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The Analysis of LAWOOD & CO's Holdings & P&L

Currently, LAWOOD & CO holds 90 types of securities in its portfolio with a total value $107.8M. In the most recent quarter, they have increased their positions in N/A (+5.2K shares, valued at $3.1M), LMT (+590 shares, valued at $356.6K), N/A (+1.4K shares, valued at $287.1K); decreased their positions in GLW (-4.9K shares, valued at $662.3K), TBUX (-10.5K shares, valued at $523.4K), JQUA (-4.1K shares, valued at $252.5K); initiated new positions in LMT (+590 shares, valued at $356.6K), N/A (+1.4K shares, valued at $287.1K).

1M P&L

-1.1M-1.08%

3M P&L

+4.8M+4.74%

HY P&L

+10.6M+11.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A20.2M

21.4%

2Drug Manufacturers - General8.5M

9.0%

3Electronic Components5.9M

6.2%

Top Industries by Stock Count

1N/A19 stocks

22.9%

2Drug Manufacturers - General6 stocks

7.2%

3Banks - Regional6 stocks

7.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JQUA JPMORGAN120.5K shares-3.30%2026-03-312026-04-14

GLW CORNING INC43.5K shares-10.07%2026-03-312026-04-14

VANGUARD VANGUARD7.3K shares246.31%2026-03-312026-04-14

MSFT MICROSOFT CORP10.8K shares-0.76%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON15.3K shares-3.31%2026-03-312026-04-14

CSCO CISCO SYS INC46.1K shares-1.49%2026-03-312026-04-14

CAT CATERPILLAR INC4.9K shares-6.25%2026-03-312026-04-14

ALPHABET INC ALPHABET INC12.0K shares0.17%2026-03-312026-04-14

Sponsored

CVX CHEVRON CORP NEW14.7K shares0.68%2026-03-312026-04-14

TBUX T ROWE PRICE ETF INC60.8K shares-14.75%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC23.4K shares-4.15%2026-03-312026-04-14

NVDA NVIDIA CORPORATION15.7K shares0.74%2026-03-312026-04-14

ABBV ABBVIE INC11.9K shares-5.19%2026-03-312026-04-14

NEE NEXTERA ENERGY INC26.2K shares-2.54%2026-03-312026-04-14

QCOM QUALCOMM INC15.1K shares-0.30%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC38.6K shares9.18%2026-03-312026-04-14

Sponsored

PPL PPL CORP48.9K shares0.87%2026-03-312026-04-14

KO COCA COLA CO24.5K shares7.56%2026-03-312026-04-14

AAPL APPLE INC7.0K shares-4.13%2026-03-312026-04-14

MTB M & T BK CORP8.4K shares-2.32%2026-03-312026-04-14

HD HOME DEPOT INC5.1K shares-1.09%2026-03-312026-04-14

IVV ISHARES TR2.4K shares0.00%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS6.5K shares-11.59%2026-03-312026-04-14

BROADCOM INC BROADCOM INC4.7K shares4.14%2026-03-312026-04-14

Sponsored

AEP AMERICAN ELEC PWR CO INC10.1K shares0.10%2026-03-312026-04-14

NWBI NORTHWEST BANCSHARES INC MD102.9K shares-12.02%2026-03-312026-04-14

MS MORGAN STANLEY7.9K shares0.70%2026-03-312026-04-14

AMZN AMAZON COM INC6.1K shares3.84%2026-03-312026-04-14

MET METLIFE INC17.6K shares0.47%2026-03-312026-04-14

PG PROCTER AND GAMBLE CO7.8K shares-5.82%2026-03-312026-04-14

VTI VANGUARD INDEX FDS3.5K shares0.00%2026-03-312026-04-14

TFC TRUIST FINL CORP23.8K shares0.42%2026-03-312026-04-14

Sponsored

SPY STATE STREET SPDR S&P 500 ETF TR1.6K shares0.00%2026-03-312026-04-14

UPS UNITED PARCEL SERVICE INC10.4K shares17.72%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC6.1K shares-0.36%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO3.2K shares-6.09%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR33.5K shares0.00%2026-03-312026-04-14

XOM EXXON MOBIL CORP4.9K shares-22.22%2026-03-312026-04-14

ICE INTERCONTINENTAL EXCHANGE INC5.2K shares0.00%2026-03-312026-04-14

COP CONOCOPHILLIPS6.1K shares5.93%2026-03-312026-04-14

Sponsored

NEM NEWMONT CORP7.3K shares4.60%2026-03-312026-04-14

GILD GILEAD SCIENCES INC5.4K shares5.04%2026-03-312026-04-14

WMT WALMART INC6.0K shares-0.41%2026-03-312026-04-14

META META PLATFORMS INC1.3K shares1.74%2026-03-312026-04-14

BAC BANK AMERICA CORP13.8K shares0.00%2026-03-312026-04-14

CZFS CITIZENS FINANCIAL SERVS INC10.7K shares0.00%2026-03-312026-04-14

DIS DISNEY WALT CO6.2K shares0.00%2026-03-312026-04-14

IWR ISHARES TR6.0K shares-2.61%2026-03-312026-04-14

Sponsored

IMCB ISHARES TR6.7K shares0.00%2026-03-312026-04-14

IJH ISHARES TR8.1K shares0.00%2026-03-312026-04-14

ITOT ISHARES TR3.8K shares38.71%2026-03-312026-04-14

LAZARD INC LAZARD INC12.7K shares5.39%2026-03-312026-04-14

PEP PEPSICO INC3.5K shares-10.33%2026-03-312026-04-14

IWB ISHARES TR1.4K shares-5.44%2026-03-312026-04-14

MDLZ MONDELEZ INTL INC8.6K shares-12.47%2026-03-312026-04-14

T AT&T INC17.0K shares-4.77%2026-03-312026-04-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO8.0K shares-2.43%2026-03-312026-04-14

LLY LILLY ELI & CO513 shares0.00%2026-03-312026-04-14

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TR710 shares0.00%2026-03-312026-04-14

PFE PFIZER INC15.6K shares-2.24%2026-03-312026-04-14

RTX RTX CORPORATION2.2K shares0.00%2026-03-312026-04-14

MCD MCDONALDS CORP1.3K shares52.79%2026-03-312026-04-14

HON HONEYWELL INTL INC1.8K shares22.15%2026-03-312026-04-14

PSX PHILLIPS 662.2K shares-3.27%2026-03-312026-04-14

Sponsored

DG DOLLAR GEN CORP NEW3.4K shares0.00%2026-03-312026-04-14

IJR ISHARES TR3.1K shares-1.40%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING INC1.9K shares0.00%2026-03-312026-04-14

MMC MARSH2.2K shares0.00%2026-03-312026-04-14

CTVA CORTEVA INC4.4K shares0.00%2026-03-312026-04-14

IEFA ISHARES TR4.0K shares12.61%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP590 sharesnew addition2026-03-312026-04-14

VB VANGUARD INDEX FDS1.3K shares-0.30%2026-03-312026-04-14

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC3.7K shares-1.32%2026-03-312026-04-14

WFC WELLS FARGO CO NEW4.1K shares2.77%2026-03-312026-04-14

HSY HERSHEY CO1.5K shares9.71%2026-03-312026-04-14

FHI FEDERATED HERMES INC5.3K shares0.00%2026-03-312026-04-14

ORCL ORACLE CORP2.0K shares0.00%2026-03-312026-04-14

ACCENTURE PLC CLASS A ACCENTURE PLC CLASS A1.4K sharesnew addition2026-03-312026-04-14

VO VANGUARD INDEX FDS983 shares26.35%2026-03-312026-04-14

USB US BANCORP DEL5.1K shares-0.97%2026-03-312026-04-14

Sponsored

LH LABCORP HOLDINGS INC977 shares15.62%2026-03-312026-04-14

ALPHABET INC ALPHABET INC872 shares-1.69%2026-03-312026-04-14

IWS ISHARES TR1.7K shares-4.68%2026-03-312026-04-14

INTC INTEL CORP5.5K shares-3.51%2026-03-312026-04-14

IMCV ISHARES TR2.8K shares0.00%2026-03-312026-04-14

CBU COMMUNITY FINANCIAL SYSTEM INC4.1K shares0.00%2026-03-312026-04-14

CVS CVS HEALTH CORP3.1K shares-3.88%2026-03-312026-04-14

PYPL PAYPAL HLDGS INC4.6K shares-2.13%2026-03-312026-04-14

Sponsored

SHY ISHARES TR2.5K shares0.00%2026-03-312026-04-14

IGC IGC PHARMA INC75.0K shares0.00%2026-03-312026-04-14

JQUA

JPMORGAN

-3.30%

Shares120.5K

Event2026-03-31

Filed2026-04-14

GLW

CORNING INC

-10.07%

Shares43.5K

Event2026-03-31

Filed2026-04-14

VANGUARD

246.31%

Shares7.3K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-0.76%

Shares10.8K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-3.31%

Shares15.3K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

-1.49%

Shares46.1K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-6.25%

Shares4.9K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.17%

Shares12.0K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORP NEW

0.68%

Shares14.7K

Event2026-03-31

Filed2026-04-14

TBUX

T ROWE PRICE ETF INC

-14.75%

Shares60.8K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

-4.15%

Shares23.4K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

0.74%

Shares15.7K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-5.19%

Shares11.9K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

-2.54%

Shares26.2K

Event2026-03-31

Filed2026-04-14

QCOM

QUALCOMM INC

-0.30%

Shares15.1K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

9.18%

Shares38.6K

Event2026-03-31

Filed2026-04-14

PPL

PPL CORP

0.87%

Shares48.9K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

7.56%

Shares24.5K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-4.13%

Shares7.0K

Event2026-03-31

Filed2026-04-14

MTB

M & T BK CORP

-2.32%

Shares8.4K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

-1.09%

Shares5.1K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

-11.59%

Shares6.5K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

4.14%

Shares4.7K

Event2026-03-31

Filed2026-04-14

AEP

AMERICAN ELEC PWR CO INC

0.10%

Shares10.1K

Event2026-03-31

Filed2026-04-14

NWBI

NORTHWEST BANCSHARES INC MD

-12.02%

Shares102.9K

Event2026-03-31

Filed2026-04-14

MORGAN STANLEY

0.70%

Shares7.9K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

3.84%

Shares6.1K

Event2026-03-31

Filed2026-04-14

MET

METLIFE INC

0.47%

Shares17.6K

Event2026-03-31

Filed2026-04-14

PROCTER AND GAMBLE CO

-5.82%

Shares7.8K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

TFC

TRUIST FINL CORP

0.42%

Shares23.8K

Event2026-03-31

Filed2026-04-14

SPY

STATE STREET SPDR S&P 500 ETF TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-14

UPS

UNITED PARCEL SERVICE INC

17.72%

Shares10.4K

Event2026-03-31

Filed2026-04-14

PANW

PALO ALTO NETWORKS INC

-0.36%

Shares6.1K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-6.09%

Shares3.2K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares33.5K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-22.22%

Shares4.9K

Event2026-03-31

Filed2026-04-14

ICE

INTERCONTINENTAL EXCHANGE INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-14

COP

CONOCOPHILLIPS

5.93%

Shares6.1K

Event2026-03-31

Filed2026-04-14

NEM

NEWMONT CORP

4.60%

Shares7.3K

Event2026-03-31

Filed2026-04-14

GILD

GILEAD SCIENCES INC

5.04%

Shares5.4K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

-0.41%

Shares6.0K

Event2026-03-31

Filed2026-04-14