Institutions / Lederer & Associates Investment COUNSEL/CA
Lederer & Associates Investment COUNSEL/CA
CIK 1089707 · Institution · as of Mar 31, 2026
Portfolio value
$141.2K
Positions
83
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$141.2K-5.2%Positions
83+0.0%Top holdings
Mar 31, 2026View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $12.2K | 8.7% |
| Microsoft Corp | $8.4K | 5.9% |
| NVIDIA Corp | $8.1K | 5.7% |
| Alphabet Inc. | $6.1K | 4.3% |
| Amazon.com Inc | $4.5K | 3.2% |
| Broadcom Inc. | $3.6K | 2.5% |
| Meta Platforms Inc | $3.4K | 2.4% |
| Visa Inc | $2.9K | 2.0% |
| SPDR Gold Shares | $2.8K | 2.0% |
| Johnson & Johnson | $2.8K | 2.0% |
| Warren E. Buffett | $2.7K | 1.9% |
| JPMorgan Chase & Co | $2.7K | 1.9% |
| BlackRock, Inc. | $2.6K | 1.8% |
| Corning Inc /Ny | $2.6K | 1.8% |
| Exxon Mobil Corp | $2.6K | 1.8% |
| Nextera Energy Inc | $2.5K | 1.8% |
| Chubb Ltd | $2.4K | 1.7% |
| AbbVie Inc. | $2.4K | 1.7% |
| Linde PLC | $2.2K | 1.5% |
| Automatic Data Processing Inc | $2.2K | 1.5% |
| Waste Management Inc | $2.1K | 1.5% |
| Costco Wholesale Corp /New | $2.1K | 1.5% |
| Amgen Inc | $2.1K | 1.5% |
| Schwab US Large-Cap Value ETF | $2.1K | 1.5% |
| Cisco Systems, Inc. | $2.0K | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Flutter Entertainment plc Common stock | $-1.1K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-825 | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | PayPal Holdings, Inc. Common stock | $-760 | -13K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Fiserv Inc Common stock | $-635 | -9K -100.00% | 0 | low |
| Q1 2026 as of | New | International Business Machines Corp Common stock | $614 | +3K | 2,533 0.43% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-464 | -2K -14.31% | 11,359 1.97% of portfolio | low |
| Q1 2026 as of | New | EchoStar CORP Common stock | $411 | +4K | 3,510 0.29% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $302 | +2K +29.63% | 9,162 0.94% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-261 | -741 -11.16% | 5,899 1.47% of portfolio | low |
| Q1 2026 as of | New | 92203J407 Common stock | $248 | +5K | 5,165 0.18% of portfolio | low |