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

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

$141M in tracked AUM across 83 positions as of Q1 2026.

L&
CIK 0001089707 · last filed Mar 31, 2026
Total AUM
$141M
as of Q1 2026
Holdings
83
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LEDERER & ASSOCIATES INVESTMENT COUNSEL/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
AAPL
Apple Inc
$12M48K8.7%02
MSFT
Microsoft Corp
$8M23K5.9%03
NVDA
NVIDIA Corp
$8M46K5.7%04
GOOGL
Alphabet Inc A
$6M21K4.3%05
AMZN
Amazon.com Inc
$4M21K3.2%06
AVGO
Broadcom Inc Com
$4M12K2.5%07
META
Meta Platforms
$3M6K2.4%08
V
Visa Inc Class A
$3M10K2.0%09
GLD
SPDR Gold Shares
$3M7K2.0%10
JNJ
Johnson & Johnson
$3M11K2.0%

Filing history

2026Q1Mar 31
$141M▼ 5.2%
83 positionsView →2025Q4Dec 31
$149M▼ 3.3%
83 positionsView →2025Q3Sep 30
$154M▲ 1.9%
85 positionsView →2025Q2Jun 30
$151M▲ 10.7%
83 positionsLocked2025Q1Mar 31
$137M▼ 4.6%
81 positionsLocked2024Q4Dec 31
$143M▲ 0.8%
85 positionsLocked2024Q3Sep 30
$142M▲ 2.8%
84 positionsLocked2024Q2Jun 30
$138M▼ 3.9%
84 positionsLocked2024Q1Mar 31
$144M▲ 6.5%
89 positionsLocked2023Q4Dec 31
$135M▲ 7.3%
87 positionsLocked2023Q3Sep 30
$126M▼ 5.0%
86 positionsLocked2023Q2Jun 30
$133M▲ 2.2%
85 positionsLocked
Showing 12 of 50