Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LAWOOD & CO 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1JCPBJP MORGAN CORE PLUS$13.7M9.30%292,677New
2GLWCORNING INC$9.7M6.59%38,119Trimmed
3JQUAJPMORGAN$8.4M5.71%116,653Trimmed
4DFAXDIMENSIONAL ETF TRUST$7.6M5.12%205,208New
5CSCOCISCO SYS INC$5.3M3.60%45,234Trimmed
6VOOVANGUARD$5.2M3.50%7,516Added
7CATCATERPILLAR INC$4.8M3.25%4,507Trimmed
8GOOGLALPHABET INC$4.2M2.85%11,786Trimmed
9MSFTMICROSOFT CORP$4.0M2.73%10,816Added
10JNJJOHNSON & JOHNSON$3.9M2.61%15,185Trimmed
11TBUXT ROWE PRICE ETF INC$3.6M2.44%72,258Added
12NVDANVIDIA CORPORATION$3.1M2.13%15,708Added
13ABBVABBVIE INC$3.0M2.05%12,003Added
14MRKMERCK & CO INC$3.0M2.03%23,298Trimmed
15DFICDIMENSIONAL ETF TRUST$2.9M1.97%78,177New
16QCOMQUALCOMM INC$2.8M1.88%15,045Trimmed
17CVXCHEVRON CORP NEW$2.4M1.65%14,699Trimmed
18PANWPALO ALTO NETWORKS INC$2.3M1.55%6,714Added
19NEENEXTERA ENERGY INC$2.3M1.55%26,113Trimmed
20AAPLAPPLE INC$2.1M1.44%7,337Added
21KOCOCA COLA CO$2.0M1.38%25,145Added
22MTBM & T BK CORP$2.0M1.36%8,419Hold
23AVGOBROADCOM INC$1.9M1.30%5,084Added
24IBMINTERNATIONAL BUSINESS MACHS$1.9M1.28%6,696Added
25PPLPPL CORP$1.9M1.26%51,272Added

Source: SEC Form 13F filings · as of 2026-06-30