KELLY LAWRENCE W & ASSOCIATES INC/CA LFUS — Littelfuse Inc

Ownership history in KELLY LAWRENCE W & ASSOCIATES INC/CA  ·  10 quarters on record

AI Ownership Summary

KELLY LAWRENCE W & ASSOCIATES INC/CA reported Littelfuse Inc (LFUS) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 2.56% in 2024 Q3. The latest visible filing shows LFUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY LAWRENCE W & ASSOCIATES INC/CA's position in Littelfuse Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LFUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LFUS stock page KELLY LAWRENCE W & ASSOCIATES INC/CA fund profile KELLY LAWRENCE W & ASSOCIATES INC/CA full holdings
How KELLY LAWRENCE W & ASSOCIATES INC/CA held LFUS — position size vs. price
% of Fund (quarterly)    LFUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 30 — 0% 0.00% $8K 2025-11-14 $239.00
2025 Q2 REDUCED 99.9% +14.1% ❌ 30 -42,698 -99.9% 0.00% $7K 2025-08-14 $253.78
2025 Q1 REDUCED — — — 42,728 -645 -1.5% 2.04% $8.4M 2025-05-14 $215.24
2024 Q4 ADDED — — — 43,373 +570 +1.3% 2.38% $10.2M 2025-02-13 $243.67
2024 Q3 ADDED — — — 42,803 +465 +1.1% 2.56% $11.4M 2024-11-14 $244.60
2024 Q2 ADDED — — — 42,338 +803 +1.9% 2.47% $10.8M 2024-08-13 $247.28
2024 Q1 REDUCED — — — 41,535 -57 -0.1% 2.29% $10.1M 2024-05-15 $247.37
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LFUS

As of 2026 Q2 — sorted by position size

Channing Capital Management, LLC 3Y 7Y 2.18% Hamilton Point Investment Advisors, LLC 3Y 7Y 1.86% Tributary Capital Management, LLC 3Y 7Y 1.73% Mendel Money Management 3Y 7Y 1.65% Boston Trust Walden Corp 3Y 7Y 1.03% Phocas Financial Corp. 3Y 7Y 0.65% First National Advisers, LLC 3Y 0.61% GHP Investment Advisors, Inc. 3Y 7Y 0.57% Hunter Perkins Capital Management, LLC 3Y 0.5% Oak Thistle LLC 3Y 0.44%

FAQ About KELLY LAWRENCE W & ASSOCIATES INC/CA and LFUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLY LAWRENCE W & ASSOCIATES INC/CA reported owning LFUS?

KELLY LAWRENCE W & ASSOCIATES INC/CA reported LFUS across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported LFUS position in KELLY LAWRENCE W & ASSOCIATES INC/CA's portfolio?

The largest reported portfolio weight for LFUS was 2.56% in 2024 Q3.

What is the latest reported LFUS position on this page?

The most recent filing on this page is 2025 Q3, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 30 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this LFUS ownership page compare?

The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA's quarterly LFUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KELLY LAWRENCE W & ASSOCIATES INC/CA time their LFUS position?

Based on 13F filing dates vs. subsequent LFUS price moves, KELLY LAWRENCE W & ASSOCIATES INC/CA correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on LFUS relative to SPY over the holding period was -19.4%.

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