SEC Form 13F

KELLY LAWRENCE W & ASSOCIATES INC/CA 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$467,989,353
Positions128

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Advanced Micro DevicesAMDCOM$62,201,519107,076
Alphabet Inc Cap Stk Cl AGOOGLCOM$40,065,108112,111
Apple, Inc.AAPLCOM$31,646,462109,367
Costco WholesaleCOSTCOM$22,430,65123,978
Palo Alto Networks Inc. ComPANWCOM$22,118,55764,860
Generac Hldgs Inc.GNRCCOM$17,971,50761,376
Credo Technology Group Ord ShsCRDOCOM$16,962,88162,375
Applied Materials Inc.AMATCOM$15,949,38022,060
Unitedhealth Group Inc.UNHCOM$15,140,98636,429
Visa Inc Cl AVCOM$14,264,99641,578

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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