Lederer & Associates Investment Counsel Portfolio Holdings

Lederer & Associates Investment Counsel

  • $137 Million
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $137 Million
  • Prior Value $143 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Lederer & Associates Investment Counsel Portfolio

Follow Lederer & Associates Investment Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lederer & Associates Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Lederer & Associates Investment Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email