LAWOOD & CO

CIK

2109484

Location

WILLIAMSPORT, PA

Portfolio Value

Micro $84,420,816

Diversification

Diversified

Filing Date

Global Rank

#5,691 / 8,232 ▲ 288

Top Industry

Drug Manufacturers - General 13.6%

3Y Alpha vs SPY

+2.9%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.9%

SPY

+9.1%

Annualised alpha

+2.9%

Max drawdown

−7.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

71 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

+0.7 pts

Top 5

24.5%

+0.4 pts

Top 10

41.9%

+1.0 pts

HHI

269

Diversified+7

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.8%	$25,133,487	13
Healthcare	14.4%	$12,143,963	11
Financial Services	14.3%	$12,037,437	16
Communication Services	8.6%	$7,221,201	5
Industrials	6.8%	$5,699,657	5
Utilities	6.7%	$5,630,274	3
Consumer Defensive	6.5%	$5,487,202	7
Energy	6.0%	$5,082,077	4
Consumer Cyclical	4.0%	$3,358,727	3
Unclassified	1.7%	$1,466,736	2
Basic Materials	1.4%	$1,160,055	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+3,249	38,640	$1,939,727
KO	Coca Cola Co	+1,724	24,535	$1,865,885
UPS	United Parcel Service Inc	+1,571	10,435	$1,026,594
LAZ	Lazard, Inc.	+650	12,720	$540,345
MCD	Mcdonalds Corp	+463	1,340	$416,458
PPL	PPL Corp	+422	48,869	$1,866,795
COP	Conocophillips	+340	6,070	$801,240
HON	Honeywell International Inc	+330	1,820	$411,374
NEM	NEWMONT Corp /DE/	+320	7,283	$788,384
GILD	Gilead Sciences, Inc.	+260	5,414	$754,548
AMZN	Amazon Com Inc	+226	6,113	$1,273,153
AVGO	Broadcom Inc.	+185	4,655	$1,440,768
HSY	Hershey Co	+134	1,514	$314,745
LH	Labcorp Holdings Inc.	+132	977	$260,673
NVDA	Nvidia Corp	+115	15,693	$2,736,859
WFC	Wells Fargo & Company/Mn	+111	4,118	$327,833
CVX	Chevron Corp	+100	14,715	$3,044,532
TFC	Truist Financial Corp	+100	23,784	$1,093,349
MET	Metlife Inc	+83	17,583	$1,243,469
MS	Morgan Stanley	+55	7,926	$1,304,381
META	Meta Platforms, Inc.	+22	1,285	$735,186
GOOGL	Alphabet Inc.	+20	12,011	$3,453,882
AEP	American Electric Power Co Inc	+10	10,141	$1,329,281
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NWBI	Northwest Bancshares, Inc.	−14,064	102,918	$1,306,029
GLW	Corning Inc /Ny	−4,871	43,488	$5,913,062
XOM	Exxon Mobil Corp	−1,400	4,901	$831,502
MDLZ	Mondelez International, Inc.	−1,223	8,583	$494,723
MRK	Merck & Co., Inc.	−1,015	23,443	$2,819,958
IBM	International Business Machines Corp	−853	6,507	$1,577,231
T	At&T Inc.	−850	16,980	$492,249
CSCO	Cisco Systems, Inc.	−695	46,061	$3,573,872
NEE	Nextera Energy Inc	−683	26,208	$2,434,198
ABBV	AbbVie Inc.	−652	11,903	$2,588,783
JNJ	Johnson & Johnson	−525	15,320	$3,744,820
PG	PROCTER & GAMBLE Co	−480	7,766	$1,121,720
PEP	Pepsico Inc	−400	3,472	$539,166
PFE	Pfizer Inc	−356	15,551	$436,671
CAT	Caterpillar Inc	−327	4,906	$3,475,704
AAPL	Apple Inc.	−300	6,965	$1,767,647
JPM	Jpmorgan Chase & Co	−207	3,191	$938,664
INTC	Intel Corp	−200	5,500	$242,715
MTB	M&T Bank Corp	−200	8,419	$1,740,375
BMY	Bristol Myers Squibb Co	−200	8,025	$486,716
CVS	CVS HEALTH Corp	−125	3,095	$222,282
PYPL	PayPal Holdings, Inc.	−100	4,600	$208,058
MSFT	Microsoft Corp	−82	10,777	$3,989,321
PSX	Phillips 66	−75	2,222	$404,803
HD	Home Depot, Inc.	−56	5,075	$1,669,116
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	590	$356,590
ACN	Accenture plc	1,448	$287,123
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	2,650	$332,017
COR	Cencora, Inc.	619	$209,067
UNH	Unitedhealth Group Inc	611	$201,697
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 positions · $84,420,816 total · as of Mar 31, 2026

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

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLW	Corning Inc /Ny Technology	Reduced	43,488	-4,871	$5,913,062	+39.6%	7.00%
MSFT	Microsoft Corp Technology	Reduced	10,777	-82	$3,989,321	−24.0%	4.73%
JNJ	Johnson & Johnson Healthcare	Reduced	15,320	-525	$3,744,820	+14.2%	4.44%
CSCO	Cisco Systems, Inc. Technology	Reduced	46,061	-695	$3,573,872	−0.8%	4.23%
CAT	Caterpillar Inc Industrials	Reduced	4,906	-327	$3,475,704	+15.9%	4.12%
GOOGL	Alphabet Inc. Communication Services	Added	12,011	+20	$3,453,882	−8.0%	4.09%
CVX	Chevron Corp Energy	Added	14,715	+100	$3,044,532	+36.7%	3.61%
MRK	Merck & Co., Inc. Healthcare	Reduced	23,443	-1,015	$2,819,958	+9.5%	3.34%
NVDA	Nvidia Corp Technology	Added	15,693	+115	$2,736,859	−5.8%	3.24%
ABBV	AbbVie Inc. Healthcare	Reduced	11,903	-652	$2,588,783	−9.8%	3.07%
NEE	Nextera Energy Inc Utilities	Reduced	26,208	-683	$2,434,198	+12.8%	2.88%
QCOM	Qualcomm Inc/De Technology	Reduced	15,120	-45	$1,947,153	−24.9%	2.31%
VZ	Verizon Communications Inc Communication Services	Added	38,640	+3,249	$1,939,727	+34.6%	2.30%
PPL	PPL Corp Utilities	Added	48,869	+422	$1,866,795	+10.0%	2.21%
KO	Coca Cola Co Consumer Defensive	Added	24,535	+1,724	$1,865,885	+17.0%	2.21%
AAPL	Apple Inc. Technology	Reduced	6,965	-300	$1,767,647	−10.5%	2.09%
MTB	M&T Bank Corp Financial Services	Reduced	8,419	-200	$1,740,375	+0.2%	2.06%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,075	-56	$1,669,116	−5.5%	1.98%
IBM	International Business Machines Corp Technology	Reduced	6,507	-853	$1,577,231	−27.7%	1.87%
AVGO	Broadcom Inc. Technology	Added	4,655	+185	$1,440,768	−6.9%	1.71%
AEP	American Electric Power Co Inc Utilities	Added	10,141	+10	$1,329,281	+13.8%	1.57%
NWBI	Northwest Bancshares, Inc. Financial Services	Reduced	102,918	-14,064	$1,306,029	−7.0%	1.55%
MS	Morgan Stanley Financial Services	Added	7,926	+55	$1,304,381	−6.7%	1.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,113	+226	$1,273,153	−6.3%	1.51%
MET	Metlife Inc Financial Services	Added	17,583	+83	$1,243,469	−10.0%	1.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,766	-480	$1,121,720	−5.1%	1.33%
TFC	Truist Financial Corp Financial Services	Added	23,784	+100	$1,093,349	−6.2%	1.30%
SPY	Spdr S&P 500 ETF Trust	Held	1,582	0	$1,028,837	−4.6%	1.22%
UPS	United Parcel Service Inc Industrials	Added	10,435	+1,571	$1,026,594	+16.8%	1.22%
PANW	Palo Alto Networks Inc Technology	Reduced	6,075	-22	$973,944	−13.3%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,191	-207	$938,664	−14.3%	1.11%
XOM	Exxon Mobil Corp Energy	Reduced	4,901	-1,400	$831,502	+9.7%	0.98%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	5,197	0	$817,384	−2.9%	0.97%
COP	Conocophillips Energy	Added	6,070	+340	$801,240	+49.4%	0.95%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	7,283	+320	$788,384	+13.4%	0.93%
GILD	Gilead Sciences, Inc. Healthcare	Added	5,414	+260	$754,548	+19.3%	0.89%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,032	-25	$749,656	+11.1%	0.89%
META	Meta Platforms, Inc. Communication Services	Added	1,285	+22	$735,186	−11.8%	0.87%
BAC	Bank Of America Corp /De/ Financial Services	Held	13,827	0	$674,066	−11.4%	0.80%
CZFS	Citizens Financial Services Inc Financial Services	Held	10,726	0	$655,894	+7.2%	0.78%
DIS	Walt Disney Co Communication Services	Held	6,227	0	$600,157	−15.3%	0.71%
LAZ	Lazard, Inc. Financial Services	Added	12,720	+650	$540,345	−7.8%	0.64%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,472	-400	$539,166	−3.0%	0.64%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	8,583	-1,223	$494,723	−6.3%	0.59%
T	At&T Inc. Communication Services	Reduced	16,980	-850	$492,249	+11.1%	0.58%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	8,025	-200	$486,716	+9.7%	0.58%
LLY	ELI LILLY & Co Healthcare	Held	513	0	$471,842	−14.4%	0.56%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	710	0	$437,899	+2.2%	0.52%
PFE	Pfizer Inc Healthcare	Reduced	15,551	-356	$436,671	+10.2%	0.52%
RTX	RTX Corp Industrials	Held	2,226	0	$429,395	+5.2%	0.51%