KELLY LAWRENCE W & ASSOCIATES INC/CA
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 359,712
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 359.7 K | 100.0% | 0 | 51.37 K | -51.37 K |
| ETFs | 34 | 0.0% | 34 | 0 | 34 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
359,712
Holdings
124
QoQ value change ($000)
-51,339
(-12.5%)
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.