Kelly Lawrence W & Associates Inc Portfolio Holdings

Kelly Lawrence W & Associates Inc

  • $403 Million
  • Q3 2025

Kelly Lawrence W & Associates Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $403 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $30.6M, Apple Inc. with a value of $30.2M, Advanced Micro Devices Inc with a value of $26.9M, Costco Wholesale Corp with a value of $22.8M, and Hims & Hers Health, Inc. with a value of $19.9M.

Examining the 13F form we can see an increase of $34.7M in the current position value, from $368M to 403M.

Kelly Lawrence W & Associates Inc is based out at Pasadena, CA

Below you can find more details about Kelly Lawrence W & Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $403 Million
Technology: $103 Million
Financial Services: $68 Million
Consumer Defensive: $56.9 Million
Healthcare: $55.7 Million
Communication Services: $40.9 Million
Industrials: $39 Million
Consumer Cyclical: $18.3 Million
Real Estate: $12.5 Million
Other: $6.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.72 Million 0.43% of portfolio
3,447
Q1 2025 Added 2.99%
$0
$805,000 0.2% of portfolio
31,324
Q3 2024 Reduced 4.89%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $403 Million
  • Prior Value $368 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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