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CIK: 0002109484
Total reported value
$144.5M
$144.5M
95 檔
31.0%
During the Q2 2026 filing period, Lawood & Co (CIK: 0002109484) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $144.5M across 95 reported positions.
In Q2 2026, Lawood & Co adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.30% | +0.18% | — | |
| 2 | GLW | Corning Inc | Stock-Tech | 6.59% | -2.56% | -12.35% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.71% | +0.18% | -3.22% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.12% | +0.50% | — | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 3.60% | -0.29% | -1.80% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.50% | +0.66% | +3.30% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.25% | -0.77% | -8.13% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.85% | -0.03% | -1.87% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | +1.09% | +0.36% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.61% | +0.13% | -0.88% | |
| 11 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 2.44% | — | +18.84% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.33% | +0.10% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.05% | +0.12% | +0.84% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.03% | +0.27% | -0.62% | |
| 15 | DFIC | Dimensional International Co | ETF-Other | 1.97% | +0.06% | — | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.88% | +0.02% | -0.50% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.65% | +0.42% | -0.11% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.55% | -0.18% | -0.36% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | +0.29% | +10.52% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.44% | +0.25% | +5.34% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.38% | +0.09% | +2.49% | |
| 22 | MTB | M & T Bank CORP | Stock-Financials | 1.36% | -0.09% | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | -0.05% | +9.22% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.28% | -0.30% | +2.90% | |
| 25 | PPL | Ppl CORP | Stock-Utilities | 1.26% | -0.11% | +4.92% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.04% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.21% | -1.66% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.11% | +0.12% | +0.48% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 1.09% | -0.10% | -2.52% | |
| 30 | MET | Metlife Inc | Stock-Financials | 1.00% | +0.14% | -0.57% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.07% | +1.31% | |
| 32 | AEP | American Electric Power | Stock-Utilities | 0.96% | -0.11% | +1.73% | |
| 33 | NWBI | Northwest Bancshares Inc | Stock-Other | 0.91% | -0.12% | -13.67% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.03% | — | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.80% | -0.04% | -0.63% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.03% | -10.70% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.02% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.01% | — | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.64% | +0.02% | -2.98% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.63% | -0.19% | -16.90% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | -0.02% | -0.36% | |
| 42 | CZFS | Citizens Financial Services | Stock-Other | 0.53% | +0.05% | — | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.52% | EXIT | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.49% | +0.10% | +6.83% | |
| 45 | NEM | Newmont CORP | Stock-Materials | 0.46% | +0.11% | +0.41% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.03% | -2.24% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.12% | -8.17% | |
| 48 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.44% | — | — | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.43% | +0.11% | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.43% | +0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +9.3% | NEW | New buy |
| 2 | DFAX | Dimensional World Ex US Core | +5.1% | NEW | New buy |
| 3 | DFIC | Dimensional International Co | +2% | NEW | New buy |
| 4 | GLW | Corning Inc | +1.1% | -12.35% | Trim |
| 5 | PANW | Palo Alto Networks Inc | +0.7% | +10.52% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.3% | -1.80% | Trim |
| 7 | INTC | Intel CORP | +0.2% | -18.91% | Trim |
| 8 | NUE | Nucor CORP | +0.2% | NEW | New buy |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 10 | SCHX | Schwab US Large-cap ETF | +0.2% | NEW | New buy |
| 11 | JBL | Jabil Inc | +0.2% | NEW | New buy |
| 12 | HON | Honeywell International Inc | +0.1% | +89.01% | Add |
| 13 | DKS | Dick's Sporting Goods Inc | +0.1% | NEW | New buy |
| 14 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 15 | QCOM | Qualcomm Inc | +0.1% | -0.50% | Trim |
| 16 | LMT | Lockheed Martin CORP | 0% | +79.66% | Add |
| 17 | CAT | Caterpillar Inc | 0% | -8.13% | Trim |
| 18 | CVS | Cvs Health CORP | 0% | — | Unchanged |
| 19 | IGC | Igc Pharma Inc | 0% | — | Unchanged |
| 20 | LLY | Eli Lilly & Co | 0% | -1.56% | Trim |
| 21 | CBU | Community Financial System I | 0% | — | Unchanged |
| 22 | AVGO | Broadcom Inc | 0% | +9.22% | Add |
| 23 | USB | US Bancorp | 0% | — | Unchanged |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -8.60% | Trim |
| 25 | IMCV | Ishares Morningstar Mid-cap | 0% | — | Unchanged |
| 26 | IJR | Ishares Core S&p Small-cap E | -0.1% | -1.19% | Trim |
| 27 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -1.91% | Trim |
| 28 | VO | Vanguard Mid-cap ETF | -0.1% | +266.43% | Add |
| 29 | MDY | State Street Spdr S&p Midcap | -0.1% | — | Unchanged |
| 30 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 31 | WFC | Wells Fargo & Co | -0.1% | — | Unchanged |
| 32 | LH | Labcorp Holdings Inc | -0.1% | -6.24% | Trim |
| 33 | CZFS | Citizens Financial Services | -0.1% | — | Unchanged |
| 34 | IMCB | Ishares Morningstar Mid-cap | -0.1% | — | Unchanged |
| 35 | FHI | Federated Hermes Inc | -0.1% | — | Unchanged |
| 36 | ORCL | Oracle CORP | -0.1% | -1.04% | Trim |
| 37 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | — | Unchanged |
| 38 | CTVA | Corteva Inc | -0.1% | — | Unchanged |
| 39 | BAC | Bank Of America CORP | -0.1% | -0.36% | Trim |
| 40 | MRSH | Marsh & Mclennan Cos | -0.1% | — | Unchanged |
| 41 | HSY | Hershey Co/the | -0.1% | — | Unchanged |
| 42 | DG | Dollar General CORP | -0.1% | — | Unchanged |
| 43 | RTX | Rtx CORP | -0.1% | -0.27% | Trim |
| 44 | MS | Morgan Stanley | -0.1% | -2.52% | Trim |
| 45 | PSX | Phillips 66 | -0.1% | — | Unchanged |
| 46 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -8.48% | Trim |
| 47 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -9.81% | Trim |
| 48 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -11.49% | Trim |
| 49 | MDLZ | Mondelez International Inc-a | -0.1% | -0.58% | Trim |
| 50 | SCHB | Schwab US Broad Market ETF | -0.1% | -2.98% | Trim |
According to official SEC Form 13F filings, Lawood & Co reported a total U.S. public equity portfolio value of $144.5M across 95 disclosed positions in Q2 2026.
During Q2 2026, Lawood & Co's top holdings by market value included JCPB (9.3%)、GLW (6.6%)、JQUA (5.7%). The largest single position, JCPB, represented 9.3% 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 terms of portfolio concentration, the top 5 core holdings (including JCPB, GLW, JQUA) accounted for 31.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
JCPB
市值: $13.7M
Top Position Liquidated / Trimmed
IEFA
前期市值: $359.0K
In Q2 2026, Lawood & Co made 74 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 42 holdings, and fully liquidating 4 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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