LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

CIK 0001089707 · LONG BEACH, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported 84 positions worth $151.9K as of June 30, 2026 (13F filed July 10, 2026). Largest holding: AAPL (8.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$151.9K
2026 Q2
Positions
84
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.8%
Est. Net Flow (Q)
2026 Q2
10 / 84 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLApple IncSH$13.2K8.71%45,733
2NVDANVIDIA CorpSH$9.3K6.11%46,357
3MSFTMicrosoft CorpSH$8.5K5.59%22,759
4GOOGLAlphabet Inc ASH$7.3K4.82%20,505
5AMZNAmazon.com IncSH$5.1K3.36%21,397
6AVGOBroadcom Inc ComSH$4.3K2.80%11,264
7METAMeta PlatformsSH$3.5K2.33%6,276
8VVisa Inc Class ASH$3.3K2.15%9,527
9CSCOCisco Systems IncSH$3.0K2.00%25,825
10JPMJPMorgan Chase & CoSH$2.9K1.92%8,899

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA hold as of Q2 2026?

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported 84 positions worth $151.9K in its Q2 2026 13F filing. Largest positions: AAPL (8.7%), NVDA (6.1%), MSFT (5.6%), GOOGL (4.8%) and AMZN (3.4%).

What did LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.