Long-term investor
Kelly Lawrence W & Associates Inc. @kellylawrencewassociates
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000920441).
Record
- Tracked since 2025-06-30 (449 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +30.7% · 1 year n/a · all +16.2%
- Max drawdown n/a · win rate 60% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 13.3% · long · since 2025-06-30
- 02079K305 · 8.6% · long · since 2025-06-30
- AAPL · 6.8% · long · since 2025-06-30
- COST · 4.8% · long · since 2025-06-30
- PANW · 4.7% · long · since 2026-03-31
- GNRC · 3.8% · long · since 2025-06-30
- G25457105 · 3.6% · long · since 2026-03-31
- AMAT · 3.4% · long · since 2025-06-30
- UNH · 3.2% · long · since 2025-06-30
- V · 3.0% · long · since 2025-06-30
- COF · 3.0% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30