Lawood & Co.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Lawood & Co. reported 95 stock positions worth $147.6 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 9.3% of the portfolio, followed by Corning (GLW, 6.6%) and JPMorgan US Quality Factor (JQUA, 5.7%). Compared with Q1 2026, it opened 9 new positions, sold out of 4, added to 18 and reduced 43. The biggest buy was a new position in JPMorgan Core Plus Bond ETF (JCPB) and the biggest sale Chevron (CVX, shares −0%).

Most Recent 13F
Q2 2026
Location
WILLIAMSPORT, PA
CIK
0002109484
Portfolio Value
$147.6M (Q2 2026)
SEC Filing
0002109484-26-000003 ↗ filed Jul 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $105.6M Q4 2025 Q1 2026: $107.8M Q1 2026 Q2 2026: $147.6M $147.6M Q2 2026

Holdings 95 stocks · $147.6M
JCPB JPMorgan Core Plus Bond ETF 9.30% 292,677 $13.7M New
GLW Corning Inc. 6.59% 38,119 $9.7M Reduce -12.3%
JQUA JPMorgan US Quality Factor 5.71% 116,653 $8.4M Reduce -3.2%
DFAX Dimensional World Ex US Core 5.12% 205,208 $7.6M New
CSCO Cisco Systems Inc. 3.60% 45,234 $5.3M Reduce -1.8%
VOO Vanguard S&P 500 ETF 3.50% 7,516 $5.2M Add +3.3%
CAT Caterpillar Inc. 3.25% 4,507 $4.8M Reduce -8.1%
GOOGL Alphabet Inc. Class A 2.85% 11,786 $4.2M Reduce -1.9%
MSFT Microsoft Corp. 2.73% 10,816 $4.0M Add +0.4%
JNJ Johnson & Johnson 2.61% 15,185 $3.9M Reduce -0.9%
TBUX T Rowe Price Ultra Short-Ter 2.44% 72,258 $3.6M Add +18.8%
NVDA Nvidia Corp. 2.13% 15,708 $3.1M Add +0.1%
ABBV Abbvie Inc. 2.05% 12,003 $3.0M Add +0.8%
MRK Merck & Co. Inc. 2.03% 23,298 $3.0M Reduce -0.6%
DFIC Dimensional International Co. 1.97% 78,177 $2.9M New
QCOM Qualcomm Inc. 1.88% 15,045 $2.8M Reduce -0.5%
CVX Chevron Corp. 1.65% 14,699 $2.4M Reduce -0.1%
NEE Nextera Energy Inc. 1.55% 26,113 $2.3M Reduce -0.4%
PANW Palo Alto Networks Inc. 1.55% 6,714 $2.3M Add +10.5%
AAPL Apple Inc. 1.44% 7,337 $2.1M Add +5.3%
KO The Coca-Cola Co. 1.38% 25,145 $2.0M Add +2.5%
MTB M & T Bank Corp. filed as M & T BK CORP 1.36% 8,419 $2.0M No change
AVGO Broadcom Inc. 1.30% 5,084 $1.9M Add +9.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.28% 6,696 $1.9M Add +2.9%
PPL PPL Corp. 1.26% 51,272 $1.9M Add +4.9%
IVV iShares Core S&P 500 ETF 1.24% 2,435 $1.8M No change
HD Home Depot Inc. 1.19% 4,991 $1.8M Reduce -1.7%
VZ Verizon Communications Inc. 1.11% 38,826 $1.6M Add +0.5%
MS Morgan Stanley 1.09% 7,726 $1.6M Reduce -2.5%
MET Metlife Inc. 1.00% 17,483 $1.5M Reduce -0.6%
AMZN Amazon.com Inc. 1.00% 6,193 $1.5M Add +1.3%
AEP American Electric Power 0.96% 10,316 $1.4M Add +1.7%
NWBI Northwest Bancshares Inc. 0.91% 88,854 $1.3M Reduce -13.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.80% 1,582 $1.2M No change
TFC Truist Financial Corp. 0.80% 23,634 $1.2M Reduce -0.6%
VTI VG Morningstar TS MKT ETF-US 0.78% 3,112 $1.2M Reduce -10.7%
PG The Procter & Gamble Co. 0.77% 7,766 $1.1M No change
JPM JPMorgan Chase & Co. 0.71% 3,191 $1.0M No change
SCHB Schwab US Broad Market ETF 0.64% 32,510 $941K Reduce -3.0%
UPS United Parcel Service Class B 0.63% 8,672 $932K Reduce -16.9%
BAC Bank of America Corp. 0.53% 13,777 $785K Reduce -0.4%
CZFS Citizens Financial Services 0.53% 10,726 $777K No change
HON Honeywell International Inc. 0.52% 3,440 $770K Add +89.0%
GILD Gilead Sciences Inc. 0.49% 5,784 $731K Add +6.8%
NEM Newmont Corp. 0.46% 7,313 $683K Add +0.4%
WMT Walmart Inc. 0.45% 5,897 $668K Reduce -2.2%
META Meta Platforms Inc. Class A 0.45% 1,180 $665K Reduce -8.2%
IMCB iShares Morningstar Mid-Cap 0.44% 6,736 $650K No change
ICE Intercontinental Exchange Inc. 0.43% 5,197 $640K No change
COP Conocophillips 0.43% 6,070 $631K No change
INTC Intel Corp. 0.42% 4,460 $623K Reduce -18.9%
LLY Eli Lilly & Co. 0.41% 505 $606K Reduce -1.6%
IWR iShares Russell Mid-Cap ETF 0.41% 5,459 $602K Reduce -8.5%
IJH iShares Core S&P Midcap ETF 0.38% 7,278 $561K Reduce -9.8%
ITOT iShares Core S&P Total U.S. 0.37% 3,359 $552K Reduce -11.5%
LMT Lockheed Martin Corp. 0.37% 1,060 $540K Add +79.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.36% 5,534 $533K Reduce -11.1%
LAZ Lazard Inc. 0.35% 12,420 $521K Reduce -2.4%
MDY State Street SPDR S&P Midcap 0.34% 710 $499K No change
MDLZ Mondelez International Inc. Class A 0.33% 8,533 $494K Reduce -0.6%
PEP Pepsico Inc. 0.32% 3,472 $470K No change
IJR iShares Core S&P Small-Cap E 0.31% 3,072 $456K Reduce -1.2%
BMY Bristol-Myers Squibb Co. 0.30% 7,561 $436K Reduce -5.8%
ADP Automatic Data Processing 0.29% 1,900 $426K No change
RTX RTX Corp. 0.29% 2,220 $421K Reduce -0.3%
DG Dollar General Corp. 0.26% 3,380 $389K No change
CTVA Corteva Inc. 0.25% 4,440 $376K No change
PSX Phillips 66 0.25% 2,222 $376K No change
MRSH Marsh & McLennan Cos 0.25% 2,189 $365K No change
IWB iShares Russell 1000 ETF 0.24% 881 $361K Reduce -36.7%
PFE Pfizer Inc. 0.24% 14,818 $357K Reduce -4.7%
MCD McDonald's Corp. 0.24% 1,305 $353K Reduce -2.6%
T AT&T Inc. 0.23% 16,628 $344K Reduce -2.1%
WFC Wells Fargo & Co. 0.23% 4,118 $340K No change
ZBH Zimmer Biomet Holdings Inc. 0.22% 3,740 $322K No change
CVS CVS Health Corp. 0.22% 3,095 $320K No change
USB US Bancorp 0.21% 5,110 $309K No change
XOM Exxon Mobil Corp. 0.21% 2,223 $304K Reduce -54.6%
FHI Federated Hermes Inc. 0.20% 5,332 $294K No change
ORCL Oracle Corp. 0.20% 2,003 $294K Reduce -1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 3,602 $290K Reduce -8.4%
GOOG Alphabet Inc. Class C 0.19% 797 $282K Reduce -8.6%
CBU Community Financial System I 0.19% 4,088 $274K No change
VB Vanguard Most SM-Cap ETF-Usd 0.18% 900 $273K Reduce -32.2%
IWS iShares Russell Mid-Cap Valu 0.18% 1,640 $270K Reduce -1.9%
HSY The Hershey Co. 0.18% 1,514 $266K No change
IMCV iShares Morningstar Mid-Cap 0.18% 2,844 $260K No change
LH Labcorp Holdings Inc. 0.17% 916 $256K Reduce -6.2%
NUE Nucor Corp. 0.16% 1,083 $241K New
UNH Unitedhealth Group Inc. 0.16% 576 $239K New
SCHX Schwab US Large-Cap ETF 0.16% 7,800 $230K New
JBL Jabil Inc. 0.15% 581 $224K New
DKS Dick's Sporting Goods Inc. 0.14% 916 $208K New
EMR Emerson Electric Co. 0.14% 1,402 $201K New
IGC Igc Pharma Inc. 0.01% 75,000 $20K No change

Portfolio Sells Q1 2026 → Q2 2026
CVX Chevron Corp. Reduce -0.1% 1.65% −1.17
JQUA JPMorgan US Quality Factor Reduce -3.2% 5.71% −1.15
JNJ Johnson & Johnson Reduce -0.9% 2.61% −0.86
NEE Nextera Energy Inc. Reduce -0.4% 1.55% −0.71
MRK Merck & Co. Inc. Reduce -0.6% 2.03% −0.59
XOM Exxon Mobil Corp. Reduce -54.6% 0.21% −0.57
HD Home Depot Inc. Reduce -1.7% 1.19% −0.36
GOOGL Alphabet Inc. Class A Reduce -1.9% 2.85% −0.35
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.33
UPS United Parcel Service Class B Reduce -16.9% 0.63% −0.32
NWBI Northwest Bancshares Inc. Reduce -13.7% 0.91% −0.30
ACN Accenture PLC Class A Sold out 0.00% −0.27
VTI VG Morningstar TS MKT ETF-US Reduce -10.7% 0.78% −0.26
WMT Walmart Inc. Reduce -2.2% 0.45% −0.24
META Meta Platforms Inc. Class A Reduce -8.2% 0.45% −0.23
T AT&T Inc. Reduce -2.1% 0.23% −0.22
TFC Truist Financial Corp. Reduce -0.6% 0.80% −0.22
IWB iShares Russell 1000 ETF Reduce -36.7% 0.24% −0.22
DIS The Walt Disney Co. Reduce -11.1% 0.36% −0.20
PYPL PayPal Holdings Inc. Sold out 0.00% −0.19
SHY iShares 1-3 Year Treasury Bo Sold out 0.00% −0.19
PFE Pfizer Inc. Reduce -4.7% 0.24% −0.16
BMY Bristol-Myers Squibb Co. Reduce -5.8% 0.30% −0.16
MET Metlife Inc. Reduce -0.6% 1.00% −0.15
LAZ Lazard Inc. Reduce -2.4% 0.35% −0.15
MCD McDonald's Corp. Reduce -2.6% 0.24% −0.15
SCHB Schwab US Broad Market ETF Reduce -3.0% 0.64% −0.14
VB Vanguard Most SM-Cap ETF-Usd Reduce -32.2% 0.18% −0.14
IWR iShares Russell Mid-Cap ETF Reduce -8.5% 0.41% −0.13
ITOT iShares Core S&P Total U.S. Reduce -11.5% 0.37% −0.13
IJH iShares Core S&P Midcap ETF Reduce -9.8% 0.38% −0.13
MDLZ Mondelez International Inc. Class A Reduce -0.6% 0.33% −0.12
MS Morgan Stanley Reduce -2.5% 1.09% −0.12
RTX RTX Corp. Reduce -0.3% 0.29% −0.11
BAC Bank of America Corp. Reduce -0.4% 0.53% −0.09
ORCL Oracle Corp. Reduce -1.0% 0.20% −0.08
LH Labcorp Holdings Inc. Reduce -6.2% 0.17% −0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -8.4% 0.20% −0.07
IJR iShares Core S&P Small-Cap E Reduce -1.2% 0.31% −0.05
IWS iShares Russell Mid-Cap Valu Reduce -1.9% 0.18% −0.04
GOOG Alphabet Inc. Class C Reduce -8.6% 0.19% −0.04
LLY Eli Lilly & Co. Reduce -1.6% 0.41% −0.03
CAT Caterpillar Inc. Reduce -8.1% 3.25% +0.03
QCOM Qualcomm Inc. Reduce -0.5% 1.88% +0.08
INTC Intel Corp. Reduce -18.9% 0.42% +0.20
CSCO Cisco Systems Inc. Reduce -1.8% 3.60% +0.28
GLW Corning Inc. Reduce -12.3% 6.59% +1.11

Portfolio Buys Q1 2026 → Q2 2026
JCPB JPMorgan Core Plus Bond ETF New 9.30% +9.30
DFAX Dimensional World Ex US Core New 5.12% +5.12
DFIC Dimensional International Co. New 1.97% +1.97
PANW Palo Alto Networks Inc. Add +10.5% 1.55% +0.65
NUE Nucor Corp. New 0.16% +0.16
UNH Unitedhealth Group Inc. New 0.16% +0.16
SCHX Schwab US Large-Cap ETF New 0.16% +0.16
JBL Jabil Inc. New 0.15% +0.15
DKS Dick's Sporting Goods Inc. New 0.14% +0.14
HON Honeywell International Inc. Add +89.0% 0.52% +0.14
EMR Emerson Electric Co. New 0.14% +0.14
LMT Lockheed Martin Corp. Add +79.7% 0.37% +0.03
AVGO Broadcom Inc. Add +9.2% 1.30% −0.04
AMZN Amazon.com Inc. Add +1.3% 1.00% −0.18
IBM Intl Business Machines Corp. Add +2.9% 1.28% −0.19
AAPL Apple Inc. Add +5.3% 1.44% −0.20
GILD Gilead Sciences Inc. Add +6.8% 0.49% −0.21
NEM Newmont Corp. Add +0.4% 0.46% −0.27
AEP American Electric Power Add +1.7% 0.96% −0.28
KO The Coca-Cola Co. Add +2.5% 1.38% −0.35
ABBV Abbvie Inc. Add +0.8% 2.05% −0.36
TBUX T Rowe Price Ultra Short-Ter Add +18.8% 2.44% −0.37
NVDA Nvidia Corp. Add +0.1% 2.13% −0.41
PPL PPL Corp. Add +4.9% 1.26% −0.47
VOO Vanguard S&P 500 ETF Add +3.3% 3.50% −0.54
VZ Verizon Communications Inc. Add +0.5% 1.11% −0.69
MSFT Microsoft Corp. Add +0.4% 2.73% −0.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 95$147.6MJCPB, GLW, JQUA, DFAX, CSCO
Q1 2026 90$107.8MJQUA, GLW, VOO, MSFT, JNJ
Q4 2025 93$105.6MJQUA, MSFT, GLW, GOOGL, CSCO