StockDrifts LogoStockDrifts

Lederer & Associates Investment Counsel/Ca

Portfolio Manager
Lederer & Associates Investment Counsel/Ca
Performance
-7.93% (2026 Q1)
AUM (13F)
$141.19M
# of Holdings
83
Performance Rank
Allocation (Top 20)
56.3%

Lederer & Associates Investment Counsel/Ca Holdings Map

Top 50 Lederer & Associates Investment Counsel/Ca Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple Inc
8.67%48.2K$12.2M
-0.47%(-228)
2025-Q1: 56.0K shares2025-Q2: 55.5K shares2025-Q3: 51.9K shares2025-Q4: 48.5K shares2026-Q1: 48.2K shares
$37.87(+689.18%)
2026-03-31
MSFT
Microsoft Corp
5.92%22.6K$8.4M
+0.10%(+22)
2025-Q1: 25.9K shares2025-Q2: 24.6K shares2025-Q3: 23.7K shares2025-Q4: 22.5K shares2026-Q1: 22.6K shares
$129.59(+212.69%)
2026-03-31
NVDA
NVIDIA Corp
5.74%46.4K$8.1M
-0.60%(-278)
2025-Q1: 54.8K shares2025-Q2: 54.6K shares2025-Q3: 51.1K shares2025-Q4: 46.7K shares2026-Q1: 46.4K shares
$15.59(+1348.78%)
2026-03-31
GOOGL
Alphabet Inc A
4.3%21.1K$6.1M
-0.72%(-154)
2025-Q1: 28.4K shares2025-Q2: 25.1K shares2025-Q3: 23.5K shares2025-Q4: 21.3K shares2026-Q1: 21.1K shares
$54.56(+637.96%)
2026-03-31
AMZN
Amazon.com Inc
3.17%21.5K$4.5M
-1.09%(-236)
2025-Q1: 23.1K shares2025-Q2: 23.5K shares2025-Q3: 23.5K shares2025-Q4: 21.7K shares2026-Q1: 21.5K shares
$114.25(+136.44%)
2026-03-31
AVGO
Broadcom Inc Com
2.53%11.5K$3.6M
+0.41%(+47)
2025-Q1: 13.8K shares2025-Q2: 12.4K shares2025-Q3: 11.6K shares2025-Q4: 11.5K shares2026-Q1: 11.5K shares
$72.51(+474.79%)
2026-03-31
META
Meta Platforms
2.43%6.0K$3.4M
-0.30%(-18)
2025-Q1: 6.9K shares2025-Q2: 6.9K shares2025-Q3: 6.5K shares2025-Q4: 6.0K shares2026-Q1: 6.0K shares
$102.75(+500.14%)
2026-03-31
V
Visa Inc Class A
2.04%9.5K$2.9M
-0.39%(-37)
2025-Q1: 11.4K shares2025-Q2: 11.4K shares2025-Q3: 10.5K shares2025-Q4: 9.6K shares2026-Q1: 9.5K shares
$58.92(+443.64%)
2026-03-31
GLD
SPDR Gold Shares
1.99%6.5K$2.8M
+6.24%(+383)
2025-Q1: 6.8K shares2025-Q2: 6.8K shares2025-Q3: 6.9K shares2025-Q4: 6.1K shares2026-Q1: 6.5K shares
$156.13(+175.74%)
2026-03-31
JNJ
Johnson & Johnson
1.97%11.4K$2.8M
-14.31%(-1.90K)
2025-Q1: 14.3K shares2025-Q2: 13.7K shares2025-Q3: 13.3K shares2025-Q4: 13.3K shares2026-Q1: 11.4K shares
$112.76(+104.35%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Lederer & Associates Investment Counsel/Ca, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all