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Lederer & Associates Investment COUNSEL/CA

All holdings · as of Mar 31, 2026

83 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$12.2K48,2228.7%
MICROSOFT CORP—$8.4K22,5705.9%
NVIDIA Corp—$8.1K46,4365.7%
Alphabet Inc.—$6.1K21,1134.3%
Amazon.com Inc—$4.5K21,4653.2%
Broadcom Inc.—$3.6K11,5472.5%
Meta Platforms Inc—$3.4K6,0032.4%
Visa Inc—$2.9K9,5242.0%
SPDR Gold Shares—$2.8K6,5232.0%
JOHNSON & JOHNSON—$2.8K11,3592.0%
Warren E. Buffett—$2.7K5,7351.9%
JPMORGAN CHASE & CO—$2.7K9,0671.9%
BlackRock, Inc.—$2.6K2,6731.8%
CORNING INC /NY—$2.6K18,8931.8%
EXXON MOBIL CORP—$2.6K15,1241.8%
NEXTERA ENERGY INC—$2.5K27,2771.8%
Chubb Ltd—$2.4K7,5081.7%
AbbVie Inc.—$2.4K10,8081.7%
LINDE PLC—$2.2K4,3501.5%
AUTOMATIC DATA PROCESSING INC—$2.2K10,5871.5%
WASTE MANAGEMENT INC—$2.1K9,2061.5%
COSTCO WHOLESALE CORP /NEW—$2.1K2,1101.5%
AMGEN INC—$2.1K5,8991.5%
Schwab US Large-Cap Value ETF—$2.1K67,8881.5%
CISCO SYSTEMS, INC.—$2.0K26,2401.4%
Netflix Inc—$1.8K18,7951.3%
S&P Global Inc.—$1.8K4,1651.3%
MARTIN MARIETTA MATERIALS INC—$1.7K2,9311.2%
Union Pacific Corp—$1.7K6,8661.2%
STRYKER CORP—$1.6K4,9561.2%
Schwab US TIPS ETF—$1.5K57,1301.1%
DELTA AIR LINES, INC.—$1.5K22,6781.1%
CME Group Inc—$1.4K4,7971.0%
Schwab US Large-Cap Growth ETF—$1.3K45,9680.9%
PROCTER & GAMBLE Co—$1.3K9,1620.9%
The Boeing Company—$1.3K6,5910.9%
Uber Technologies, Inc—$1.2K17,1940.9%
American Water Works Company, Inc.—$1.2K9,0850.9%
Medtronic plc—$1.2K14,0990.9%
STARBUCKS CORP—$1.2K13,0020.8%
ILLINOIS TOOL WORKS INC—$1.2K4,4520.8%
Vertiv Holdings Co—$1.2K4,6240.8%
Airbnb, Inc.—$1.2K9,1660.8%
Merck & Co., Inc.—$1.1K9,5190.8%
HOME DEPOT, INC.—$1.1K3,4080.8%
CrowdStrike Holdings, Inc.—$1.1K2,7450.8%
THE GOLDMAN SACHS GROUP, INC.—$9541,1280.7%
Blackstone Inc—$9358,1350.7%
SYSCO CORP—$93013,0440.7%
Welltower, Inc.—$9194,6490.7%
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