Institutions / Lederer & Associates Investment COUNSEL/CA / Activity
Activity — Lederer & Associates Investment COUNSEL/CA
65 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-1 | -2 -0.03% | 7,508 1.73% of portfolio | low |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-1 | -10 -0.06% | 17,194 0.88% 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 |
| 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 | Trim | Stryker Corp Common stock | $-3 | -10 -0.20% | 4,956 1.15% 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 | Starbucks Corp Common stock | $4 | +40 +0.31% | 13,002 0.83% 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 | Trim | Illinois Tool Works Inc Common stock | $-4 | -15 -0.34% | 4,452 0.82% 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 | Medtronic plc Common stock | $6 | +68 +0.48% | 14,099 0.87% 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 | Otis Worldwide Corp Common stock | $7 | +90 +0.89% | 10,167 0.56% 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 | 808524847 Common stock | $8 | +389 +2.16% | 18,373 0.28% of portfolio | low |
| Q1 2026 as of | Trim | S&P Global Inc. Common stock | $-9 | -20 -0.48% | 4,165 1.26% 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 | Trim | Home Depot, Inc. Common stock | $-10 | -31 -0.90% | 3,408 0.79% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-10 | -18 -0.30% | 6,003 2.43% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-11 | -11 -0.52% | 2,110 1.49% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-11 | -37 -0.39% | 9,524 2.04% 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 | Trim | Honeywell International Inc Common stock | $-12 | -54 -1.38% | 3,868 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Martin Marietta Materials Inc Common stock | $-13 | -22 -0.75% | 2,931 1.22% 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 | Trim | CME Group Inc Common stock | $-16 | -54 -1.11% | 4,797 1.00% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-17 | -145 -1.50% | 9,519 0.81% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-18 | -64 -2.14% | 2,922 0.59% 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 | Chevron Corp Common stock | $21 | +100 +2.41% | 4,255 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-23 | -137 -0.90% | 15,124 1.82% of portfolio | low |
| Q1 2026 as of | Trim | The Boeing Company Common stock | $-28 | -141 -2.09% | 6,591 0.93% of portfolio | low |
| Q1 2026 as of | Trim | Sysco Corp Common stock | $-34 | -483 -3.57% | 13,044 0.66% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-34 | -371 -1.34% | 27,277 1.79% 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 | Automatic Data Processing Inc Common stock | $37 | +184 +1.77% | 10,587 1.52% of portfolio | low |
| Q1 2026 as of | Trim | Vertiv Holdings Co Common stock | $-39 | -155 -3.24% | 4,624 0.82% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-44 | -154 -0.72% | 21,113 4.30% 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 | Trim | NVIDIA Corp Common stock | $-48 | -278 -0.60% | 46,436 5.74% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-49 | -236 -1.09% | 21,465 3.17% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-58 | -228 -0.47% | 48,222 8.67% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-63 | -216 -6.73% | 2,992 0.62% 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 | Trim | Pepsico Inc Common stock | $-90 | -577 -9.24% | 5,670 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-91 | -190 -3.21% | 5,735 1.95% 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 | Netflix Inc Common stock | $163 | +2K +9.89% | 18,795 1.28% 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 | Trim | The Goldman Sachs Group, Inc. Common stock | $-204 | -241 -17.60% | 1,128 0.68% of portfolio | low |