Lawood & Co 13F Holdings · Q3 2026
Lawood & Co reported 94 securities worth $144.55M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: JCPB (9.48%), JQUA (5.89%), DFAX (5.62%). Among its top 25 positions this quarter: 5 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | JP MORGAN CORE PLUS | $13.7M | 9.48% | 305,986 | Added |
| 2 | JQUA | JPMORGAN | $8.5M | 5.89% | 115,305 | Trimmed |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $8.1M | 5.62% | 219,432 | Added |
| 4 | VOO | VANGUARD | $6.0M | 4.16% | 8,590 | Added |
| 5 | GLW | CORNING INC | $5.8M | 4.03% | 37,864 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $5.5M | 3.82% | 10,773 | Trimmed |
| 7 | CSCO | CISCO SYS INC | $4.8M | 3.31% | 44,499 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $4.1M | 2.82% | 11,831 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $4.0M | 2.74% | 14,978 | Trimmed |
| 10 | CAT | CATERPILLAR INC | $3.6M | 2.48% | 4,427 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $3.6M | 2.46% | 15,588 | Trimmed |
| 12 | TBUX | T ROWE PRICE ETF INC | $3.5M | 2.44% | 71,061 | Trimmed |
| 13 | MRK | MERCK & CO INC | $3.3M | 2.30% | 22,854 | Trimmed |
| 14 | ABBV | ABBVIE INC | $3.1M | 2.17% | 11,978 | Trimmed |
| 15 | CVX | CHEVRON CORP NEW | $3.0M | 2.07% | 14,658 | Trimmed |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $2.9M | 2.03% | 78,177 | Hold |
| 17 | QCOM | QUALCOMM INC | $2.7M | 1.90% | 14,937 | Trimmed |
| 18 | PANW | PALO ALTO NETWORKS INC | $2.7M | 1.84% | 6,709 | Trimmed |
| 19 | AAPL | APPLE INC | $2.4M | 1.69% | 7,320 | Trimmed |
| 20 | KO | COCA COLA CO | $2.1M | 1.47% | 24,715 | Trimmed |
| 21 | NEE | NEXTERA ENERGY INC | $2.0M | 1.37% | 26,098 | Trimmed |
| 22 | IVV | ISHARES TR | $1.9M | 1.28% | 2,419 | Trimmed |
| 23 | MTB | M & T BK CORP | $1.8M | 1.27% | 8,419 | Hold |
| 24 | AVGO | BROADCOM INC | $1.8M | 1.25% | 5,152 | Added |
| 25 | VZ | VERIZON COMMUNICATIONS INC | $1.8M | 1.23% | 38,751 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR