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Darin Bemis

Lederer & Associates Investment Counsel Ca

Assets Managed
$151.917M
Holdings
84
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
7.61%(2Q avg: 1.19%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lederer & Associates Investment Counsel Ca's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Lederer & Associates Investment Counsel Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 151.917M in assets, with a quarterly growth rate of 7.61% and a 2-quarter average growth rate of 1.19%. The portfolio is managed by Darin Bemis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -5.16%
8.72%
$13.233M
45,733 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.17%
6.11%
$9.276M
46,357 shares@ $200.1 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.84%
5.59%
$8.49M
22,759 shares@ $373.04 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.87%
4.83%
$7.328M
20,505 shares@ $357.38 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.31%
3.36%
$5.1M
21,397 shares@ $238.36 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.45%
2.81%
$4.255M
11,264 shares@ $377.76 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 4.55%
2.33%
$3.535M
6,276 shares@ $563.26 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.04%
2.16%
$3.269M
9,527 shares@ $343.14 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -1.58%
2%
$3.033M
25,825 shares@ $117.45 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.85%
1.92%
$2.913M
8,899 shares@ $327.35 avg price

1-10 of 84