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CIK: 0002109484
Total reported value
$147.6M
$147.6M
90 檔
17.2%
In Q1 2026, Lawood & Co's U.S. equity holdings reached a combined market value of $147.6M, distributed across 90 disclosed stock positions.
In Q1 2026, Lawood & Co adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including JQUA, GLW, VOO) accounted for 17.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 6.86% | -1.15% | -3.30% | |
| 2 | GLW | Corning Inc | Stock-Tech | 5.49% | +1.10% | -10.07% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.03% | -0.53% | +246.31% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | -0.97% | -0.76% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.47% | -0.86% | -3.31% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 3.32% | +0.28% | -1.49% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.23% | +0.03% | -6.25% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.20% | -0.35% | +0.17% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.82% | -1.17% | +0.68% | |
| 10 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 2.81% | -0.37% | -14.75% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.62% | -0.59% | -4.15% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | -0.41% | +0.74% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.40% | -0.35% | -5.19% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 2.26% | -0.71% | -2.54% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.81% | +0.07% | -0.30% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.80% | -0.69% | +9.18% | |
| 17 | PPL | Ppl CORP | Stock-Utilities | 1.73% | -0.47% | +0.87% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.73% | -0.35% | +7.56% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.20% | -4.13% | |
| 20 | MTB | M & T Bank CORP | Stock-Financials | 1.61% | -0.25% | -2.32% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.55% | -0.36% | -1.09% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | -0.24% | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.46% | -0.18% | -11.59% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -0.04% | +4.14% | |
| 25 | AEP | American Electric Power | Stock-Utilities | 1.23% | -0.27% | +0.10% | |
| 26 | NWBI | Northwest Bancshares Inc | Stock-Other | 1.21% | -0.30% | -12.02% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 1.21% | -0.12% | +0.70% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.18% | +3.84% | |
| 29 | MET | Metlife Inc | Stock-Financials | 1.15% | -0.15% | +0.47% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.27% | -5.82% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.26% | — | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 1.01% | -0.21% | +0.42% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.15% | — | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.95% | -0.32% | +17.72% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.65% | -0.36% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.16% | -6.09% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.78% | -0.14% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.56% | -22.22% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.76% | -0.33% | — | |
| 40 | COP | Conocophillips | Stock-Energy | 0.74% | -0.31% | +5.93% | |
| 41 | NEM | Newmont CORP | Stock-Materials | 0.73% | -0.27% | +4.60% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.70% | -0.21% | +5.04% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.25% | -0.41% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.23% | +1.74% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | -0.10% | — | |
| 46 | CZFS | Citizens Financial Services | Stock-Other | 0.61% | -0.08% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.20% | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.54% | -0.13% | -2.61% | |
| 49 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.52% | -0.08% | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | -0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.8% | +246.31% | Add |
| 2 | GLW | Corning Inc | +1.5% | -10.07% | Trim |
| 3 | CVX | Chevron CORP | +0.7% | +0.68% | Add |
| 4 | VZ | Verizon Communications Inc | +0.4% | +9.18% | Add |
| 5 | CAT | Caterpillar Inc | +0.4% | -6.25% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.4% | -3.31% | Trim |
| 7 | COP | Conocophillips | +0.2% | +5.93% | Add |
| 8 | NEE | Nextera Energy Inc | +0.2% | -2.54% | Trim |
| 9 | KO | Coca-cola Co/the | +0.2% | +7.56% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.2% | -4.15% | Trim |
| 11 | MCD | Mcdonald's CORP | +0.1% | +52.79% | Add |
| 12 | PPL | Ppl CORP | +0.1% | +0.87% | Add |
| 13 | AEP | American Electric Power | +0.1% | +0.10% | Add |
| 14 | UPS | United Parcel Service-cl B | +0.1% | +17.72% | Add |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +38.71% | Add |
| 16 | GILD | Gilead Sciences Inc | +0.1% | +5.04% | Add |
| 17 | HON | Honeywell International Inc | +0.1% | +22.15% | Add |
| 18 | PSX | Phillips 66 | +0.1% | -3.27% | Trim |
| 19 | NEM | Newmont CORP | +0.1% | +4.60% | Add |
| 20 | WMT | Walmart Inc | +0.1% | -0.41% | Trim |
| 21 | CTVA | Corteva Inc | +0.1% | — | Unchanged |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -22.22% | Trim |
| 23 | HSY | Hershey Co/the | +0.1% | +9.71% | Add |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +26.35% | Add |
| 25 | T | At&t Inc | 0% | -4.77% | Trim |
| 26 | LH | Labcorp Holdings Inc | 0% | +15.62% | Add |
| 27 | CZFS | Citizens Financial Services | 0% | — | Unchanged |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +12.61% | Add |
| 29 | BMY | Bristol-myers Squibb Co | 0% | -2.43% | Trim |
| 30 | PFE | Pfizer Inc | 0% | -2.24% | Trim |
| 31 | INTC | Intel CORP | 0% | -3.51% | Trim |
| 32 | FHI | Federated Hermes Inc | 0% | — | Unchanged |
| 33 | RTX | Rtx CORP | 0% | — | Unchanged |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 35 | MDY | State Street Spdr S&p Midcap | — | — | Unchanged |
| 36 | IJR | Ishares Core S&p Small-cap E | — | -1.40% | Trim |
| 37 | IMCV | Ishares Morningstar Mid-cap | — | — | Unchanged |
| 38 | CBU | Community Financial System I | — | — | Unchanged |
| 39 | IWS | Ishares Russell Mid-cap Valu | — | -4.67% | Trim |
| 40 | IGC | Igc Pharma Inc | — | — | Unchanged |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | — | — | Unchanged |
| 42 | USB | US Bancorp | 0% | -0.97% | Trim |
| 43 | IMCB | Ishares Morningstar Mid-cap | 0% | — | Unchanged |
| 44 | VB | Vanguard Small-cap ETF | 0% | -0.30% | Trim |
| 45 | ZBH | Zimmer Biomet Holdings Inc | 0% | -1.32% | Trim |
| 46 | IWR | Ishares Russell Mid-cap ETF | 0% | -2.61% | Trim |
| 47 | CVS | Cvs Health CORP | 0% | -3.88% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | 0% | -1.69% | Trim |
| 49 | MRSH | Marsh & Mclennan Cos | 0% | — | Unchanged |
| 50 | PEP | Pepsico Inc | 0% | -10.33% | Trim |
According to official SEC Form 13F filings, Lawood & Co reported a total U.S. public equity portfolio value of $147.6M across 90 disclosed positions in Q1 2026.
During Q1 2026, Lawood & Co's top holdings by market value included JQUA (6.9%)、GLW (5.5%)、VOO (4.0%). The largest single position, JQUA, represented 6.9% 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.
Top New Position Initiated
LMT
市值: $356.6K
Top Position Liquidated / Trimmed
GVI
前期市值: $667.5K
In Q1 2026, Lawood & Co made 72 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 38 holdings, and fully liquidating 5 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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