTT LABS COM 1,994 454 29.46 54,483
COMCAST CORP NEW CL A 1,944 1,050 117.52 45,590
CISCO SYS INC COM 1,933 627 48.04 79,726
MERCK & CO INC NEW COM 1,849 67 3.73 40,211
ISHARES TR CORE S&P MCP ETF 1,825 142 8.43 15,077
ISHARES TR COHEN&ST RLTY 1,774 160 9.94 19,614
GOOGLE INC CL A 1,734 232 15.44 1,907
BRISTOL MYERS SQUIBB CO COM 1,728 -204 (10.54) 39,914
AT&T INC COM 1,714 -1,347 (44.01) 45,776
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 1,706 15 .88 19,299
CVS CAREMARK CORPORATION COM 1,699 29 1.75 28,581
SPECTRA ENERGY CORP COM 1,632 44 2.79 51,507
GLAXOSMITHKLINE PLC SPONSORED ADR 1,587 -74 (4.43) 30,398
ISHARES TR CORE S&P SCP ETF 1,534 142 10.21 16,664
ISHARES TR DJ SEL DIV INX 1,462 165 12.74 21,827