Laraway Financial Advisors Inc

CIK

1908275

Location

SAINT CLOUD, MN

Portfolio Value

Micro $88,640,982

Diversification

Diversified

Filing Date

Global Rank

#6,127 / 8,517 ▲ 264

Top Industry

Consumer Electronics 15.4%

3Y Alpha vs SPY

+25.8%

Period ended 48 days ago

Filed Aug 3, 2026 · 14d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+219.0%

SPY

+77.9%

Annualised alpha

+26.0%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

81 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.4%

+0.9 pts

Top 5

35.7%

−2.7 pts

Top 10

51.7%

−2.2 pts

HHI

424

Diversified−12

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.6%	$33,341,561	14
Healthcare	11.2%	$9,950,181	14
Communication Services	9.7%	$8,589,894	6
Financial Services	9.7%	$8,589,891	10
Industrials	7.3%	$6,451,976	12
Unclassified	6.9%	$6,084,607	2
Consumer Defensive	6.6%	$5,862,347	8
Consumer Cyclical	6.6%	$5,831,348	9
Energy	2.1%	$1,851,340	3
Utilities	1.6%	$1,426,391	2
Real Estate	0.7%	$661,446	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	+300	7,906	$379,013
ADP	Automatic Data Processing Inc	+100	1,055	$236,267
ABBV	AbbVie Inc.	+23	1,491	$375,195
JNJ	Johnson & Johnson	+14	4,770	$1,211,436
MRK	Merck & Co., Inc.	+6	2,729	$350,676
WMT	Walmart Inc.	+5	15,781	$1,787,356
WFC	Wells Fargo & Company/Mn	+4	3,789	$313,122
USB	US Bancorp De	+3	6,617	$399,666
MMM	3M Co	+2	1,896	$306,981
RTX	RTX Corp	+1	3,514	$666,711
LOW	Lowes Companies Inc	+1	3,072	$677,345
INGR	Ingredion Inc	+1	1,480	$140,170
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−7,233	14,393	$5,143,626
AAPL	Apple Inc.	−745	43,981	$12,726,342
NVDA	Nvidia Corp	−700	20,272	$4,056,224
MDT	Medtronic plc	−453	1,841	$144,021
INTC	Intel Corp	−400	8,871	$1,238,657
PEP	Pepsico Inc	−320	3,554	$481,211
MU	Micron Technology Inc	−300	1,035	$1,194,690
NKE	NIKE, Inc.	−294	4,620	$189,651
BRK-B	Berkshire Hathaway Inc	−261	7,575	$3,790,454
MSFT	Microsoft Corp	−238	8,758	$3,266,909
UHS	Universal Health Services Inc	−200	2,850	$423,766
CMCSA	Comcast Corp	−200	11,285	$277,046
LRCX	Lam Research Corp	−200	7,900	$3,423,307
XOM	ExxonMobil Holdings Corp	−196	1,611	$220,255
COR	Cencora, Inc.	−100	2,900	$820,642
VLO	Valero Energy Corp/Tx	−100	4,538	$1,181,876
SPY	Spdr S&P 500 ETF Trust	−100	7,885	$5,888,281
ERIE	Erie Indemnity Co	−100	1,860	$445,935
ITW	Illinois Tool Works Inc	−100	2,150	$581,510
NFLX	Netflix Inc	−100	17,400	$1,242,360
CVS	CVS HEALTH Corp	−100	2,456	$254,073
UNH	Unitedhealth Group Inc	−77	2,759	$1,146,723
CDW	CDW Corp	−75	2,370	$333,316
PH	Parker-Hannifin Corp	−70	1,278	$1,250,037
DIS	Walt Disney Co	−50	2,972	$286,055
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	9,065	$795,635
GE	General Electric Co	1,318	$492,576
PWR	Quanta Services, Inc.	678	$488,187
GEV	GE Vernova Inc.	332	$390,053
DAL	Delta Air Lines, Inc.	2,324	$217,665
AMAT	Applied Materials Inc /De	294	$212,562
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	79,398	$5,087,823
CWI	State Street SPDR MSCI ACWI ex-US ETF	36,847	$1,348,231
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $88,640,982 total · filing declares 140 positions · $164,747,022 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	43,981	-745	$12,726,342	+12.1%	14.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,885	-100	$5,888,281	+13.4%	6.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,393	-7,233	$5,143,626	−17.2%	5.80%
NVDA	Nvidia Corp Technology	Reduced	20,272	-700	$4,056,224	+10.9%	4.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,575	-261	$3,790,454	−15.3%	4.28%
LRCX	Lam Research Corp Technology	Reduced	7,900	-200	$3,423,307	+97.8%	3.86%
MSFT	Microsoft Corp Technology	Reduced	8,758	-238	$3,266,909	−1.9%	3.69%
LLY	ELI LILLY & Co Healthcare	Reduced	2,359	-22	$2,829,455	+29.2%	3.19%
SNDK	Sandisk Corp Technology	Reduced	1,100	-5	$2,501,103	+256.3%	2.82%
AMZN	Amazon Com Inc Consumer Cyclical	Held	9,158	0	$2,182,717	+14.4%	2.46%
WDC	Western Digital Corp Technology	Reduced	3,350	-15	$2,139,712	+135.1%	2.41%
WMT	Walmart Inc. Consumer Defensive	Added	15,781	+5	$1,787,356	−8.8%	2.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,594	-25	$1,491,139	−7.6%	1.68%
META	Meta Platforms, Inc. Communication Services	Held	2,300	0	$1,295,567	−1.5%	1.46%
PH	Parker-Hannifin Corp Industrials	Reduced	1,278	-70	$1,250,037	+3.6%	1.41%
NFLX	Netflix Inc Communication Services	Reduced	17,400	-100	$1,242,360	−26.2%	1.40%
INTC	Intel Corp Technology	Reduced	8,871	-400	$1,238,657	+202.8%	1.40%
JNJ	Johnson & Johnson Healthcare	Added	4,770	+14	$1,211,436	+4.2%	1.37%
MU	Micron Technology Inc Technology	Reduced	1,035	-300	$1,194,690	+164.9%	1.35%
VLO	Valero Energy Corp/Tx Energy	Reduced	4,538	-100	$1,181,876	+3.1%	1.33%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,759	-77	$1,146,723	+49.4%	1.29%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	7,275	0	$1,102,162	−5.1%	1.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2,188	0	$1,096,975	+2.0%	1.24%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,046	0	$997,047	+11.3%	1.12%
ORCL	Oracle Corp Technology	Reduced	6,760	-50	$990,678	−1.1%	1.12%
CAT	Caterpillar Inc Industrials	Held	913	0	$972,253	+50.3%	1.10%
COR	Cencora, Inc. Healthcare	Reduced	2,900	-100	$820,642	−12.9%	0.93%
NEE	Nextera Energy Inc Utilities	NEW	9,065	NEW	$795,635	NEW	0.90%
COF	Capital One Financial Corp Financial Services	Reduced	3,745	-3	$751,321	+9.9%	0.85%
V	Visa Inc. Financial Services	Reduced	2,160	-10	$741,074	+13.0%	0.84%
LOW	Lowes Companies Inc Consumer Cyclical	Added	3,072	+1	$677,345	−6.7%	0.76%
RTX	RTX Corp Industrials	Added	3,514	+1	$666,711	−1.6%	0.75%
WPC	W. P. Carey Inc. Real Estate	Held	9,251	0	$661,446	+5.2%	0.75%
KO	Coca Cola Co Consumer Defensive	Reduced	7,976	-16	$648,209	+6.6%	0.73%
XEL	Xcel Energy Inc Utilities	Held	7,855	0	$630,756	+1.1%	0.71%
CSCO	Cisco Systems, Inc. Technology	Held	5,296	0	$622,068	+51.4%	0.70%
FDX	Fedex Corp Industrials	Held	1,860	0	$582,421	−12.1%	0.66%
ITW	Illinois Tool Works Inc Industrials	Reduced	2,150	-100	$581,510	−0.7%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,522	0	$536,778	+7.2%	0.61%
BNY	Bank of New York Mellon Corp Financial Services	Held	3,526	0	$509,894	+21.9%	0.58%
GE	General Electric Co Industrials	NEW	1,318	NEW	$492,576	NEW	0.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,330	0	$488,311	+1.5%	0.55%
PWR	Quanta Services, Inc. Industrials	NEW	678	NEW	$488,187	NEW	0.55%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Held	2,146	0	$486,734	+14.4%	0.55%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,554	-320	$481,211	−20.0%	0.54%
PM	Philip Morris International Inc. Consumer Defensive	Held	2,625	0	$474,888	+9.4%	0.54%
CVX	Chevron Corp Energy	Held	2,710	0	$449,209	−19.9%	0.51%
ERIE	Erie Indemnity Co Financial Services	Reduced	1,860	-100	$445,935	−9.5%	0.50%
UHS	Universal Health Services Inc Healthcare	Reduced	2,850	-200	$423,766	−22.4%	0.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	837	0	$399,726	+41.3%	0.45%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.