Lawood & Co holds a focused book of 95 reported positions worth $147.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened JPMorgan Core Plus Bond ETF and trimmed Corning Inc. Their largest long position is JPMorgan Core Plus Bond ETF at 9% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
+3 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lawood & Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 49 / 80 | $1.0B |
| Independent Investors Inc | 29 / 80 | $428.0M |
| Hoey Investments, Inc | 56 / 80 | $620.8M |
| 9823 Capital, L.P. | 9 / 80 | $118.1M |
| Skandinaviska Enskilda Banken AB (publ) | 16 / 80 | $2.1B |
| Ketron Financial | 15 / 80 | $248.3M |
| Marest Capital, LLC | 13 / 80 | $153.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Lawood & Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | JP Morgan Core Plus Exchange Traded Fund | $13.7M | 292.7K | 9.3% | ▲New New position | |
| 2 | Corning Inc Common Stock | $9.7M | 38.1K | 6.6% | ▼−12% Reduced · −5K sh | |
| 3 | JPMorgan Exchange Traded Fund | $8.4M | 116.7K | 5.7% | ▼−3.2% Reduced · −4K sh | |
| 4 | Dimensional ETF Trust Exchange Traded Fund | $7.6M | 205.2K | 5.1% | ▲New New position | |
| 5 | Cisco Sys Inc Common Stock | $5.3M | 45.2K | 3.6% | ▼−1.8% Reduced · −827 sh | |
| 6 | Vanguard Exchange Traded Fund | $5.2M | 7.5K | 3.5% | ▲+3.3% Added · +240 sh | |
| 7 | Caterpillar Inc Common Stock | $4.8M | 4.5K | 3.3% | ▼−8.1% Reduced · −399 sh | |
| 8 | Alphabet Inc Common Stock | $4.2M | 11.8K | 2.9% | ▼−1.9% Reduced · −225 sh | |
| 9 | Microsoft Corp Common Stock | $4.0M | 10.8K | 2.7% | ▲+0.4% Added · +39 sh | |
| 10 | Johnson & Johnson Common Stock | $3.9M | 15.2K | 2.6% | ▼−0.9% Reduced · −135 sh | |
| 11 | T Rowe Price ETF Inc Exchange Traded Fund | $3.6M | 72.3K | 2.4% | ▲+19% Added · +11K sh | |
| 12 | Nvidia Corporation Common Stock | $3.1M | 15.7K | 2.1% | ▲+0.1% Added · +15 sh | |
| 13 | Abbvie Inc Common Stock | $3.0M | 12.0K | 2.0% | ▲+0.8% Added · +100 sh | |
| 14 | Merck & Co Inc Common Stock | $3.0M | 23.3K | 2.0% | ▼−0.6% Reduced · −145 sh | |
| 15 | Dimensional ETF Trust Exchange Traded Fund | $2.9M | 78.2K | 2.0% | ▲New New position | |
| 16 | Qualcomm Inc Common Stock | $2.8M | 15.0K | 1.9% | ▼−0.5% Reduced · −75 sh | |
| 17 | Chevron Corp New Common Stock | $2.4M | 14.7K | 1.7% | ▼−0.1% Reduced · −16 sh | |
| 18 | NextEra Energy Inc Common Stock | $2.3M | 26.1K | 1.6% | ▼−0.4% Reduced · −95 sh | |
| 19 | Palo Alto Networks Inc Common Stock | $2.3M | 6.7K | 1.6% | ▲+11% Added · +639 sh | |
| 20 | Apple Inc Common Stock | $2.1M | 7.3K | 1.4% | ▲+5.3% Added · +372 sh | |
| 21 | Coca Cola Co Common Stock | $2.0M | 25.1K | 1.4% | ▲+2.5% Added · +610 sh | |
| 22 | M & T BK Corp Common Stock | $2.0M | 8.4K | 1.4% | —Held | |
| 23 | Broadcom Inc Common Stock | $1.9M | 5.1K | 1.3% | ▲+9.2% Added · +429 sh | |
| 24 | International Business Machs Common Stock | $1.9M | 6.7K | 1.3% | ▲+2.9% Added · +189 sh | |
| 25 | PPL Corp Common Stock | $1.9M | 51.3K | 1.3% | ▲+4.9% Added · +2K sh | |
| 26 | Ishares TR Exchange Traded Fund | $1.8M | 2.4K | 1.2% | —Held | |
| 27 | Home Depot Inc Common Stock | $1.8M | 5.0K | 1.2% | ▼−1.6% Reduced · −84 sh | |
| 28 | Verizon Communications Inc Common Stock | $1.6M | 38.8K | 1.1% | ▲+0.5% Added · +186 sh | |
| 29 | Morgan Stanley Common Stock | $1.6M | 7.7K | 1.1% | ▼−2.5% Reduced · −200 sh | |
| 30 | Metlife Inc Common Stock | $1.5M | 17.5K | 1.0% | ▼−0.6% Reduced · −100 sh | |
| 31 | Amazon Com Inc Common Stock | $1.5M | 6.2K | 1.0% | ▲+1.3% Added · +80 sh | |
| 32 | American Elec PWR Co Inc Common Stock | $1.4M | 10.3K | 1.0% | ▲+1.7% Added · +175 sh | |
| 33 | Northwest Bancshares Inc MD Common Stock | $1.3M | 88.9K | 0.9% | ▼−14% Reduced · −14K sh | |
| 34 | State Street SPDR S&P 500 ETF TR Exchange Traded Fund | $1.2M | 1.6K | 0.8% | —Held | |
| 35 | Truist Finl Corp Common Stock | $1.2M | 23.6K | 0.8% | ▼−0.6% Reduced · −150 sh | |
| 36 | Vanguard Index FDS Exchange Traded Fund | $1.2M | 3.1K | 0.8% | ▼−11% Reduced · −373 sh | |
| 37 | Procter And Gamble Co Common Stock | $1.1M | 7.8K | 0.8% | —Held | |
| 38 | JPMorgan Chase & Co Common Stock | $1.0M | 3.2K | 0.7% | —Held | |
| 39 | Schwab Strategic TR Exchange Traded Fund | $941K | 32.5K | 0.6% | ▼−3.0% Reduced · −1K sh | |
| 40 | United Parcel Service Inc Common Stock | $932K | 8.7K | 0.6% | ▼−17% Reduced · −2K sh | |
| 41 | Bank America Corp Common Stock | $785K | 13.8K | 0.5% | ▼−0.4% Reduced · −50 sh | |
| 42 | Citizens Financial Servs Inc Common Stock | $777K | 10.7K | 0.5% | —Held | |
| 43 | Honeywell Intl Inc (Old) Common Stock | $770K | 3.4K | 0.5% | ▲+89% Added · +2K sh | |
| 44 | Gilead Sciences Inc Common Stock | $731K | 5.8K | 0.5% | ▲+6.8% Added · +370 sh | |
| 45 | Newmont Corp Common Stock | $683K | 7.3K | 0.5% | ▲+0.4% Added · +30 sh | |
| 46 | Walmart Inc Common Stock | $668K | 5.9K | 0.5% | ▼−2.2% Reduced · −135 sh | |
| 47 | Meta Platforms Inc Common Stock | $665K | 1.2K | 0.5% | ▼−8.2% Reduced · −105 sh | |
| 48 | Ishares TR Exchange Traded Fund | $650K | 6.7K | 0.4% | —Held | |
| 49 | Intercontinental Exchange Inc Common Stock | $640K | 5.2K | 0.4% | —Held | |
| 50 | ConocoPhillips Common Stock | $631K | 6.1K | 0.4% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show LAWOOD & CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.