Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LAWOOD & CO (CIK 2109484) reported $147.6M across 95 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JCPB ($13.7M, 9.30%), GLW ($9.7M, 6.59%), JQUA ($8.4M, 5.71%), DFAX ($7.6M, 5.12%), CSCO ($5.3M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | JP MORGAN CORE PLUS | $13.7M | 9.30% | 292,677 | New |
| 2 | GLW | CORNING INC | $9.7M | 6.59% | 38,119 | Trimmed |
| 3 | JQUA | JPMORGAN | $8.4M | 5.71% | 116,653 | Trimmed |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $7.6M | 5.12% | 205,208 | New |
| 5 | CSCO | CISCO SYS INC | $5.3M | 3.60% | 45,234 | Trimmed |
| 6 | VOO | VANGUARD | $5.2M | 3.50% | 7,516 | Added |
| 7 | CAT | CATERPILLAR INC | $4.8M | 3.25% | 4,507 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $4.2M | 2.85% | 11,786 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $4.0M | 2.73% | 10,816 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $3.9M | 2.61% | 15,185 | Trimmed |
| 11 | TBUX | T ROWE PRICE ETF INC | $3.6M | 2.44% | 72,258 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $3.1M | 2.13% | 15,708 | Added |
| 13 | ABBV | ABBVIE INC | $3.0M | 2.05% | 12,003 | Added |
| 14 | MRK | MERCK & CO INC | $3.0M | 2.03% | 23,298 | Trimmed |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $2.9M | 1.97% | 78,177 | New |
| 16 | QCOM | QUALCOMM INC | $2.8M | 1.88% | 15,045 | Trimmed |
| 17 | CVX | CHEVRON CORP NEW | $2.4M | 1.65% | 14,699 | Trimmed |
| 18 | PANW | PALO ALTO NETWORKS INC | $2.3M | 1.55% | 6,714 | Added |
| 19 | NEE | NEXTERA ENERGY INC | $2.3M | 1.55% | 26,113 | Trimmed |
| 20 | AAPL | APPLE INC | $2.1M | 1.44% | 7,337 | Added |
| 21 | KO | COCA COLA CO | $2.0M | 1.38% | 25,145 | Added |
| 22 | MTB | M & T BK CORP | $2.0M | 1.36% | 8,419 | Hold |
| 23 | AVGO | BROADCOM INC | $1.9M | 1.30% | 5,084 | Added |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $1.9M | 1.28% | 6,696 | Added |
| 25 | PPL | PPL CORP | $1.9M | 1.26% | 51,272 | Added |
Source: SEC Form 13F filings · as of 2026-06-30