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 Market Cap. of $10 Billions to $200 Billions
