Lawood & Co
Net buyer this quarter
$148M
78
+$6.38M
33.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLW | $9.74M | 6.59% | 0.00% | -12.4% | Q4 2025 |
 DFAX | $7.56M | 5.12% | Not reported | New | Q2 2026 |
 CSCO | $5.31M | 3.60% | 0.00% | -1.8% | Q4 2025 |
 CAT | $4.8M | 3.25% | 0.00% | -8.1% | Q4 2025 |
 GOOGL | $4.21M | 2.85% | 0.00% | -1.9% | Q4 2025 |
 MSFT | $4.03M | 2.73% | 0.00% | +0.4% | Q4 2025 |
 JNJ | $3.86M | 2.61% | 0.00% | -0.9% | Q4 2025 |
 NVDA | $3.14M | 2.13% | 0.00% | +0.1% | Q4 2025 |
 ABBV | $3.02M | 2.05% | 0.00% | +0.8% | Q4 2025 |
 MRK | $2.99M | 2.03% | 0.00% | -0.6% | Q4 2025 |
 QCOM | $2.78M | 1.88% | 0.00% | -0.5% | Q4 2025 |
 CVX | $2.44M | 1.65% | 0.00% | -0.1% | Q4 2025 |
 NEE | $2.29M | 1.55% | 0.00% | -0.4% | Q4 2025 |
 PANW | $2.29M | 1.55% | 0.00% | +10.5% | Q4 2025 |
 AAPL | $2.12M | 1.44% | 0.00% | +5.3% | Q4 2025 |
 KO | $2.04M | 1.38% | 0.00% | +2.5% | Q4 2025 |
 MTB | $2M | 1.36% | 0.01% | Not reported | Q4 2025 |
 AVGO | $1.92M | 1.30% | 0.00% | +9.2% | Q4 2025 |
 IBM | $1.88M | 1.28% | 0.00% | +2.9% | Q4 2025 |
 PPL | $1.86M | 1.26% | 0.01% | +4.9% | Q4 2025 |
 HD | $1.76M | 1.19% | 0.00% | -1.7% | Q4 2025 |
 VZ | $1.64M | 1.11% | 0.00% | +0.5% | Q4 2025 |
 MS | $1.62M | 1.09% | 0.00% | -2.5% | Q4 2025 |
 MET | $1.48M | 1.00% | 0.00% | -0.6% | Q4 2025 |
 AMZN | $1.48M | 1.00% | 0.00% | +1.3% | Q4 2025 |
 AEP | $1.41M | 0.96% | 0.00% | +1.7% | Q4 2025 |
 NWBI | $1.35M | 0.91% | 0.06% | -13.7% | Q4 2025 |
 SPY | $1.18M | 0.80% | Not reported | Not reported | Q4 2025 |
 TFC | $1.18M | 0.80% | 0.00% | -0.6% | Q4 2025 |
 PG | $1.14M | 0.77% | 0.00% | Not reported | Q4 2025 |
 JPM | $1.04M | 0.71% | 0.00% | Not reported | Q4 2025 |
 UPS | $932K | 0.63% | 0.00% | -16.9% | Q4 2025 |
 BAC | $785K | 0.53% | 0.00% | -0.4% | Q4 2025 |
 CZFS | $777K | 0.53% | 0.22% | Not reported | Q4 2025 |
 HON | $770K | 0.52% | 0.00% | +278.0% | Q4 2025 |
 GILD | $731K | 0.49% | 0.00% | +6.8% | Q4 2025 |
 NEM | $683K | 0.46% | 0.00% | +0.4% | Q4 2025 |
 WMT | $668K | 0.45% | 0.00% | -2.2% | Q4 2025 |
 META | $665K | 0.45% | Not reported | -8.2% | Q4 2025 |
 IMCB | $650K | 0.44% | 0.01% | Not reported | Q4 2025 |
 ICE | $640K | 0.43% | 0.00% | Not reported | Q4 2025 |
 COP | $631K | 0.43% | 0.00% | Not reported | Q4 2025 |
 INTC | $623K | 0.42% | 0.00% | -18.9% | Q4 2025 |
 LLY | $606K | 0.41% | 0.00% | -1.6% | Q4 2025 |
 LMT | $540K | 0.37% | 0.00% | +79.7% | Q1 2026 |
 DIS | $533K | 0.36% | 0.00% | -11.1% | Q4 2025 |
 LAZ | $521K | 0.35% | 0.01% | -2.4% | Q4 2025 |
| MDY | $499K | 0.34% | Not reported | Not reported | Q4 2025 |
 MDLZ | $494K | 0.33% | 0.00% | -0.6% | Q4 2025 |
 PEP | $470K | 0.32% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| GLW | $5.91M | 5.49% | 0.01% | -10.1% | Q4 2025 |
| MSFT | $3.99M | 3.70% | 0.00% | -0.8% | Q4 2025 |
| JNJ | $3.74M | 3.47% | 0.00% | -3.3% | Q4 2025 |
| CSCO | $3.57M | 3.32% | 0.00% | -1.5% | Q4 2025 |
| CAT | $3.48M | 3.23% | 0.00% | -6.3% | Q4 2025 |
| GOOGL | $3.45M | 3.20% | 0.00% | +0.2% | Q4 2025 |
| CVX | $3.04M | 2.82% | 0.00% | +0.7% | Q4 2025 |
| MRK | $2.82M | 2.62% | 0.00% | -4.2% | Q4 2025 |
| NVDA | $2.74M | 2.54% | 0.00% | +0.7% | Q4 2025 |
| ABBV | $2.59M | 2.40% | 0.00% | -5.2% | Q4 2025 |
| NEE | $2.43M | 2.26% | 0.00% | -2.5% | Q4 2025 |
| QCOM | $1.95M | 1.81% | 0.00% | -0.3% | Q4 2025 |
| VZ | $1.94M | 1.80% | 0.00% | +9.2% | Q4 2025 |
| PPL | $1.87M | 1.73% | 0.01% | +0.9% | Q4 2025 |
| KO | $1.87M | 1.73% | 0.00% | +7.6% | Q4 2025 |
| AAPL | $1.77M | 1.64% | 0.00% | -4.1% | Q4 2025 |
| MTB | $1.74M | 1.61% | 0.01% | -2.3% | Q4 2025 |
| HD | $1.67M | 1.55% | 0.00% | -1.1% | Q4 2025 |
| IBM | $1.58M | 1.46% | 0.00% | -11.6% | Q4 2025 |
| AVGO | $1.44M | 1.34% | 0.00% | +4.1% | Q4 2025 |
| AEP | $1.33M | 1.23% | 0.00% | +0.1% | Q4 2025 |
| NWBI | $1.31M | 1.21% | 0.07% | -12.0% | Q4 2025 |
| MS | $1.3M | 1.21% | 0.00% | +0.7% | Q4 2025 |
| AMZN | $1.27M | 1.18% | 0.00% | +3.8% | Q4 2025 |
| MET | $1.24M | 1.15% | 0.00% | +0.5% | Q4 2025 |
| PG | $1.12M | 1.04% | 0.00% | -5.8% | Q4 2025 |
| TFC | $1.09M | 1.01% | 0.00% | +0.4% | Q4 2025 |
| SPY | $1.03M | 0.95% | Not reported | Not reported | Q4 2025 |
| UPS | $1.03M | 0.95% | 0.00% | +17.7% | Q4 2025 |
| PANW | $974K | 0.90% | 0.00% | -0.4% | Q4 2025 |
| JPM | $939K | 0.87% | 0.00% | -6.1% | Q4 2025 |
 XOM | $832K | 0.77% | 0.00% | -22.2% | Q4 2025 |
| ICE | $817K | 0.76% | 0.00% | Not reported | Q4 2025 |
| COP | $801K | 0.74% | 0.00% | +5.9% | Q4 2025 |
| NEM | $788K | 0.73% | 0.00% | +4.6% | Q4 2025 |
| GILD | $755K | 0.70% | 0.00% | +5.0% | Q4 2025 |
| WMT | $750K | 0.70% | 0.00% | -0.4% | Q4 2025 |
| META | $735K | 0.68% | Not reported | +1.7% | Q4 2025 |
| BAC | $674K | 0.63% | 0.00% | Not reported | Q4 2025 |
| CZFS | $656K | 0.61% | 0.22% | Not reported | Q4 2025 |
| DIS | $600K | 0.56% | 0.00% | Not reported | Q4 2025 |
| IMCB | $562K | 0.52% | 0.01% | Not reported | Q4 2025 |
| LAZ | $540K | 0.50% | 0.01% | +5.4% | Q4 2025 |
| PEP | $539K | 0.50% | 0.00% | -10.3% | Q4 2025 |
| MDLZ | $495K | 0.46% | 0.00% | -12.5% | Q4 2025 |
 T | $492K | 0.46% | 0.00% | -4.8% | Q4 2025 |
 BMY | $487K | 0.45% | 0.00% | -2.4% | Q4 2025 |
| LLY | $472K | 0.44% | 0.00% | Not reported | Q4 2025 |
| MDY | $438K | 0.41% | Not reported | Not reported | Q4 2025 |
 PFE | $437K | 0.41% | 0.00% | -2.2% | Q4 2025 |
| Q4 2025 | |||||
| MSFT | $5.25M | 4.97% | 0.00% | New | Q4 2025 |
| GLW | $4.23M | 4.01% | 0.01% | New | Q4 2025 |
| GOOGL | $3.75M | 3.56% | 0.00% | New | Q4 2025 |
| CSCO | $3.6M | 3.41% | 0.00% | New | Q4 2025 |
| JNJ | $3.28M | 3.11% | 0.00% | New | Q4 2025 |
| CAT | $3M | 2.84% | 0.00% | New | Q4 2025 |
| NVDA | $2.91M | 2.75% | 0.00% | New | Q4 2025 |
| ABBV | $2.87M | 2.72% | 0.00% | New | Q4 2025 |
| QCOM | $2.59M | 2.46% | 0.00% | New | Q4 2025 |
| MRK | $2.57M | 2.44% | 0.00% | New | Q4 2025 |
| CVX | $2.23M | 2.11% | 0.00% | New | Q4 2025 |
| IBM | $2.18M | 2.06% | 0.00% | New | Q4 2025 |
| NEE | $2.16M | 2.04% | 0.00% | New | Q4 2025 |
| AAPL | $1.98M | 1.87% | 0.00% | New | Q4 2025 |
| HD | $1.77M | 1.67% | 0.00% | New | Q4 2025 |
| MTB | $1.74M | 1.64% | 0.01% | New | Q4 2025 |
| PPL | $1.7M | 1.61% | 0.01% | New | Q4 2025 |
| KO | $1.59M | 1.51% | 0.00% | New | Q4 2025 |
| AVGO | $1.55M | 1.47% | 0.00% | New | Q4 2025 |
| VZ | $1.44M | 1.37% | 0.00% | New | Q4 2025 |
| NWBI | $1.4M | 1.33% | 0.08% | New | Q4 2025 |
| MS | $1.4M | 1.32% | 0.00% | New | Q4 2025 |
| MET | $1.38M | 1.31% | 0.00% | New | Q4 2025 |
| AMZN | $1.36M | 1.29% | 0.00% | New | Q4 2025 |
| PG | $1.18M | 1.12% | 0.00% | New | Q4 2025 |
| AEP | $1.17M | 1.11% | 0.00% | New | Q4 2025 |
| TFC | $1.17M | 1.10% | 0.00% | New | Q4 2025 |
| PANW | $1.12M | 1.06% | 0.00% | New | Q4 2025 |
| JPM | $1.09M | 1.04% | 0.00% | New | Q4 2025 |
| SPY | $1.08M | 1.02% | Not reported | New | Q4 2025 |
| UPS | $879K | 0.83% | 0.00% | New | Q4 2025 |
| ICE | $842K | 0.80% | 0.00% | New | Q4 2025 |
| META | $834K | 0.79% | Not reported | New | Q4 2025 |
| BAC | $760K | 0.72% | 0.00% | New | Q4 2025 |
| XOM | $758K | 0.72% | 0.00% | New | Q4 2025 |
| DIS | $708K | 0.67% | 0.00% | New | Q4 2025 |
| NEM | $695K | 0.66% | 0.00% | New | Q4 2025 |
| WMT | $675K | 0.64% | 0.00% | New | Q4 2025 |
| GILD | $633K | 0.60% | 0.00% | New | Q4 2025 |
| CZFS | $612K | 0.58% | 0.22% | New | Q4 2025 |
| LAZ | $586K | 0.56% | 0.01% | New | Q4 2025 |
| IMCB | $557K | 0.53% | 0.01% | New | Q4 2025 |
| PEP | $556K | 0.53% | 0.00% | New | Q4 2025 |
| LLY | $551K | 0.52% | 0.00% | New | Q4 2025 |
| COP | $536K | 0.51% | 0.00% | New | Q4 2025 |
| MDLZ | $528K | 0.50% | 0.00% | New | Q4 2025 |
 ADP | $489K | 0.46% | 0.00% | New | Q4 2025 |
 DG | $449K | 0.43% | 0.00% | New | Q4 2025 |
| BMY | $444K | 0.42% | 0.00% | New | Q4 2025 |
| T | $443K | 0.42% | 0.00% | New | Q4 2025 |