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Disclosed positions
KELLY LAWRENCE W & ASSOCIATES INC/CA: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- Advanced Micro Devices
- Ticker
- AMD
- Class
- COM
- Reported value
- $62,201,519
- Reported amount
- 107,076
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000920441-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| Advanced Micro Devices | AMD | COM | $62,201,519 | 107,076 | SH | None |
| Alphabet Inc Cap Stk Cl A | GOOGL | COM | $40,065,108 | 112,111 | SH | None |
| Apple, Inc. | AAPL | COM | $31,646,462 | 109,367 | SH | None |
| Costco Wholesale | COST | COM | $22,430,651 | 23,978 | SH | None |
| Palo Alto Networks Inc. Com | PANW | COM | $22,118,557 | 64,860 | SH | None |
| Generac Hldgs Inc. | GNRC | COM | $17,971,507 | 61,376 | SH | None |
| Credo Technology Group Ord Shs | CRDO | COM | $16,962,881 | 62,375 | SH | None |
| Applied Materials Inc. | AMAT | COM | $15,949,380 | 22,060 | SH | None |
| Unitedhealth Group Inc. | UNH | COM | $15,140,986 | 36,429 | SH | None |
| Visa Inc Cl A | V | COM | $14,264,996 | 41,578 | SH | None |
| Capital One Finl Corp | COF | COM | $14,256,659 | 71,063 | SH | None |
| Amazon Com Inc Com | AMZN | COM | $12,562,901 | 52,710 | SH | None |
| Alphabet Inc Cap Stk Cl C | GOOG | COM | $12,411,776 | 35,128 | SH | None |
| Johnson & Johnson | JNJ | COM | $12,091,536 | 47,610 | SH | None |
| Applovin Corp Cl A | APP | COM | $11,668,929 | 22,648 | SH | None |
| HIMS & HERS Health Inc Com CL | HIMS | COM | $11,519,974 | 332,275 | SH | None |
| Intercontinental Exchange Grou | ICE | COM | $10,928,844 | 88,773 | SH | None |
| ServiceNow Inc | NOW | COM | $9,917,079 | 99,890 | SH | None |
| Roper Technologies Inc | ROP | COM | $9,217,405 | 27,239 | SH | None |
| Repligen Corp | RGEN | COM | $8,084,070 | 59,250 | SH | None |
| Pepsico Inc | PEP | COM | $8,004,973 | 59,121 | SH | None |
| Broadridge Financial Solutions | BR | COM | $7,854,767 | 57,355 | SH | None |
| Kinsale Cap Group Inc. | KNSL | COM | $7,525,274 | 22,817 | SH | None |
| Woodward Inc | WWD | COM | $6,483,280 | 15,239 | SH | None |
| AFLAC Inc. | AFL | COM | $5,363,249 | 45,742 | SH | None |
| Home Depot Inc | HD | COM | $5,168,525 | 14,655 | SH | None |
| Cisco Systems | CSCO | COM | $4,404,163 | 37,495 | SH | None |
| Chevron Corp | CVX | COM | $3,166,016 | 19,100 | SH | None |
| Procter & Gamble Co. | PG | COM | $2,894,665 | 19,740 | SH | None |
| JPMorgan Chase & Co | JPM | COM | $2,586,889 | 7,903 | SH | None |
| Microsoft Corp | MSFT | COM | $2,374,272 | 6,365 | SH | None |
| Hexcel Corp | HXL | COM | $1,974,284 | 19,731 | SH | None |
| AbbVie Inc. | ABBV | COM | $1,960,527 | 7,791 | SH | None |
| Salesforce.com Inc | CRM | COM | $1,816,159 | 11,593 | SH | None |
| NextEra Energy Inc | NEE | COM | $1,771,199 | 20,180 | SH | None |
| JG Boswell Co | Unresolved | PRIV EQS | $1,711,200 | 3,100 | SH | None |
| Rithm Capital Corp 7.125 Pfd S | RITM | PRD | $1,523,666 | 60,825 | SH | None |
| Charles Schwab Corp (New) | SCHW | COM | $1,362,551 | 14,767 | SH | None |
| Verisign Inc. Com. | VRSN | COM | $1,248,241 | 4,962 | SH | None |
| Intel Corp | INTC | COM | $1,072,917 | 7,684 | SH | None |
| BXP Inc | BXP | COM | $1,051,013 | 15,850 | SH | None |
| Caterpillar Inc | CAT | COM | $1,042,537 | 979 | SH | None |
| AT&T Inc 5 Dep Rep Pfd Ser A | T | PRD | $1,027,072 | 54,400 | SH | None |
| ExxonMobil Holdings Corp | XOM | COM | $995,732 | 7,283 | SH | None |
| Albemarle Corp 7.25 Pfd Ser A | ALB | PRD | $994,527 | 17,955 | SH | None |
| Wells Fargo & Co New Perp Pfd | WFC | PRD | $977,620 | 845 | SH | None |
| Int'l Bus Mach | IBM | COM | $843,630 | 3,000 | SH | None |
| Capital One Finl Corp DP Shs P | COF | PRD | $827,631 | 45,300 | SH | None |
| WalMart Inc | WMT | COM | $815,472 | 7,200 | SH | None |
| Gilead Sciences Inc. | GILD | COM | $763,599 | 6,044 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 5 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.