Kelly Lawrence W & Associates Inc/Ca Portfolio Changes: Q2 2026 Activity Analysis

For the period leading up to June 30, 2026, investor Kelly Lawrence W & Associates Inc/Ca demonstrated significant activity in its portfolio. The analysis of changed holdings reveals a mix of strategic reductions, new acquisitions, and increases across various sectors.

The most pronounced change was the significant reduction in shares held for Credo Technology Group (G25457105). This position saw a sharp decline of 30.58% in its share count during this quarter, reflecting an active exit from this holding.

In contrast to the divestment, the investor established new positions in several companies. Notably, they acquired shares in Applovin Corp (APP), Nokia Corp Spons ADR (NOK), and NextEra Energy Inc (NEE). These additions signal a strategic shift towards newer or different segments within their favored sectors.

Within the dominant Technology sector, there was both buying and selling activity. While reducing shares in Credo Technology Group significantly, they also purchased new stakes in Applovin Corp and Nokia Corp ADR. Furthermore, Applied Materials Inc (AMAT) saw an increase in its share count during this period.

The investor continued to hold substantial positions in established names like Advanced Micro Devices (AMD), which remained a core Technology holding despite a slight reduction of 12.22% in shares. They also purchased ConocoPhillips Com (COP) and added Home Depot Inc (HD) to their portfolio.

Conversely, the investor disposed of positions like Mattel Inc Com (MAT), which experienced an almost complete liquidation (-82.76%), and Repligen Corp (RGEN). They also sold a portion of Edwards Lifesciences Inc (EW).