KL

KELLY LAWRENCE W & ASSOCIATES INC/CA

13F
KELLY LAWRENCE W & ASSOCIATES INC/CA
Last update 2025-05-14 152 Stocks (8 new)
Value $406.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(8.56%)GOOGL(6.19%)COST(5.96%)FI(5.32%)BR(4.42%)
Summary Stock Picks Current Portfolio
KELLY LAWRENCE W & ASSOCIATES ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
156,483
34,759.6
-2.81%
8.560
-0.27%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
GOOGL
Alphabet Inc
162,510
25,130.5
-1.38%
6.190
-0.10%
0.000
+16.58%
-3.63%
2,214,529.6
Interactive Media
COST
Costco Wholesale Corp
25,575
24,188.3
-0.21%
5.960
-0.01%
0.010
-0.82%
+5.87%
429,143.9
Retail - Defensive
FI
Fiserv Inc
97,737
21,583.3
-1.56%
5.320
-0.08%
0.020
-22.75%
-19.96%
91,160.0
Software
BR
Broadridge Financial Solutions Inc
73,997
17,941.3
-0.93%
4.420
-0.04%
0.060
-0.49%
+4.17%
27,457.1
Software
AMD
Advanced Micro Devices Inc
166,465
17,102.6
+0.23%
4.210
+0.01%
0.010
+63.30%
+28.83%
252,306.7
Semiconductors
ROP
Roper Technologies Inc
28,703
16,922.7
-2.23%
4.170
-0.08%
0.030
-3.79%
+5.27%
58,576.5
Software
V
Visa Inc
48,198
16,891.5
+0.29%
4.160
+0.01%
0.000
+3.51%
+10.17%
677,903.7
Credit Services
ICE
Intercontinental Exchange Inc
97,500
16,818.8
-3.56%
4.140
-0.13%
0.020
+12.71%
+21.32%
103,132.3
Capital Markets
COF
Capital One Financial Corp
83,290
14,933.9
-2.72%
3.680
-0.10%
0.020
+32.09%
+21.51%
137,739.0
Credit Services

KELLY LAWRENCE W & ASSOCIATES INC/CA's Historical Top Holdings Breakdowns

KELLY LAWRENCE W & ASSOCIATES INC/CA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.27%
●
209.68 ($231.67) 247.1
$209.11
-9.74%
Reduce -2.81%
156,483
-4,522
OKE
ONEOK Inc
2025-03-31
Sold Out
Sold Out
-0.19%
●
89.57 ($99.27) 109.85
$79.94
-19.47%
Sold Out
0
-7,850
ICE
Intercontinental Exchange Inc
2025-03-31
Reduce
Reduce
-0.13%
●
142.8 ($163.84) 176.36
$179.79
9.74%
Reduce -3.56%
97,500
-3,603
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.10%
●
154.33 ($181.36) 206.38
$182.00
0.35%
Reduce -1.38%
162,510
-2,275
COF
Capital One Financial Corp
2025-03-31
Reduce
Reduce
-0.10%
●
163.87 ($188.9) 209.82
$215.34
14.00%
Reduce -2.72%
83,290
-2,325
NSRGY
Nestle SA
2025-03-31
Reduce
Reduce
-0.09%
●
80.4 ($91.85) 103.55
$95.60
4.08%
Reduce -33.54%
8,926
-4,505
CSGP
CoStar Group Inc
2025-03-31
Reduce
Reduce
-0.08%
●
69.29 ($76.08) 80.37
$84.09
10.53%
Reduce -3.78%
124,640
-4,900
FI
Fiserv Inc
2025-03-31
Reduce
Reduce
-0.08%
●
200.51 ($218.93) 237.79
$164.42
-24.90%
Reduce -1.56%
97,737
-1,550
ROP
Roper Technologies Inc
2025-03-31
Reduce
Reduce
-0.08%
●
502.71 ($561.16) 593.81
$544.82
-2.91%
Reduce -2.23%
28,703
-655
KMB
Kimberly-Clark Corp
2025-03-31
Sold Out
Sold Out
-0.08%
●
124.46 ($134.75) 147.4
$126.75
-5.94%
Sold Out
0
-2,438

KELLY LAWRENCE W & ASSOCIATES INC/CA Total Holding History ($B)

To

KELLY LAWRENCE W & ASSOCIATES INC/CA's Asset Allocation

To

KELLY LAWRENCE W & ASSOCIATES INC/CA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KELLY LAWRENCE W & ASSOCIATES INC/CA's Hypothetical Growth since 2025-03-31

KELLY LAWRENCE W & ASSOCIATES INC/CA's Yearly Returns

Year Portfolio % % Excess Gain %

KELLY LAWRENCE W & ASSOCIATES INC/CA's Holdings Heat Map

Size field:

KELLY LAWRENCE W & ASSOCIATES INC/CA's Holdings Bubble Chart

KELLY LAWRENCE W & ASSOCIATES INC/CA News

  • 1

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