KELLY LAWRENCE W & ASSOCIATES INC/CA - Portfolio overview

KELLY LAWRENCE W & ASSOCIATES INC/CA has 165 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. COST - Costco Wholesale, 10.32%
2. ICE - Intercontinental Exchange Grou, 5.61%
3. V - Visa Inc Cl A, 5.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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