LAWOOD & CO - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, LAWOOD & CO held in its portfolio 78 assets valued at $105,574,285 (i.e. $105.57M).
The most valuable assets in the portfolio included: JPMORGAN ($7.88M), ISHARES TR ($6.35M), and MICROSOFT CORP ($5.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LAWOOD & CO - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JPMORGAN | 124650 | 7875387 | Exchange Traded Fund |
| ISHARES TR | 47534 | 6351163 | Exchange Traded Fund |
| MICROSOFT CORP | 10859 | 5251630 | Common Stock |
| CORNING INC | 48359 | 4234314 | Common Stock |
| ALPHABET INC | 12878 | 4031524 | Common Stock |
| CISCO SYS INC | 46756 | 3601614 | Common Stock |
| T ROWE PRICE ETF INC | 71322 | 3555402 | Exchange Traded Fund |
| JOHNSON & JOHNSON | 15845 | 3279123 | Common Stock |
| CATERPILLAR INC | 5233 | 2997829 | Common Stock |
| NVIDIA CORPORATION | 15578 | 2905297 | Common Stock |
| ABBVIE INC | 12555 | 2868692 | Common Stock |
| QUALCOMM INC | 15165 | 2593974 | Common Stock |
| MERCK & CO INC | 24458 | 2574449 | Common Stock |
| CHEVRON CORP NEW | 14615 | 2227472 | Common Stock |
| INTERNATIONAL BUSINESS MACHS | 7360 | 2180105 | Common Stock |
| NEXTERA ENERGY INC | 26891 | 2158810 | Common Stock |
| APPLE INC | 7265 | 1975063 | Common Stock |
| HOME DEPOT INC | 5131 | 1765577 | Common Stock |
| VANGUARD INDEX FDS | 5594 | 1737538 | Exchange Traded Fund |
| M & T BK CORP | 8619 | 1736556 | Common Stock |
| PPL CORP | 48447 | 1696614 | Common Stock |
| COCA COLA CO | 22811 | 1594717 | Common Stock |
| BROADCOM INC | 4470 | 1547068 | Common Stock |
| VERIZON COMMUNICATIONS INC | 35391 | 1441475 | Common Stock |
| NORTHWEST BANCSHARES INC MD | 116982 | 1403784 | Common Stock |
| MORGAN STANLEY | 7871 | 1397338 | Common Stock |
| METLIFE INC | 17500 | 1381450 | Common Stock |
| AMAZON COM INC | 5887 | 1358837 | Common Stock |
| VANGUARD | 2101 | 1317600 | Exchange Traded Fund |
| PROCTER AND GAMBLE CO | 8246 | 1181734 | Common Stock |
| AMERICAN ELEC PWR CO INC | 10131 | 1168205 | Common Stock |
| TRUIST FINL CORP | 23684 | 1165490 | Common Stock |
| PALO ALTO NETWORKS INC | 6097 | 1123067 | Common Stock |
| JPMORGAN CHASE & CO | 3398 | 1094903 | Common Stock |
| SCHWAB STRATEGIC TR | 41310 | 1088865 | Exchange Traded Fund |
| STATE STREET SPDR S&P 500 ETF TR | 1582 | 1078797 | Exchange Traded Fund |
| UNITED PARCEL SERVICE INC | 8864 | 879220 | Common Stock |
| INTERCONTINENTAL EXCHANGE INC | 5197 | 841706 | Common Stock |
| META PLATFORMS INC | 1263 | 833693 | Common Stock |
| BANK AMERICA CORP | 13827 | 760485 | Common Stock |
| EXXON MOBIL CORP | 6301 | 758262 | Common Stock |
| DISNEY WALT CO | 6227 | 708446 | Common Stock |
| NEWMONT CORP | 6963 | 695256 | Common Stock |
| WALMART INC | 6057 | 674811 | Common Stock |
| GILEAD SCIENCES INC | 5154 | 632602 | Common Stock |
| CITIZENS FINANCIAL SERVS INC | 10726 | 611597 | Common Stock |
| LAZARD INC | 12070 | 586119 | Common Stock |
| PEPSICO INC | 3872 | 555709 | Common Stock |
| LILLY ELI & CO | 513 | 551311 | Common Stock |
| CONOCOPHILLIPS | 5730 | 536385 | Common Stock |
| MONDELEZ INTL INC | 9806 | 527857 | Common Stock |
| AUTOMATIC DATA PROCESSING INC | 1900 | 488737 | Common Stock |
| DOLLAR GEN CORP NEW | 3380 | 448763 | Common Stock |
| BRISTOL-MYERS SQUIBB CO | 8225 | 443656 | Common Stock |
| AT&T INC | 17830 | 442897 | Common Stock |
| STATE STREET SPDR S&P MIDCAP 400 ETF TR | 710 | 428329 | Exchange Traded Fund |
| RTX CORPORATION | 2226 | 408248 | Common Stock |
| MARSH | 2189 | 406103 | Common Stock |
| PFIZER INC | 15907 | 396084 | Common Stock |
| ORACLE CORP | 2024 | 394498 | Common Stock |
| WELLS FARGO CO NEW | 4007 | 373452 | Common Stock |
| ZIMMER BIOMET HOLDINGS INC | 3790 | 340797 | Common Stock |
| ABBOTT LABS | 2650 | 332019 | Common Stock |
| CORTEVA INC | 4440 | 297613 | Common Stock |
| PHILLIPS 66 | 2297 | 296405 | Common Stock |
| HONEYWELL INTL INC | 1490 | 290684 | Common Stock |
| FEDERATED HERMES INC | 5332 | 277637 | Common Stock |
| US BANCORP DEL | 5160 | 275338 | Common Stock |
| PAYPAL HLDGS INC | 4700 | 274386 | Common Stock |
| MCDONALDS CORP | 877 | 268038 | Common Stock |
| CVS HEALTH CORP | 3220 | 255539 | Common Stock |
| HERSHEY CO | 1380 | 251132 | Common Stock |
| COMMUNITY FINANCIAL SYSTEM INC | 4088 | 234815 | Common Stock |
| LABCORP HOLDINGS INC | 845 | 211994 | Common Stock |
| INTEL CORP | 5700 | 210330 | Common Stock |
| CENCORA INC | 619 | 209067 | Common Stock |
| UNITEDHEALTH GROUP INC | 611 | 201697 | Common Stock |
| IGC PHARMA INC | 75000 | 21105 | Common Stock |
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