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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2025-04-02 (Q1 2025) | Holdings: 81 | Value: $136.6M | 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 | Add 2% ($302.1K) | 9.10% | $12.4M | -4.69% | |||
| MSFT - Microsoft Corp | Add 1% ($134.0K) | 7.12% | $9.7M | +27.78% | |||
| NVDA - NVIDIA Corp | Add 2% ($107.1K) | 4.35% | $5.9M | +39.24% | |||
| AMZN - Amazon.com Inc | Add 4% ($164.2K) | 3.22% | $4.4M | +17.39% | |||
| GOOGL - Alphabet Inc A | Add 1% ($25.7K) | 3.22% | $4.4M | ||||
| V - Visa Inc Class A | Add 1% ($28.0K) | 2.92% | $4.0M | ||||
| META - Meta Platforms | Add 4% ($136.0K) | 2.92% | $4.0M | +27.74% | |||
| BRK.B - Berkshire Hathaway Inc B | 2.72% | $3.7M | -8.37% | ||||
| ADP - Automatic Data Processing Inc | 2.59% | $3.5M | |||||
| BLK - BlackRock Inc | New Purchase | 1.92% | $2.6M | ||||
| SYK - Stryker Corp | 1.76% | $2.4M | +1.47% | ||||
| JNJ - Johnson & Johnson | Add 1% ($17.4K) | 1.73% | $2.4M | -3.19% | |||
| JPM - JPMorgan Chase & Co | Reduce 2% $(49.3K) | 1.69% | $2.3M | ||||
| AVGO - Broadcom Inc Com | Add 5% ($108.0K) | 1.69% | $2.3M | ||||
| CB - Chubb Ltd | Add 2% ($38.7K) | 1.67% | $2.3M | ||||
| ABBV - AbbVie Inc | Add 5% ($115.0K) | 1.67% | $2.3M | -10.99% | |||
| SPGI - S&P Global Inc | Add 4% ($76.2K) | 1.61% | $2.2M | +0.78% | |||
| AMGN - Amgen Inc | Reduce 1% $(15.6K) | 1.57% | $2.1M | -5.97% | |||
| LLY - Eli Lilly and Co | Add 4% ($72.7K) | 1.53% | $2.1M | -2.18% | |||
| GLD - SPDR Gold Shares | 1.44% | $2.0M | |||||
| COST - Costco Wholesale Corp | Add 2% ($30.3K) | 1.43% | $2.0M | +5.15% | |||
| WM - Waste Management Inc | Add 4% ($79.2K) | 1.38% | $1.9M | ||||
| NEE - NextEra Energy Inc | Add 2% ($34.7K) | 1.37% | $1.9M | +1.08% | |||
| UNP - Union Pacific Corp | Add 5% ($92.1K) | 1.36% | $1.9M | -4.07% | |||
| NFLX - Netflix Inc | Reduce 7% $(135.2K) | 1.33% | $1.8M | +35.36% | |||
| FI - Fiserv Inc | Add 10% ($162.8K) | 1.26% | $1.7M | ||||
| AWK - American Water Works Co Inc | Reduce 8% $(153.0K) | 1.25% | $1.7M | ||||
| MLM - Martin Marietta Materials Inc | Add 12% ($181.3K) | 1.25% | $1.7M | +14.02% | |||
| SCHV - Schwab US Large-Cap Value ETF | 1.22% | $1.7M | +3.68% | ||||
| SCHP - Schwab US TIPS ETF | Reduce 1% $(8.5K) | 1.17% | $1.6M | -1.13% | |||
| KO - Coca-Cola Co | 1.08% | $1.5M | -3.26% | ||||
| CSCO - Cisco Systems Inc | Reduce 9% $(145.3K) | 1.07% | $1.5M | +10.02% | |||
| UBER - Uber Technologies Inc | Add 11% ($134.5K) | 1.02% | $1.4M | +18.18% | |||
| CVX - Chevron Corp | Add 2% ($28.4K) | 1.01% | $1.4M | ||||
| MDT - Medtronic PLC | Reduce 3% $(45.1K) | 0.97% | $1.3M | ||||
| FLUT - Flutter Entertainment PLC | 0.94% | $1.3M | +25.32% | ||||
| BMY - Bristol-Myers Squibb Company | 0.94% | $1.3M | -21.22% | ||||
| GOOG - Alphabet Inc C | Reduce 1% $(14.2K) | 0.93% | $1.3M | ||||
| PEP - PepsiCo Inc | 0.90% | $1.2M | -13.83% | ||||
| XOM - Exxon Mobil Corp | New Purchase | 0.89% | $1.2M | +0.59% | |||
| WAT - Waters Corp | Add 1% ($11.1K) | 0.85% | $1.2M | -2.54% | |||
| BX - Blackstone Inc | New Purchase | 0.84% | $1.1M | ||||
| SCHH - Schwab US REIT ETF | 0.82% | $1.1M | -0.28% | ||||
| CME - CME Group Inc Class A | New Purchase | 0.80% | $1.1M | +2.32% | |||
| HD - The Home Depot Inc | Add 11% ($104.0K) | 0.79% | $1.1M | -1.36% | |||
| SYY - Sysco Corp | 0.77% | $1.1M | -0.95% | ||||
| CRWD - CrowdStrike Holdings Inc | 0.77% | $1.0M | |||||
| PYPL - PayPal Holdings Inc | Add 2% ($20.6K) | 0.71% | $975.0K | ||||
| UNH - UnitedHealth Group Inc | New Purchase | 0.71% | $973.0K | -41.31% | |||
| CPAY - Corpay Inc | New Purchase | 0.69% | $946.0K | -3.68% | |||
| LVMUY - Louis Vuitton Moet Hennessy | Reduce 100% | 0.00% | $0.00 | ||||
| ELV - Elevance Health | Reduce 100% | 0.00% | $0.00 | ||||
| HSY - The Hershey Co | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - McDonald s Corp | Reduce 100% | 0.00% | $0.00 | ||||
| BLK - BlackRock Inc | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - Adobe Systems Inc | Reduce 100% | 0.00% | $0.00 | ||||