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Home > Institutional Investor > Kelly Lawrence W & Associates Inc > Profile

Instuitional Investor - Kelly Lawrence W & Associates Inc

Fund Profile
Filing Period:
Fund Name: Kelly Lawrence W & Associates Inc
Portfolio Value $381,551,028
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Costco Wholesale Corp W
 COST 24,734 $24,485,125 6.42%
2.
Apple Inc.
 AAPL 119,063 $24,428,174 6.4%
3.
Advanced Micro Devices Inc
 AMD 167,950 $23,832,105 6.25%
4.
Alphabet Inc.
 GOOGL 126,627 $22,315,476 5.85%
5.
Hims & Hers Health Inc Com Cl
 354,055 $17,649,641 4.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)