LAWOOD & CO

Q1 2026 13F-HR Holdings

Location
Williamsport, PA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$107,772
Net value change ($000)
+2,198 (2.1%)
New positions
2
Sold out positions
5
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 3,030 229.9%
GLW 1,679 39.7%
CVX 818 36.7%
VZ 499 34.6%
CAT 478 15.9%
JNJ 466 14.2%
LMT 357 NEW
ACN 287 NEW
NEE 275 12.7%
KO 271 17.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,263 -24.0%
GVI -668 -100.0%
QCOM -647 -24.9%
IBM -603 -27.7%
TBUX -530 -14.9%
JQUA -484 -6.1%
ABT -332 -100.0%
GOOGL -299 -8.0%
ABBV -280 -9.8%
SCHX -210 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type