Kelly Lawrence W & Associates Inc
$468M 13F equity value
127 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kelly Lawrence W & Associates Inc covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMD | Advanced Micro Devices | 107,076 | $62M | 13.3% |
| GOOGL | Alphabet Inc Cap Stk Cl A | 112,111 | $40M | 8.6% |
| AAPL | Apple, Inc. | 109,367 | $32M | 6.8% |
| COST | Costco Wholesale | 23,978 | $22M | 4.8% |
| PANW | Palo Alto Networks Inc. Com | 64,860 | $22M | 4.7% |
| GNRC | Generac Hldgs Inc. | 61,376 | $18M | 3.8% |
| CRDO | Credo Technology Group Ord Shs | 62,375 | $17M | 3.6% |
| AMAT | Applied Materials Inc. | 22,060 | $16M | 3.4% |
| UNH | Unitedhealth Group Inc. | 36,429 | $15M | 3.2% |
| V | Visa Inc Cl A | 41,578 | $14M | 3.0% |
Track Kelly Lawrence W & Associates Inc's 13F portfolio: $468M in reported holdings, 127 positions. Top holdings and quarterly changes on SentiSense.
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