Lederer & Associates Investment Counsel Purchases in Q2 2025

Lederer & Associates Investment Counsel

  • $151 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Linde PLC
3.65K
New
N/A
3.65K $1.71M
GLW
Corning Inc

Technology
24.3K
New
$39.07 - $52.59 $950K - $1.28M
24.3K $1.28M
SBUX
Starbucks Corp

Consumer Cyclical
13K
New
$79.69 - $99.41 $1.04M - $1.29M
13K $1.19M
ITW
Illinois Tool Works Inc

Industrials
4.42K
New
$218.41 - $252.43 $966K - $1.12M
4.42K $1.09M
CRM
Salesforce, Inc.

Technology
3.63K
New
$236.26 - $291.15 $858K - $1.06M
3.63K $991K
BA
Boeing CO

Industrials
3.32K
+ 84.17%
$136.59 - $217.51 $454K - $723K
7.27K $1.52M
AMZN
Amazon Com Inc

Consumer Cyclical
327
+ 1.41%
$167.32 - $223.3 $54.7K - $73K
23.5K $5.15M
WELL
Welltower Inc.

Real Estate
4.7K
New
$136.49 - $155.22 $641K - $729K
4.7K $722K
DAL
Delta Air Lines, Inc.

Industrials
9.22K
+ 52.46%
$35.88 - $52.99 $331K - $488K
26.8K $1.32M
Flutter Entertainment PLC
318
+ 5.46%
N/A
6.14K $1.76M
BX
Blackstone Inc.

Financial Services
1.82K
+ 22.14%
$120.07 - $151.11 $218K - $275K
10K $1.5M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 4.84%
$908.13 - $1056.85 $90.8K - $106K
2.17K $2.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.93K
+ 20.66%
$19.1 - $23.83 $75K - $93.5K
22.9K $546K
DLR
Digital Realty Trust, Inc.

Real Estate
252
+ 10.25%
$136.11 - $177.69 $34.3K - $44.8K
2.71K $472K
CME
Cme Group Inc.

Financial Services
110
+ 2.66%
$252.37 - $290.71 $27.8K - $32K
4.24K $1.17M
LLY
Eli Lilly & CO

Healthcare
217
+ 8.55%
$713.71 - $898.95 $155K - $195K
2.76K $2.15M
SYY
Sysco Corp

Consumer Defensive
400
+ 2.84%
$68.0 - $75.91 $27.2K - $30.4K
14.5K $1.1M
KMB
Kimberly Clark Corp

Consumer Defensive
947
+ 14.81%
$126.84 - $145.22 $120K - $138K
7.34K $947K
PLD
Prologis, Inc.

Real Estate
690
+ 10.79%
$89.76 - $112.34 $61.9K - $77.5K
7.08K $745K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5
+ 0.04%
$22.92 - $28.05 $115 - $140
12.9K $361K
MRK
Merck & Co., Inc.

Healthcare
1.48K
+ 16.54%
$73.47 - $87.12 $109K - $129K
10.4K $825K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
40
+ 0.14%
$22.68 - $23.28 $907 - $931
27.9K $649K
SCHR
Schwab Intermediate Term Us Tr

ETFs
26
+ 0.14%
$24.54 - $25.07 $638 - $652
18.4K $461K
SCHO
Schwab Short Term Us Treasury

ETFs
30
+ 0.17%
$24.19 - $24.45 $726 - $734
17.8K $434K
UNP
Union Pacific Corp

Industrials
157
+ 2.0%
$208.27 - $238.46 $32.7K - $37.4K
8.02K $1.85M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
375
+ 1.51%
$24.32 - $27.87 $9.12K - $10.5K
25.2K $667K
WAT
Waters Corp

Healthcare
55
+ 1.74%
$307.71 - $366.67 $16.9K - $20.2K
3.21K $1.12M
FISV
Fiserv Inc

Technology
1.74K
+ 22.44%
N/A
9.51K $1.64M
CVX
Chevron Corp

Energy
5
+ 0.06%
$133.73 - $168.51 $669 - $843
8.24K $1.18M
ABBV
Abb Vie Inc.

Healthcare
134
+ 1.23%
$170.16 - $206.27 $22.8K - $27.6K
11K $2.04M
BMY
Bristol Myers Squibb CO

Healthcare
475
+ 2.25%
$44.12 - $59.6 $21K - $28.3K
21.6K $1M
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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