LAWOOD & CO

CIK

2109484

Location

WILLIAMSPORT, PA

Portfolio Value

Small $139,166,223

Diversification

Diversified

Filing Date

Global Rank

#7,343 / 8,811 ▲ 318 · as of Jun 2026

Top Industry

Drug Manufacturers - General 13.8%

Period ended 21 days ago

Filed Oct 9, 2026 · 12d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.3%, 21.8 effective positions, active share 71.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.7 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 71.9%; sector active share 27.3% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

94 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.0%

+0.9 pts

Top 5

37.6%

+0.5 pts

Top 10

52.2%

−0.2 pts

HHI

484

Diversified+26

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.0%	$47,373,041	22
Technology	23.0%	$32,057,279	12
Healthcare	9.8%	$13,598,665	11
Financial Services	9.1%	$12,681,470	16
Communication Services	5.7%	$7,879,651	6
Industrials	4.3%	$5,991,814	7
Consumer Defensive	3.9%	$5,379,884	7
Utilities	3.5%	$4,871,468	3
Energy	3.4%	$4,682,059	4
Consumer Cyclical	2.3%	$3,243,157	3
Basic Materials	1.0%	$1,407,735	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+14,224	219,432	$8,123,372
JCPB	JPMorgan Core Plus Bond ETF	+13,309	305,986	$13,702,053
VOO	VANGUARD 500 INDEX FUND	+1,074	8,590	$6,020,387
LH	Labcorp Holdings Inc.	+75	991	$305,337
AVGO	Broadcom Inc.	+68	5,152	$1,809,329
AEP	American Electric Power Co Inc	+58	10,374	$1,230,770
GOOGL	Alphabet Inc.	+45	11,831	$4,070,809
NUE	Nucor Corp	+16	1,099	$256,891
LMT	Lockheed Martin Corp	+10	1,070	$544,897
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NWBI	Northwest Bancshares, Inc.	−11,679	77,175	$1,145,277
UPS	United Parcel Service Inc	−1,879	6,793	$634,737
HON	Honeywell International Inc	−1,724	1,716	$361,972
JQUA	JPMorgan U.S. Quality Factor ETF	−1,348	115,305	$8,509,509
LAZ	Lazard, Inc.	−1,210	11,210	$406,137
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	−1,197	71,061	$3,522,493
CSCO	Cisco Systems, Inc.	−735	44,499	$4,789,426
PPL	PPL Corp	−678	50,594	$1,664,036
T	At&T Inc.	−675	15,953	$389,252
BMY	Bristol Myers Squibb Co	−550	7,011	$437,486
PFE	Pfizer Inc	−525	14,293	$407,635
MRK	Merck & Co., Inc.	−444	22,854	$3,320,913
KO	Coca Cola Co	−430	24,715	$2,127,467
DIS	Walt Disney Co	−343	5,191	$544,535
PG	PROCTER & GAMBLE Co	−300	7,466	$1,084,660
MRSH	Marsh & Mclennan Companies, Inc.	−300	1,889	$322,508
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−286	3,073	$0
MDLZ	Mondelez International, Inc.	−285	8,248	$476,898
GLW	Corning Inc	−255	37,864	$5,821,968
BAC	Bank Of America Corp	−250	13,527	$736,274
IBM	International Business Machines Corp	−247	6,449	$1,418,327
CTVA	Corteva, Inc.	−244	4,196	$325,818
JNJ	Johnson & Johnson	−207	14,978	$3,965,275
IWR	iShares Russell Mid-Cap ETF	−184	5,275	$0
INTC	Intel Corp	−175	4,285	$515,185
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	4,600	$241,638
HONA	Honeywell Aerospace Inc.	1,509	$233,849
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	576	$239,402
JBL	Jabil Inc	581	$223,963
DKS	Dick's Sporting Goods, Inc.	916	$207,757
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 tracked positions · $139,166,223 total · filing declares 164 positions · $144,548,605 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JCPB	JPMorgan Core Plus Bond ETF	Added	305,986	+13,309	$13,702,053	−0.3%	9.85%
JQUA	JPMorgan U.S. Quality Factor ETF	Reduced	115,305	-1,348	$8,509,509	+0.9%	6.11%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	219,432	+14,224	$8,123,372	+7.5%	5.84%
VOO	VANGUARD 500 INDEX FUND	Added	8,590	+1,074	$6,020,387	+16.6%	4.33%
GLW	Corning Inc Technology	Reduced	37,864	-255	$5,821,968	−40.2%	4.18%
MSFT	Microsoft Corp Technology	Reduced	10,773	-43	$5,525,471	+37.0%	3.97%
CSCO	Cisco Systems, Inc. Technology	Reduced	44,499	-735	$4,789,426	−9.9%	3.44%
GOOGL	Alphabet Inc. Communication Services	Added	11,831	+45	$4,070,809	−3.4%	2.93%
JNJ	Johnson & Johnson Healthcare	Reduced	14,978	-207	$3,965,275	+2.8%	2.85%
CAT	Caterpillar Inc Industrials	Reduced	4,427	-80	$3,589,367	−25.2%	2.58%
NVDA	Nvidia Corp Technology	Reduced	15,588	-120	$3,559,987	+13.3%	2.56%
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	Reduced	71,061	-1,197	$3,522,493	−2.1%	2.53%
MRK	Merck & Co., Inc. Healthcare	Reduced	22,854	-444	$3,320,913	+10.9%	2.39%
ABBV	AbbVie Inc. Healthcare	Reduced	11,978	-25	$3,133,324	+3.7%	2.25%
CVX	Chevron Corp Energy	Reduced	14,658	-41	$2,993,309	+22.9%	2.15%
DFIC	Dimensional International Core Equity 2 ETF	Held	78,177	0	$2,940,236	+0.9%	2.11%
QCOM	Qualcomm Inc Technology	Reduced	14,937	-108	$2,749,004	−1.1%	1.98%
PANW	Palo Alto Networks Inc Technology	Reduced	6,709	-5	$2,665,552	+16.4%	1.92%
AAPL	Apple Inc. Technology	Reduced	7,320	-17	$2,437,705	+14.8%	1.75%
KO	Coca Cola Co Consumer Defensive	Reduced	24,715	-430	$2,127,467	+4.1%	1.53%
NEE	Nextera Energy Inc Utilities	Reduced	26,098	-15	$1,976,662	−13.8%	1.42%
MTB	M&T Bank Corp Financial Services	Held	8,419	0	$1,831,974	−8.6%	1.32%
AVGO	Broadcom Inc. Technology	Added	5,152	+68	$1,809,329	−5.8%	1.30%
VZ	Verizon Communications Inc Communication Services	Reduced	38,751	-75	$1,777,507	+8.1%	1.28%
PPL	PPL Corp Utilities	Reduced	50,594	-678	$1,664,036	−10.7%	1.20%
MET	Metlife Inc Financial Services	Reduced	17,433	-50	$1,641,490	+11.0%	1.18%
AMZN	Amazon Com Inc Consumer Cyclical	Held	6,193	0	$1,542,985	+4.5%	1.11%
MS	Morgan Stanley Financial Services	Reduced	7,641	-85	$1,437,119	−11.0%	1.03%
IBM	International Business Machines Corp Technology	Reduced	6,449	-247	$1,418,327	−24.7%	1.02%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,968	-23	$1,413,345	−19.7%	1.02%
AEP	American Electric Power Co Inc Utilities	Added	10,374	+58	$1,230,770	−12.8%	0.88%
SPY	Spdr S&P 500 ETF Trust	Held	1,582	0	$1,206,480	+2.1%	0.87%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	3,112	0	$1,164,634	+1.1%	0.84%
NWBI	Northwest Bancshares, Inc. Financial Services	Reduced	77,175	-11,679	$1,145,277	−15.0%	0.82%
TFC	Truist Financial Corp Financial Services	Held	23,634	0	$1,094,253	−7.1%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,466	-300	$1,084,660	−4.8%	0.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,136	-55	$1,037,482	−0.7%	0.75%
SCHB	Schwab U.S. Broad Market ETF	Held	32,510	0	$952,868	+1.2%	0.68%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	5,759	-25	$858,378	+17.5%	0.62%
CZFS	Citizens Financial Services Inc Financial Services	Held	10,726	0	$843,170	+8.5%	0.61%
META	Meta Platforms, Inc. Communication Services	Reduced	1,139	-41	$825,979	+24.3%	0.59%
NEM	NEWMONT Corp Basic Materials	Reduced	7,153	-160	$825,026	+20.8%	0.59%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	5,162	-35	$784,778	+22.7%	0.56%
COP	Conocophillips Energy	Held	6,070	0	$759,660	+20.4%	0.55%
BAC	Bank Of America Corp Financial Services	Reduced	13,527	-250	$736,274	−6.2%	0.53%
UPS	United Parcel Service Inc Industrials	Reduced	6,793	-1,879	$634,737	−31.9%	0.46%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,882	-15	$611,256	−8.5%	0.44%
LLY	ELI LILLY & Co Healthcare	Reduced	493	-12	$570,440	−5.8%	0.41%
PSX	Phillips 66 Energy	Held	2,222	0	$567,297	+51.0%	0.41%
LMT	Lockheed Martin Corp Industrials	Added	1,070	+10	$544,897	+0.9%	0.39%

Showing the top 50 of 94 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.