Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330144040
SEC advisor number
801-26228
FINRA CRD number
110376
AUM ?
$206.48M (as of 14 Dec 20)
Accounts
81 (as of 14 Dec 20)
Employees
3 (2 investment advisory or research)
Address
Lederer & Associates Investment Counsel
5305 EAST 2ND STREET
STE 201
LONG BEACH
CA 90803
Phone
5624345305

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 72 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.11M 78.64K 78.64K 0
$7.7M 36.62K 36.62K 0
$5.53M 97.19K 97.19K 0
$4.08M 1.3K 1.3K 0
$3.69M 2.52K 2.52K 0
$3.1M 11.84K 11.84K 0
$3.08M 8.03K 8.03K 0
$2.9M 19.45K 19.45K 0
$2.87M 14.37K 14.37K 0
$2.62M 10.31K 10.31K 0
$2.61M 13.25K 13.25K 0
$2.58M 18.48K 18.48K 0
$2.57M 11.7K 11.7K 0
$2.51M 4.46K 4.46K 0
$2.43M 40.33K 40.33K 0
$2.42M 16.71K 16.71K 0
$2.34M 16.82K 16.82K 0
$2.27M 4.63K 4.63K 0
Raytheon Technologies Corp
$2.13M 37.01K 37.01K 0
$2.13M 7.66K 7.66K 0
$2.08M 19.97K 19.97K 0
$1.99M 5.52K 5.52K 0
$1.95M 20.26K 20.26K 0
$1.9M 15.29K 15.29K 0
$1.88M 6.92K 6.92K 0
$1.83M 8.78K 8.78K 0
$1.81M 46.05K 46.05K 0
$1.75M 20.37K 20.37K 0
$1.71M 15.12K 15.12K 0
$1.71M 6.36K 6.36K 0
$1.65M 35.63K 35.63K 0
$1.62M 13.98K 13.98K 0
$1.61M 7.54K 7.54K 0
$1.5M 24.07K 24.07K 0
$1.47M 18.64K 18.64K 0
$1.45M 6.15K 6.15K 0
$1.34M 37.43K 37.43K 0
$1.34M 5.63K 5.63K 0
$1.33M 16.05K 16.05K 0
$1.19M 11.51K 11.51K 0
$1.18M 16.97K 16.97K 0
$1.17M 23.61K 23.61K 0
$1.13M 39.7K 39.7K 0
$1.11M 3.13K 3.13K 0
$1.1M 4.55K 4.55K 0
$1.03M 17.26K 17.26K 0
$1.01M 5.72K 5.72K 0
$797K 5.3K 5.3K 0
$705K 5.09K 5.09K 0
$676K 889 889 0
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Jan 21
30 Sep 21

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

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Other

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