Lederer & Associates Investment Counsel/ca
Lederer & Associates Investment Counsel/ca reported 88 stocks worth $155K in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (8.8%), MSFT (7.3%) and NVDA (6.7%). Compared with Q2 2026, the fund opened new positions in SPCX, VIK and TT, added to CRWD, SPGI and SCHD, trimmed AAPL, MSFT and NVDA and sold out of FICO and HONA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $14K | 8.8% | 41K | −4,589 (−10%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $11K | 7.3% | 22K | −717 (−3%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $10K | 6.7% | 45K | −1,066 (−2%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $7K | 4.4% | 20K | −515 (−3%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $5K | 3.4% | 21K | −576 (−3%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $4K | 2.7% | 5,694 | −582 (−9%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $4K | 2.5% | 11K | −97 (−1%) | 8 of 8 | |
| 8 |  V Visa Inc | $3K | 2.1% | 9,216 | −311 (−3%) | 8 of 8 | |
| 9 |  JNJ Johnson & Johnson | $3K | 1.9% | 11K | −64 (−1%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $3K | 1.9% | 8,801 | −98 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lederer & Associates Investment Counsel/ca 13F FAQ
What does Lederer & Associates Investment Counsel/ca own?
Lederer & Associates Investment Counsel/ca reported 88 stocks worth $155K in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (8.8%), MSFT (7.3%) and NVDA (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Lederer & Associates Investment Counsel/ca buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 9 added to, 50 trimmed and 2 sold out. New positions include SPCX, VIK and TT. It sold all of FICO and HONA.
When will Lederer & Associates Investment Counsel/ca file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lederer & Associates Investment Counsel/ca's portfolio worth?
The Q3 2026 filing reports $155K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.