13F Insight
DOSSIER · 13F-HR · Q2 2026

KELLY LAWRENCE W & ASSOCIATES INC/CA

$468M in tracked AUM across 188 positions as of Q2 2026.

KL
CIK 0000920441 · last filed Jun 30, 2026
Total AUM
$468M
as of Q2 2026
Holdings
188
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KELLY LAWRENCE W & ASSOCIATES INC/CA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMD
Advanced Micro Devices
$62M107K13.3%02
GOOGL
Alphabet Inc Cap Stk Cl A
$40M112K8.6%03
AAPL
Apple, Inc.
$32M109K6.8%04
COST
Costco Wholesale
$22M24K4.8%05
PANW
Palo Alto Networks Inc. Com
$22M65K4.7%06
GNRC
Generac Hldgs Inc.
$18M61K3.8%07
G25457105
Credo Technology Group Ord Shs
$17M62K3.6%08
AMAT
Applied Materials Inc.
$16M22K3.4%09
UNH
Unitedhealth Group Inc.
$15M36K3.2%10
V
Visa Inc Cl A
$14M42K3.0%

Filing history

2026Q2Jun 30
$468M▲ 30.1%
188 positionsView →2026Q1Mar 31
$360M▼ 12.5%
182 positionsView →2025Q4Dec 31
$411M▼ 0.4%
186 positionsView →2025Q3Sep 30
$413M▲ 8.1%
221 positionsView →2025Q2Jun 30
$382M▼ 7.3%
219 positionsLocked2025Q1Mar 31
$412M▼ 4.0%
229 positionsLocked2024Q4Dec 31
$429M▼ 3.3%
238 positionsLocked2024Q3Sep 30
$444M▲ 1.1%
242 positionsLocked2024Q2Jun 30
$439M▼ 0.2%
252 positionsLocked2024Q1Mar 31
$439M▲ 5.5%
253 positionsLocked2023Q4Dec 31
$417M▲ 11.9%
246 positionsLocked2023Q3Sep 30
$373M▼ 3.7%
236 positionsLocked
Showing 12 of 100