Investor
LAWOOD & CO
CIK 0002109484 · filed 2026-04-14 · SEC filing
13F book
$107.8M
Positions
90
2 new · 5 sold
Largest name
6.9%
J P Morgan Exchange Traded F
Est. mark
$1.81M
Price effect on 88 names still held. Flow $384.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 120.5K | $7.39M | 6.9% | −$224.2K | Cut−$484.3K |
| Corning Inc | — | 43.5K | $5.91M | 5.5% | $2.11M | Cut$1.68M |
| Vanguard Index Fds | — | 7.28K | $4.35M | 4.0% | −$62.1K | Added$3.03M |
| Microsoft Corp | MSFT | 10.8K | $3.99M | 3.7% | −$1.22M | Cut−$1.26M |
| Johnson & Johnson | JNJ | 15.3K | $3.74M | 3.5% | $574.3K | Cut$465.7K |
| Cisco Sys Inc | — | 46.1K | $3.57M | 3.3% | $25.8K | Cut−$27.7K |
| Caterpillar Inc | CAT | 4.91K | $3.48M | 3.2% | $665.2K | Cut$477.9K |
| Alphabet Inc | — | 12K | $3.45M | 3.2% | −$305.1K | Added−$299.3K |
| Chevron Corp New | CVX | 14.7K | $3.04M | 2.8% | $796.4K | Added$817.1K |
| T Rowe Price Etf Inc | — | 60.8K | $3.02M | 2.8% | −$6.08K | Cut−$530.6K |
| Merck & Co., Inc. | MRK | 23.4K | $2.82M | 2.6% | $352.3K | Cut$245.5K |
| Nvidia Corp | NVDA | 15.7K | $2.74M | 2.5% | −$188.5K | Added−$168.4K |
| AbbVie Inc. | ABBV | 11.9K | $2.59M | 2.4% | −$130.9K | Cut−$279.9K |
| Nextera Energy Inc | — | 26.2K | $2.43M | 2.3% | $330.2K | Cut$275.4K |
| Qualcomm Inc | — | 15.1K | $1.95M | 1.8% | −$639.1K | Cut−$646.8K |
| Verizon Communications Inc | VZ | 38.6K | $1.94M | 1.8% | $335.2K | Added$498.3K |
| Ppl Corp | — | 48.9K | $1.87M | 1.7% | $154.1K | Added$170.2K |
| Coca Cola Co | KO | 24.5K | $1.87M | 1.7% | $140.1K | Added$271.2K |
| Apple Inc. | AAPL | 6.96K | $1.77M | 1.6% | −$125.9K | Cut−$207.4K |
| M & T Bk Corp | — | 8.42K | $1.74M | 1.6% | $44.1K | Cut$3.82K |
| Home Depot, Inc. | HD | 5.08K | $1.67M | 1.5% | −$77.2K | Cut−$96.5K |
| Ishares Tr | — | 2.44K | $1.59M | 1.5% | −$77.3K | Held |
| International Business Machs | — | 6.51K | $1.58M | 1.5% | −$350.2K | Cut−$602.9K |
| Broadcom Inc. | AVGO | 4.66K | $1.44M | 1.3% | −$163.6K | Added−$106.3K |
| American Elec Pwr Co Inc | — | 10.1K | $1.33M | 1.2% | $159.8K | Added$161.1K |
| Northwest Bancshares Inc Md | NWBI | 102.9K | $1.31M | 1.2% | $71K | Cut−$97.8K |
| Morgan Stanley | — | 7.93K | $1.3M | 1.2% | −$102K | Added−$93K |
| Amazon Com Inc | AMZN | 6.11K | $1.27M | 1.2% | −$132.8K | Added−$85.7K |
| Metlife Inc | — | 17.6K | $1.24M | 1.2% | −$143.8K | Added−$138K |
| Procter And Gamble Co | PG | 7.77K | $1.12M | 1.0% | $8.78K | Cut−$60K |
| Vanguard Index Fds | — | 3.48K | $1.12M | 1.0% | −$50.4K | Held |
| Truist Finl Corp | — | 23.8K | $1.09M | 1.0% | −$76.7K | Added−$72.1K |
| Spdr S&P 500 Etf Tr | — | 1.58K | $1.03M | 1.0% | −$50K | Held |
| United Parcel Service Inc | UPS | 10.4K | $1.03M | 1.0% | −$7.18K | Added$147.4K |
| Palo Alto Networks Inc | PANW | 6.08K | $973.9K | 0.9% | −$145.1K | Cut−$149.1K |
| Jpmorgan Chase & Co. | — | 3.19K | $938.7K | 0.9% | −$89.5K | Cut−$156.2K |
| Schwab Strategic Tr | — | 33.5K | $841.1K | 0.8% | −$37.9K | Held |
| Exxon Mobil Corp | — | 4.9K | $831.5K | 0.8% | $241.7K | Cut$73.2K |
| Intercontinental Exchange In | — | 5.2K | $817.4K | 0.8% | −$24.3K | Held |
| Conocophillips | COP | 6.07K | $801.2K | 0.7% | $220K | Added$264.9K |
| Newmont Corp | — | 7.28K | $788.4K | 0.7% | $58.5K | Added$93.1K |
| Gilead Sciences, Inc. | GILD | 5.41K | $754.5K | 0.7% | $85.7K | Added$121.9K |
| Walmart Inc. | WMT | 6.03K | $749.7K | 0.7% | $77.6K | Cut$74.8K |
| Meta Platforms, Inc. | META | 1.28K | $735.2K | 0.7% | −$111.1K | Added−$98.5K |
| Bank America Corp | — | 13.8K | $674.1K | 0.6% | −$86.4K | Held |
| Citizens Finl Svcs Inc | — | 10.7K | $655.9K | 0.6% | $44.3K | Held |
| Disney Walt Co | — | 6.23K | $600.2K | 0.6% | −$108.3K | Held |
| Ishares Tr | — | 5.96K | $580K | 0.5% | $5.73K | Cut−$9.68K |
| Ishares Tr | — | 6.74K | $562K | 0.5% | $4.71K | Held |
| Ishares Tr | — | 8.07K | $545K | 0.5% | $12.3K | Held |
| Ishares Tr | — | 3.79K | $540.5K | 0.5% | −$17.1K | Added$133.7K |
| Lazard, Inc. | LAZ | 12.7K | $540.3K | 0.5% | −$73.4K | Added−$45.8K |
| Pepsico Inc | PEP | 3.47K | $539.2K | 0.5% | $40.9K | Cut−$16.5K |
| Ishares Tr | — | 1.39K | $496K | 0.5% | −$23.5K | Cut−$53.4K |
| Mondelez Intl Inc | — | 8.58K | $494.7K | 0.5% | $32.7K | Cut−$33.1K |
| At&T Inc | — | 17K | $492.3K | 0.5% | $70.5K | Cut$49.4K |
| Bristol-Myers Squibb Co | — | 8.03K | $486.7K | 0.5% | $53.8K | Cut$43.1K |
| Eli Lilly & Co | LLY | 513 | $471.8K | 0.4% | −$79.5K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 710 | $437.9K | 0.4% | $9.57K | Held |
| Pfizer Inc | PFE | 15.6K | $436.7K | 0.4% | $49.5K | Cut$40.6K |
| RTX Corp | RTX | 2.23K | $429.4K | 0.4% | $21.1K | Held |
| Mcdonalds Corp | MCD | 1.34K | $416.5K | 0.4% | $4.52K | Added$148.4K |
| Honeywell Intl Inc | — | 1.82K | $411.4K | 0.4% | $46.1K | Added$120.7K |
| Phillips 66 | PSX | 2.22K | $404.8K | 0.4% | $118.1K | Cut$108.4K |
| Dollar Gen Corp New | — | 3.38K | $401.3K | 0.4% | −$47.5K | Held |
| Ishares Tr | — | 3.11K | $386.5K | 0.4% | $12.8K | Cut$7.55K |
| Automatic Data Processing In | — | 1.9K | $386K | 0.4% | −$102.7K | Held |
| Marsh & Mclennan Cos Inc | — | 2.19K | $379.7K | 0.4% | −$26.4K | Held |
| Corteva, Inc. | CTVA | 4.44K | $371.7K | 0.3% | $74.1K | Held |
| Ishares Tr | — | 3.97K | $359K | 0.3% | $3.77K | Added$44K |
| Lockheed Martin Corp | LMT | 590 | $356.6K | 0.3% | — | New |
| Vanguard Index Fds | — | 1.33K | $347.6K | 0.3% | $5.27K | Cut$4.24K |
| Zimmer Biomet Holdings, Inc. | ZBH | 3.74K | $338.2K | 0.3% | $1.87K | Cut−$2.63K |
| Wells Fargo Co New | — | 4.12K | $327.8K | 0.3% | −$54.5K | Added−$45.6K |
| Hershey Co | HSY | 1.51K | $314.7K | 0.3% | $35.8K | Added$63.6K |
| Federated Hermes, Inc. | FHI | 5.33K | $302.4K | 0.3% | $24.7K | Held |
| Oracle Corp | — | 2.02K | $297.8K | 0.3% | −$96.7K | Held |
| Accenture Plc Ireland | — | 1.45K | $287.1K | 0.3% | — | New |
| Vanguard Index Fds | — | 983 | $282.3K | 0.3% | −$2.36K | Added$56.5K |
| Us Bancorp Del | — | 5.11K | $265.8K | 0.2% | −$6.9K | Cut−$9.57K |
| Labcorp Holdings Inc. | LH | 977 | $260.7K | 0.2% | $13.5K | Added$48.7K |
| Alphabet Inc | — | 872 | $250.1K | 0.2% | −$23.5K | Cut−$28.2K |
| Ishares Tr | — | 1.67K | $243.7K | 0.2% | $7.84K | Cut−$3.73K |
| Intel Corp | INTC | 5.5K | $242.7K | 0.2% | $39.8K | Cut$32.4K |
| Ishares Tr | — | 2.84K | $241.1K | 0.2% | $6.96K | Held |
| Community Financial System I | — | 4.09K | $239.8K | 0.2% | $4.95K | Held |
| Cvs Health Corp | CVS | 3.1K | $222.3K | 0.2% | −$23.3K | Cut−$33.3K |
| Paypal Hldgs Inc | — | 4.6K | $208.1K | 0.2% | −$60.5K | Cut−$66.3K |
| Ishares Tr | — | 2.47K | $203.9K | 0.2% | −$617 | Held |
| IGC Pharma, Inc. | IGC | 75K | $19.7K | 0.0% | −$1.38K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.