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.
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA (CIK 1089707) reported $151.9M across 84 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($13.2M, 8.71%), NVDA ($9.3M, 6.11%), MSFT ($8.5M, 5.59%), GOOGL ($7.3M, 4.82%), AMZN ($5.1M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $13.2M | 8.71% | 45,733 | Trimmed |
| 2 | NVDA | NVIDIA Corp | $9.3M | 6.11% | 46,357 | Trimmed |
| 3 | MSFT | Microsoft Corp | $8.5M | 5.59% | 22,759 | Added |
| 4 | GOOGL | Alphabet Inc A | $7.3M | 4.82% | 20,505 | Trimmed |
| 5 | AMZN | Amazon.com Inc | $5.1M | 3.36% | 21,397 | Trimmed |
| 6 | AVGO | Broadcom Inc Com | $4.3M | 2.80% | 11,264 | Trimmed |
| 7 | META | Meta Platforms | $3.5M | 2.33% | 6,276 | Added |
| 8 | V | Visa Inc Class A | $3.3M | 2.15% | 9,527 | Added |
| 9 | CSCO | Cisco Systems Inc | $3.0M | 2.00% | 25,825 | Trimmed |
| 10 | JPM | JPMorgan Chase & Co | $2.9M | 1.92% | 8,899 | Trimmed |
| 11 | BRK/B | Berkshire Hathaway Inc B | $2.9M | 1.90% | 5,765 | Added |
| 12 | JNJ | Johnson & Johnson | $2.8M | 1.87% | 11,162 | Trimmed |
| 13 | ABBV | AbbVie Inc | $2.7M | 1.75% | 10,585 | Trimmed |
| 14 | ADP | Automatic Data Processing Inc | $2.6M | 1.70% | 11,501 | Added |
| 15 | GLW | Corning Inc | $2.6M | 1.69% | 10,058 | Trimmed |
| 16 | BLK | BlackRock Inc | $2.5M | 1.66% | 2,625 | Trimmed |
| 17 | CB | Chubb Ltd | $2.5M | 1.65% | 7,367 | Trimmed |
| 18 | GLD | SPDR Gold Shares | $2.4M | 1.58% | 6,523 | Hold |
| 19 | NEE | NextEra Energy Inc | $2.4M | 1.55% | 26,907 | Trimmed |
| 20 | LIN | Linde plc | $2.2M | 1.46% | 4,285 | Trimmed |
| 21 | SCHV | Schwab US Large-Cap Value ETF | $2.1M | 1.38% | 60,241 | Trimmed |
| 22 | XOM | Exxon Mobil Corp | $2.0M | 1.34% | 14,880 | New |
| 23 | WM | Waste Management Inc | $2.0M | 1.33% | 9,084 | Trimmed |
| 24 | COST | Costco Wholesale Corp | $2.0M | 1.30% | 2,106 | Trimmed |
| 25 | AMGN | Amgen Inc | $1.9M | 1.26% | 5,291 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30