Lederer & Associates Investment Counsel Portfolio Holdings

Lederer & Associates Investment Counsel

  • $138 Million
  • Q2 2024

Lederer & Associates Investment Counsel has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $138 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 $12M, Microsoft Corp with a value of $11.8M, Nvidia Corp with a value of $6.71M, Alphabet Inc. with a value of $5.26M, and Amazon Com Inc with a value of $4.4M.

Examining the 13F form we can see an decrease of $5.68M in the current position value, from $144M to 138M.

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 $138 Million
Technology: $38.5 Million
Financial Services: $18.6 Million
Communication Services: $14.3 Million
Healthcare: $14.2 Million
Consumer Cyclical: $10.9 Million
ETFs: $10.4 Million
Consumer Defensive: $9.69 Million
Industrials: $7.28 Million
Other: $12.3 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 84
  • Current Value $138 Million
  • Prior Value $144 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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