LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
All 13F Filings
- Location
- Long Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 151,917
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 7/10/2026 | 84 | 151,917 | 13F-HR | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
| Q1 2026 | 4/24/2026 | 83 | 141,186 | 13F-HR | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
| Q4 2025 | 1/26/2026 | 83 | 148,981 | 13F-HR | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
| Q3 2025 | 10/24/2025 | 85 | 154,046 | 13F-HR | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
| Q2 2025 | 7/14/2025 | 83 | 151,154 | 13F-HR | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 138.8 K | 91.4% | 9.849 K | 0 | 9.849 K |
| ETFs | 13.13 K | 8.6% | 882 | 0 | 882 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
151,917
Holdings
84
QoQ value change ($000)
10,731
(7.6%)
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.