The Analysis of LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's Holdings
Currently, LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds 83 types of securities in its portfolio with a total value $149.0K. In the most recent quarter, they have increased their positions in NFLX (+15.3K shares, valued at $1.4K), ABNB (+9.2K shares, valued at $1.2K), OTIS (+10.1K shares, valued at $880); decreased their positions in AAPL (-3.4K shares, valued at $927.3414241486068), NVDA (-4.4K shares, valued at $823.7552767906838), SCHH (-34.0K shares, valued at $711.084074733096); initiated new positions in ABNB (+9.2K shares, valued at $1.2K), OTIS (+10.1K shares, valued at $880). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple Inc48.5K shares-6.58%2025-12-312026-01-26
MSFT Microsoft Corp22.5K shares-4.84%2025-12-312026-01-26 NVDA NVIDIA Corp46.7K shares-8.64%2025-12-312026-01-26 AMZN Amazon.com Inc21.7K shares-7.65%2025-12-312026-01-26 META Meta Platforms6.0K shares-6.82%2025-12-312026-01-26 V Visa Inc Class A9.6K shares-8.86%2025-12-312026-01-26 JPM JPMorgan Chase & Co9.0K shares0.44%2025-12-312026-01-26 JNJ Johnson & Johnson13.3K shares-0.21%2025-12-312026-01-26 ADP Automatic Data Processing Inc10.4K shares-5.64%2025-12-312026-01-26 ABBV AbbVie Inc10.8K shares-1.93%2025-12-312026-01-26 GLD SPDR Gold Shares6.1K shares-10.89%2025-12-312026-01-26 CB Chubb Ltd7.5K shares1.19%2025-12-312026-01-26 NEE NextEra Energy Inc27.6K shares9.06%2025-12-312026-01-26 SPGI S&P Global Inc4.2K shares5.66%2025-12-312026-01-26 AMGN Amgen Inc6.6K shares-0.64%2025-12-312026-01-26 WM Waste Management Inc9.2K shares9.13%2025-12-312026-01-26 SCHV Schwab US Large-Cap Value ETF66.7K shares-0.07%2025-12-312026-01-26 Linde plc Linde plc4.3K shares5.63%2025-12-312026-01-26 MLM Martin Marietta Materials Inc3.0K shares-9.78%2025-12-312026-01-26 XOM Exxon Mobil Corp15.3K shares-1.57%2025-12-312026-01-26 COST Costco Wholesale Corp2.1K shares-5.65%2025-12-312026-01-26 CSCO Cisco Systems Inc23.4K shares-1.97%2025-12-312026-01-26 UNP Union Pacific Corp7.8K shares-0.12%2025-12-312026-01-26 SYK Stryker Corp5.0K shares-9.59%2025-12-312026-01-26 GLW Corning Inc18.7K shares-0.98%2025-12-312026-01-26 NFLX Netflix Inc17.1K shares858.15%2025-12-312026-01-26 DAL Delta Air Lines Inc22.7K shares-9.35%2025-12-312026-01-26 SCHP Schwab US TIPS ETF57.1K shares0.00%2025-12-312026-01-26 BA Boeing Co6.7K shares-2.60%2025-12-312026-01-26 SCHG Schwab US Large-Cap Growth ETF43.7K shares-0.58%2025-12-312026-01-26 UBER Uber Technologies Inc17.2K shares-1.56%2025-12-312026-01-26 Medtronic PLC Medtronic PLC14.0K shares-2.54%2025-12-312026-01-26 CME CME Group Inc Class A4.9K shares-2.12%2025-12-312026-01-26 ABNB Airbnb Inc9.2K sharesnew addition2025-12-312026-01-26 GS Goldman Sachs Group Inc1.4K shares-7.75%2025-12-312026-01-26 AWK American Water Works Co Inc9.1K shares-12.45%2025-12-312026-01-26 HD The Home Depot Inc3.4K shares17.61%2025-12-312026-01-26 FICO Fair Isaac Corp692 shares-11.17%2025-12-312026-01-26 FLUT Flutter Entertainment PLC5.3K shares-6.64%2025-12-312026-01-26 CRWD CrowdStrike Holdings Inc2.4K shares-12.86%2025-12-312026-01-26 ITW Illinois Tool Works Inc4.5K shares-1.50%2025-12-312026-01-26 SBUX Starbucks Corp13.0K shares-3.04%2025-12-312026-01-26 PG Procter & Gamble Co7.1K shares115.16%2025-12-312026-01-26 SYY Sysco Corp13.5K shares-1.94%2025-12-312026-01-26 TRV The Travelers Companies Inc3.2K shares-4.38%2025-12-312026-01-26 WAT Waters Corp2.4K shares-21.75%2025-12-312026-01-26 PEP PepsiCo Inc6.2K shares0.00%2025-12-312026-01-26 OTIS Otis Worldwide Corp10.1K sharesnew addition2025-12-312026-01-26 WELL Welltower Inc Com4.6K shares-2.11%2025-12-312026-01-26 PLD Prologis Inc6.7K shares-2.19%2025-12-312026-01-26 Corpay Inc Corpay Inc2.8K shares10.47%2025-12-312026-01-26 CRM Salesforce Inc3.1K shares-14.31%2025-12-312026-01-26 CTSH Cognizant Technology Solutions9.5K shares-10.52%2025-12-312026-01-26 VRT Vertiv Holdings Co4.8K shares-6.18%2025-12-312026-01-26 HON Honeywell International Inc3.9K shares0.00%2025-12-312026-01-26 PYPL PayPal Holdings Inc13.0K shares-6.15%2025-12-312026-01-26 KO Coca-Cola Co10.3K shares0.00%2025-12-312026-01-26 SCHD Schwab US Dividend Equity ETF24.9K shares4.18%2025-12-312026-01-26 BAC Bank of America Corporation12.0K shares0.00%2025-12-312026-01-26 FI Fiserv Inc9.5K shares-12.86%2025-12-312026-01-26 CVX Chevron Corp4.2K shares0.00%2025-12-312026-01-26 AMT American Tower Corp3.6K shares-2.16%2025-12-312026-01-26 REZ iShares Residential Real Estate Capd ETF6.9K shares190.74%2025-12-312026-01-26 SCHB Schwab US Broad Market ETF20.5K shares0.00%2025-12-312026-01-26 SCHJ Schwab 1 5 Year Corp Bond ETF19.8K shares0.87%2025-12-312026-01-26 SPG Simon Property Group Inc2.5K shares-2.05%2025-12-312026-01-26 EQIX Equinix Inc549 shares-1.96%2025-12-312026-01-26 DLR Digital Realty Trust Inc2.7K shares-2.04%2025-12-312026-01-26 SCHZ Schwab US Aggregate Bond ETF17.7K shares-24.94%2025-12-312026-01-26 O Realty Income Corp7.0K shares-2.09%2025-12-312026-01-26 SCHH Schwab US REIT ETF18.0K shares-65.41%2025-12-312026-01-26 SCHR Schwab Int-Term US Treasury ETF14.4K shares1.70%2025-12-312026-01-26 LLY Eli Lilly and Co305 shares-15.51%2025-12-312026-01-26 PSA Public Storage1.2K shares-2.14%2025-12-312026-01-26 SPY SPDR S&P 500 ETF361 shares4.34%2025-12-312026-01-26 MS Morgan Stanley1.3K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available