Lederer & Associates Investment Counsel has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $144 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.5M, Apple Inc. with a value of $10.4M, Nvidia Corp with a value of $5.66M, Alphabet Inc. with a value of $4.58M, and Amazon Com Inc with a value of $4.18M.
Examining the 13F form we can see an increase of $8.84M in the current position value, from $135M to 144M.
Lederer & Associates Investment Counsel is based out at Long Beach, CA
Below you can find more details about Lederer & Associates Investment Counsel portfolio as well as his latest detailed transactions.
Portfolio value
$144 Million
Technology: $35.7 Million
Financial Services: $20.5 Million
Healthcare: $15.8 Million
Communication Services: $13.6 Million
ETFs: $12.6 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $10.4 Million
Industrials: $8 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions