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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2019-04-12 (Q1 2019) | Holdings: 88 | Value: $107.4M | 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 13% $(755.1K) | 4.90% | $5.3M | +311.82% | +3.74% | +39.40% | |
| MSFT - MICROSOFT CORP | Reduce 17% $(622.0K) | 2.86% | $3.1M | +319.19% | +15.28% | +38.66% | |
| META - FACEBOOK | Add 1% ($40.0K) | 2.73% | $2.9M | +292.75% | +14.24% | -2.08% | |
| V - VISA INC | Reduce 2% $(47.2K) | 2.68% | $2.9M | +133.80% | +13.15% | +6.38% | |
| JNJ - JOHNSON& JOHNSON | 2.57% | $2.8M | +33.66% | -0.27% | +5.64% | ||
| GOOGL - ALPHABET CLASS A | Reduce 2% $(60.0K) | 2.42% | $2.6M | +189.20% | -6.01% | -1.12% | |
| DIS - DISNEY WALT CO | Reduce 3% $(73.8K) | 2.31% | $2.5M | -7.63% | +11.38% | -20.06% | |
| BLK - BLACKROCK | Add 4% ($104.7K) | 2.27% | $2.4M | +148.73% | +6.36% | +2.14% | |
| AMGN - AMGEN INC | Reduce 1% $(19.9K) | 2.24% | $2.4M | +83.16% | -7.40% | +17.16% | |
| EMR - EMERSON ELECTRIC COMPANY | Add 1% ($31.5K) | 2.22% | $2.4M | +105.05% | -8.17% | -26.84% | |
| CVX - CHEVRON CORP NEW | Add 2% ($54.8K) | 2.20% | $2.4M | +63.32% | +5.78% | -26.26% | |
| JPM - JPMORGAN CHASE& CO | Reduce 1% $(27.3K) | 2.16% | $2.3M | +188.26% | +3.41% | -8.62% | |
| UPS - UNITED PARCEL SERVICE | Add 2% ($39.1K) | 2.13% | $2.3M | +9.23% | -6.90% | -11.10% | |
| MSGS - MADISON SQUARE GARDEN | Add 1% ($26.4K) | 2.07% | $2.2M | -10.06% | -4.65% | -23.65% | |
| AWK - AMERICAN WATER WORKS | Reduce 2% $(39.6K) | 2.02% | $2.2M | +51.33% | +11.58% | +23.92% | |
| PG - PROCTER AND GAMBLE COMPANY | Reduce 2% $(37.5K) | 1.98% | $2.1M | +76.41% | +10.78% | +13.33% | |
| RTX - UNITED TECHNOLOGIES CORP | Reduce 1% $(11.6K) | 1.93% | $2.1M | +116.87% | -0.77% | -20.69% | |
| PRU - PRUDENTIAL FINANCIAL | Add 46% ($604.7K) | 1.79% | $1.9M | +38.74% | +1.27% | -40.33% | |
| VFC - V F CORP | 1.69% | $1.8M | -83.07% | +4.03% | -31.20% | ||
| CSCO - CISCO SYSTEMS INC | Reduce 22% $(516.9K) | 1.67% | $1.8M | +39.11% | +3.58% | -24.64% | |
| SPGI - S&P GLOBAL | 1.67% | $1.8M | +145.30% | +12.12% | +25.78% | ||
| AABA - ALTABA | Add 1% ($20.0K) | 1.67% | $1.8M | ||||
| VLO - VALERO ENERGY CORP | Add 1% ($25.0K) | 1.66% | $1.8M | +108.31% | -3.55% | -41.32% | |
| PYPL - PAYPAL HLDGS INC | Reduce 10% $(197.8K) | 1.65% | $1.8M | -34.91% | +11.35% | -2.39% | |
| DAL - DELTA AIRLINES | Add 2% ($36.4K) | 1.62% | $1.7M | -14.43% | +7.02% | -58.83% | |
| MLM - MARTIN MARIETTA MATERIALS | Add 16% ($235.4K) | 1.60% | $1.7M | +167.27% | +6.42% | -5.93% | |
| XOM - EXXON MOBIL CORP | Add 43% ($503.4K) | 1.56% | $1.7M | +89.54% | -3.62% | -44.43% | |
| BK - BANK OF NEW YORK MELLON | Add 1% ($14.9K) | 1.51% | $1.6M | +104.66% | -17.80% | -30.04% | |
| BG - BUNGE LIMITED | Add 58% ($586.2K) | 1.49% | $1.6M | +96.69% | +8.87% | -23.25% | |
| CTSH - COGNIZANT TECHNOLOGY SOLUTIONS | Add 6% ($89.8K) | 1.48% | $1.6M | +17.38% | -11.28% | -28.28% | |
| FDX - FEDEX CORP | Add 3% ($48.1K) | 1.46% | $1.6M | +25.48% | -14.44% | -36.21% | |
| LMT - LOCKHEED MARTIN CORP | 1.44% | $1.5M | +82.61% | +19.39% | +22.32% | ||
| BRK.B - BERKSHIRE HATHAWAY INC CLASS B | Reduce 1% $(18.1K) | 1.40% | $1.5M | +129.66% | +1.43% | -10.33% | |
| SYK - STRYKER CORP | Reduce 1% $(21.7K) | 1.39% | $1.5M | +106.25% | +6.67% | -9.88% | |
| D - DOMINION ENERGY INC | Add 1% ($11.5K) | 1.39% | $1.5M | -7.67% | +3.23% | +8.75% | |
| ELV - ANTHEM | New Purchase | 1.36% | $1.5M | +59.56% | +20.87% | -4.33% | |
| RCL - ROYAL CARIBBEAN CRUISE LINE | Add 18% ($209.1K) | 1.30% | $1.4M | +123.06% | -7.25% | -71.94% | |
| CCL - CARNIVAL CORP | Add 108% ($711.1K) | 1.27% | $1.4M | -54.45% | -11.22% | -77.50% | |
| FLT - FLEETCOR TECHNOLOGIES | Reduce 17% $(287.2K) | 1.27% | $1.4M | +30.03% | +16.20% | -13.31% | |
| CMCSA - COMCAST CORP CL A | Add 2% ($28.2K) | 1.26% | $1.4M | -2.74% | +8.76% | -8.10% | |
| GOOG - ALPHABET CLASS C | Reduce 4% $(45.8K) | 1.14% | $1.2M | +192.75% | -5.56% | -0.04% | |
| UHAL - AMERCO | Add 1% ($13.0K) | 1.12% | $1.2M | +64.10% | +0.61% | -29.07% | |
| QCOM - QUALCOMM INC | Add 2% ($23.7K) | 1.11% | $1.2M | +213.11% | +33.22% | +32.54% | |
| T - AT&T INC | 1.09% | $1.2M | +66.21% | +6.24% | -0.53% | ||
| NPSNY - NASPERS | 1.07% | $1.2M | +73.66% | -0.55% | -18.15% | ||
| ABBV - ABBVIE INC | Add 114% ($602.1K) | 1.05% | $1.1M | +197.92% | -11.88% | +3.55% | |
| BKNG - BOOKING HOLDINGS INC | Add 6% ($64.5K) | 1.05% | $1.1M | +192.71% | +2.61% | -22.52% | |
| KO - COCA-COLA COMPANY | 1.03% | $1.1M | +79.93% | +12.07% | +3.28% | ||
| VZ - VERIZON COMMUNICATIONS | Add 6% ($65.3K) | 1.01% | $1.1M | -1.18% | -1.23% | +0.31% | |
| HHC - HOWARD HUGHES | 0.93% | $997.0K | -35.36% | +15.18% | -49.67% | ||
| DD - DOWDUPONT | Reduce 100% | 0.00% | $0.00 | +10.94% | -14.12% | -53.56% | |