Institutions / Lederer & Associates Investment COUNSEL/CA / Activity
Activity — Lederer & Associates Investment COUNSEL/CA
25 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Add | Cisco Systems, Inc. Common stock | $217 | +3K +11.92% | 26,240 1.44% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $165 | +383 +6.24% | 6,523 1.99% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $163 | +2K +9.89% | 18,795 1.28% of portfolio | low |
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $154 | +394 +16.76% | 2,745 0.76% of portfolio | low |
| Q1 2026 as of | Add | 808524300 Common stock | $66 | +2K +5.16% | 45,968 0.95% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $47 | +73 +20.22% | 434 0.20% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $37 | +184 +1.77% | 10,587 1.52% of portfolio | low |
| Q1 2026 as of | Add | 808524409 Common stock | $36 | +1K +1.78% | 67,888 1.47% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $21 | +100 +2.41% | 4,255 0.62% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $21 | +152 +0.81% | 18,893 1.82% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $15 | +47 +0.41% | 11,547 2.53% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $12 | +53 +0.49% | 10,808 1.67% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $9 | +18 +0.42% | 4,350 1.53% of portfolio | low |
| Q1 2026 as of | Add | 808524847 Common stock | $8 | +389 +2.16% | 18,373 0.28% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $8 | +22 +0.10% | 22,570 5.92% of portfolio | low |
| Q1 2026 as of | Add | Otis Worldwide Corp Common stock | $7 | +90 +0.89% | 10,167 0.56% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $7 | +23 +0.25% | 9,067 1.89% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $6 | +68 +0.48% | 14,099 0.87% of portfolio | low |
| Q1 2026 as of | Add | 808524839 Common stock | $4 | +171 +0.97% | 17,884 0.29% of portfolio | low |
| Q1 2026 as of | Add | 808524714 Common stock | $4 | +150 +0.76% | 19,971 0.35% of portfolio | low |
| Q1 2026 as of | Add | Starbucks Corp Common stock | $4 | +40 +0.31% | 13,002 0.83% of portfolio | low |
| Q1 2026 as of | Add | 808524854 Common stock | $3 | +135 +0.94% | 14,528 0.26% of portfolio | low |
| Q1 2026 as of | Add | Waste Management Inc Common stock | $2 | +10 +0.11% | 9,206 1.50% of portfolio | low |
| Q1 2026 as of | Add | American Water Works Company, Inc. Common stock | $2 | +16 +0.18% | 9,085 0.88% of portfolio | low |