Lederer & Associates Investment Counsel has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.2M, Apple Inc. with a value of $11.4M, Nvidia Corp with a value of $8.62M, Amazon Com Inc with a value of $5.15M, and Meta Platforms, Inc. with a value of $5.09M.
Examining the 13F form we can see an increase of $14.6M in the current position value, from $137M to 151M.
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
$151 Million
Technology: $45.4 Million
Financial Services: $21.2 Million
Healthcare: $14.9 Million
Communication Services: $12.7 Million
Industrials: $12.6 Million
ETFs: $11.1 Million
Consumer Cyclical: $7.41 Million
Consumer Defensive: $6.37 Million
Other: $12.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
