account_balance
Investment manager · 13F filer · SEC CIK 1089707
Lederer & Associates Investment Counsel
Reported value$155Mas of Sep 30, 2026
Positions88 6 new, 2 sold out
Top 10 weight41.7%AAPL alone is 9%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.8%Trimmed −10%
MSFTMicrosoft Corp
7.3%Trimmed −3%
NVDANVIDIA Corp
6.7%Trimmed −2%
GOOGLAlphabet Inc.
4.4%Trimmed −3%
AMZNAmazon.com Inc
3.3%Trimmed −3%
METAMeta Platforms, Inc.
2.7%Trimmed −9%
AVGOBroadcom Inc.
2.5%
VVisa Inc.
2.1%Trimmed −3%
JNJJohnson & Johnson
1.9%
JPMJPMorgan Chase & Co
1.9%
ADPAutomatic Data Processing Inc
1.9%−3%
BRK-BBerkshire Hathaway Inc
1.8%−2%
AAPLApple Inc.
8.8%Trimmed −10%
MSFTMicrosoft Corp
7.3%Trimmed −3%
NVDANVIDIA Corp
6.7%−2%
GOOGLAlphabet Inc.
4.4%−3%
AMZNAmazon.com Inc
3.3%−3%
METAMeta Platforms, Inc.
2.7%
AVGO2.5%V2.1%JNJ1.9%JPM1.9%ADP1.9%BRK-BBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.8% Trimmed −10%MSFT Microsoft Corp 7.3% Trimmed −3%NVDA NVIDIA Corp 6.7% Trimmed −2%GOOGL Alphabet Inc. 4.4% Trimmed −3%AMZN Amazon.com Inc 3.3% Trimmed −3%META Meta Platforms, Inc. 2.7% Trimmed −9%AVGO Broadcom Inc. 2.5% HeldV Visa Inc. 2.1% Trimmed −3%JNJ Johnson & Johnson 1.9% HeldJPM JPMorgan Chase & Co 1.9% HeldADP Automatic Data Processing Inc 1.9% Trimmed −3%BRK-B Berkshire Hathaway Inc 1.8% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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