StockDriftsStockDriftsTop 50 Lederer & Associates Investment Counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 8.71% | 45.7K | $13.2M | -5.16%(-2.49K) | $37.87(+706.37%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 6.11% | 46.4K | $9.3M | -0.17%(-79) | $15.59(+1350.29%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 5.59% | 22.8K | $8.5M | +0.84%(+189) | $131.55(+269.49%) | 2026-06-30 | |
| GOOGL | Alphabet Inc A | 4.82% | 20.5K | $7.3M | -2.88%(-608) | $54.56(+531.83%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 3.36% | 21.4K | $5.1M | -0.32%(-68) | $114.25(+129.79%) | 2026-06-30 | |
| AVGO | Broadcom Inc Com | 2.8% | 11.3K | $4.3M | -2.45%(-283) | $72.51(+443.01%) | 2026-06-30 | |
| META | Meta Platforms | 2.33% | 6.3K | $3.5M | +4.55%(+273) | $122.20(+374.89%) | 2026-06-30 | |
| V | Visa Inc Class A | 2.15% | 9.5K | $3.3M | +0.03%(+3) | $59.00(+513.44%) | 2026-06-30 | |
| CSCO | Cisco Systems Inc | 2% | 25.8K | $3.0M | -1.58%(-415) | $37.87(+199.84%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co | 1.92% | 8.9K | $2.9M | -1.85%(-168) | $72.17(+405.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.97% | +68.40% | +10.79% | +66.93% |
| Top 20 Holdings Unweighted | +17.70% | +63.05% | +9.72% | +59.02% |
Lederer & Associates Investment Counsel reports $151.92M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.7%), NVDA (6.1%) and MSFT (5.6%). The top 20 holdings account for 56.6% of reported assets. Its disclosed equity book has returned +68.40% 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.
Sign up free to track Lederer & Associates Investment Counsel, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Lederer & Associates Investment Counsel’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1089707). View Lederer & Associates Investment Counsel’s 13F filings on SEC