LAWOOD & CO
Top Portfolio Positions
71 positions ·
$84,420,816 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLW |
Corning Inc /Ny
Technology
|
43,488 | $5,913,062 | 7.00% | |
| MSFT |
Microsoft Corp
Technology
|
10,777 | $3,989,321 | 4.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,320 | $3,744,820 | 4.44% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
46,061 | $3,573,872 | 4.23% | |
| CAT |
Caterpillar Inc
Industrials
|
4,906 | $3,475,704 | 4.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,011 | $3,453,882 | 4.09% | |
| CVX |
Chevron Corp
Energy
|
14,715 | $3,044,532 | 3.61% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
23,443 | $2,819,958 | 3.34% | |
| NVDA |
Nvidia Corp
Technology
|
15,693 | $2,736,859 | 3.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
11,903 | $2,588,783 | 3.07% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CZFS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,894 | 10,726 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $611,596 | 10,726 | Shares | Sole | 2026-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||