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Funds / Lawood & Co
Institutional Fund

Lawood & Co

Williamsport, PACIK 21094842 filings on record

Portfolio Value
$107.77M
Q1 2026
Holdings
90
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.1%
from $105.57M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • J P Morgan Exchange Traded F6.9%
  • Corning Inc5.5%
  • Vanguard Index Fds4.0%
  • Microsoft Corp3.7%
  • Johnson & Johnson3.5%
  • Cisco Sys Inc3.3%
  • Other73.1%

Portfolio Holdings

90 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1J P Morgan Exchange Traded F120.5K$7.39M6.9%4.1KReduced
2Corning Inc43.5K$5.91M5.5%4.9KReduced
3Vanguard Index Fds7.3K$4.35M4.0%+5.2KAdded
4Microsoft Corp10.8K$3.99M3.7%82Reduced
5Johnson & Johnson15.3K$3.74M3.5%525Reduced
6Cisco Sys Inc46.1K$3.57M3.3%695Reduced
7Caterpillar Inc4.9K$3.48M3.2%327Reduced
8Alphabet Inc12.0K$3.45M3.2%+20Added
9Chevron Corp New14.7K$3.04M2.8%+100Added
10T Rowe Price ETF Inc60.8K$3.02M2.8%10.5KReduced

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