StockDriftsStockDriftsTop 50 Kelly Lawrence W & Associates INC Ca Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices | 13.29% | 107.1K | $62.2M | -12.22%(-14.90K) | $27.34(+1773.35%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cap Stk Cl A | 8.56% | 112.1K | $40.1M | -0.40%(-455) | $40.18(+757.85%) | 2026-06-30 | |
| AAPL | Apple, Inc. | 6.76% | 109.4K | $31.6M | -0.80%(-877) | $42.83(+612.96%) | 2026-06-30 | |
| COST | Costco Wholesale | 4.79% | 24.0K | $22.4M | -1.42%(-345) | $173.09(+451.07%) | 2026-06-30 | |
| PANW | Palo Alto Networks Inc. Com | 4.73% | 64.9K | $22.1M | -0.49%(-320) | $172.26(+119.55%) | 2026-06-30 | |
| GNRC | Generac Hldgs Inc. | 3.84% | 61.4K | $18.0M | -0.59%(-365) | $139.03(+57.73%) | 2026-06-30 | |
| CRDO | Credo Technology Group Ord Shs | 3.62% | 62.4K | $17.0M | -30.58%(-27.48K) | $118.88(+118.61%) | 2026-06-30 | |
| AMAT | Applied Materials Inc. | 3.41% | 22.1K | $15.9M | -19.72%(-5.42K) | $17.73(+2900.23%) | 2026-06-30 | |
| UNH | Unitedhealth Group Inc. | 3.24% | 36.4K | $15.1M | -0.33%(-120) | $414.00(-4.23%) | 2026-06-30 | |
| V | Visa Inc Cl A | 3.05% | 41.6K | $14.3M | -0.47%(-195) | $113.67(+218.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.84% | +59.50% | +9.41% | +56.77% |
| Top 20 Holdings Unweighted | +14.17% | +48.84% | +8.12% | +47.72% |
Kelly Lawrence W & Associates INC Ca reports $467.99M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are AMD (13.3%), GOOGL (8.6%) and AAPL (6.8%). The top 20 holdings account for 79.36% of reported assets. Its disclosed equity book has returned +59.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kelly Lawrence W & Associates INC Ca’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 920441). View Kelly Lawrence W & Associates INC Ca’s 13F filings on SEC