§ 13F · FUND PROFILE
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154.0B (13F)Positions · 85Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 48K | $13.2B | 8.8% | −7% |
| 2 | MSFT | Microsoft Corp | 23K | $10.9B | 7.3% | −5% |
| 3 | NVDA | NVIDIA Corp | 47K | $8.7B | 5.8% | −9% |
| 4 | GOOGL | Alphabet Inc A | 21K | $6.7B | 4.5% | −9% |
| 5 | AMZN | Amazon.com Inc | 22K | $5.0B | 3.4% | −8% |
| 6 | AVGO | Broadcom Inc Com | 12K | $4.0B | 2.7% | −1% |
| 7 | META | Meta Platforms | 6K | $4.0B | 2.7% | −7% |
| 8 | V | Visa Inc Class A | 10K | $3.4B | 2.3% | −9% |
| 9 | BRK/B | Berkshire Hathaway Inc B | 6K | $3.0B | 2.0% | −4% |
| 10 | JPM | JPMorgan Chase & Co | 9K | $2.9B | 2.0% | ±0% |
§ 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 $154.0 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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