Lawood & Co Portfolio Stock Holdings

Lawood & Co disclosed 90 stock positions valued at approximately $107.8 million in its latest SEC 13F filing. The largest holdings include JPMORGAN, CORNING INC, and VANGUARD. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.

Report Period
March 31, 2026
No. of Stocks
90
Portfolio Value
$107.8M
Holdings by Sector
Lawood & Co Portfolio Holdings in Q1 2026

90 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
JPMORGANJQUAOther6.86%120,533-4,117-3.30%$7,391,084
CORNING INCGLWTechnology5.49%43,488-4,871-10.07%$5,913,063
VANGUARD VOOOther4.03%7,276+5,175+246.31%$4,347,774
MICROSOFT CORPMSFTTechnology3.70%10,777-82-0.76%$3,989,322
JOHNSON & JOHNSONJNJHealthcare3.47%15,320-525-3.31%$3,744,820
CISCO SYS INCCSCOTechnology3.32%46,061-695-1.49%$3,573,873
CATERPILLAR INCCATIndustrials3.23%4,906-327-6.25%$3,475,705
ALPHABET INCGOOGLCommunication Services3.20%12,011+20+0.17%$3,453,884
CHEVRON CORP NEWCVXEnergy2.82%14,715+100+0.68%$3,044,534
T ROWE PRICE ETF INCTBUXOther2.81%60,801-10,521-14.75%$3,024,850
MERCK & CO INCMRKHealthcare2.62%23,443-1,015-4.15%$2,819,958
NVIDIA CORPORATIONNVDATechnology2.54%15,693+115+0.74%$2,736,859
ABBVIE INCABBVHealthcare2.40%11,903-652-5.19%$2,588,783
NEXTERA ENERGY INCNEEUtilities2.26%26,208-683-2.54%$2,434,199
QUALCOMM INCQCOMTechnology1.81%15,120-45-0.30%$1,947,153
VERIZON COMMUNICATIONS INCVZCommunication Services1.80%38,640+3,249+9.18%$1,939,728
PPL CORPPPLUtilities1.73%48,869+422+0.87%$1,866,796
COCA COLA COKOConsumer Defensive1.73%24,535+1,724+7.56%$1,865,887
APPLE INCAAPLTechnology1.64%6,965-300-4.13%$1,767,647
M & T BK CORPMTBFinancial Services1.61%8,419-200-2.32%$1,740,376
HOME DEPOT INCHDConsumer Cyclical1.55%5,075-56-1.09%$1,669,117
ISHARES TRIVVOther1.48%2,435--$1,590,566
INTERNATIONAL BUSINESS MACHSIBMTechnology1.46%6,507-853-11.59%$1,577,232
BROADCOM INCAVGOTechnology1.34%4,655+185+4.14%$1,440,769
AMERICAN ELEC PWR CO INCAEPUtilities1.23%10,141+10+0.10%$1,329,282
NORTHWEST BANCSHARES INC MDNWBIFinancial Services1.21%102,918-14,064-12.02%$1,306,029
MORGAN STANLEY MSFinancial Services1.21%7,926+55+0.70%$1,304,382
AMAZON COM INCAMZNConsumer Cyclical1.18%6,113+226+3.84%$1,273,155
METLIFE INCMETFinancial Services1.15%17,583+83+0.47%$1,243,470
PROCTER AND GAMBLE COPGConsumer Defensive1.04%7,766-480-5.82%$1,121,721
VANGUARD INDEX FDSVTIOther1.04%3,485--$1,118,023
TRUIST FINL CORPTFCFinancial Services1.01%23,784+100+0.42%$1,093,351
STATE STREET SPDR S&P 500 ETF TRSPYOther0.95%1,582--$1,028,838
UNITED PARCEL SERVICE INCUPSIndustrials0.95%10,435+1,571+17.72%$1,026,595
PALO ALTO NETWORKS INCPANWTechnology0.90%6,075-22-0.36%$973,944
JPMORGAN CHASE & COJPMFinancial Services0.87%3,191-207-6.09%$938,664
SCHWAB STRATEGIC TRSCHBOther0.78%33,510--$841,101
EXXON MOBIL CORPXOMEnergy0.77%4,901-1,400-22.22%$831,504
INTERCONTINENTAL EXCHANGE INCICEFinancial Services0.76%5,197--$817,384
CONOCOPHILLIPSCOPEnergy0.74%6,070+340+5.93%$801,240
NEWMONT CORPNEMBasic Materials0.73%7,283+320+4.60%$788,385
GILEAD SCIENCES INCGILDHealthcare0.70%5,414+260+5.04%$754,549
WALMART INCWMTConsumer Defensive0.70%6,032-25-0.41%$749,657
META PLATFORMS INCMETACommunication Services0.68%1,285+22+1.74%$735,187
BANK AMERICA CORPBACFinancial Services0.63%13,827--$674,066
CITIZENS FINANCIAL SERVS INCCZFSFinancial Services0.61%10,726--$655,895
DISNEY WALT CODISCommunication Services0.56%6,227--$600,158
ISHARES TRIWROther0.54%5,965-160-2.61%$579,977
ISHARES TRIMCBOther0.52%6,736--$561,984
ISHARES TRIJHOther0.51%8,070--$544,967
ISHARES TRITOTOther0.50%3,795+1,059+38.71%$540,522
LAZARD INCLAZFinancial Services0.50%12,720+650+5.39%$540,346
PEPSICO INCPEPConsumer Defensive0.50%3,472-400-10.33%$539,166
ISHARES TRIWBOther0.46%1,391-80-5.44%$495,975
MONDELEZ INTL INCMDLZConsumer Defensive0.46%8,583-1,223-12.47%$494,725
AT&T INCTCommunication Services0.46%16,980-850-4.77%$492,250
BRISTOL-MYERS SQUIBB COBMYHealthcare0.45%8,025-200-2.43%$486,716
LILLY ELI & COLLYHealthcare0.44%513--$471,842
STATE STREET SPDR S&P MIDCAP 400 ETF TRMDYOther0.41%710--$437,900
PFIZER INCPFEHealthcare0.41%15,551-356-2.24%$436,672
RTX CORPORATION RTXIndustrials0.40%2,226--$429,395
MCDONALDS CORPMCDConsumer Cyclical0.39%1,340+463+52.79%$416,458
HONEYWELL INTL INCHONIndustrials0.38%1,820+330+22.15%$411,375
PHILLIPS 66PSXEnergy0.38%2,222-75-3.27%$404,804
DOLLAR GEN CORP NEWDGConsumer Defensive0.37%3,380--$401,307
ISHARES TRIJROther0.36%3,109-44-1.40%$386,480
AUTOMATIC DATA PROCESSING INCADPTechnology0.36%1,900--$386,042
MARSHMMCFinancial Services0.35%2,189--$379,682
CORTEVA INCCTVABasic Materials0.34%4,440--$371,673
ISHARES TRIEFAOther0.33%3,966+444+12.61%$359,042
LOCKHEED MARTIN CORPLMTIndustrials0.33%590+590+100.00%$356,590
VANGUARD INDEX FDSVBOther0.32%1,327-4-0.30%$347,568
ZIMMER BIOMET HOLDINGS INCZBHHealthcare0.31%3,740-50-1.32%$338,171
WELLS FARGO CO NEWWFCFinancial Services0.30%4,118+111+2.77%$327,834
HERSHEY COHSYConsumer Defensive0.29%1,514+134+9.71%$314,745
FEDERATED HERMES INCFHIFinancial Services0.28%5,332--$302,378
ORACLE CORPORCLTechnology0.28%2,024--$297,751
ACCENTURE PLC CLASS AACNTechnology0.27%1,448+1,448+100.00%$287,124
VANGUARD INDEX FDSVOOther0.26%983+205+26.35%$282,298
US BANCORP DELUSBFinancial Services0.25%5,110-50-0.97%$265,772
LABCORP HOLDINGS INCLHHealthcare0.24%977+132+15.62%$260,673
ALPHABET INCGOOGCommunication Services0.23%872-15-1.69%$250,142
ISHARES TRIWSOther0.23%1,672-82-4.68%$243,677
INTEL CORPINTCTechnology0.23%5,500-200-3.51%$242,715
ISHARES TRIMCVOther0.22%2,844--$241,131
COMMUNITY FINANCIAL SYSTEM INCCBUFinancial Services0.22%4,088--$239,761
CVS HEALTH CORPCVSHealthcare0.21%3,095-125-3.88%$222,283
PAYPAL HLDGS INCPYPLFinancial Services0.19%4,600-100-2.13%$208,058
ISHARES TRSHYOther0.19%2,470--$203,948
IGC PHARMA INCIGCHealthcare0.02%75,000--$19,725