10,000+ stock pitches from top investors available on joinyellowbrick.com
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2018-10-19 (Q3 2018) | Holdings: 93 | Value: $118.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 1% $(109.7K) | 6.13% | $7.3M | +274.98% | -30.01% | +11.13% | |
| MSFT - MICROSOFT CORP | 3.05% | $3.6M | +367.73% | -2.91% | +28.62% | ||
| META - FACEBOOK | Add 1% ($23.5K) | 2.46% | $2.9M | +352.99% | -4.65% | +22.62% | |
| BLK - BLACKROCK | Add 2% ($62.7K) | 2.38% | $2.8M | +185.91% | +3.39% | +16.06% | |
| V - VISA INC | Add 1% ($16.5K) | 2.35% | $2.8M | +166.02% | -1.90% | +25.97% | |
| DIS - DISNEY WALT CO | Reduce 1% $(26.3K) | 2.33% | $2.8M | +2.47% | -6.38% | +10.95% | |
| GOOGL - ALPHABET CLASS A | 2.32% | $2.7M | +218.21% | -3.05% | +11.84% | ||
| AMGN - AMGEN INC | Add 2% ($64.3K) | 2.30% | $2.7M | +77.25% | +1.11% | +3.98% | |
| EMR - EMERSON ELECTRIC COMPANY | Add 2% ($65.5K) | 2.29% | $2.7M | +106.38% | -12.63% | -1.46% | |
| JPM - JPMORGAN CHASE& CO | Add 3% ($62.6K) | 2.15% | $2.5M | +200.32% | -4.04% | +17.81% | |
| JNJ - JOHNSON& JOHNSON | Add 4% ($89.1K) | 2.10% | $2.5M | +32.85% | -6.49% | -5.09% | |
| UPS - UNITED PARCEL SERVICE | Add 3% ($80.0K) | 2.04% | $2.4M | +9.70% | -10.89% | +5.64% | |
| MSGS - MADISON SQUARE GARDEN | Add 1% ($13.2K) | 1.98% | $2.3M | -4.90% | -5.10% | -7.76% | |
| RTX - UNITED TECHNOLOGIES CORP | Add 3% ($70.6K) | 1.94% | $2.3M | +130.19% | -13.20% | +10.02% | |
| CVX - CHEVRON CORP NEW | Add 2% ($36.1K) | 1.92% | $2.3M | +69.28% | -3.95% | +2.74% | |
| CSCO - CISCO SYSTEMS INC | Reduce 10% $(232.3K) | 1.82% | $2.2M | +73.84% | -1.41% | +6.46% | |
| PRU - PRUDENTIAL FINANCIAL | Add 4% ($73.5K) | 1.71% | $2.0M | +47.07% | -6.36% | -3.07% | |
| BG - BUNGE LIMITED | Add 2% ($44.0K) | 1.71% | $2.0M | +55.99% | -22.57% | -15.36% | |
| XOM - EXXON MOBIL CORP | Add 2% ($40.0K) | 1.68% | $2.0M | +90.97% | -11.44% | -12.32% | |
| WFC - WELLS FARGO& CO | 1.68% | $2.0M | +65.34% | -5.29% | -1.25% | ||
| AWK - AMERICAN WATER WORKS | Add 4% ($80.9K) | 1.65% | $2.0M | +73.47% | +1.35% | +35.45% | |
| DAL - DELTA AIRLINES | Add 1% ($18.5K) | 1.64% | $1.9M | -6.07% | -11.48% | +4.59% | |
| AABA - ALTABA | Reduce 1% $(10.6K) | 1.56% | $1.8M | ||||
| DD - DOWDUPONT | Add 4% ($74.9K) | 1.55% | $1.8M | -5.83% | -2.01% | -17.38% | |
| PG - PROCTER AND GAMBLE COMPANY | Add 3% ($57.8K) | 1.51% | $1.8M | +115.22% | +5.10% | +41.16% | |
| CCL - CARNIVAL CORP | Add 6% ($92.8K) | 1.50% | $1.8M | -56.98% | -4.37% | -22.14% | |
| LMT - LOCKHEED MARTIN CORP | Add 4% ($63.6K) | 1.50% | $1.8M | +73.17% | -15.07% | +15.84% | |
| T - AT&T INC | Add 4% ($59.9K) | 1.46% | $1.7M | +68.01% | -5.54% | +23.47% | |
| VLO - VALERO ENERGY CORP | Add 4% ($59.7K) | 1.45% | $1.7M | +103.10% | -10.53% | +5.11% | |
| PYPL - PAYPAL HLDGS INC | Add 2% ($39.5K) | 1.42% | $1.7M | -16.72% | +5.99% | +19.54% | |
| BRK.B - BERKSHIRE HATHAWAY INC CLASS B | 1.39% | $1.6M | +129.39% | -4.77% | +0.34% | ||
| CTSH - COGNIZANT TECHNOLOGY SOLUTIONS | Add 1% ($11.2K) | 1.37% | $1.6M | +18.77% | -9.45% | -16.84% | |
| VFC - V F CORP | Reduce 18% $(355.9K) | 1.36% | $1.6M | -80.02% | +5.56% | +30.32% | |
| CELG - CELGENE | 1.35% | $1.6M | +3.91% | +24.94% | |||
| SPGI - S&P GLOBAL | 1.35% | $1.6M | +181.20% | -0.62% | +34.44% | ||
| XPO - XPO LOGISTICS | Add 15% ($210.6K) | 1.35% | $1.6M | +265.95% | -33.48% | -18.30% | |
| NPSNY - NASPERS | Reduce 1% $(16.5K) | 1.33% | $1.6M | +123.04% | +12.55% | +15.13% | |
| FLT - FLEETCOR TECHNOLOGIES | Add 1% ($17.1K) | 1.30% | $1.5M | +59.70% | -4.41% | +42.54% | |
| QCOM - QUALCOMM INC | Add 2% ($23.1K) | 1.30% | $1.5M | +178.51% | -16.46% | +25.06% | |
| MLM - MARTIN MARIETTA MATERIALS | 1.28% | $1.5M | +251.28% | +11.51% | +67.35% | ||
| DELL - DELL TECHNOLOGIES INC | Reduce 1% $(17.0K) | 1.20% | $1.4M | ||||
| NCLH - NORWEGIAN CRUISE LINE | Add 1% ($17.5K) | 1.19% | $1.4M | -63.18% | -5.36% | +3.47% | |
| D - DOMINION ENERGY INC | Add 2% ($31.3K) | 1.17% | $1.4M | -1.92% | -5.99% | +17.10% | |
| GOOG - ALPHABET CLASS C | Add 2% ($27.5K) | 1.16% | $1.4M | +223.25% | -2.95% | +12.97% | |
| HHC - HOWARD HUGHES | 1.09% | $1.3M | -35.88% | -7.24% | +13.16% | ||
| SYK - STRYKER CORP | 1.09% | $1.3M | +136.76% | -1.67% | +28.47% | ||
| CMCSA - COMCAST CORP CL A | 1.03% | $1.2M | +12.53% | -2.59% | +30.27% | ||
| BKNG - BOOKING HOLDINGS INC | Reduce 2% $(19.8K) | 1.03% | $1.2M | +196.44% | -5.63% | +11.67% | |
| ABBV - ABBVIE INC | Add 4% ($45.9K) | 1.02% | $1.2M | +179.44% | +1.38% | -7.75% | |
| UHAL - AMERCO | 0.99% | $1.2M | +88.02% | +5.47% | +21.40% | ||