Filed: 7/14/2025ACC: 0001089707-25-000003
📋 What this filing means
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $151.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$151.2K
Total AUM (reported)
1.08M
Total Shares
Allocation by class
COM$151.2K100.0%
Portfolio Concentration
Top 3$32.2K21.3%
4–10$29.0K19.2%
11–25$33.0K21.8%
Rest$56.9K37.7%
Top 3 weight
21.3%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Sole
Full voting authority
1.08M
shares
% of voting shares99.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.38K
shares
% of voting shares0.7%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeSole · 99.3% of voting shares
Institutional Holdings83
Rows:
Microsoft Corp
SOLEShares24.60K
TypeSH
Market value$12.2K
8.09%
Sole
24.47K
Shared
0.00
None
123.00
Apple Inc
SOLEShares55.52K
TypeSH
Market value$11.4K
7.54%
Sole
55.28K
Shared
0.00
None
240.00
NVIDIA Corp
SOLEShares54.56K
TypeSH
Market value$8.6K
5.70%
Sole
54.31K
Shared
0.00
None
256.00
Amazon.com Inc
SOLEShares23.46K
TypeSH
Market value$5.1K
3.41%
Sole
23.36K
Shared
0.00
None
106.00
Meta Platforms
SOLEShares6.89K
TypeSH
Market value$5.1K
3.37%
Sole
6.89K
Shared
0.00
None
0.00
Alphabet Inc A
SOLEShares25.13K
TypeSH
Market value$4.4K
2.93%
Sole
25.01K
Shared
0.00
None
116.00
Visa Inc Class A
SOLEShares11.35K
TypeSH
Market value$4.0K
2.67%
Sole
11.30K
Shared
0.00
None
49.00
Automatic Data Processing Inc
SOLEShares11.41K
TypeSH
Market value$3.5K
2.33%
Sole
11.36K
Shared
0.00
None
44.00
Broadcom Inc Com
SOLEShares12.43K
TypeSH
Market value$3.4K
2.27%
Sole
12.35K
Shared
0.00
None
86.00
Berkshire Hathaway Inc B
SOLEShares6.90K
TypeSH
Market value$3.4K
2.22%
Sole
6.90K
Shared
0.00
None
0.00
BlackRock Inc
SOLEShares2.71K
TypeSH
Market value$2.8K
1.88%
Sole
2.70K
Shared
0.00
None
16.00
JPMorgan Chase & Co
SOLEShares9.28K
TypeSH
Market value$2.7K
1.78%
Sole
9.22K
Shared
0.00
None
59.00
Netflix Inc
SOLEShares1.90K
TypeSH
Market value$2.5K
1.68%
Sole
1.89K
Shared
0.00
None
8.00
Stryker Corp
SOLEShares6.20K
TypeSH
Market value$2.5K
1.62%
Sole
6.17K
Shared
0.00
None
28.00
S&P Global Inc
SOLEShares4.27K
TypeSH
Market value$2.3K
1.49%
Sole
4.25K
Shared
0.00
None
23.00
Chubb Ltd
SOLEShares7.54K
TypeSH
Market value$2.2K
1.45%
Sole
7.50K
Shared
0.00
None
49.00
Eli Lilly and Co
SOLEShares2.75K
TypeSH
Market value$2.1K
1.42%
Sole
2.74K
Shared
0.00
None
11.00
Costco Wholesale Corp
SOLEShares2.17K
TypeSH
Market value$2.1K
1.42%
Sole
2.16K
Shared
0.00
None
8.00
Johnson & Johnson
SOLEShares13.69K
TypeSH
Market value$2.1K
1.38%
Sole
13.62K
Shared
0.00
None
70.00
SPDR Gold Shares
SOLEShares6.82K
TypeSH
Market value$2.1K
1.37%
Sole
6.82K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares11K
TypeSH
Market value$2.0K
1.35%
Sole
10.93K
Shared
0.00
None
72.00
Martin Marietta Materials Inc
SOLEShares3.53K
TypeSH
Market value$1.9K
1.28%
Sole
3.51K
Shared
0.00
None
17.00
Amgen Inc
SOLEShares6.86K
TypeSH
Market value$1.9K
1.27%
Sole
6.82K
Shared
0.00
None
37.00
Union Pacific Corp
SOLEShares8.02K
TypeSH
Market value$1.8K
1.22%
Sole
7.97K
Shared
0.00
None
55.00
Waste Management Inc
SOLEShares7.91K
TypeSH
Market value$1.8K
1.20%
Sole
7.86K
Shared
0.00
None
51.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 24.60K | SH | $12.2K 8.09% | 24.47K | 0.00 | 123.00 |
Apple IncSOLE | COM | 55.52K | SH | $11.4K 7.54% | 55.28K | 0.00 | 240.00 |
NVIDIA CorpSOLE | COM | 54.56K | SH | $8.6K 5.70% | 54.31K | 0.00 | 256.00 |
Amazon.com IncSOLE | COM | 23.46K | SH | $5.1K 3.41% | 23.36K | 0.00 | 106.00 |
Meta PlatformsSOLE | COM | 6.89K | SH | $5.1K 3.37% | 6.89K | 0.00 | 0.00 |
Alphabet Inc ASOLE | COM | 25.13K | SH | $4.4K 2.93% | 25.01K | 0.00 | 116.00 |
Visa Inc Class ASOLE | COM | 11.35K | SH | $4.0K 2.67% | 11.30K | 0.00 | 49.00 |
Automatic Data Processing IncSOLE | COM | 11.41K | SH | $3.5K 2.33% | 11.36K | 0.00 | 44.00 |
Broadcom Inc ComSOLE | COM | 12.43K | SH | $3.4K 2.27% | 12.35K | 0.00 | 86.00 |
Berkshire Hathaway Inc BSOLE | COM | 6.90K | SH | $3.4K 2.22% | 6.90K | 0.00 | 0.00 |
BlackRock IncSOLE | COM | 2.71K | SH | $2.8K 1.88% | 2.70K | 0.00 | 16.00 |
JPMorgan Chase & CoSOLE | COM | 9.28K | SH | $2.7K 1.78% | 9.22K | 0.00 | 59.00 |
Netflix IncSOLE | COM | 1.90K | SH | $2.5K 1.68% | 1.89K | 0.00 | 8.00 |
Stryker CorpSOLE | COM | 6.20K | SH | $2.5K 1.62% | 6.17K | 0.00 | 28.00 |
S&P Global IncSOLE | COM | 4.27K | SH | $2.3K 1.49% | 4.25K | 0.00 | 23.00 |
Chubb LtdSOLE | COM | 7.54K | SH | $2.2K 1.45% | 7.50K | 0.00 | 49.00 |
Eli Lilly and CoSOLE | COM | 2.75K | SH | $2.1K 1.42% | 2.74K | 0.00 | 11.00 |
Costco Wholesale CorpSOLE | COM | 2.17K | SH | $2.1K 1.42% | 2.16K | 0.00 | 8.00 |
Johnson & JohnsonSOLE | COM | 13.69K | SH | $2.1K 1.38% | 13.62K | 0.00 | 70.00 |
SPDR Gold SharesSOLE | COM | 6.82K | SH | $2.1K 1.37% | 6.82K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 11K | SH | $2.0K 1.35% | 10.93K | 0.00 | 72.00 |
Martin Marietta Materials IncSOLE | COM | 3.53K | SH | $1.9K 1.28% | 3.51K | 0.00 | 17.00 |
Amgen IncSOLE | COM | 6.86K | SH | $1.9K 1.27% | 6.82K | 0.00 | 37.00 |
Union Pacific CorpSOLE | COM | 8.02K | SH | $1.8K 1.22% | 7.97K | 0.00 | 55.00 |
Waste Management IncSOLE | COM | 7.91K | SH | $1.8K 1.20% | 7.86K | 0.00 | 51.00 |
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