KELLY LAWRENCE W & ASSOCIATES INC/CA: 13F holdings
CIK 9204412026Q2
| Positions | 128 |
|---|
| Reported value | $468.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 128 (+4 vs prior quarter) |
|---|
| Reported value | $468.0m (+30.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD Advanced Micro Devices | 107,076 | $62.2m | 13.3% |
| GOOGL Alphabet Inc Cap Stk Cl A | 112,111 | $40.1m | 8.6% |
| AAPL Apple, Inc. | 109,367 | $31.6m | 6.8% |
| COST Costco Wholesale | 23,978 | $22.4m | 4.8% |
| PANW Palo Alto Networks Inc. Com | 64,860 | $22.1m | 4.7% |
| GNRC Generac Hldgs Inc. | 61,376 | $18.0m | 3.8% |
| Credo Technology Group Ord Shs | 62,375 | $17.0m | 3.6% |
| AMAT Applied Materials Inc. | 22,060 | $15.9m | 3.4% |
| UNH Unitedhealth Group Inc. | 36,429 | $15.1m | 3.2% |
| V Visa Inc Cl A | 41,578 | $14.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="920441")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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