KELLY LAWRENCE W & ASSOCIATES INC/CA
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 467,989
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 128 | 467,989 | 13F-HR | KELLY LAWRENCE W & ASSOCIATES INC/CA |
| Q1 2026 | 5/15/2026 | 124 | 359,712 | 13F-HR | KELLY LAWRENCE W & ASSOCIATES INC/CA |
| Q4 2025 | 2/17/2026 | 127 | 411,051 | 13F-HR | KELLY LAWRENCE W & ASSOCIATES INC/CA |
| Q3 2025 | 11/14/2025 | 160 | 412,563 | 13F-HR | KELLY LAWRENCE W & ASSOCIATES INC/CA |
| Q2 2025 | 8/14/2025 | 158 | 381,551 | 13F-HR | KELLY LAWRENCE W & ASSOCIATES INC/CA |
| Q1 2014 | 5/15/2014 | 137 | 435,778 | 13F-HR | KELLY LAWRENCE W & ASSOCIATES INC/CA |
| Q4 2013 | 2/14/2014 | 134 | 448,885 | 13F-HR | KELLY LAWRENCE W & ASSOCIATES INC/CA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 468 K | 100.0% | 108.3 K | 0 | 108.3 K |
| ETFs | 39 | 0.0% | 5 | 0 | 5 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
467,989
Holdings
128
QoQ value change ($000)
108,277
(30.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.