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CIK: 0002109484
Total reported value
$144.5M
$144.5M
93 檔
17.1%
The Q4 2025 SEC filing reveals that Lawood & Co held a total portfolio value of $144.5M, covering 93 public equity positions.
During Q4 2025, Lawood & Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JQUA, MSFT, GLW) accounted for 17.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 7.46% | +0.18% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.97% | +1.09% | — | |
| 3 | GLW | Corning Inc | Stock-Tech | 4.01% | -2.56% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | -0.03% | — | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 3.41% | -0.29% | — | |
| 6 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 3.37% | — | — | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.11% | +0.13% | — | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.84% | -0.77% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | +0.33% | — | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.72% | +0.12% | — | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 2.46% | +0.02% | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.44% | +0.27% | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.11% | +0.42% | — | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.06% | -0.30% | — | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 2.04% | -0.18% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.25% | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | -0.21% | — | |
| 18 | MTB | M & T Bank CORP | Stock-Financials | 1.64% | -0.09% | — | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 1.61% | -0.11% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | +0.04% | — | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.51% | +0.09% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | -0.05% | — | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.37% | +0.12% | — | |
| 24 | NWBI | Northwest Bancshares Inc | Stock-Other | 1.33% | -0.12% | — | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.32% | -0.10% | — | |
| 26 | MET | Metlife Inc | Stock-Financials | 1.31% | +0.14% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.07% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.66% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | -0.02% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | +0.03% | — | |
| 31 | AEP | American Electric Power | Stock-Utilities | 1.11% | -0.11% | — | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 1.10% | -0.04% | — | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.06% | +0.29% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.01% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | +0.03% | — | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | -0.19% | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.83% | +0.02% | — | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.80% | +0.11% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.12% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.72% | -0.02% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.21% | EXIT | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | +0.02% | — | |
| 43 | NEM | Newmont CORP | Stock-Materials | 0.66% | +0.11% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.03% | — | |
| 45 | GVI | Ishares Intermediate Governm | ETF-Other | 0.63% | — | — | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | +0.10% | — | |
| 47 | CZFS | Citizens Financial Services | Stock-Other | 0.58% | +0.05% | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | -0.02% | — | |
| 49 | LAZ | Lazard Inc | Stock-Financials | 0.56% | -0.07% | — | |
| 50 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | — | — |
According to official SEC Form 13F filings, Lawood & Co reported a total U.S. public equity portfolio value of $144.5M across 93 disclosed positions in Q4 2025.
During Q4 2025, Lawood & Co's top holdings by market value included JQUA (7.5%)、MSFT (5.0%)、GLW (4.0%). The largest single position, JQUA, represented 7.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, Lawood & Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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