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
MICROSOFT CORP COM -2,589 Sold Out 0
REYNOLDS AMERICAN INC COM -315 Sold Out 0
ISHARES TR MSCI EAFE INDEX 223 223 New 3,533
EXXON MOBIL CORP COM 223 -5 (2.29) 2,434
ALLIANZ SE PFD 8.375% SUB 243 New 10,000
JOHNSON & JOHNSON COM 249 -35 (12.39) 2,829
PATTERSON COMPANIES INC COM 269 New 6,959
VANGUARD INTL EQUITY INDEX FD MEGA CAP GRO ETF 304 New 4,930
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 356 New 6,776
VANGUARD INDEX FDS EXTEND MKT ETF 414 -14 (3.31) 5,750
INTEGRYS ENERGY GROUP INC COM 416 -55 (11.61) 6,760
PACKAGING CORP AMER COM 449 New 9,003
VANGUARD INDEX FDS VALUE ETF 473 New 6,775
PRAXAIR INC COM 670 46 7.44 5,762
VANGUARD INDEX FDS GROWTH ETF 796 New 9,670
ISHARES TR RUSSELL 2000 959 New 9,684
ENTERPRISE PRODS PARTNERS L P COM 989 23 2.37 16,065
PERRIGO CO COM 1,030 112 12.20 8,619
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 1,047 151 16.83 23,775
ISHARES TR RUSSELL MIDCAP 1,107 New 8,183

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