LAWOOD & CO
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 29.8% | $25,133,487 |
| Healthcare | 14.4% | $12,143,963 |
| Financial Services | 14.3% | $12,037,437 |
| Communication Services | 8.6% | $7,221,201 |
| Industrials | 6.8% | $5,699,657 |
| Utilities | 6.7% | $5,630,274 |
| Consumer Defensive | 6.5% | $5,487,202 |
| Energy | 6.0% | $5,082,077 |
| Consumer Cyclical | 4.0% | $3,358,727 |
| Unclassified | 1.7% | $1,466,736 |
| Basic Materials | 1.4% | $1,160,055 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
7 positions ·
$5,487,202 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 24,535 | $1,865,885 | 34.00% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 7,766 | $1,121,720 | 20.44% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,032 | $749,656 | 13.66% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 3,472 | $539,166 | 9.83% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 8,583 | $494,723 | 9.02% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Held | 3,380 | $401,307 | 7.31% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 1,514 | $314,745 | 5.74% |