Lawood
WILLIAMSPORT, PAfiles as LAWOOD & CO
$148m in 95 US stocks at the end of 30 June 2026. The top 10 are 45.3% of the money. It changed about 19.8% of the portfolio this quarter.
Value
$148m
Stocks
95
Top 10 share
45.3%
Turnover
19.8%
What changed this quarter
New
Bought for the first time this quarter.
- J P Morgan Exchange Traded FJCPB9.3% of the fund
- Dimensional ETF TrustDFAX5.1% of the fund
- Dimensional ETF TrustDFIC2.0% of the fund
- NucorNUE0.2% of the fund
- UnitedHealth GroupUNH0.2% of the fund
- Schwab Strategic TRSCHX0.2% of the fund
- JabilJBL0.2% of the fund
- Dick's Sporting GoodsDKS0.1% of the fund
- Emerson ElectricEMR0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO3.5% of the fund+3%
- T Rowe Price Exchange-TradedTBUX2.4% of the fund+19%
- Palo Alto NetworksPANW1.6% of the fund+11%
- AppleAAPL1.4% of the fund+5%
- Coca-ColaKO1.4% of the fund+2%
- BroadcomAVGO1.3% of the fund+9%
- International Business MachinesIBM1.3% of the fund+3%
- PPLPPL1.3% of the fund+5%
- Honeywell InternationalHON0.5% of the fund+89%
- Gilead SciencesGILD0.5% of the fund+7%
- Lockheed MartinLMT0.4% of the fund+80%
Cut
Sold some of their stake.
- CorningGLW6.6% of the fund-12%
- J P Morgan Exchange Traded FJQUA5.7% of the fund-3%
- CaterpillarCAT3.3% of the fund-8%
- Morgan StanleyMS1.1% of the fund-3%
- Northwest BancsharesNWBI0.9% of the fund-14%
- Vanguard Index FDSVTI0.8% of the fund-11%
- Schwab Strategic TRSCHB0.6% of the fund-3%
- United Parcel ServiceUPS0.6% of the fund-17%
- WalmartWMT0.5% of the fund-2%
- Meta PlatformsMETA0.5% of the fund-8%
- IntelINTC0.4% of the fund-19%
- Ishares TRIWR0.4% of the fund-8%
- Ishares TRIJH0.4% of the fund-10%
- Ishares TRITOT0.4% of the fund-11%
- Walt DisneyDIS0.4% of the fund-11%
- LazardLAZ0.4% of the fund-2%
- Bristol-Myers SquibbBMY0.3% of the fund-6%
- Ishares TRIWB0.2% of the fund-37%
- PfizerPFE0.2% of the fund-5%
- McDonald'sMCD0.2% of the fund-3%
- AT&TT0.2% of the fund-2%
- ExxonMobil HoldingsXOM0.2% of the fund-55%
- Vanguard Index FDSVO0.2% of the fund-8%
- AlphabetGOOG0.2% of the fund-9%
- Vanguard Index FDSVB0.2% of the fund-32%
Sold out
Sold their entire stake.
- Ishares TRIEFA-100%
- AccentureACN-100%
- PayPal HoldingsPYPL-100%
- Ishares TRSHY-100%
Holdings
- J P Morgan Exchange Traded FJCPB
- Share
- 9.3%
- Value
- $14m
- Shares
- 292,677
New
- J P Morgan Exchange Traded FJQUA
- Share
- 5.7%
- Value
- $8m
- Shares
- 116,653
-3%
- Dimensional ETF TrustDFAX
- Share
- 5.1%
- Value
- $8m
- Shares
- 205,208
New
- Vanguard Index FDSVOO
- Share
- 3.5%
- Value
- $5m
- Shares
- 7,516
+3%
- T Rowe Price Exchange-TradedTBUX
- Share
- 2.4%
- Value
- $4m
- Shares
- 72,258
+19%
- Dimensional ETF TrustDFIC
- Share
- 2.0%
- Value
- $3m
- Shares
- 78,177
New
- Ishares TRIVV
- Share
- 1.2%
- Value
- $2m
- Shares
- 2,435
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $1m
- Shares
- 1,582
Held
- Vanguard Index FDSVTI
- Share
- 0.8%
- Value
- $1m
- Shares
- 3,112
-11%
- Schwab Strategic TRSCHB
- Share
- 0.6%
- Value
- $941,490
- Shares
- 32,510
-3%
- Ishares TRIMCB
- Share
- 0.4%
- Value
- $650,428
- Shares
- 6,736
Held
- Ishares TRIWR
- Share
- 0.4%
- Value
- $602,237
- Shares
- 5,459
-8%
- Ishares TRIJH
- Share
- 0.4%
- Value
- $561,207
- Shares
- 7,278
-10%
- Ishares TRITOT
- Share
- 0.4%
- Value
- $551,783
- Shares
- 3,359
-11%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.3%
- Value
- $499,371
- Shares
- 710
Held
- Ishares TRIJR
- Share
- 0.3%
- Value
- $455,609
- Shares
- 3,072
Held
- Ishares TRIWB
- Share
- 0.2%
- Value
- $360,770
- Shares
- 881
-37%
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $290,213
- Shares
- 3,602
-8%
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $272,808
- Shares
- 900
-32%
- Ishares TRIWS
- Share
- 0.2%
- Value
- $269,944
- Shares
- 1,640
Held
- Ishares TRIMCV
- Share
- 0.2%
- Value
- $259,878
- Shares
- 2,844
Held
- Schwab Strategic TRSCHX
- Share
- 0.2%
- Value
- $229,554
- Shares
- 7,800
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| J P Morgan Exchange Traded FJCPB | 9.3% | $14m | 292,677 | New |
| CorningGLW | 6.6% | $10m | 38,119 | -12% |
| J P Morgan Exchange Traded FJQUA | 5.7% | $8m | 116,653 | -3% |
| Dimensional ETF TrustDFAX | 5.1% | $8m | 205,208 | New |
| Cisco SystemsCSCO | 3.6% | $5m | 45,234 | Held |
| Vanguard Index FDSVOO | 3.5% | $5m | 7,516 | +3% |
| CaterpillarCAT | 3.3% | $5m | 4,507 | -8% |
| AlphabetGOOGL | 2.9% | $4m | 11,786 | Held |
| MicrosoftMSFT | 2.7% | $4m | 10,816 | Held |
| Johnson & JohnsonJNJ | 2.6% | $4m | 15,185 | Held |
| T Rowe Price Exchange-TradedTBUX | 2.4% | $4m | 72,258 | +19% |
| NvidiaNVDA | 2.1% | $3m | 15,708 | Held |
| AbbVieABBV | 2.0% | $3m | 12,003 | Held |
| MerckMRK | 2.0% | $3m | 23,298 | Held |
| Dimensional ETF TrustDFIC | 2.0% | $3m | 78,177 | New |
| QualcommQCOM | 1.9% | $3m | 15,045 | Held |
| ChevronCVX | 1.7% | $2m | 14,699 | Held |
| NextEra EnergyNEE | 1.6% | $2m | 26,113 | Held |
| Palo Alto NetworksPANW | 1.6% | $2m | 6,714 | +11% |
| AppleAAPL | 1.4% | $2m | 7,337 | +5% |
| Coca-ColaKO | 1.4% | $2m | 25,145 | +2% |
| M&T BankMTB | 1.4% | $2m | 8,419 | Held |
| BroadcomAVGO | 1.3% | $2m | 5,084 | +9% |
| International Business MachinesIBM | 1.3% | $2m | 6,696 | +3% |
| PPLPPL | 1.3% | $2m | 51,272 | +5% |
| Ishares TRIVV | 1.2% | $2m | 2,435 | Held |
| Home DepotHD | 1.2% | $2m | 4,991 | Held |
| Verizon CommunicationsVZ | 1.1% | $2m | 38,826 | Held |
| Morgan StanleyMS | 1.1% | $2m | 7,726 | -3% |
| MetLifeMET | 1.0% | $1m | 17,483 | Held |
| Amazon.comAMZN | 1.0% | $1m | 6,193 | Held |
| American Electric PowerAEP | 1.0% | $1m | 10,316 | Held |
| Northwest BancsharesNWBI | 0.9% | $1m | 88,854 | -14% |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $1m | 1,582 | Held |
| Truist FinancialTFC | 0.8% | $1m | 23,634 | Held |
| Vanguard Index FDSVTI | 0.8% | $1m | 3,112 | -11% |
| Procter & GamblePG | 0.8% | $1m | 7,766 | Held |
| JPMorgan ChaseJPM | 0.7% | $1m | 3,191 | Held |
| Schwab Strategic TRSCHB | 0.6% | $941,490 | 32,510 | -3% |
| United Parcel ServiceUPS | 0.6% | $932,240 | 8,672 | -17% |
| Bank of AmericaBAC | 0.5% | $785,014 | 13,777 | Held |
| Citizens Financial ServicesCZFS | 0.5% | $776,991 | 10,726 | Held |
| Honeywell InternationalHON | 0.5% | $770,216 | 3,440 | +89% |
| Gilead SciencesGILD | 0.5% | $730,751 | 5,784 | +7% |
| NewmontNEM | 0.5% | $683,034 | 7,313 | Held |
| WalmartWMT | 0.5% | $667,894 | 5,897 | -2% |
| Meta PlatformsMETA | 0.5% | $664,682 | 1,180 | -8% |
| Ishares TRIMCB | 0.4% | $650,428 | 6,736 | Held |
| Intercontinental ExchangeICE | 0.4% | $639,802 | 5,197 | Held |
| ConocoPhillipsCOP | 0.4% | $631,037 | 6,070 | Held |
| IntelINTC | 0.4% | $622,750 | 4,460 | -19% |
| Eli LillyLLY | 0.4% | $605,712 | 505 | Held |
| Ishares TRIWR | 0.4% | $602,237 | 5,459 | -8% |
| Ishares TRIJH | 0.4% | $561,207 | 7,278 | -10% |
| Ishares TRITOT | 0.4% | $551,783 | 3,359 | -11% |
| Lockheed MartinLMT | 0.4% | $540,028 | 1,060 | +80% |
| Walt DisneyDIS | 0.4% | $532,648 | 5,534 | -11% |
| LazardLAZ | 0.4% | $520,895 | 12,420 | -2% |
| State STR Spdr S&P Midcap 40MDY | 0.3% | $499,371 | 710 | Held |
| Mondelez InternationalMDLZ | 0.3% | $493,549 | 8,533 | Held |
| PepsiCoPEP | 0.3% | $470,109 | 3,472 | Held |
| Ishares TRIJR | 0.3% | $455,609 | 3,072 | Held |
| Bristol-Myers SquibbBMY | 0.3% | $435,665 | 7,561 | -6% |
| Automatic Data ProcessingADP | 0.3% | $425,505 | 1,900 | Held |
| RTXRTX | 0.3% | $421,200 | 2,220 | Held |
| Dollar GeneralDG | 0.3% | $389,072 | 3,380 | Held |
| CortevaCTVA | 0.3% | $376,024 | 4,440 | Held |
| Phillips 66PSX | 0.3% | $375,629 | 2,222 | Held |
| Marsh & McLennan CompaniesMRSH | 0.2% | $364,841 | 2,189 | Held |
| Ishares TRIWB | 0.2% | $360,770 | 881 | -37% |
| PfizerPFE | 0.2% | $356,818 | 14,818 | -5% |
| McDonald'sMCD | 0.2% | $352,755 | 1,305 | -3% |
| AT&TT | 0.2% | $344,200 | 16,628 | -2% |
| Wells Fargo & CompanyWFC | 0.2% | $340,311 | 4,118 | Held |
| Zimmer Biomet HoldingsZBH | 0.2% | $321,977 | 3,740 | Held |
| CVS HealthCVS | 0.2% | $320,178 | 3,095 | Held |
| US BancorpUSB | 0.2% | $308,644 | 5,110 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $303,929 | 2,223 | -55% |
| Federated HermesFHI | 0.2% | $294,433 | 5,332 | Held |
| OracleORCL | 0.2% | $293,540 | 2,003 | Held |
| Vanguard Index FDSVO | 0.2% | $290,213 | 3,602 | -8% |
| AlphabetGOOG | 0.2% | $281,604 | 797 | -9% |
| Community Financial SystemCBU | 0.2% | $274,387 | 4,088 | Held |
| Vanguard Index FDSVB | 0.2% | $272,808 | 900 | -32% |
| Ishares TRIWS | 0.2% | $269,944 | 1,640 | Held |
| HersheyHSY | 0.2% | $265,631 | 1,514 | Held |
| Ishares TRIMCV | 0.2% | $259,878 | 2,844 | Held |
| Labcorp HoldingsLH | 0.2% | $256,480 | 916 | -6% |
| NucorNUE | 0.2% | $241,238 | 1,083 | New |
| UnitedHealth GroupUNH | 0.2% | $239,403 | 576 | New |
| Schwab Strategic TRSCHX | 0.2% | $229,554 | 7,800 | New |
| JabilJBL | 0.2% | $223,964 | 581 | New |
| Dick's Sporting GoodsDKS | 0.1% | $207,758 | 916 | New |
| Emerson ElectricEMR | 0.1% | $200,696 | 1,402 | New |
| IGC PharmaIGC | <0.1% | $20,400 | 75,000 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 39.8% since 31 December 2025.
Where the money is
Technology23.3%
Health care8.9%
Financial services8.8%
Industrials5.5%
Media & telecom5.2%
Utilities3.8%
Everyday goods3.7%
Retail & consumer2.6%
Energy2.5%
Materials0.9%
Other34.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.