§ 13F · FUND PROFILE
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154K (13F)Positions · 85Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 48K | $12K | 8.7% | ±0% |
| 2 | MSFT | Microsoft Corp | 23K | $8K | 5.9% | ±0% |
| 3 | NVDA | NVIDIA Corp | 46K | $8K | 5.7% | −1% |
| 4 | GOOGL | Alphabet Inc A | 21K | $6K | 4.3% | −1% |
| 5 | AMZN | Amazon.com Inc | 21K | $4K | 3.2% | −1% |
| 6 | AVGO | Broadcom Inc Com | 12K | $4K | 2.5% | ±0% |
| 7 | META | Meta Platforms | 6K | $3K | 2.4% | ±0% |
| 8 | V | Visa Inc Class A | 10K | $3K | 2.0% | ±0% |
| 9 | GLD | SPDR Gold Shares | 7K | $3K | 2.0% | +6% |
| 10 | JNJ | Johnson & Johnson | 11K | $3K | 2.0% | −14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEDERER SIGNAL
AC read
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA is a Other fund managing $154 thousand in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed