LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA FICO — Fair Isaac Corp

Ownership history in LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA  ·  4 quarters on record

AI Ownership Summary

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported Fair Isaac Corp (FICO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.79% in 2025 Q4. The latest visible filing shows FICO at 0.54% 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.

What this FICO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's position in Fair Isaac Corp, 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
2026 Q2

FICO was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

FICO stock page LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA fund profile LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA full holdings
How LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA held FICO — position size vs. price
% of Fund (quarterly)    FICO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 692 — 0% 0.54% $827 2026-07-10 $1250.90
2026 Q1 UNCHANGED — — — 692 — 0% 0.52% $739 2026-04-24 $1004.72
2025 Q4 REDUCED 11.2% -36.9% ✅ 692 -87 -11.2% 0.79% $1.2M 2026-01-26 $1550.74
2025 Q3 INITIATED — — — 779 — — 0.76% $1.2M 2025-10-24 $1667.00

🏢 Other funds also holding FICO

As of 2026 Q2 — sorted by position size

Lindsell Train Ltd 3Y 7Y 10.28% CYPRESS FUNDS LLC 3Y 7Y 6.52% Ebert Capital Management Inc. 3.66% Baskin Financial Services Inc. 3Y 7Y 3.06% BARLOW WEALTH PARTNERS, LLC 1.72% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.83% Buttonwood Financial Advisors Inc. 3Y 0.78% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.45% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.38% Aspen Investment Management Inc 3Y 7Y 0.32%

FAQ About LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA and FICO

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

How long has LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported owning FICO?

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported FICO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported FICO position in LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's portfolio?

The largest reported portfolio weight for FICO was 0.79% in 2025 Q4.

What is the latest reported FICO position on this page?

The most recent filing on this page is 2026 Q2, when LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported 692 shares, equal to 0.54% of portfolio, with an estimated market value of $827.

What does the chart on this FICO ownership page compare?

The chart compares LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's quarterly FICO 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.

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