Sign in

Kelly Lawrence W & Associates Inc/ca

CIK:0000920441
Investment Adviser
$510M AUM
158 holdings
Pasadena, CA, United States
Founded:1985
10 employees
Latest filing:Jun 30, 2025

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.

Top Buys
U
UNHUnitedhealth Group Inc.
+$12.1M
A
AMDAdvanced Micro Devices Com
+$6.7M
H
HIMSHIMS & HERS Health Inc Com CL
+$3.7M
C
COFCapital One Finl Corp
+$2.3M
A
AMZNAmazon Com Inc Com
+$1.6M
Top Sells
P
PAYCPaycom Software, Inc
-$11.6M
A
AAPLApple, Inc.
-$10.3M
E
ENOVEnovis Corp
-$10.3M
L
LFUSLittelfuse Inc
-$8.4M
A
ALBAlbemarle Corp.
-$8.3M

Top Holdings

C
COSTCostco Wholesale
+6.4%$24.5M
A
AAPLApple, Inc.
+6.4%$24.4M
A
AMDAdvanced Micro Devices Com
+6.2%$23.8M
G
GOOGLAlphabet Inc Cap Stk Cl A
+5.8%$22.3M
H
HIMSHIMS & HERS Health Inc Com CL
+4.6%$17.6M

Equity Positions (145)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
C
COST
Costco Wholesale6.42%$24.5M24,734$196.36$989.94+$296.9K
A
AAPL
Apple, Inc.6.40%$24.4M119,063$42.77$205.17-$10.3M
A
AMD
Advanced Micro Devices Com6.25%$23.8M167,950$25.55$141.90+$6.7M
G
GOOGL
Alphabet Inc Cap Stk Cl A5.85%$22.3M126,627$59.89$176.23-$2.8M
H
HIMS
HIMS & HERS Health Inc Com CL4.63%$17.6M354,055$24.18$49.85+$3.7M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+15.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.4%
SEMICONDUCTORS & RELATED DEVICES
+7.9%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+6.9%
RETAIL-VARIETY STORES
+6.6%