Universe · entity
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Institutional manager (13F) · CIK 1089707
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $122k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Apple Inc | $12k | 48,222 |
| 2 | Microsoft Corp | $8k | 22,570 |
| 3 | NVIDIA Corp | $8k | 46,436 |
| 4 | Alphabet Inc A | $6k | 21,113 |
| 5 | Amazon.com Inc | $4k | 21,465 |
| 6 | Broadcom Inc Com | $4k | 11,547 |
| 7 | Meta Platforms | $3k | 6,003 |
| 8 | Visa Inc Class A | $3k | 9,524 |
| 9 | SPDR Gold Shares | $3k | 6,523 |
| 10 | Johnson & Johnson | $3k | 11,359 |
| 11 | Berkshire Hathaway Inc B | $3k | 5,735 |
| 12 | JPMorgan Chase & Co | $3k | 9,067 |
| 13 | BlackRock Inc | $3k | 2,673 |
| 14 | Corning Inc | $3k | 18,893 |
| 15 | Exxon Mobil Corp | $3k | 15,124 |
| 16 | NextEra Energy Inc | $3k | 27,277 |
| 17 | Chubb Ltd | $2k | 7,508 |
| 18 | AbbVie Inc | $2k | 10,808 |
| 19 | Linde plc | $2k | 4,350 |
| 20 | Automatic Data Processing Inc | $2k | 10,587 |
| 21 | Waste Management Inc | $2k | 9,206 |
| 22 | Costco Wholesale Corp | $2k | 2,110 |
| 23 | Amgen Inc | $2k | 5,899 |
| 24 | Schwab US Large-Cap Value ETF | $2k | 67,888 |
| 25 | Cisco Systems Inc | $2k | 26,240 |
| 26 | Netflix Inc | $2k | 18,795 |
| 27 | S&P Global Inc | $2k | 4,165 |
| 28 | Martin Marietta Materials Inc | $2k | 2,931 |
| 29 | Union Pacific Corp | $2k | 6,866 |
| 30 | Stryker Corp | $2k | 4,956 |
| 31 | Schwab US TIPS ETF | $2k | 57,130 |
| 32 | Delta Air Lines Inc | $2k | 22,678 |
| 33 | CME Group Inc Class A | $1k | 4,797 |
| 34 | Schwab US Large-Cap Growth ETF | $1k | 45,968 |
| 35 | Procter & Gamble Co | $1k | 9,162 |
| 36 | Boeing Co | $1k | 6,591 |
| 37 | Uber Technologies Inc | $1k | 17,194 |
| 38 | American Water Works Co Inc | $1k | 9,085 |
| 39 | Medtronic PLC | $1k | 14,099 |
| 40 | Starbucks Corp | $1k | 13,002 |
| 41 | Illinois Tool Works Inc | $1k | 4,452 |
| 42 | Vertiv Holdings Co | $1k | 4,624 |
| 43 | Airbnb Inc | $1k | 9,166 |
| 44 | Merck & Co Inc | $1k | 9,519 |
| 45 | The Home Depot Inc | $1k | 3,408 |
| 46 | CrowdStrike Holdings Inc | $1k | 2,745 |
| 47 | Goldman Sachs Group Inc | $954 | 1,128 |
| 48 | Blackstone Inc | $935 | 8,135 |
| 49 | Sysco Corp | $930 | 13,044 |
| 50 | Welltower Inc Com | $919 | 4,649 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.