Long-term investor
Lederer & Associates Investment Counsel @ledererassociatesinvestm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001089707).
Record
- Tracked since 2025-12-31 (261 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.7% · long · since 2025-12-31
- NVDA · 6.1% · long · since 2025-12-31
- MSFT · 5.6% · long · since 2025-12-31
- GOOGL · 4.8% · long · since 2025-12-31
- AMZN · 3.4% · long · since 2025-12-31
- AVGO · 2.8% · long · since 2025-12-31
- META · 2.3% · long · since 2025-12-31
- V · 2.2% · long · since 2025-12-31
- CSCO · 2.0% · long · since 2025-12-31
- JPM · 1.9% · long · since 2025-12-31
- BRK-B · 1.9% · long · since 2025-12-31
- JNJ · 1.9% · long · since 2025-12-31