L&

Lawood & Co

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$107.8M

Reporting period: 2026-03-31 · Number of holdings: 155

LAWOOD & CO disclosed 155 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $107.8M and a quarterly turnover rate of 17.8%.

Personality snowflake

Concentration
9.67
Portfolio Stability
17.85
Momentum/Contrarian
100
Sector conviction
48.67
Diversification
100
Sizing Uniformity
89.09

Recent moves

  • Add VOO

    +246.3%　$3.0M

  • Add GLW

    -10.1%　$1.7M

  • Trim MSFT

    -0.8%　-$1.3M

  • Add CVX

    +0.7%　$817.1K

  • Trim QCOM

    -0.3%　-$646.8K

  • Trim IBM

    -11.6%　-$602.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 90 holdings (of 155 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1JQUAJpmorgan US Quality FactorETF-Other6.86%-0.60%-3.30%
2GLWCorning INCStock-Tech5.49%+1.48%-10.07%
3VOOVanguard S&p 500 ETFETF-Large Cap & Growth4.03%+2.78%+246.31%
4MSFTMicrosoft CORPStock-Tech3.70%-1.27%-0.76%
5JNJJohnson & JohnsonStock-Healthcare3.47%+0.36%-3.31%
6CSCOCisco Systems INCStock-Tech3.32%—-1.49%
7CATCaterpillar INCStock-Industrials3.23%+0.38%-6.25%
8GOOGLAlphabet Inc-cl AStock-Comm Services3.20%-0.36%+0.17%
9CVXChevron CORPStock-Energy2.82%+0.71%+0.68%
10TBUXT Rowe Price Ultra Short-terETF-Other2.81%-0.56%-14.75%
11MRKMerck & Co. INC.Stock-Healthcare2.62%+0.18%-4.15%
12NVDANvidia CORPStock-Tech2.54%-0.21%+0.74%
13ABBVAbbvie INCStock-Healthcare2.40%-0.32%-5.19%
14NEENextera Energy INCStock-Utilities2.26%+0.22%-2.54%
15QCOMQualcomm INCStock-Tech1.81%-0.65%-0.30%
16VZVerizon Communications INCStock-Comm Services1.80%+0.43%+9.18%
17PPLPpl CORPStock-Utilities1.73%+0.12%+0.87%
18KOCoca-cola Co/theStock-Consumer Staples1.73%+0.22%+7.56%
19AAPLApple INCStock-Tech1.64%-0.23%-4.13%
20MTBM & T Bank CORPStock-Financials1.61%—-2.32%
21HDHome Depot INCStock-Consumer Disc1.55%-0.12%-1.09%
22IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.48%-0.10%—
23IBMIntl Business Machines CORPStock-Tech1.46%-0.60%-11.59%
24AVGOBroadcom INCStock-Tech1.34%-0.13%+4.14%
25AEPAmerican Electric PowerStock-Utilities1.23%+0.12%+0.10%
26NWBINorthwest Bancshares INCStock-Other1.21%-0.12%-12.02%
27MSMorgan StanleyStock-Financials1.21%-0.11%+0.70%
28AMZNAmazon.com INCStock-Consumer Disc1.18%-0.11%+3.84%
29METMetlife INCStock-Financials1.15%-0.16%+0.47%
30PGProcter & Gamble Co/theStock-Consumer Staples1.04%—-5.82%
31VTIVanguard Total Stock Mkt ETFETF-Other1.04%——
32TFCTruist Financial CORPStock-Financials1.01%—+0.42%
33SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.95%——
34UPSUnited Parcel Service-cl BStock-Industrials0.95%+0.12%+17.72%
35PANWPalo Alto Networks INCStock-Tech0.90%-0.16%-0.36%
36JPMJpmorgan Chase & CoStock-Financials0.87%-0.17%-6.09%
37SCHBSchwab US Broad Market ETFETF-Other0.78%——
38XOMExxon Mobil CORPStock-Energy0.77%—-22.22%
39ICEIntercontinental Exchange InStock-Financials0.76%——
40COPConocophillipsStock-Energy0.74%+0.23%+5.93%
41NEMNewmont CORPStock-Materials0.73%+0.07%+4.60%
42GILDGilead Sciences INCStock-Healthcare0.70%+0.10%+5.04%
43WMTWalmart INCStock-Consumer Staples0.70%—-0.41%
44METAMeta Platforms Inc-class AStock-Comm Services0.68%-0.11%+1.74%
45BACBank Of America CORPStock-Financials0.63%-0.09%—
46CZFSCitizens Financial ServicesStock-Other0.61%——
47DISWalt Disney Co/theStock-Comm Services0.56%-0.11%—
48IWRIshares Russell Mid-cap ETFETF-Other0.54%—-2.61%
49IMCBIshares Morningstar Mid-capETF-Other0.52%——
50IJHIshares Core S&p Midcap ETFETF-Other0.51%——
1–50 of 90

Holding changes this quarter

Lawood & Co's most significant position changes for 2026-03-31: Sold out: Ishares Intermediate Governm (GVI); New buy: Lockheed Martin CORP (LMT); Sold out: Abbott Laboratories (ABT); New buy: Accenture plc (ACN); Sold out: Schwab US Large-cap ETF (SCHX).

Position changes disclosed by Lawood & Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VOOVanguard S&p 500 ETF+2.8%+246.31%Add
2GLWCorning INC+1.5%-10.07%Trim
3CVXChevron CORP+0.7%+0.68%Add
4VZVerizon Communications INC+0.4%+9.18%Add
5CATCaterpillar INC+0.4%-6.25%Trim
6JNJJohnson & Johnson+0.4%-3.31%Trim
7COPConocophillips+0.2%+5.93%Add
8NEENextera Energy INC+0.2%-2.54%Trim
9KOCoca-cola Co/the+0.2%+7.56%Add
10MRKMerck & Co. INC.+0.2%-4.15%Trim
11MCDMcdonald's CORP+0.1%+52.79%Add
12PPLPpl CORP+0.1%+0.87%Add
13AEPAmerican Electric Power+0.1%+0.10%Add
14UPSUnited Parcel Service-cl B+0.1%+17.72%Add
15ITOTIshares Core S&p Total U.s.+0.1%+38.71%Add
16GILDGilead Sciences INC+0.1%+5.04%Add
17HONHoneywell International INC+0.1%+22.15%Add
18PSXPhillips 66+0.1%-3.27%Trim
19NEMNewmont CORP+0.1%+4.60%Add
20LLYEli Lilly & Co-0.1%—Unchanged
21ORCLOracle CORP-0.1%—Unchanged
22BACBank Of America CORP-0.1%—Unchanged
23ADPAutomatic Data Processing-0.1%—Unchanged
24IVVIshares Core S&p 500 ETF-0.1%—Unchanged
25DISWalt Disney Co/the-0.1%—Unchanged
26METAMeta Platforms Inc-class A-0.1%+1.74%Add
27MSMorgan Stanley-0.1%+0.70%Add
28AMZNAmazon.com INC-0.1%+3.84%Add
29NWBINorthwest Bancshares INC-0.1%-12.02%Trim
30HDHome Depot INC-0.1%-1.09%Trim
31AVGOBroadcom INC-0.1%+4.14%Add
32PANWPalo Alto Networks INC-0.2%-0.36%Trim
33METMetlife INC-0.2%+0.47%Add
34JPMJpmorgan Chase & Co-0.2%-6.09%Trim
35NVDANvidia CORP-0.2%+0.74%Add
36AAPLApple INC-0.2%-4.13%Trim
37ABBVAbbvie INC-0.3%-5.19%Trim
38GOOGLAlphabet Inc-cl A-0.4%+0.17%Add
39TBUXT Rowe Price Ultra Short-ter-0.6%-14.75%Trim
40IBMIntl Business Machines CORP-0.6%-11.59%Trim
41JQUAJpmorgan US Quality Factor-0.6%-3.30%Trim
42QCOMQualcomm INC-0.7%-0.30%Trim
43MSFTMicrosoft CORP-1.3%-0.76%Trim
44GVIIshares Intermediate Governm—EXITSold out
45LMTLockheed Martin CORP—NEWNew buy
46ABTAbbott Laboratories—EXITSold out
47ACNAccenture plc—NEWNew buy
48SCHXSchwab US Large-cap ETF—EXITSold out
49CORCencora INC—EXITSold out
50UNHUnitedhealth Group INC—EXITSold out

FAQ

What is Lawood & Co and what type of investor is it?
Lawood & Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $107.8M, spread across 155 disclosed positions.
What are Lawood & Co's largest equity positions?
Based on the latest 13F filing, Lawood & Co's top holdings by market value are: 1. Jpmorgan US Quality Factor (JQUA) — $7.4M (6.9%) 2. Corning INC (GLW) — $5.9M (5.5%) 3. Vanguard S&p 500 ETF (VOO) — $4.3M (4.0%) 4. Microsoft CORP (MSFT) — $4.0M (3.7%) 5. Johnson & Johnson (JNJ) — $3.7M (3.5%)
What changes did Lawood & Co make in its most recent portfolio filing?
In the latest reported quarter, Lawood & Co made 44 notable position adjustments: 2 new positions were initiated, 20 existing holdings were added to, 17 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Ishares Intermediate Governm (GVI); New buy: Lockheed Martin CORP (LMT); Sold out: Abbott Laboratories (ABT); New buy: Accenture plc (ACN); Sold out: Schwab US Large-cap ETF (SCHX)
What sectors does Lawood & Co focus on?
Lawood & Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.0% • Health Care: 15.0% • Financials: 12.2% • Communication Services: 9.2% • Industrials: 7.0% • Utilities: 7.0%