Lawood & Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Lawood & Co. reported 93 stock positions worth $105.6 million. Its top holding was JPMorgan US Quality Factor (JQUA) at 7.5% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Corning (GLW, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- WILLIAMSPORT, PA
- CIK
- 0002109484
- Portfolio Value
- $105.6M (Q4 2025)
- SEC Filing
- 0002109484-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 93 stocks · $105.6M
| JQUA JPMorgan US Quality Factor | 7.46% | 124,650 | $7.9M | — |
| MSFT Microsoft Corp. | 4.97% | 10,859 | $5.3M | — |
| GLW Corning Inc. | 4.01% | 48,359 | $4.2M | — |
| GOOGL Alphabet Inc. Class A | 3.56% | 11,991 | $3.8M | — |
| CSCO Cisco Systems Inc. | 3.41% | 46,756 | $3.6M | — |
| TBUX T Rowe Price Ultra Short-Ter | 3.37% | 71,322 | $3.6M | — |
| JNJ Johnson & Johnson | 3.11% | 15,845 | $3.3M | — |
| CAT Caterpillar Inc. | 2.84% | 5,233 | $3.0M | — |
| NVDA Nvidia Corp. | 2.75% | 15,578 | $2.9M | — |
| ABBV Abbvie Inc. | 2.72% | 12,555 | $2.9M | — |
| QCOM Qualcomm Inc. | 2.46% | 15,165 | $2.6M | — |
| MRK Merck & Co. Inc. | 2.44% | 24,458 | $2.6M | — |
| CVX Chevron Corp. | 2.11% | 14,615 | $2.2M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.06% | 7,360 | $2.2M | — |
| NEE Nextera Energy Inc. | 2.04% | 26,891 | $2.2M | — |
| AAPL Apple Inc. | 1.87% | 7,265 | $2.0M | — |
| HD Home Depot Inc. | 1.67% | 5,131 | $1.8M | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.64% | 8,619 | $1.7M | — |
| PPL PPL Corp. | 1.61% | 48,447 | $1.7M | — |
| IVV iShares Core S&P 500 ETF | 1.58% | 2,435 | $1.7M | — |
| KO The Coca-Cola Co. | 1.51% | 22,811 | $1.6M | — |
| AVGO Broadcom Inc. | 1.47% | 4,470 | $1.5M | — |
| VZ Verizon Communications Inc. | 1.37% | 35,391 | $1.4M | — |
| NWBI Northwest Bancshares Inc. | 1.33% | 116,982 | $1.4M | — |
| MS Morgan Stanley | 1.32% | 7,871 | $1.4M | — |
| MET Metlife Inc. | 1.31% | 17,500 | $1.4M | — |
| AMZN Amazon.com Inc. | 1.29% | 5,887 | $1.4M | — |
| VOO Vanguard S&P 500 ETF | 1.25% | 2,101 | $1.3M | — |
| PG The Procter & Gamble Co. | 1.12% | 8,246 | $1.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 3,485 | $1.2M | — |
| AEP American Electric Power | 1.11% | 10,131 | $1.2M | — |
| TFC Truist Financial Corp. | 1.10% | 23,684 | $1.2M | — |
| PANW Palo Alto Networks Inc. | 1.06% | 6,097 | $1.1M | — |
| JPM JPMorgan Chase & Co. | 1.04% | 3,398 | $1.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 1,582 | $1.1M | — |
| UPS United Parcel Service Class B | 0.83% | 8,864 | $879K | — |
| SCHB Schwab US Broad Market ETF | 0.83% | 33,510 | $879K | — |
| ICE Intercontinental Exchange Inc. | 0.80% | 5,197 | $842K | — |
| META Meta Platforms Inc. Class A | 0.79% | 1,263 | $834K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.72% | 13,827 | $760K | — |
| XOM Exxon Mobil Corp. | 0.72% | 6,301 | $758K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.67% | 6,227 | $708K | — |
| NEM Newmont Corp. | 0.66% | 6,963 | $695K | — |
| WMT Walmart Inc. | 0.64% | 6,057 | $675K | — |
| GVI iShares Intermediate Governm | 0.63% | 6,218 | $668K | — |
| GILD Gilead Sciences Inc. | 0.60% | 5,154 | $633K | — |
| CZFS Citizens Financial Services | 0.58% | 10,726 | $612K | — |
| IWR iShares Russell Mid-Cap ETF | 0.56% | 6,125 | $590K | — |
| LAZ Lazard Inc. | 0.56% | 12,070 | $586K | — |
| IMCB iShares Morningstar Mid-Cap | 0.53% | 6,736 | $557K | — |
| PEP Pepsico Inc. | 0.53% | 3,872 | $556K | — |
| LLY Eli Lilly & Co. | 0.52% | 513 | $551K | — |
| IWB iShares Russell 1000 ETF | 0.52% | 1,471 | $549K | — |
| COP Conocophillips | 0.51% | 5,730 | $536K | — |
| IJH iShares Core S&P Midcap ETF | 0.50% | 8,070 | $533K | — |
| MDLZ Mondelez International Inc. Class A | 0.50% | 9,806 | $528K | — |
| ADP Automatic Data Processing | 0.46% | 1,900 | $489K | — |
| DG Dollar General Corp. | 0.43% | 3,380 | $449K | — |
| BMY Bristol-Myers Squibb Co. | 0.42% | 8,225 | $444K | — |
| T AT&T Inc. | 0.42% | 17,830 | $443K | — |
| MDY State Street SPDR S&P Midcap | 0.41% | 710 | $428K | — |
| RTX RTX Corp. | 0.39% | 2,226 | $408K | — |
| ITOT iShares Core S&P Total U.S. | 0.39% | 2,736 | $407K | — |
| MRSH Marsh & McLennan Cos | 0.38% | 2,189 | $406K | — |
| PFE Pfizer Inc. | 0.38% | 15,907 | $396K | — |
| ORCL Oracle Corp. | 0.37% | 2,024 | $394K | — |
| IJR iShares Core S&P Small-Cap E | 0.36% | 3,153 | $379K | — |
| WFC Wells Fargo & Co. | 0.35% | 4,007 | $373K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.33% | 1,331 | $343K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.32% | 3,790 | $341K | — |
| ABT Abbott Laboratories | 0.31% | 2,650 | $332K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 3,522 | $315K | — |
| CTVA Corteva Inc. | 0.28% | 4,440 | $298K | — |
| PSX Phillips 66 | 0.28% | 2,297 | $296K | — |
| HON Honeywell International Inc. | 0.28% | 1,490 | $291K | — |
| GOOG Alphabet Inc. Class C | 0.26% | 887 | $278K | — |
| FHI Federated Hermes Inc. | 0.26% | 5,332 | $278K | — |
| USB US Bancorp | 0.26% | 5,160 | $275K | — |
| PYPL PayPal Holdings Inc. | 0.26% | 4,700 | $274K | — |
| MCD McDonald's Corp. | 0.25% | 877 | $268K | — |
| CVS CVS Health Corp. | 0.24% | 3,220 | $256K | — |
| HSY The Hershey Co. | 0.24% | 1,380 | $251K | — |
| IWS iShares Russell Mid-Cap Valu | 0.23% | 1,754 | $247K | — |
| CBU Community Financial System I | 0.22% | 4,088 | $235K | — |
| IMCV iShares Morningstar Mid-Cap | 0.22% | 2,844 | $234K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 778 | $226K | — |
| LH Labcorp Holdings Inc. | 0.20% | 845 | $212K | — |
| INTC Intel Corp. | 0.20% | 5,700 | $210K | — |
| SCHX Schwab US Large-Cap ETF | 0.20% | 7,800 | $210K | — |
| COR Cencora Inc. | 0.20% | 619 | $209K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 2,470 | $205K | — |
| UNH Unitedhealth Group Inc. | 0.19% | 611 | $202K | — |
| IGC Igc Pharma Inc. | 0.02% | 75,000 | $21K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.