Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KELLY LAWRENCE W & ASSOCIATES INC/CA (CIK 920441) reported $359.7M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($32.4M, 9.00%), AAPL ($28.0M, 7.78%), AMD ($24.8M, 6.90%), COST ($24.2M, 6.74%), ICE ($13.9M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stk Cl A | $32.4M | 9.00% | 112,566 | Trimmed |
| 2 | AAPL | Apple, Inc. | $28.0M | 7.78% | 110,244 | Trimmed |
| 3 | AMD | Advanced Micro Devices | $24.8M | 6.90% | 121,977 | Trimmed |
| 4 | COST | Costco Wholesale | $24.2M | 6.74% | 24,323 | Trimmed |
| 5 | ICE | Intercontinental Exchange Grou | $13.9M | 3.86% | 88,223 | Trimmed |
| 6 | COF | Capital One Finl Corp | $13.0M | 3.61% | 71,113 | Trimmed |
| 7 | V | Visa Inc Cl A | $12.6M | 3.51% | 41,773 | Trimmed |
| 8 | GNRC | Generac Hldgs Inc. | $12.1M | 3.35% | 61,741 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $11.7M | 3.25% | 47,785 | Trimmed |
| 10 | AMZN | Amazon Com Inc Com | $10.9M | 3.04% | 52,510 | Trimmed |
| 11 | PANW | Palo Alto Networks Inc. Com | $10.4M | 2.91% | 65,180 | New |
| 12 | NOW | ServiceNow Inc | $10.5M | 2.91% | 100,125 | New |
| 13 | GOOG | Alphabet Inc Cap Stk Cl C | $10.3M | 2.86% | 35,924 | Trimmed |
| 14 | UNH | Unitedhealth Group Inc. | $9.9M | 2.75% | 36,549 | Trimmed |
| 15 | ROP | Roper Technologies Inc | $9.6M | 2.66% | 26,999 | Trimmed |
| 16 | AMAT | Applied Materials Inc. | $9.4M | 2.61% | 27,480 | Trimmed |
| 17 | BR | Broadridge Financial Solutions | $9.4M | 2.60% | 57,605 | Trimmed |
| 18 | PEP | Pepsico Inc | $9.1M | 2.53% | 58,621 | Trimmed |
| 19 | CRDO | Credo Technology Group Ord Shs | $8.4M | 2.34% | 89,850 | New |
| 20 | KNSL | Kinsale Cap Group Inc. | $7.7M | 2.13% | 22,407 | Trimmed |
| 21 | HIMS | HIMS & HERS Health Inc Com CL | $6.9M | 1.93% | 333,995 | Trimmed |
| 22 | RGEN | Repligen Corp | $6.4M | 1.78% | 54,470 | Added |
| 23 | WWD | Woodward Inc | $5.9M | 1.65% | 16,589 | Trimmed |
| 24 | AFL | AFLAC Inc. | $5.0M | 1.40% | 45,742 | Trimmed |
| 25 | HD | Home Depot Inc | $4.2M | 1.17% | 12,745 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31