Lawood & Co.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Lawood & Co. reported 90 stock positions worth $107.8 million. Its top holding was JPMorgan US Quality Factor (JQUA) at 6.9% of the portfolio, followed by Corning (GLW, 5.5%) and Vanguard S&P 500 ETF (VOO, 4.0%). Compared with Q4 2025, it opened 2 new positions, sold out of 5, added to 27 and reduced 38. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +246%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
WILLIAMSPORT, PA
CIK
0002109484
Portfolio Value
$107.8M (Q1 2026)
SEC Filing
0002109484-26-000002 ↗ filed Apr 14, 2026

Holdings Value

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

Holdings 90 stocks · $107.8M
JQUA JPMorgan US Quality Factor 6.86% 120,533 $7.4M Reduce -3.3%
GLW Corning Inc. 5.49% 43,488 $5.9M Reduce -10.1%
VOO Vanguard S&P 500 ETF 4.03% 7,276 $4.3M Add +246.3%
MSFT Microsoft Corp. 3.70% 10,777 $4.0M Reduce -0.8%
JNJ Johnson & Johnson 3.47% 15,320 $3.7M Reduce -3.3%
CSCO Cisco Systems Inc. 3.32% 46,061 $3.6M Reduce -1.5%
CAT Caterpillar Inc. 3.23% 4,906 $3.5M Reduce -6.3%
GOOGL Alphabet Inc. Class A 3.20% 12,011 $3.5M Add +0.2%
CVX Chevron Corp. 2.83% 14,715 $3.0M Add +0.7%
TBUX T Rowe Price Ultra Short-Ter 2.81% 60,801 $3.0M Reduce -14.8%
MRK Merck & Co. Inc. 2.62% 23,443 $2.8M Reduce -4.2%
NVDA Nvidia Corp. 2.54% 15,693 $2.7M Add +0.7%
ABBV Abbvie Inc. 2.40% 11,903 $2.6M Reduce -5.2%
NEE Nextera Energy Inc. 2.26% 26,208 $2.4M Reduce -2.5%
QCOM Qualcomm Inc. 1.81% 15,120 $1.9M Reduce -0.3%
VZ Verizon Communications Inc. 1.80% 38,640 $1.9M Add +9.2%
PPL PPL Corp. 1.73% 48,869 $1.9M Add +0.9%
KO The Coca-Cola Co. 1.73% 24,535 $1.9M Add +7.6%
AAPL Apple Inc. 1.64% 6,965 $1.8M Reduce -4.1%
MTB M & T Bank Corp. filed as M & T BK CORP 1.61% 8,419 $1.7M Reduce -2.3%
HD Home Depot Inc. 1.55% 5,075 $1.7M Reduce -1.1%
IVV iShares Core S&P 500 ETF 1.48% 2,435 $1.6M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.46% 6,507 $1.6M Reduce -11.6%
AVGO Broadcom Inc. 1.34% 4,655 $1.4M Add +4.1%
AEP American Electric Power 1.23% 10,141 $1.3M Add +0.1%
NWBI Northwest Bancshares Inc. 1.21% 102,918 $1.3M Reduce -12.0%
MS Morgan Stanley 1.21% 7,926 $1.3M Add +0.7%
AMZN Amazon.com Inc. 1.18% 6,113 $1.3M Add +3.8%
MET Metlife Inc. 1.15% 17,583 $1.2M Add +0.5%
PG The Procter & Gamble Co. 1.04% 7,766 $1.1M Reduce -5.8%
VTI VG Morningstar TS MKT ETF-US 1.04% 3,485 $1.1M No change
TFC Truist Financial Corp. 1.01% 23,784 $1.1M Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.95% 1,582 $1.0M No change
UPS United Parcel Service Class B 0.95% 10,435 $1.0M Add +17.7%
PANW Palo Alto Networks Inc. 0.90% 6,075 $974K Reduce -0.4%
JPM JPMorgan Chase & Co. 0.87% 3,191 $939K Reduce -6.1%
SCHB Schwab US Broad Market ETF 0.78% 33,510 $841K No change
XOM Exxon Mobil Corp. 0.77% 4,901 $832K Reduce -22.2%
ICE Intercontinental Exchange Inc. 0.76% 5,197 $817K No change
COP Conocophillips 0.74% 6,070 $801K Add +5.9%
NEM Newmont Corp. 0.73% 7,283 $788K Add +4.6%
GILD Gilead Sciences Inc. 0.70% 5,414 $755K Add +5.0%
WMT Walmart Inc. 0.70% 6,032 $750K Reduce -0.4%
META Meta Platforms Inc. Class A 0.68% 1,285 $735K Add +1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.63% 13,827 $674K No change
CZFS Citizens Financial Services 0.61% 10,726 $656K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.56% 6,227 $600K No change
IWR iShares Russell Mid-Cap ETF 0.54% 5,965 $580K Reduce -2.6%
IMCB iShares Morningstar Mid-Cap 0.52% 6,736 $562K No change
IJH iShares Core S&P Midcap ETF 0.51% 8,070 $545K No change
ITOT iShares Core S&P Total U.S. 0.50% 3,795 $541K Add +38.7%
LAZ Lazard Inc. 0.50% 12,720 $540K Add +5.4%
PEP Pepsico Inc. 0.50% 3,472 $539K Reduce -10.3%
IWB iShares Russell 1000 ETF 0.46% 1,391 $496K Reduce -5.4%
MDLZ Mondelez International Inc. Class A 0.46% 8,583 $495K Reduce -12.5%
T AT&T Inc. 0.46% 16,980 $492K Reduce -4.8%
BMY Bristol-Myers Squibb Co. 0.45% 8,025 $487K Reduce -2.4%
LLY Eli Lilly & Co. 0.44% 513 $472K No change
MDY State Street SPDR S&P Midcap 0.41% 710 $438K No change
PFE Pfizer Inc. 0.41% 15,551 $437K Reduce -2.2%
RTX RTX Corp. 0.40% 2,226 $429K No change
MCD McDonald's Corp. 0.39% 1,340 $416K Add +52.8%
HON Honeywell International Inc. 0.38% 1,820 $411K Add +22.1%
PSX Phillips 66 0.38% 2,222 $405K Reduce -3.3%
DG Dollar General Corp. 0.37% 3,380 $401K No change
IJR iShares Core S&P Small-Cap E 0.36% 3,109 $386K Reduce -1.4%
ADP Automatic Data Processing 0.36% 1,900 $386K No change
MRSH Marsh & McLennan Cos 0.35% 2,189 $380K No change
CTVA Corteva Inc. 0.34% 4,440 $372K No change
IEFA iShares Core MSCI Eafe ETF 0.33% 3,966 $359K Add +12.6%
LMT Lockheed Martin Corp. 0.33% 590 $357K New
VB Vanguard Most SM-Cap ETF-Usd 0.32% 1,327 $348K Reduce -0.3%
ZBH Zimmer Biomet Holdings Inc. 0.31% 3,740 $338K Reduce -1.3%
WFC Wells Fargo & Co. 0.30% 4,118 $328K Add +2.8%
HSY The Hershey Co. 0.29% 1,514 $315K Add +9.7%
FHI Federated Hermes Inc. 0.28% 5,332 $302K No change
ORCL Oracle Corp. 0.28% 2,024 $298K No change
ACN Accenture PLC Class A 0.27% 1,448 $287K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.26% 983 $282K Add +26.4%
USB US Bancorp 0.25% 5,110 $266K Reduce -1.0%
LH Labcorp Holdings Inc. 0.24% 977 $261K Add +15.6%
GOOG Alphabet Inc. Class C 0.23% 872 $250K Reduce -1.7%
IWS iShares Russell Mid-Cap Valu 0.23% 1,672 $244K Reduce -4.7%
INTC Intel Corp. 0.23% 5,500 $243K Reduce -3.5%
IMCV iShares Morningstar Mid-Cap 0.22% 2,844 $241K No change
CBU Community Financial System I 0.22% 4,088 $240K No change
CVS CVS Health Corp. 0.21% 3,095 $222K Reduce -3.9%
PYPL PayPal Holdings Inc. 0.19% 4,600 $208K Reduce -2.1%
SHY iShares 1-3 Year Treasury Bo 0.19% 2,470 $204K No change
IGC Igc Pharma Inc. 0.02% 75,000 $20K No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -0.8% 3.70% −1.27
QCOM Qualcomm Inc. Reduce -0.3% 1.81% −0.65
GVI iShares Intermediate Governm Sold out 0.00% −0.63
IBM Intl Business Machines Corp. Reduce -11.6% 1.46% −0.60
JQUA JPMorgan US Quality Factor Reduce -3.3% 6.86% −0.60
TBUX T Rowe Price Ultra Short-Ter Reduce -14.8% 2.81% −0.56
ABBV Abbvie Inc. Reduce -5.2% 2.40% −0.32
ABT Abbott Laboratories Sold out 0.00% −0.31
AAPL Apple Inc. Reduce -4.1% 1.64% −0.23
SCHX Schwab US Large-Cap ETF Sold out 0.00% −0.20
COR Cencora Inc. Sold out 0.00% −0.20
UNH Unitedhealth Group Inc. Sold out 0.00% −0.19
JPM JPMorgan Chase & Co. Reduce -6.1% 0.87% −0.17
PANW Palo Alto Networks Inc. Reduce -0.4% 0.90% −0.16
HD Home Depot Inc. Reduce -1.1% 1.55% −0.12
NWBI Northwest Bancshares Inc. Reduce -12.0% 1.21% −0.12
CSCO Cisco Systems Inc. Reduce -1.5% 3.32% −0.10
PG The Procter & Gamble Co. Reduce -5.8% 1.04% −0.08
PYPL PayPal Holdings Inc. Reduce -2.1% 0.19% −0.07
IWB iShares Russell 1000 ETF Reduce -5.4% 0.46% −0.06
MDLZ Mondelez International Inc. Class A Reduce -12.5% 0.46% −0.04
CVS CVS Health Corp. Reduce -3.9% 0.21% −0.04
GOOG Alphabet Inc. Class C Reduce -1.7% 0.23% −0.03
MTB M & T Bank Corp. Reduce -2.3% 1.61% −0.03
PEP Pepsico Inc. Reduce -10.3% 0.50% −0.03
IWR iShares Russell Mid-Cap ETF Reduce -2.6% 0.54% −0.02
USB US Bancorp Reduce -1.0% 0.25% −0.01
ZBH Zimmer Biomet Holdings Inc. Reduce -1.3% 0.31% −0.01
IWS iShares Russell Mid-Cap Valu Reduce -4.7% 0.23% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.3% 0.32% −0.00
IJR iShares Core S&P Small-Cap E Reduce -1.4% 0.36% −0.00
INTC Intel Corp. Reduce -3.5% 0.23% +0.03
PFE Pfizer Inc. Reduce -2.2% 0.41% +0.03
BMY Bristol-Myers Squibb Co. Reduce -2.4% 0.45% +0.03
T AT&T Inc. Reduce -4.8% 0.46% +0.04
XOM Exxon Mobil Corp. Reduce -22.2% 0.77% +0.05
WMT Walmart Inc. Reduce -0.4% 0.70% +0.06
PSX Phillips 66 Reduce -3.3% 0.38% +0.09
MRK Merck & Co. Inc. Reduce -4.2% 2.62% +0.18
NEE Nextera Energy Inc. Reduce -2.5% 2.26% +0.21
JNJ Johnson & Johnson Reduce -3.3% 3.47% +0.37
CAT Caterpillar Inc. Reduce -6.3% 3.23% +0.39
GLW Corning Inc. Reduce -10.1% 5.49% +1.48

Portfolio Buys Q4 2025 → Q1 2026
VOO Vanguard S&P 500 ETF Add +246.3% 4.03% +2.79
CVX Chevron Corp. Add +0.7% 2.83% +0.72
VZ Verizon Communications Inc. Add +9.2% 1.80% +0.43
LMT Lockheed Martin Corp. New 0.33% +0.33
ACN Accenture PLC Class A New 0.27% +0.27
COP Conocophillips Add +5.9% 0.74% +0.24
KO The Coca-Cola Co. Add +7.6% 1.73% +0.22
MCD McDonald's Corp. Add +52.8% 0.39% +0.13
AEP American Electric Power Add +0.1% 1.23% +0.13
PPL PPL Corp. Add +0.9% 1.73% +0.13
UPS United Parcel Service Class B Add +17.7% 0.95% +0.12
ITOT iShares Core S&P Total U.S. Add +38.7% 0.50% +0.12
HON Honeywell International Inc. Add +22.1% 0.38% +0.11
GILD Gilead Sciences Inc. Add +5.0% 0.70% +0.10
NEM Newmont Corp. Add +4.6% 0.73% +0.07
HSY The Hershey Co. Add +9.7% 0.29% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +26.4% 0.26% +0.05
LH Labcorp Holdings Inc. Add +15.6% 0.24% +0.04
IEFA iShares Core MSCI Eafe ETF Add +12.6% 0.33% +0.03
WFC Wells Fargo & Co. Add +2.8% 0.30% −0.05
LAZ Lazard Inc. Add +5.4% 0.50% −0.05
TFC Truist Financial Corp. Add +0.4% 1.01% −0.09
AMZN Amazon.com Inc. Add +3.8% 1.18% −0.11
META Meta Platforms Inc. Class A Add +1.7% 0.68% −0.11
MS Morgan Stanley Add +0.7% 1.21% −0.11
AVGO Broadcom Inc. Add +4.1% 1.34% −0.13
MET Metlife Inc. Add +0.5% 1.15% −0.15
NVDA Nvidia Corp. Add +0.7% 2.54% −0.21
GOOGL Alphabet Inc. Class A Add +0.2% 3.20% −0.35

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