13F Insight
DOSSIER · 13F-HR · Q1 2026

KELLY LAWRENCE W & ASSOCIATES INC/CA

$360M in tracked AUM across 182 positions as of Q1 2026.

KL
CIK 0000920441 · last filed Mar 31, 2026
Total AUM
$360M
as of Q1 2026
Holdings
182
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

KELLY LAWRENCE W & ASSOCIATES INC/CA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOGL
Alphabet Inc Cap Stk Cl A
$32M113K9.0%02
AAPL
Apple, Inc.
$28M110K7.8%03
AMD
Advanced Micro Devices
$25M122K6.9%04
COST
Costco Wholesale
$24M24K6.7%05
ICE
Intercontinental Exchange Grou
$14M88K3.9%06
COF
Capital One Finl Corp
$13M71K3.6%07
V
Visa Inc Cl A
$13M42K3.5%08
GNRC
Generac Hldgs Inc.
$12M62K3.4%09
JNJ
Johnson & Johnson
$12M48K3.2%10
AMZN
Amazon Com Inc Com
$11M53K3.0%

Filing history

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 positionsLocked2023Q2Jun 30
$387M▲ 4.8%
233 positionsLocked
Showing 12 of 100