Filed: 4/2/2025ACC: 0001089707-25-000002
📋 What this filing means
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $136.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$136.6K
Total AUM (reported)
1.05M
Total Shares
Allocation by class
COM$136.6K100.0%
Portfolio Concentration
Top 3$28.1K20.6%
4–10$26.6K19.5%
11–25$31.7K23.2%
Rest$50.1K36.7%
Top 3 weight
20.6%
Top 10 weight
40.1%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Sole
Full voting authority
1.04M
shares
% of voting shares99.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.30K
shares
% of voting shares0.7%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 99.3% of voting shares
Institutional Holdings81
Rows:
Apple Inc
SOLEShares55.97K
TypeSH
Market value$12.4K
9.10%
Sole
55.73K
Shared
0.00
None
240.00
Microsoft Corp
SOLEShares25.90K
TypeSH
Market value$9.7K
7.12%
Sole
25.78K
Shared
0.00
None
123.00
NVIDIA Corp
SOLEShares54.79K
TypeSH
Market value$5.9K
4.35%
Sole
54.53K
Shared
0.00
None
256.00
Amazon.com Inc
SOLEShares23.14K
TypeSH
Market value$4.4K
3.22%
Sole
23.03K
Shared
0.00
None
106.00
Alphabet Inc A
SOLEShares28.42K
TypeSH
Market value$4.4K
3.22%
Sole
28.27K
Shared
0.00
None
154.00
Visa Inc Class A
SOLEShares11.37K
TypeSH
Market value$4.0K
2.92%
Sole
11.32K
Shared
0.00
None
49.00
Meta Platforms
SOLEShares6.91K
TypeSH
Market value$4.0K
2.92%
Sole
6.88K
Shared
0.00
None
32.00
Berkshire Hathaway Inc B
SOLEShares6.99K
TypeSH
Market value$3.7K
2.72%
Sole
6.99K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares11.58K
TypeSH
Market value$3.5K
2.59%
Sole
11.53K
Shared
0.00
None
47.00
BlackRock Inc
SOLEShares2.77K
TypeSH
Market value$2.6K
1.92%
Sole
2.76K
Shared
0.00
None
16.00
Stryker Corp
SOLEShares6.44K
TypeSH
Market value$2.4K
1.76%
Sole
6.42K
Shared
0.00
None
28.00
Johnson & Johnson
SOLEShares14.27K
TypeSH
Market value$2.4K
1.73%
Sole
14.20K
Shared
0.00
None
70.00
JPMorgan Chase & Co
SOLEShares9.42K
TypeSH
Market value$2.3K
1.69%
Sole
9.36K
Shared
0.00
None
59.00
Broadcom Inc Com
SOLEShares13.76K
TypeSH
Market value$2.3K
1.69%
Sole
13.66K
Shared
0.00
None
96.00
Chubb Ltd
SOLEShares7.57K
TypeSH
Market value$2.3K
1.67%
Sole
7.52K
Shared
0.00
None
49.00
AbbVie Inc
SOLEShares10.87K
TypeSH
Market value$2.3K
1.67%
Sole
10.80K
Shared
0.00
None
72.00
S&P Global Inc
SOLEShares4.32K
TypeSH
Market value$2.2K
1.61%
Sole
4.30K
Shared
0.00
None
23.00
Amgen Inc
SOLEShares6.89K
TypeSH
Market value$2.1K
1.57%
Sole
6.86K
Shared
0.00
None
37.00
Eli Lilly and Co
SOLEShares2.54K
TypeSH
Market value$2.1K
1.53%
Sole
2.53K
Shared
0.00
None
11.00
SPDR Gold Shares
SOLEShares6.82K
TypeSH
Market value$2.0K
1.44%
Sole
6.82K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares2.06K
TypeSH
Market value$2.0K
1.43%
Sole
2.06K
Shared
0.00
None
8.00
Waste Management Inc
SOLEShares8.15K
TypeSH
Market value$1.9K
1.38%
Sole
8.10K
Shared
0.00
None
51.00
NextEra Energy Inc
SOLEShares26.31K
TypeSH
Market value$1.9K
1.37%
Sole
26.14K
Shared
0.00
None
170.00
Union Pacific Corp
SOLEShares7.86K
TypeSH
Market value$1.9K
1.36%
Sole
7.81K
Shared
0.00
None
55.00
Netflix Inc
SOLEShares1.94K
TypeSH
Market value$1.8K
1.33%
Sole
1.94K
Shared
0.00
None
8.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 55.97K | SH | $12.4K 9.10% | 55.73K | 0.00 | 240.00 |
Microsoft CorpSOLE | COM | 25.90K | SH | $9.7K 7.12% | 25.78K | 0.00 | 123.00 |
NVIDIA CorpSOLE | COM | 54.79K | SH | $5.9K 4.35% | 54.53K | 0.00 | 256.00 |
Amazon.com IncSOLE | COM | 23.14K | SH | $4.4K 3.22% | 23.03K | 0.00 | 106.00 |
Alphabet Inc ASOLE | COM | 28.42K | SH | $4.4K 3.22% | 28.27K | 0.00 | 154.00 |
Visa Inc Class ASOLE | COM | 11.37K | SH | $4.0K 2.92% | 11.32K | 0.00 | 49.00 |
Meta PlatformsSOLE | COM | 6.91K | SH | $4.0K 2.92% | 6.88K | 0.00 | 32.00 |
Berkshire Hathaway Inc BSOLE | COM | 6.99K | SH | $3.7K 2.72% | 6.99K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 11.58K | SH | $3.5K 2.59% | 11.53K | 0.00 | 47.00 |
BlackRock IncSOLE | COM | 2.77K | SH | $2.6K 1.92% | 2.76K | 0.00 | 16.00 |
Stryker CorpSOLE | COM | 6.44K | SH | $2.4K 1.76% | 6.42K | 0.00 | 28.00 |
Johnson & JohnsonSOLE | COM | 14.27K | SH | $2.4K 1.73% | 14.20K | 0.00 | 70.00 |
JPMorgan Chase & CoSOLE | COM | 9.42K | SH | $2.3K 1.69% | 9.36K | 0.00 | 59.00 |
Broadcom Inc ComSOLE | COM | 13.76K | SH | $2.3K 1.69% | 13.66K | 0.00 | 96.00 |
Chubb LtdSOLE | COM | 7.57K | SH | $2.3K 1.67% | 7.52K | 0.00 | 49.00 |
AbbVie IncSOLE | COM | 10.87K | SH | $2.3K 1.67% | 10.80K | 0.00 | 72.00 |
S&P Global IncSOLE | COM | 4.32K | SH | $2.2K 1.61% | 4.30K | 0.00 | 23.00 |
Amgen IncSOLE | COM | 6.89K | SH | $2.1K 1.57% | 6.86K | 0.00 | 37.00 |
Eli Lilly and CoSOLE | COM | 2.54K | SH | $2.1K 1.53% | 2.53K | 0.00 | 11.00 |
SPDR Gold SharesSOLE | COM | 6.82K | SH | $2.0K 1.44% | 6.82K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 2.06K | SH | $2.0K 1.43% | 2.06K | 0.00 | 8.00 |
Waste Management IncSOLE | COM | 8.15K | SH | $1.9K 1.38% | 8.10K | 0.00 | 51.00 |
NextEra Energy IncSOLE | COM | 26.31K | SH | $1.9K 1.37% | 26.14K | 0.00 | 170.00 |
Union Pacific CorpSOLE | COM | 7.86K | SH | $1.9K 1.36% | 7.81K | 0.00 | 55.00 |
Netflix IncSOLE | COM | 1.94K | SH | $1.8K 1.33% | 1.94K | 0.00 | 8.00 |
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