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The Analysis of LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's Holdings & P&L

Currently, LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds 83 types of securities in its portfolio with a total value $141.2K. In the most recent quarter, they have increased their positions in IBM (+2.5K shares, valued at $614), SATS (+3.5K shares, valued at $411), PG (+2.1K shares, valued at $302.37524557956783); decreased their positions in JNJ (-1.9K shares, valued at $463.77049036006696), AMGN (-741 shares, valued at $260.77572469910154), UNP (-926 shares, valued at $224.68919312554618); initiated new positions in IBM (+2.5K shares, valued at $614), SATS (+3.5K shares, valued at $411), BNDX (+5.2K shares, valued at $248).

1M P&L

+3.8M+3.06%

3M P&L

+5.0M+4.10%

HY P&L

+6.9M+5.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A12.2K

10.3%

2Consumer Electronics12.2K

10.3%

3Software - Infrastructure9.4K

7.9%

Top Industries by Stock Count

1N/A15 stocks

20.5%

2Drug Manufacturers - General4 stocks

5.5%

3REIT - Specialty3 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc48.2K shares-0.47%2026-03-312026-04-24

MSFT Microsoft Corp22.6K shares0.10%2026-03-312026-04-24

NVDA NVIDIA Corp46.4K shares-0.60%2026-03-312026-04-24

Alphabet Inc A Alphabet Inc A21.1K shares-0.72%2026-03-312026-04-24

AMZN Amazon.com Inc21.5K shares-1.09%2026-03-312026-04-24

Broadcom Inc Com Broadcom Inc Com11.5K shares0.41%2026-03-312026-04-24

META Meta Platforms6.0K shares-0.30%2026-03-312026-04-24

V Visa Inc Class A9.5K shares-0.39%2026-03-312026-04-24

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GLD SPDR Gold Shares6.5K shares6.24%2026-03-312026-04-24

JNJ Johnson & Johnson11.4K shares-14.31%2026-03-312026-04-24

Berkshire Hathaway Inc B Berkshire Hathaway Inc B5.7K shares-3.21%2026-03-312026-04-24

JPM JPMorgan Chase & Co9.1K shares0.25%2026-03-312026-04-24

BlackRock Inc BlackRock Inc2.7K shares0.00%2026-03-312026-04-24

GLW Corning Inc18.9K shares0.81%2026-03-312026-04-24

XOM Exxon Mobil Corp15.1K shares-0.90%2026-03-312026-04-24

NEE NextEra Energy Inc27.3K shares-1.34%2026-03-312026-04-24

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CB Chubb Ltd7.5K shares-0.03%2026-03-312026-04-24

ABBV AbbVie Inc10.8K shares0.49%2026-03-312026-04-24

Linde plc Linde plc4.3K shares0.42%2026-03-312026-04-24

ADP Automatic Data Processing Inc10.6K shares1.77%2026-03-312026-04-24

WM Waste Management Inc9.2K shares0.11%2026-03-312026-04-24

COST Costco Wholesale Corp2.1K shares-0.52%2026-03-312026-04-24

AMGN Amgen Inc5.9K shares-11.16%2026-03-312026-04-24

SCHV Schwab US Large-Cap Value ETF67.9K shares1.78%2026-03-312026-04-24

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CSCO Cisco Systems Inc26.2K shares11.92%2026-03-312026-04-24

NFLX Netflix Inc18.8K shares9.89%2026-03-312026-04-24

SPGI S&P Global Inc4.2K shares-0.48%2026-03-312026-04-24

MLM Martin Marietta Materials Inc2.9K shares-0.75%2026-03-312026-04-24

UNP Union Pacific Corp6.9K shares-11.88%2026-03-312026-04-24

SYK Stryker Corp5.0K shares-0.20%2026-03-312026-04-24

SCHP Schwab US TIPS ETF57.1K shares0.00%2026-03-312026-04-24

DAL Delta Air Lines Inc22.7K shares0.00%2026-03-312026-04-24

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CME CME Group Inc Class A4.8K shares-1.11%2026-03-312026-04-24

SCHG Schwab US Large-Cap Growth ETF46.0K shares5.16%2026-03-312026-04-24

PG Procter & Gamble Co9.2K shares29.63%2026-03-312026-04-24

BA Boeing Co6.6K shares-2.09%2026-03-312026-04-24

UBER Uber Technologies Inc17.2K shares-0.06%2026-03-312026-04-24

AWK American Water Works Co Inc9.1K shares0.18%2026-03-312026-04-24

Medtronic PLC Medtronic PLC14.1K shares0.48%2026-03-312026-04-24

SBUX Starbucks Corp13.0K shares0.31%2026-03-312026-04-24

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ITW Illinois Tool Works Inc4.5K shares-0.34%2026-03-312026-04-24

VRT Vertiv Holdings Co4.6K shares-3.24%2026-03-312026-04-24

ABNB Airbnb Inc9.2K shares0.00%2026-03-312026-04-24

Merck & Co Inc Merck & Co Inc9.5K shares-1.50%2026-03-312026-04-24

HD The Home Depot Inc3.4K shares-0.90%2026-03-312026-04-24

CRWD CrowdStrike Holdings Inc2.7K shares16.76%2026-03-312026-04-24

GS Goldman Sachs Group Inc1.1K shares-17.60%2026-03-312026-04-24

Blackstone Inc Blackstone Inc8.1K shares0.00%2026-03-312026-04-24

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SYY Sysco Corp13.0K shares-3.57%2026-03-312026-04-24

WELL Welltower Inc Com4.6K shares0.00%2026-03-312026-04-24

PLD Prologis Inc6.7K shares0.00%2026-03-312026-04-24

CVX Chevron Corp4.3K shares2.41%2026-03-312026-04-24

PEP PepsiCo Inc5.7K shares-9.24%2026-03-312026-04-24

HON Honeywell International Inc3.9K shares-1.38%2026-03-312026-04-24

TRV The Travelers Companies Inc3.0K shares-6.73%2026-03-312026-04-24

Alphabet Inc C Alphabet Inc C2.9K shares-2.14%2026-03-312026-04-24

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Corpay Inc Corpay Inc2.8K shares0.00%2026-03-312026-04-24

KO Coca-Cola Co10.3K shares0.00%2026-03-312026-04-24

OTIS Otis Worldwide Corp10.2K shares0.89%2026-03-312026-04-24

SCHD Schwab US Dividend Equity ETF24.9K shares0.00%2026-03-312026-04-24

FICO Fair Isaac Corp692 shares0.00%2026-03-312026-04-24

WAT Waters Corp2.4K shares0.00%2026-03-312026-04-24

AMT American Tower Corp3.6K shares0.00%2026-03-312026-04-24

IBM International Business Machines2.5K sharesnew addition2026-03-312026-04-24

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BAC Bank of America Corporation12.0K shares0.00%2026-03-312026-04-24

CTSH Cognizant Technology Solutions9.5K shares0.00%2026-03-312026-04-24

REZ iShares Residential & Multi ETF6.9K shares0.00%2026-03-312026-04-24

EQIX Equinix Inc549 shares0.00%2026-03-312026-04-24

SCHB Schwab US Broad Market ETF20.5K shares0.00%2026-03-312026-04-24

SCHJ Schwab 1 5 Year Corp Bond ETF20.0K shares0.76%2026-03-312026-04-24

DLR Digital Realty Trust Inc2.7K shares0.00%2026-03-312026-04-24

SPG Simon Property Group Inc2.5K shares0.00%2026-03-312026-04-24

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O Realty Income Corp7.0K shares0.00%2026-03-312026-04-24

SCHZ Schwab US Aggregate Bond ETF17.9K shares0.97%2026-03-312026-04-24

SATS EchoStar Corp3.5K sharesnew addition2026-03-312026-04-24

SCHH Schwab US REIT ETF18.4K shares2.16%2026-03-312026-04-24

SCHR Schwab Int-Term US Treasury ETF14.5K shares0.94%2026-03-312026-04-24

PSA Public Storage1.2K shares0.00%2026-03-312026-04-24

SPY SPDR S&P 500 ETF434 shares20.22%2026-03-312026-04-24

LLY Eli Lilly and Co305 shares0.00%2026-03-312026-04-24

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BNDX Vanguard Total International Bond ETF5.2K sharesnew addition2026-03-312026-04-24

PICB Invesco International Corporate Bond ETF10.3K sharesnew addition2026-03-312026-04-24

GDX VanEck Vectors Gold Miners ETF2.4K sharesnew addition2026-03-312026-04-24

AAPL

Apple Inc

-0.47%

Shares48.2K

Event2026-03-31

Filed2026-04-24

MSFT

Microsoft Corp

0.10%

Shares22.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA Corp

-0.60%

Shares46.4K

Event2026-03-31

Filed2026-04-24

Alphabet Inc A

-0.72%

Shares21.1K

Event2026-03-31

Filed2026-04-24

AMZN

Amazon.com Inc

-1.09%

Shares21.5K

Event2026-03-31

Filed2026-04-24

Broadcom Inc Com

0.41%

Shares11.5K

Event2026-03-31

Filed2026-04-24