account_balance
Investment manager · 13F filer · SEC CIK 920441
Kelly Lawrence W & Associates Inc
Reported value$468Mas of Jun 30, 2026
Positions128 4 new, 0 sold out
Top 10 weight55.3%AMD alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
13.3%Trimmed −12%
GOOGLAlphabet Inc.
8.6%
AAPLApple Inc.
6.8%
COSTCostco Wholesale Corp
4.8%
PANWPalo Alto Networks Inc
4.7%
GNRCGenerac Holdings Inc.
3.8%
CRDOCredo Technology Group Holding Ltd
3.6%Trimmed −31%
AMATApplied Materials Inc
3.4%Trimmed −20%
UNHUnitedHealth Group Inc
3.2%
VVisa Inc.
3.0%
COFCapital One Financial Corp
3.0%
AMZNAmazon.com Inc
2.7%
AMDAdvanced Micro Devices Inc
13.3%Trimmed −12%
GOOGLAlphabet Inc.
8.6%
AAPLApple Inc.
6.8%
COSTCostco Wholesale Corp
4.8%
PANWPalo Alto Networks Inc
4.7%
GNRCGenerac Holdings Inc.
3.8%
CRDOCredo Technology Group Holding Ltd
3.6%
AMATApplied Materials Inc
3.4%
UNHUnitedHealth Group Inc
3.2%
V3.0%COF3.0%AMZN2.7%Boxes 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
AMD Advanced Micro Devices Inc 13.3% Trimmed −12%GOOGL Alphabet Inc. 8.6% HeldAAPL Apple Inc. 6.8% HeldCOST Costco Wholesale Corp 4.8% HeldPANW Palo Alto Networks Inc 4.7% HeldGNRC Generac Holdings Inc. 3.8% HeldCRDO Credo Technology Group Holding Ltd 3.6% Trimmed −31%AMAT Applied Materials Inc 3.4% Trimmed −20%UNH UnitedHealth Group Inc 3.2% HeldV Visa Inc. 3.0% HeldCOF Capital One Financial Corp 3.0% HeldAMZN Amazon.com Inc 2.7% Held
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.