Lederer & Associates Investment Counsel has filed its 13F form on April 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.4M, Microsoft Corp with a value of $9.72M, Nvidia Corp with a value of $5.94M, Alphabet Inc. with a value of $4.4M, and Amazon Com Inc with a value of $4.4M.
Examining the 13F form we can see an decrease of $6.65M in the current position value, from $143M to 137M.
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
$137 Million
Technology: $36.9 Million
Financial Services: $20.3 Million
Healthcare: $16.8 Million
Communication Services: $11.5 Million
ETFs: $10.8 Million
Industrials: $10.2 Million
Consumer Defensive: $7.32 Million
Consumer Cyclical: $5.48 Million
Other: $12.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
