The Analysis of LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's Holdings
Currently, LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds 85 types of securities in its portfolio with a total value $154.0K. In the most recent quarter, they have increased their positions in FICO (+779 shares, valued at $1.2K), SCHG (+19.4K shares, valued at $620.5030815764936), XOM (+5.3K shares, valued at $598.976072234763); decreased their positions in LLY (-2.4K shares, valued at $1.8K), AAPL (-3.7K shares, valued at $930.9014481016563), NVDA (-3.4K shares, valued at $640.7142438051281); initiated new positions in FICO (+779 shares, valued at $1.2K), SPY (+346 shares, valued at $230), MS (+1.3K shares, valued at $203). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple Inc51.9K shares-6.59%2025-09-302025-10-24
MSFT Microsoft Corp23.7K shares-3.67%2025-09-302025-10-24 NVDA NVIDIA Corp51.1K shares-6.29%2025-09-302025-10-24 GOOGL Alphabet Inc A23.5K shares-6.67%2025-09-302025-10-24 AMZN Amazon.com Inc23.5K shares0.14%2025-09-302025-10-24 META Meta Platforms6.5K shares-6.24%2025-09-302025-10-24 AVGO Broadcom Inc Com11.6K shares-6.31%2025-09-302025-10-24 V Visa Inc Class A10.5K shares-7.61%2025-09-302025-10-24 ADP Automatic Data Processing Inc11.0K shares-3.36%2025-09-302025-10-24 BRK.B Berkshire Hathaway Inc B6.2K shares-10.65%2025-09-302025-10-24 BLK BlackRock Inc2.6K shares-2.36%2025-09-302025-10-24 JPM JPMorgan Chase & Co9.0K shares-2.96%2025-09-302025-10-24 ABBV AbbVie Inc11.0K shares-0.34%2025-09-302025-10-24 JNJ Johnson & Johnson13.3K shares-2.97%2025-09-302025-10-24 GLD SPDR Gold Shares6.9K shares1.10%2025-09-302025-10-24 NFLX Netflix Inc1.8K shares-5.95%2025-09-302025-10-24 CB Chubb Ltd7.4K shares-1.63%2025-09-302025-10-24 COST Costco Wholesale Corp2.2K shares3.83%2025-09-302025-10-24 MLM Martin Marietta Materials Inc3.3K shares-7.20%2025-09-302025-10-24 SYK Stryker Corp5.5K shares-11.36%2025-09-302025-10-24 LIN Linde plc4.1K shares12.42%2025-09-302025-10-24 SCHV Schwab US Large-Cap Value ETF66.7K shares7.46%2025-09-302025-10-24 SPGI S&P Global Inc4.0K shares-7.30%2025-09-302025-10-24 NEE NextEra Energy Inc25.4K shares-1.52%2025-09-302025-10-24 AMGN Amgen Inc6.7K shares-2.55%2025-09-302025-10-24 WM Waste Management Inc8.4K shares6.56%2025-09-302025-10-24 UNP Union Pacific Corp7.8K shares-2.74%2025-09-302025-10-24 XOM Exxon Mobil Corp15.5K shares52.13%2025-09-302025-10-24 UBER Uber Technologies Inc17.5K shares-8.18%2025-09-302025-10-24 CSCO Cisco Systems Inc23.9K shares2.08%2025-09-302025-10-24 BX Blackstone Inc9.4K shares-6.28%2025-09-302025-10-24 GLW Corning Inc18.9K shares-22.13%2025-09-302025-10-24 SCHP Schwab US TIPS ETF57.1K shares-3.53%2025-09-302025-10-24 BA Boeing Co6.9K shares-4.91%2025-09-302025-10-24 FLUT Flutter Entertainment PLC5.7K shares-6.87%2025-09-302025-10-24 AWK American Water Works Co Inc10.4K shares-0.13%2025-09-302025-10-24 DAL Delta Air Lines Inc25.0K shares-6.61%2025-09-302025-10-24 SCHG Schwab US Large-Cap Growth ETF44.0K shares79.30%2025-09-302025-10-24 FI Fiserv Inc10.8K shares14.05%2025-09-302025-10-24 MDT Medtronic PLC14.4K shares-1.83%2025-09-302025-10-24 CME CME Group Inc Class A5.0K shares16.91%2025-09-302025-10-24 CRWD CrowdStrike Holdings Inc2.7K shares-8.01%2025-09-302025-10-24 HD The Home Depot Inc2.9K shares-0.07%2025-09-302025-10-24 ITW Illinois Tool Works Inc4.5K shares2.53%2025-09-302025-10-24 GS Goldman Sachs Group Inc1.5K shares0.00%2025-09-302025-10-24 FICO Fair Isaac Corp779 sharesnew addition2025-09-302025-10-24 SYY Sysco Corp13.8K shares-4.69%2025-09-302025-10-24 SBUX Starbucks Corp13.4K shares2.77%2025-09-302025-10-24 SCHH Schwab US REIT ETF52.0K shares0.46%2025-09-302025-10-24 TRV The Travelers Companies Inc3.4K shares0.00%2025-09-302025-10-24 PYPL PayPal Holdings Inc13.9K shares-7.04%2025-09-302025-10-24 WAT Waters Corp3.0K shares-5.45%2025-09-302025-10-24 BMY Bristol-Myers Squibb Company19.8K shares-8.38%2025-09-302025-10-24 PEP PepsiCo Inc6.2K shares-11.73%2025-09-302025-10-24 KMB Kimberly-Clark Corp7.0K shares-4.06%2025-09-302025-10-24 CRM Salesforce Inc3.6K shares0.00%2025-09-302025-10-24 WELL Welltower Inc Com4.7K shares1.13%2025-09-302025-10-24 HON Honeywell International Inc3.9K shares0.00%2025-09-302025-10-24 MRK Merck & Co Inc9.7K shares-6.61%2025-09-302025-10-24 PLD Prologis Inc6.8K shares-3.81%2025-09-302025-10-24 GOOG Alphabet Inc C3.2K shares-16.40%2025-09-302025-10-24 VRT Vertiv Holdings Co5.1K shares5.86%2025-09-302025-10-24 CPAY Corpay Inc2.5K shares-7.74%2025-09-302025-10-24 CTSH Cognizant Technology Solutions10.6K shares-8.62%2025-09-302025-10-24 AMT American Tower Corp3.7K shares-4.17%2025-09-302025-10-24 KO Coca-Cola Co10.3K shares0.00%2025-09-302025-10-24 SCHD Schwab US Dividend Equity ETF23.9K shares-4.97%2025-09-302025-10-24 CVX Chevron Corp4.2K shares-49.59%2025-09-302025-10-24 BAC Bank of America Corporation12.0K shares-40.00%2025-09-302025-10-24 SCHZ Schwab US Aggregate Bond ETF23.6K shares-15.45%2025-09-302025-10-24 SCHB Schwab US Broad Market ETF20.5K shares-10.69%2025-09-302025-10-24 PG Procter & Gamble Co3.3K shares0.00%2025-09-302025-10-24 SCHJ Schwab 1 5 Year Corp Bond ETF19.6K shares-19.58%2025-09-302025-10-24 SPG Simon Property Group Inc2.5K shares0.55%2025-09-302025-10-24 DLR Digital Realty Trust Inc2.7K shares1.14%2025-09-302025-10-24 EQIX Equinix Inc560 shares0.00%2025-09-302025-10-24 O Realty Income Corp7.2K shares1.13%2025-09-302025-10-24 PSA Public Storage1.3K shares-3.96%2025-09-302025-10-24 SCHR Schwab Int-Term US Treasury ETF14.2K shares-23.23%2025-09-302025-10-24 CCI Crown Castle International Corp3.4K shares-4.20%2025-09-302025-10-24 SCHO Schwab Short-Term US Treasury ETF12.9K shares-27.55%2025-09-302025-10-24 LLY Eli Lilly and Co361 shares-86.90%2025-09-302025-10-24 SPY SPDR S&P 500 ETF346 sharesnew addition2025-09-302025-10-24 MS Morgan Stanley1.3K sharesnew addition2025-09-302025-10-24 REZ iShares Residential Real Estate Capd ETF2.4K shares0.00%2025-09-302025-10-24 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available