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Lawood & Co Portfolio
$144.5M across 94 positions as of 2026-09-30, with 44% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -2.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +17.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +2.0% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| JCPBJPMorgan Core Plus Bond ETF | $13.7M | 9.5% | 305,986 |
| JPMORGAN | $8.5M | 5.9% | 115,305 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $8.1M | 5.6% | 219,432 |
| VOOVanguard S&P 500 ETF | $6M | 4.2% | 8,590 |
| GLWCorning Inc | $5.8M | 4.0% | 37,864 |
| MSFTMicrosoft Corp | $5.5M | 3.8% | 10,773 |
| CSCOCisco Systems Inc | $4.8M | 3.3% | 44,499 |
| GOOGLAlphabet Inc | $4.1M | 2.8% | 11,831 |
| JNJJohnson & Johnson | $4M | 2.7% | 14,978 |
| CATCaterpillar Inc | $3.6M | 2.5% | 4,427 |
| NVDANVIDIA Corp | $3.6M | 2.5% | 15,588 |
| T ROWE PRICE ETF INC | $3.5M | 2.4% | 71,061 |
| MRKMerck & Co Inc | $3.3M | 2.3% | 22,854 |
| ABBVAbbVie Inc | $3.1M | 2.2% | 11,978 |
| CVXChevron Corp | $3M | 2.1% | 14,658 |
| DIMENSIONAL ETF TRUST | $2.9M | 2.0% | 78,177 |
| QCOMQualcomm Inc | $2.7M | 1.9% | 14,937 |
| PANWPalo Alto Networks Inc | $2.7M | 1.8% | 6,709 |
| AAPLApple Inc | $2.4M | 1.7% | 7,320 |
| KOCoca-Cola Co | $2.1M | 1.5% | 24,715 |
| NEENextera Energy Inc | $2M | 1.4% | 26,098 |
| IVViShares Core S&P 500 ETF | $1.9M | 1.3% | 2,419 |
| MTBM&T Bank Corp | $1.8M | 1.3% | 8,419 |
| AVGOBroadcom Inc | $1.8M | 1.3% | 5,152 |
| VZVerizon Communications Inc | $1.8M | 1.2% | 38,751 |
| PPLPPL Corp | $1.7M | 1.2% | 50,594 |
| METMetLife Inc | $1.6M | 1.1% | 17,433 |
| AMZNAmazon.com Inc | $1.5M | 1.1% | 6,193 |
| MSMorgan Stanley | $1.4M | 1.0% | 7,641 |
| IBMInternational Business Machines Corp | $1.4M | 1.0% | 6,449 |
| HDHome Depot Inc | $1.4M | 1.0% | 4,968 |
| AEPAmerican Electric Power Company Inc | $1.2M | 0.9% | 10,374 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.2M | 0.8% | 1,582 |
| VTIVanguard Total Stock Market ETF | $1.2M | 0.8% | 3,112 |
| NWBINorthwest Bancshares Inc | $1.1M | 0.8% | 77,175 |
| TFCTruist Financial Corp | $1.1M | 0.8% | 23,634 |
| PGProcter & Gamble Co | $1.1M | 0.8% | 7,466 |
| JPMJPMorgan Chase & Co | $1M | 0.7% | 3,136 |
| SCHBSchwab U.S. Broad Market ETF | $952.9K | 0.7% | 32,510 |
| GILDGilead Sciences, Inc | $858.4K | 0.6% | 5,759 |
| CITIZENS FINANCIAL SERVS INC | $843.2K | 0.6% | 10,726 |
| METAMeta Platforms Inc | $826K | 0.6% | 1,139 |
| NEMNewmont Corporation | $825K | 0.6% | 7,153 |
| ICEIntercontinental Exchange Inc | $784.8K | 0.5% | 5,162 |
| COPConocoPhillips | $759.7K | 0.5% | 6,070 |
| BACBank of America Corp | $736.3K | 0.5% | 13,527 |
| IMCBiShares Morningstar Mid-Cap ETF | $636.4K | 0.4% | 6,736 |
| UPSUnited Parcel Service Inc | $634.7K | 0.4% | 6,793 |
| WMTWalmart Inc | $611.3K | 0.4% | 5,882 |
| LLYEli Lilly and Co | $570.4K | 0.4% | 493 |
| PSXPhillips 66 | $567.3K | 0.4% | 2,222 |
| IWRiShares Russell Mid-Cap ETF | $562.9K | 0.4% | 5,275 |
| LMTLockheed Martin Corp | $544.9K | 0.4% | 1,070 |
| DISWalt Disney Co | $544.5K | 0.4% | 5,191 |
| IJHiShares Core S&P Mid-Cap ETF | $523.7K | 0.4% | 7,278 |
| INTCIntel Corp | $515.2K | 0.4% | 4,285 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $511K | 0.4% | 3,073 |
| ADPAutomatic Data Processing Inc | $490.3K | 0.3% | 1,900 |
| MDLZMondelez International Inc | $476.9K | 0.3% | 8,248 |
| MDYSPDR MidCap Trust Series I | $466.3K | 0.3% | 710 |
| BMYBristol-Myers Squibb Co | $437.5K | 0.3% | 7,011 |
| PEPPepsiCo Inc | $436.8K | 0.3% | 3,447 |
| IJRiShares Core S&P Small-Cap ETF | $417.9K | 0.3% | 3,072 |
| RTXRTX Corp | $409.5K | 0.3% | 2,206 |
| PFEPfizer Inc | $407.6K | 0.3% | 14,293 |
| LAZLazard Inc | $406.1K | 0.3% | 11,210 |
| DGDollar General Corp | $404.2K | 0.3% | 3,380 |
| TAT&T Inc | $389.3K | 0.3% | 15,953 |
| HONHoneywell International Inc | $362K | 0.3% | 1,716 |
| XOMExxonmobil Holdings Corp | $361.8K | 0.3% | 2,223 |
| IWBiShares Russell 1000 ETF | $356.2K | 0.2% | 856 |
| WFCWells Fargo & Co | $329.6K | 0.2% | 4,118 |
| ZBHZimmer Biomet Holdings, Inc | $327.8K | 0.2% | 3,690 |
| CTVACorteva Inc | $325.8K | 0.2% | 4,196 |
| MRSHMarsh & McLennan Companies Inc | $322.5K | 0.2% | 1,889 |
| LHLabcorp Holdings Inc | $305.3K | 0.2% | 991 |
| FEDERATED HERMES INC | $294.9K | 0.2% | 5,232 |
| USBUS Bancorp | $291.4K | 0.2% | 5,045 |
| MCDMcDonald's Corp | $286.8K | 0.2% | 1,242 |
| ORCLOracle Corp | $275K | 0.2% | 2,003 |
| VOVanguard Mid-Cap ETF | $274.7K | 0.2% | 3,503 |
| GOOGAlphabet Inc | $271.6K | 0.2% | 797 |
| IMCViShares Morningstar Mid-Cap Value ETF | $260.9K | 0.2% | 2,844 |
| IWSiShares Russell Mid-cap Value ETF | $260.7K | 0.2% | 1,622 |
| NUENucor Corp | $256.9K | 0.2% | 1,099 |
| VBVanguard Small-Cap ETF | $256K | 0.2% | 900 |
| CVSCVS Health Corp | $251.9K | 0.2% | 2,940 |
| CBUCommunity Financial System Inc | $243.4K | 0.2% | 4,088 |
| PYPLPayPal Holdings Inc | $241.6K | 0.2% | 4,600 |
| HSYHershey Co | $238.6K | 0.2% | 1,514 |
| SCHXSchwab U.S. Large-Cap ETF | $234K | 0.2% | 7,800 |
| HONAHoneywell Aerospace Inc | $233.8K | 0.2% | 1,509 |
| EMREmerson Electric Co | $217.5K | 0.2% | 1,402 |
| IGC PHARMA INC | $20.2K | 0.0% | 75,000 |
Quarter ending 2026-09-30.
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