13F

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.
NameTickerSharesValueWeightEst. markChange
J P Morgan Exchange Traded F120.5K$7.39M6.9%−$224.2KCut−$484.3K
Corning Inc43.5K$5.91M5.5%$2.11MCut$1.68M
Vanguard Index Fds7.28K$4.35M4.0%−$62.1KAdded$3.03M
Microsoft CorpMSFT10.8K$3.99M3.7%−$1.22MCut−$1.26M
Johnson & JohnsonJNJ15.3K$3.74M3.5%$574.3KCut$465.7K
Cisco Sys Inc46.1K$3.57M3.3%$25.8KCut−$27.7K
Caterpillar IncCAT4.91K$3.48M3.2%$665.2KCut$477.9K
Alphabet Inc12K$3.45M3.2%−$305.1KAdded−$299.3K
Chevron Corp NewCVX14.7K$3.04M2.8%$796.4KAdded$817.1K
T Rowe Price Etf Inc60.8K$3.02M2.8%−$6.08KCut−$530.6K
Merck & Co., Inc.MRK23.4K$2.82M2.6%$352.3KCut$245.5K
Nvidia CorpNVDA15.7K$2.74M2.5%−$188.5KAdded−$168.4K
AbbVie Inc.ABBV11.9K$2.59M2.4%−$130.9KCut−$279.9K
Nextera Energy Inc26.2K$2.43M2.3%$330.2KCut$275.4K
Qualcomm Inc15.1K$1.95M1.8%−$639.1KCut−$646.8K
Verizon Communications IncVZ38.6K$1.94M1.8%$335.2KAdded$498.3K
Ppl Corp48.9K$1.87M1.7%$154.1KAdded$170.2K
Coca Cola CoKO24.5K$1.87M1.7%$140.1KAdded$271.2K
Apple Inc.AAPL6.96K$1.77M1.6%−$125.9KCut−$207.4K
M & T Bk Corp8.42K$1.74M1.6%$44.1KCut$3.82K
Home Depot, Inc.HD5.08K$1.67M1.5%−$77.2KCut−$96.5K
Ishares Tr2.44K$1.59M1.5%−$77.3KHeld
International Business Machs6.51K$1.58M1.5%−$350.2KCut−$602.9K
Broadcom Inc.AVGO4.66K$1.44M1.3%−$163.6KAdded−$106.3K
American Elec Pwr Co Inc10.1K$1.33M1.2%$159.8KAdded$161.1K
Northwest Bancshares Inc MdNWBI102.9K$1.31M1.2%$71KCut−$97.8K
Morgan Stanley7.93K$1.3M1.2%−$102KAdded−$93K
Amazon Com IncAMZN6.11K$1.27M1.2%−$132.8KAdded−$85.7K
Metlife Inc17.6K$1.24M1.2%−$143.8KAdded−$138K
Procter And Gamble CoPG7.77K$1.12M1.0%$8.78KCut−$60K
Vanguard Index Fds3.48K$1.12M1.0%−$50.4KHeld
Truist Finl Corp23.8K$1.09M1.0%−$76.7KAdded−$72.1K
Spdr S&P 500 Etf Tr1.58K$1.03M1.0%−$50KHeld
United Parcel Service IncUPS10.4K$1.03M1.0%−$7.18KAdded$147.4K
Palo Alto Networks IncPANW6.08K$973.9K0.9%−$145.1KCut−$149.1K
Jpmorgan Chase & Co.3.19K$938.7K0.9%−$89.5KCut−$156.2K
Schwab Strategic Tr33.5K$841.1K0.8%−$37.9KHeld
Exxon Mobil Corp4.9K$831.5K0.8%$241.7KCut$73.2K
Intercontinental Exchange In5.2K$817.4K0.8%−$24.3KHeld
ConocophillipsCOP6.07K$801.2K0.7%$220KAdded$264.9K
Newmont Corp7.28K$788.4K0.7%$58.5KAdded$93.1K
Gilead Sciences, Inc.GILD5.41K$754.5K0.7%$85.7KAdded$121.9K
Walmart Inc.WMT6.03K$749.7K0.7%$77.6KCut$74.8K
Meta Platforms, Inc.META1.28K$735.2K0.7%−$111.1KAdded−$98.5K
Bank America Corp13.8K$674.1K0.6%−$86.4KHeld
Citizens Finl Svcs Inc10.7K$655.9K0.6%$44.3KHeld
Disney Walt Co6.23K$600.2K0.6%−$108.3KHeld
Ishares Tr5.96K$580K0.5%$5.73KCut−$9.68K
Ishares Tr6.74K$562K0.5%$4.71KHeld
Ishares Tr8.07K$545K0.5%$12.3KHeld
Ishares Tr3.79K$540.5K0.5%−$17.1KAdded$133.7K
Lazard, Inc.LAZ12.7K$540.3K0.5%−$73.4KAdded−$45.8K
Pepsico IncPEP3.47K$539.2K0.5%$40.9KCut−$16.5K
Ishares Tr1.39K$496K0.5%−$23.5KCut−$53.4K
Mondelez Intl Inc8.58K$494.7K0.5%$32.7KCut−$33.1K
At&T Inc17K$492.3K0.5%$70.5KCut$49.4K
Bristol-Myers Squibb Co8.03K$486.7K0.5%$53.8KCut$43.1K
Eli Lilly & CoLLY513$471.8K0.4%−$79.5KHeld
Spdr S&P Midcap 400 Etf Tr710$437.9K0.4%$9.57KHeld
Pfizer IncPFE15.6K$436.7K0.4%$49.5KCut$40.6K
RTX CorpRTX2.23K$429.4K0.4%$21.1KHeld
Mcdonalds CorpMCD1.34K$416.5K0.4%$4.52KAdded$148.4K
Honeywell Intl Inc1.82K$411.4K0.4%$46.1KAdded$120.7K
Phillips 66PSX2.22K$404.8K0.4%$118.1KCut$108.4K
Dollar Gen Corp New3.38K$401.3K0.4%−$47.5KHeld
Ishares Tr3.11K$386.5K0.4%$12.8KCut$7.55K
Automatic Data Processing In1.9K$386K0.4%−$102.7KHeld
Marsh & Mclennan Cos Inc2.19K$379.7K0.4%−$26.4KHeld
Corteva, Inc.CTVA4.44K$371.7K0.3%$74.1KHeld
Ishares Tr3.97K$359K0.3%$3.77KAdded$44K
Lockheed Martin CorpLMT590$356.6K0.3%New
Vanguard Index Fds1.33K$347.6K0.3%$5.27KCut$4.24K
Zimmer Biomet Holdings, Inc.ZBH3.74K$338.2K0.3%$1.87KCut−$2.63K
Wells Fargo Co New4.12K$327.8K0.3%−$54.5KAdded−$45.6K
Hershey CoHSY1.51K$314.7K0.3%$35.8KAdded$63.6K
Federated Hermes, Inc.FHI5.33K$302.4K0.3%$24.7KHeld
Oracle Corp2.02K$297.8K0.3%−$96.7KHeld
Accenture Plc Ireland1.45K$287.1K0.3%New
Vanguard Index Fds983$282.3K0.3%−$2.36KAdded$56.5K
Us Bancorp Del5.11K$265.8K0.2%−$6.9KCut−$9.57K
Labcorp Holdings Inc.LH977$260.7K0.2%$13.5KAdded$48.7K
Alphabet Inc872$250.1K0.2%−$23.5KCut−$28.2K
Ishares Tr1.67K$243.7K0.2%$7.84KCut−$3.73K
Intel CorpINTC5.5K$242.7K0.2%$39.8KCut$32.4K
Ishares Tr2.84K$241.1K0.2%$6.96KHeld
Community Financial System I4.09K$239.8K0.2%$4.95KHeld
Cvs Health CorpCVS3.1K$222.3K0.2%−$23.3KCut−$33.3K
Paypal Hldgs Inc4.6K$208.1K0.2%−$60.5KCut−$66.3K
Ishares Tr2.47K$203.9K0.2%−$617Held
IGC Pharma, Inc.IGC75K$19.7K0.0%−$1.38KHeld

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.