Lederer & Associates Investment Counsel has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.1M, Microsoft Corp with a value of $11.2M, Nvidia Corp with a value of $6.53M, Alphabet Inc. with a value of $4.78M, and Amazon Com Inc with a value of $4.23M.
Examining the 13F form we can see an increase of $3.9M in the current position value, from $138M to 142M.
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
$142 Million
Technology: $41 Million
Financial Services: $19.5 Million
Healthcare: $15.2 Million
Communication Services: $13.5 Million
ETFs: $11.4 Million
Consumer Defensive: $10.4 Million
Consumer Cyclical: $8.89 Million
Industrials: $7.6 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
