Kelly Lawrence W & Associates Inc Portfolio Holdings

Kelly Lawrence W & Associates Inc

  • $368 Million
  • Q2 2025

Kelly Lawrence W & Associates Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $368 Million distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $24.5M, Apple Inc. with a value of $24.4M, Advanced Micro Devices Inc with a value of $23.8M, Alphabet Inc. with a value of $22.3M, and Hims & Hers Health, Inc. with a value of $17.6M.

Examining the 13F form we can see an decrease of $26.4M in the current position value, from $395M to 368M.

Kelly Lawrence W & Associates Inc is based out at Pasadena, CA

Below you can find more details about Kelly Lawrence W & Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $368 Million
Technology: $105 Million
Financial Services: $61.2 Million
Consumer Defensive: $56.1 Million
Industrials: $38.8 Million
Healthcare: $37.2 Million
Communication Services: $30.1 Million
Consumer Cyclical: $18.1 Million
Real Estate: $11.7 Million
Other: $7.93 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$263,000 0.07% of portfolio
665
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $368 Million
  • Prior Value $395 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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