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  Name: KELLY LAWRENCE W & ASSOCIATES INC/CA
  City: PASADENS
  State: CA
  Zip: 91101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $439,478,000
  Total Value Change : $22,749,000
  Securities Held Change : 6
   
All Securities Held : 178
  New Positions : 15
  Closed Positions : 9
  Increased Positions : 14
  Unchanged Positions : 98
  Decreased Positions : 51

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ALB)1 Year Chart         ALB Albemarle Corp 7 - $103.51 $15,804,000 119,963 3.6% 5,633,000 49,569 0.102    Synthetics
   (AMT)1 Year Chart         AMT American Tower Corp 22 - $197.03 $10,030,000 50,761 2.28% -909,000 91 0.011    Integrated Telecommun...
   (BWEL)1 Year Chart         BWEL Boswell J G Co 36 - $569.96 $1,991,000 3,347 0.45% 10,000 100 0.372    N/A
   (SHEL)1 Year Chart         SHEL Shell plc 39 - $69.00 $1,476,000 22,023 0.34% 132,000 1,600 0.001    Integrated Oil & Gas
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 59 - $109.11 $368,000 3,162 0.08% 131,000 788 0    Integrated Oil & Gas
   (IBM)1 Year Chart         IBM International Business Mach... 63 - $169.21 $269,000 1,408 0.06% 170,000 800 0    Diversified Computer ...
   (BAC)1 Year Chart         BAC Bank of America Corp 69 - $39.24 $204,000 5,370 0.05% 198,000 5,182 0    Domestic Money Center...
   (VTSAX)1 Year Chart         VTSAX Vanguard Total Stock Market... 73 - $0.00 $198,000 1,560 0.05% 18,000 5 0.017    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 75 - $572.05 $196,000 338 0.04% 21,000 8 0    Medical Laboratories ...
   (FB)1 Year Chart         FB Meta Platforms Inc 98 - $504.16 $67,000 137 0.02% 23,000 12 0    Internet Service Prov...
   (EMR)1 Year Chart         EMR Emerson Electric Co 109 - $106.46 $45,000 400 0.01% 45,000 400 0    Industrial Electrical...
   (BXP)1 Year Chart         BXP Boston Properties Inc 111 - $61.64 $43,000 666 0.01% 23,000 375 0    REIT - Office

      12 Records Found
  1    
Page 1 of 1
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