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CIK: 0001089707
Total reported value
$151.9M
$151.9M
81 檔
24.3%
During the Q1 2025 filing period, Lederer & Associates Investment Counsel/ca (CIK: 0001089707) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $151.9M across 81 reported positions.
In Q1 2025, Lederer & Associates Investment Counsel/ca displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.10% | +0.04% | +2.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.12% | -0.33% | +1.40% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.35% | +0.37% | +1.84% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.22% | +0.19% | +3.87% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.22% | +0.52% | +0.59% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.92% | +0.11% | +0.71% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.92% | -0.10% | +3.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.72% | -0.05% | -0.19% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 2.59% | +0.18% | +0.43% | |
| 10 | BLK | Blackrock Inc | Stock-Financials | 1.92% | -0.16% | — | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.76% | -0.03% | +0.16% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.10% | +0.74% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | +0.03% | -2.09% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | +0.27% | +4.92% | |
| 15 | CB | Chubb Limited | Stock-Financials | 1.67% | -0.08% | +1.72% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.67% | +0.08% | +5.32% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 1.61% | -0.14% | +3.60% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.57% | -0.21% | -0.72% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | +0.04% | +3.59% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.44% | -0.41% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.19% | +1.57% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 1.38% | -0.17% | +4.38% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.37% | -0.24% | +1.89% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.36% | +0.03% | +5.22% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.33% | -0.40% | -6.94% | |
| 26 | FISV | Fiserv Inc | Stock-Other | 1.26% | — | +10.48% | |
| 27 | AWK | American Water Works Co Inc | Stock-Utilities | 1.25% | -0.11% | -8.20% | |
| 28 | MLM | Martin Marietta Materials | Stock-Materials | 1.25% | -0.11% | +11.90% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.22% | -0.09% | +0.07% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.17% | -0.08% | -0.53% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | -0.01% | — | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.56% | -9.05% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 1.02% | +0.06% | +10.73% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.15% | +2.11% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.97% | -0.16% | -3.29% | |
| 36 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.94% | — | -0.34% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.94% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.03% | -1.11% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | +0.03% | -0.21% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -1.82% | EXIT | |
| 41 | WAT | Waters CORP | Stock-Healthcare | 0.85% | +0.09% | +0.96% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.84% | -0.03% | — | |
| 43 | SCHH | Schwab US Reit ETF | ETF-Other | 0.82% | — | +0.02% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.80% | -0.21% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | +0.06% | +10.74% | |
| 46 | SYY | Sysco CORP | Stock-Consumer Staples | 0.77% | +0.04% | — | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.77% | +0.33% | -0.13% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.71% | — | +2.15% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | — | +0.43% | |
| 50 | CPAY | Corpay Inc | Stock-Tech | 0.69% | +0.04% | +0.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | ADP | Automatic Data Processing | — | NEW | New buy |
| 10 | BLK | Blackrock Inc | — | NEW | New buy |
| 11 | SYK | Stryker CORP | — | NEW | New buy |
| 12 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | CB | Chubb Limited | — | NEW | New buy |
| 16 | ABBV | Abbvie Inc | — | NEW | New buy |
| 17 | SPGI | S&p Global Inc | — | NEW | New buy |
| 18 | AMGN | Amgen Inc | — | NEW | New buy |
| 19 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 20 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 21 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 22 | WM | Waste Management Inc | — | NEW | New buy |
| 23 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 24 | UNP | Union Pacific CORP | — | NEW | New buy |
| 25 | NFLX | Netflix Inc | — | NEW | New buy |
| 26 | FISV | Fiserv Inc | — | NEW | New buy |
| 27 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 28 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 29 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 30 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 31 | KO | Coca-cola Co/the | — | NEW | New buy |
| 32 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 33 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 34 | CVX | Chevron CORP | — | NEW | New buy |
| 35 | MDT | Medtronic plc | — | NEW | New buy |
| 36 | FLUT | Flutter Entertainment plc | — | NEW | New buy |
| 37 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 38 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 39 | PEP | Pepsico Inc | — | NEW | New buy |
| 40 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 41 | WAT | Waters CORP | — | NEW | New buy |
| 42 | BX | Blackstone Inc | — | NEW | New buy |
| 43 | SCHH | Schwab US Reit ETF | — | NEW | New buy |
| 44 | CME | Cme Group Inc | — | NEW | New buy |
| 45 | HD | Home Depot Inc | — | NEW | New buy |
| 46 | SYY | Sysco CORP | — | NEW | New buy |
| 47 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 48 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 49 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 50 | CPAY | Corpay Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lederer & Associates Investment Counsel/ca reported a total U.S. public equity portfolio value of $151.9M across 81 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 24.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $12.4M
During Q1 2025, Lederer & Associates Investment Counsel/ca's top holdings by market value included AAPL (9.1%)、MSFT (7.1%)、NVDA (4.3%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q1 2025, Lederer & Associates Investment Counsel/ca made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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