Top 50 Lederer & Associates Investment Counsel/Ca Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 8.67% | 48.2K | $12.2M | -0.47%(-228) | $37.87(+689.18%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 5.92% | 22.6K | $8.4M | +0.10%(+22) | $129.59(+212.69%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 5.74% | 46.4K | $8.1M | -0.60%(-278) | $15.59(+1348.78%) | 2026-03-31 | |
| GOOGL | Alphabet Inc A | 4.3% | 21.1K | $6.1M | -0.72%(-154) | $54.56(+637.96%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 3.17% | 21.5K | $4.5M | -1.09%(-236) | $114.25(+136.44%) | 2026-03-31 | |
| AVGO | Broadcom Inc Com | 2.53% | 11.5K | $3.6M | +0.41%(+47) | $72.51(+474.79%) | 2026-03-31 | |
| META | Meta Platforms | 2.43% | 6.0K | $3.4M | -0.30%(-18) | $102.75(+500.14%) | 2026-03-31 | |
| V | Visa Inc Class A | 2.04% | 9.5K | $2.9M | -0.39%(-37) | $58.92(+443.64%) | 2026-03-31 | |
| GLD | SPDR Gold Shares | 1.99% | 6.5K | $2.8M | +6.24%(+383) | $156.13(+175.74%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 1.97% | 11.4K | $2.8M | -14.31%(-1.90K) | $112.76(+104.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.32% | +61.47% |
| Top 20 Holdings Unweighted | +16.28% | +57.22% |
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