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Kelly Lawrence W & Associates Inc/ca
Kelly Lawrence W & Associates Inc/CA, also known as LK&A Investment Counsel, is an independently owned investment advisory firm headquartered in Pasadena, California. Founded in 1985, the firm specializes in providing tailored portfolio management and individualized investment advisory services to high-net-worth individuals and other entities. The firm operates with a focused team of investment professionals and emphasizes stability and direct client access.
Investment Strategy
LK&A Investment Counsel employs a personalized investment approach, constructing tailored portfolios for clients based on thorough analysis of their unique financial needs, objectives, and risk profiles. Their philosophy centers on long-term growth through diversified holdings, seeking high-quality securities and attentive, ongoing portfolio management. The firm primarily serves high-net-worth individuals, families, and related entities, focusing on consistency, transparency, and client-specific solutions.
Latest 13F Filing Activity
Kelly Lawrence W & Associates Inc/ca filed their most recent 13F report on Jun 30, 2025 disclosing 145 equity positions with a total 13F market value of $382M. The fund increased holdings in Unitedhealth Group Inc., Advanced Micro Devices Com, Hims & Hers Health Inc. Com CL among other positions. Kelly Lawrence W & Associates Inc/ca reduced exposure to Paycom Software, Inc., Apple, Inc., Enovis Corp. among others.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COST | Costco Wholesale | 6.42% | $24.5M | 24,734 | $196.36 | $989.94 | +$296.9K |
A AAPL | Apple, Inc. | 6.40% | $24.4M | 119,063 | $42.77 | $205.17 | -$10.3M |
A AMD | Advanced Micro Devices Com | 6.25% | $23.8M | 167,950 | $25.55 | $141.90 | +$6.7M |
| Alphabet Inc Cap Stk Cl A | 5.85% | $22.3M | 126,627 | $59.89 | $176.23 | -$2.8M | |
H HIMS | HIMS & HERS Health Inc Com CL | 4.63% | $17.6M | 354,055 | $24.18 | $49.85 | +$3.7M |
Industry Allocation
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