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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2019-01-25 (Q4 2018) | Holdings: 85 | Value: $93.5M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 1% $(71.9K) | 5.34% | $5.0M | +427.18% | +31.70% | +101.29% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(26.9K) | 3.40% | $3.2M | +379.13% | +22.76% | +54.98% | |
| JNJ - JOHNSON& JOHNSON | Add 10% ($222.6K) | 2.72% | $2.5M | +43.17% | +10.57% | +19.66% | |
| DIS - DISNEY WALT CO | Reduce 2% $(59.2K) | 2.70% | $2.5M | +9.29% | +26.33% | +24.20% | |
| AMGN - AMGEN INC | Reduce 3% $(74.0K) | 2.66% | $2.5M | +81.61% | -6.20% | +17.83% | |
| V - VISA INC | Add 1% ($29.0K) | 2.64% | $2.5M | +172.22% | +18.69% | +47.61% | |
| GOOGL - ALPHABET CLASS A | 2.53% | $2.4M | +224.76% | +17.19% | +31.34% | ||
| META - FACEBOOK | Reduce 2% $(46.9K) | 2.43% | $2.3M | +373.53% | +29.34% | +45.13% | |
| JPM - JPMORGAN CHASE& CO | Add 3% ($61.0K) | 2.42% | $2.3M | +213.13% | +12.11% | +32.10% | |
| BLK - BLACKROCK | Reduce 9% $(199.6K) | 2.29% | $2.1M | +181.81% | +18.92% | +32.99% | |
| EMR - EMERSON ELECTRIC COMPANY | Reduce 3% $(60.4K) | 2.20% | $2.1M | +135.67% | +14.37% | +20.32% | |
| CVX - CHEVRON CORP NEW | Add 1% ($22.8K) | 2.18% | $2.0M | +76.92% | +5.69% | +2.65% | |
| MSGS - MADISON SQUARE GARDEN | Add 1% ($18.7K) | 2.14% | $2.0M | -1.33% | +12.25% | +5.98% | |
| UPS - UNITED PARCEL SERVICE | Reduce 3% $(59.0K) | 2.10% | $2.0M | +26.58% | +5.00% | +19.11% | |
| AWK - AMERICAN WATER WORKS | Reduce 5% $(93.0K) | 2.05% | $1.9M | +70.11% | +15.05% | +47.52% | |
| PG - PROCTER AND GAMBLE COMPANY | Reduce 3% $(58.4K) | 2.04% | $1.9M | +98.45% | +14.24% | +38.20% | |
| CSCO - CISCO SYSTEMS INC | Reduce 3% $(60.2K) | 1.98% | $1.9M | +72.65% | +22.97% | +6.70% | |
| RTX - UNITED TECHNOLOGIES CORP | Reduce 2% $(27.2K) | 1.84% | $1.7M | +155.65% | +22.93% | +34.06% | |
| DAL - DELTA AIRLINES | Reduce 1% $(24.5K) | 1.76% | $1.6M | +5.37% | +21.25% | +23.07% | |
| PYPL - PAYPAL HLDGS INC | 1.71% | $1.6M | -24.26% | +18.50% | +23.52% | ||
| VLO - VALERO ENERGY CORP | Add 38% ($425.5K) | 1.66% | $1.6M | +129.45% | +12.24% | +9.32% | |
| BRK.B - BERKSHIRE HATHAWAY INC CLASS B | Reduce 2% $(24.5K) | 1.65% | $1.5M | +139.95% | +6.32% | +10.40% | |
| BK - BANK OF NEW YORK MELLON | New Purchase | 1.61% | $1.5M | +103.81% | -8.13% | -12.82% | |
| VFC - V F CORP | Add 21% ($259.3K) | 1.59% | $1.5M | -81.34% | +14.61% | +8.03% | |
| DD - DOWDUPONT | Reduce 4% $(59.7K) | 1.57% | $1.5M | -5.33% | +1.18% | -27.37% | |
| SPGI - S&P GLOBAL | Add 4% ($55.2K) | 1.55% | $1.4M | +181.78% | +17.45% | +57.41% | |
| AABA - ALTABA | Reduce 12% $(187.2K) | 1.48% | $1.4M | ||||
| D - DOMINION ENERGY INC | Reduce 2% $(27.5K) | 1.47% | $1.4M | +3.74% | +12.71% | +26.63% | |
| FDX - FEDEX CORP | New Purchase | 1.45% | $1.4M | +43.01% | +6.48% | -13.05% | |
| LMT - LOCKHEED MARTIN CORP | Add 1% ($9.2K) | 1.44% | $1.3M | +100.03% | +16.03% | +55.63% | |
| CTSH - COGNIZANT TECHNOLOGY SOLUTIONS | Reduce 1% $(15.2K) | 1.41% | $1.3M | +26.48% | +6.21% | -9.71% | |
| MLM - MARTIN MARIETTA MATERIALS | Reduce 12% $(169.3K) | 1.35% | $1.3M | +225.61% | +23.20% | +50.18% | |
| FLT - FLEETCOR TECHNOLOGIES | Reduce 1% $(16.7K) | 1.33% | $1.2M | +66.14% | +30.87% | +58.98% | |
| SYK - STRYKER CORP | Add 6% ($64.3K) | 1.28% | $1.2M | +142.47% | +14.61% | +31.64% | |
| PRU - PRUDENTIAL FINANCIAL | Reduce 28% $(455.3K) | 1.26% | $1.2M | +55.11% | +14.25% | +2.71% | |
| QCOM - QUALCOMM INC | Reduce 4% $(48.4K) | 1.25% | $1.2M | +259.68% | +74.18% | +79.39% | |
| CMCSA - COMCAST CORP CL A | Reduce 3% $(39.9K) | 1.21% | $1.1M | +13.86% | +22.06% | +26.46% | |
| KO - COCA-COLA COMPANY | New Purchase | 1.20% | $1.1M | +80.19% | +3.09% | +25.59% | |
| GOOG - ALPHABET CLASS C | Reduce 6% $(70.4K) | 1.19% | $1.1M | +230.12% | +17.78% | +32.75% | |
| T - AT&T INC | Reduce 28% $(404.5K) | 1.14% | $1.1M | +77.64% | +1.80% | +32.36% | |
| UHAL - AMERCO | Reduce 3% $(28.2K) | 1.12% | $1.0M | +77.91% | +8.46% | +7.05% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 1% $(6.9K) | 1.12% | $1.0M | +200.30% | +4.50% | +6.78% | |
| BG - BUNGE LIMITED | Reduce 35% $(553.7K) | 1.09% | $1.0M | +96.99% | -6.85% | +1.38% | |
| RCL - ROYAL CARIBBEAN CRUISE LINE | New Purchase | 1.09% | $1.0M | +148.21% | +10.16% | +8.32% | |
| XOM - EXXON MOBIL CORP | Reduce 38% $(608.8K) | 1.06% | $990.0K | +118.28% | +14.59% | -4.48% | |
| NPSNY - NASPERS | Reduce 33% $(478.7K) | 1.05% | $984.0K | +98.01% | +16.26% | +7.54% | |
| VZ - VERIZON COMMUNICATIONS | New Purchase | 1.04% | $968.0K | +4.80% | +1.86% | +11.27% | |
| HHC - HOWARD HUGHES | Reduce 13% $(127.4K) | 0.95% | $886.0K | -31.21% | +4.79% | +16.70% | |
| CCL - CARNIVAL CORP | Reduce 53% $(730.9K) | 0.68% | $637.0K | -55.70% | -0.86% | -14.84% | |
| ABBV - ABBVIE INC | Reduce 49% $(573.3K) | 0.65% | $606.0K | +205.49% | +0.95% | +11.10% | |
| CELG - CELGENE | Reduce 100% | 0.00% | $0.00 | ||||
| DELL - DELL TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | +488.71% | +42.40% | +4.90% | |
| WFC - WELLS FARGO& CO | Reduce 100% | 0.00% | $0.00 | ||||
| XPO - XPO LOGISTICS | Reduce 100% | 0.00% | $0.00 | +618.00% | +10.45% | +45.76% | |
| NCLH - NORWEGIAN CRUISE LINE | Reduce 100% | 0.00% | $0.00 | -43.14% | +21.10% | +14.53% | |