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 $141.2M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($12.2M, 8.67%), MSFT ($8.4M, 5.92%), NVDA ($8.1M, 5.74%), GOOGL ($6.1M, 4.30%), AMZN ($4.5M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $12.2M | 8.67% | 48,222 | Trimmed |
| 2 | MSFT | Microsoft Corp | $8.4M | 5.92% | 22,570 | Added |
| 3 | NVDA | NVIDIA Corp | $8.1M | 5.74% | 46,436 | Trimmed |
| 4 | GOOGL | Alphabet Inc A | $6.1M | 4.30% | 21,113 | Trimmed |
| 5 | AMZN | Amazon.com Inc | $4.5M | 3.17% | 21,465 | Trimmed |
| 6 | AVGO | Broadcom Inc Com | $3.6M | 2.53% | 11,547 | Added |
| 7 | META | Meta Platforms | $3.4M | 2.43% | 6,003 | Trimmed |
| 8 | V | Visa Inc Class A | $2.9M | 2.04% | 9,524 | Trimmed |
| 9 | GLD | SPDR Gold Shares | $2.8M | 1.99% | 6,523 | Added |
| 10 | JNJ | Johnson & Johnson | $2.8M | 1.97% | 11,359 | Trimmed |
| 11 | BRK/B | Berkshire Hathaway Inc B | $2.7M | 1.95% | 5,735 | Trimmed |
| 12 | JPM | JPMorgan Chase & Co | $2.7M | 1.89% | 9,067 | Added |
| 13 | GLW | Corning Inc | $2.6M | 1.82% | 18,893 | Added |
| 14 | BLK | BlackRock Inc | $2.6M | 1.82% | 2,673 | Hold |
| 15 | XOM | Exxon Mobil Corp | $2.6M | 1.82% | 15,124 | Trimmed |
| 16 | NEE | NextEra Energy Inc | $2.5M | 1.79% | 27,277 | Trimmed |
| 17 | CB | Chubb Ltd | $2.4M | 1.73% | 7,508 | Trimmed |
| 18 | ABBV | AbbVie Inc | $2.4M | 1.67% | 10,808 | Added |
| 19 | LIN | Linde plc | $2.2M | 1.53% | 4,350 | Added |
| 20 | ADP | Automatic Data Processing Inc | $2.2M | 1.52% | 10,587 | Added |
| 21 | WM | Waste Management Inc | $2.1M | 1.50% | 9,206 | Added |
| 22 | COST | Costco Wholesale Corp | $2.1M | 1.49% | 2,110 | Trimmed |
| 23 | SCHV | Schwab US Large-Cap Value ETF | $2.1M | 1.47% | 67,888 | Added |
| 24 | AMGN | Amgen Inc | $2.1M | 1.47% | 5,899 | Trimmed |
| 25 | CSCO | Cisco Systems Inc | $2.0M | 1.44% | 26,240 | Added |
Source: SEC Form 13F filings · as of 2026-03-31