Lawood & Co Top Holdings and 13F Report (2026) About Lawood & CoInvestment ActivityLawood & Co has $107.77 million in total holdings as of March 31, 2026.Lawood & Co owns shares of 90 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 4.70% of the portfolio was purchased this quarter.About 4.66% of the portfolio was sold this quarter.This quarter, Lawood & Co has purchased 93 new stocks and bought additional shares in 27 stocks.Lawood & Co sold shares of 38 stocks and completely divested from 5 stocks this quarter.Largest Holdings JPMorgan U.S. Quality Factor ETF $7,391,084Corning $5,913,063Vanguard S&P 500 ETF $4,347,774Microsoft $3,989,322Johnson & Johnson $3,744,820 Largest New Holdings this Quarter 539830109 - Lockheed Martin $356,590 HoldingG1151C101 - Accenture $287,124 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,175 shares (about $3.09M)Lockheed Martin 590 shares (about $356.59K)Accenture 1,448 shares (about $287.12K)Verizon Communications 3,249 shares (about $163.10K)United Parcel Service 1,571 shares (about $154.55K) Largest Sales this Quarter Corning 4,871 shares (about $662.31K)T. Rowe Price Ultra Short-Term Bond ETF 10,521 shares (about $523.42K)JPMorgan U.S. Quality Factor ETF 4,117 shares (about $252.45K)ExxonMobil 1,400 shares (about $237.52K)Caterpillar 327 shares (about $231.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLawood & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJQUAJPMorgan U.S. Quality Factor ETF$7,391,084$252,454 ▼-3.3%120,5336.9%ETFGLWCorning$5,913,063$662,310 ▼-10.1%43,4885.5%Computer and TechnologyVOOVanguard S&P 500 ETF$4,347,774$3,092,321 ▲246.3%7,2764.0%ETFMSFTMicrosoft$3,989,322$30,354 ▼-0.8%10,7773.7%Computer and TechnologyJNJJohnson & Johnson$3,744,820$128,331 ▼-3.3%15,3203.5%MedicalCSCOCisco Systems$3,573,873$53,925 ▼-1.5%46,0613.3%Computer and TechnologyCATCaterpillar$3,475,705$231,666 ▼-6.2%4,9063.2%IndustrialsGOOGLAlphabet$3,453,884$5,751 ▲0.2%12,0113.2%Computer and TechnologyCVXChevron$3,044,534$20,690 ▲0.7%14,7152.8%EnergyTBUXT. Rowe Price Ultra Short-Term Bond ETF$3,024,850$523,420 ▼-14.8%60,8012.8%ETFMRKMerck & Co., Inc.$2,819,958$122,094 ▼-4.1%23,4432.6%MedicalNVDANVIDIA$2,736,859$20,056 ▲0.7%15,6932.5%Computer and TechnologyABBVAbbVie$2,588,783$141,803 ▼-5.2%11,9032.4%MedicalNEENextEra Energy$2,434,199$63,437 ▼-2.5%26,2082.3%UtilitiesQCOMQualcomm$1,947,153$5,795 ▼-0.3%15,1201.8%Computer and TechnologyVZVerizon Communications$1,939,728$163,100 ▲9.2%38,6401.8%Computer and TechnologyPPLPPL$1,866,796$16,120 ▲0.9%48,8691.7%UtilitiesKOCocaCola$1,865,887$131,110 ▲7.6%24,5351.7%Consumer StaplesAAPLApple$1,767,647$76,137 ▼-4.1%6,9651.6%Computer and TechnologyMTBM&T Bank$1,740,376$41,344 ▼-2.3%8,4191.6%FinanceHDHome Depot$1,669,117$18,418 ▼-1.1%5,0751.5%Retail/WholesaleIVViShares Core S&P 500 ETF$1,590,5660.0%2,4351.5%ETFIBMInternational Business Machines$1,577,232$206,759 ▼-11.6%6,5071.5%Computer and TechnologyAVGOBroadcom$1,440,769$57,259 ▲4.1%4,6551.3%Computer and TechnologyAEPAmerican Electric Power$1,329,282$1,311 ▲0.1%10,1411.2%UtilitiesNWBINorthwest Bancshares$1,306,029$178,472 ▼-12.0%102,9181.2%FinanceMSMorgan Stanley$1,304,382$9,051 ▲0.7%7,9261.2%FinanceAMZNAmazon.com$1,273,155$47,069 ▲3.8%6,1131.2%Retail/WholesaleMETMetLife$1,243,470$5,870 ▲0.5%17,5831.2%FinancePGProcter & Gamble$1,121,721$69,331 ▼-5.8%7,7661.0%Consumer StaplesVTIVanguard Total Stock Market ETF$1,118,0230.0%3,4851.0%ETFTFCTruist Financial$1,093,351$4,597 ▲0.4%23,7841.0%FinanceSPYSPDR S&P 500 ETF Trust$1,028,8380.0%1,5821.0%FinanceUPSUnited Parcel Service$1,026,595$154,555 ▲17.7%10,4351.0%TransportationPANWPalo Alto Networks$973,944$3,527 ▼-0.4%6,0750.9%Computer and TechnologyJPMJPMorgan Chase & Co.$938,664$60,891 ▼-6.1%3,1910.9%FinanceSCHBSchwab US Broad Market ETF$841,1010.0%33,5100.8%ETFXOMExxonMobil$831,504$237,524 ▼-22.2%4,9010.8%EnergyICEIntercontinental Exchange$817,3840.0%5,1970.8%FinanceCOPConocoPhillips$801,240$44,880 ▲5.9%6,0700.7%EnergyNEMNewmont$788,385$34,640 ▲4.6%7,2830.7%Basic MaterialsGILDGilead Sciences$754,549$36,236 ▲5.0%5,4140.7%MedicalWALMART INC$749,657$3,107 ▼-0.4%6,0320.7%Common StockMETAMeta Platforms$735,187$12,587 ▲1.7%1,2850.7%Computer and TechnologyBACBank of America$674,0660.0%13,8270.6%FinanceCZFSCitizens Financial Services$655,8950.0%10,7260.6%FinanceDISWalt Disney$600,1580.0%6,2270.6%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$579,977$15,557 ▼-2.6%5,9650.5%ETFIMCBiShares Morningstar Mid-Cap ETF$561,9840.0%6,7360.5%ETFIJHiShares Core S&P Mid-Cap ETF$544,9670.0%8,0700.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$540,522$150,833 ▲38.7%3,7950.5%ETFLAZARD INC$540,346$27,612 ▲5.4%12,7200.5%Common StockPEPPepsiCo$539,166$62,116 ▼-10.3%3,4720.5%Consumer StaplesIWBiShares Russell 1000 ETF$495,975$28,525 ▼-5.4%1,3910.5%ETFMDLZMondelez International$494,725$70,494 ▼-12.5%8,5830.5%Consumer StaplesTAT&T$492,250$24,641 ▼-4.8%16,9800.5%Computer and TechnologyBMYBristol Myers Squibb$486,716$12,130 ▼-2.4%8,0250.5%MedicalLLYEli Lilly and Company$471,8420.0%5130.4%MedicalMDYSPDR S&P MidCap 400 ETF Trust$437,9000.0%7100.4%ETFPFEPfizer$436,672$9,996 ▼-2.2%15,5510.4%MedicalRTXRTX$429,3950.0%2,2260.4%AerospaceMCDMcDonald's$416,458$143,896 ▲52.8%1,3400.4%Retail/WholesaleHONHoneywell International$411,375$74,590 ▲22.1%1,8200.4%Multi-Sector ConglomeratesPSXPhillips 66$404,804$13,664 ▼-3.3%2,2220.4%EnergyDGDollar General$401,3070.0%3,3800.4%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$386,480$5,470 ▼-1.4%3,1090.4%ETFADPAutomatic Data Processing$386,0420.0%1,9000.4%Computer and TechnologyMARSH$379,6820.0%2,1890.4%Common StockCTVACorteva$371,6730.0%4,4400.3%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$359,042$40,195 ▲12.6%3,9660.3%ETFLMTLockheed Martin$356,590$356,590 ▲New Holding5900.3%AerospaceVBVanguard Small-Cap ETF$347,568$1,048 ▼-0.3%1,3270.3%ETFZBHZimmer Biomet$338,171$4,521 ▼-1.3%3,7400.3%MedicalWFCWells Fargo & Company$327,834$8,837 ▲2.8%4,1180.3%FinanceHSYHershey$314,745$27,857 ▲9.7%1,5140.3%Consumer StaplesFHIFederated Hermes$302,3780.0%5,3320.3%FinanceORCLOracle$297,7510.0%2,0240.3%Computer and TechnologyACNAccenture$287,124$287,124 ▲New Holding1,4480.3%Computer and TechnologyVOVanguard Mid-Cap ETF$282,298$58,872 ▲26.3%9830.3%ETFUSBU.S. Bancorp$265,772$2,601 ▼-1.0%5,1100.2%FinanceLABCORP HOLDINGS INC$260,673$35,219 ▲15.6%9770.2%Common StockGOOGAlphabet$250,142$4,303 ▼-1.7%8720.2%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$243,677$11,951 ▼-4.7%1,6720.2%ETFINTCIntel$242,715$8,826 ▼-3.5%5,5000.2%Computer and TechnologyIMCViShares Morningstar Mid-Cap Value ETF$241,1310.0%2,8440.2%ETFCBUCommunity Financial System$239,7610.0%4,0880.2%FinanceCVSCVS Health$222,283$8,978 ▼-3.9%3,0950.2%MedicalPYPLPayPal$208,058$4,523 ▼-2.1%4,6000.2%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$203,9480.0%2,4700.2%ManufacturingIGCIGC Pharma$19,7250.0%75,0000.0%MedicalGVIiShares Intermediate Government/Credit Bond ETF$0$667,502 ▼-100.0%00.0%ETFABTAbbott Laboratories$0$332,019 ▼-100.0%00.0%MedicalSCHXSchwab US Large-Cap ETF$0$209,898 ▼-100.0%00.0%ETFCORCencora$0$209,067 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$201,697 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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