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Alex Tescher

Kelly Lawrence W & Associates Inc Ca

Assets Managed
$359.712M
Holdings
124
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-12.48%(2Q avg: -6.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelly Lawrence W & Associates Inc Ca's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 124 positions.

Assets under management

The assets under management (AUM) of Kelly Lawrence W & Associates Inc Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 359.712M in assets, with a quarterly growth rate of -12.48% and a 2-quarter average growth rate of -6.42%. The portfolio is managed by Alex Tescher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.97%
9%
$32.369M
112,566 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.91%
7.78%
$27.979M
110,244 shares@ $253.8 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -11.78%
6.9%
$24.814M
121,977 shares@ $203.43 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.55%
6.74%
$24.236M
24,323 shares@ $996.43 avg price
ICE
Intercontinental Exchange In
Recent Activity
Decreased -4.69%
3.86%
$13.876M
88,223 shares@ $157.28 avg price
COF
Capital One Financial Corp
Recent Activity
Decreased -8.39%
3.61%
$12.973M
71,113 shares@ $182.43 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -4.83%
3.51%
$12.625M
41,773 shares@ $302.25 avg price
GNRC
Generac Holdings Inc
Recent Activity
Decreased -36.83%
3.36%
$12.06M
61,741 shares@ $195.33 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -6.4%
3.25%
$11.681M
47,785 shares@ $244.45 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.79%
3.05%
$10.936M
52,510 shares@ $208.28 avg price

1-10 of 124