LAWOOD & CO
CIK 2109484 · Holdings on Sep 30, 2026 · First reported Oct 9, 2026
Top ten holdings
Q3 2026- JCPB9.48%
- JQUA5.89%
- DFAX5.62%
- VOO4.16%
- GLW4.03%
- MSFT3.82%
- CSCO3.31%
- GOOGL2.82%
- JNJ2.74%
- CAT2.48%
Share classes counted separately44.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLWWeight decreased · -2.56 pp6.59% → 4.03%Shares -255 (-0.67%)
- MSFTWeight increased · +1.09 pp2.73% → 3.82%Shares -43 (-0.40%)
- CATWeight decreased · -0.77 pp3.25% → 2.48%Shares -80 (-1.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JCPBJPMORGAN CORE PLUS BOND ETFExchange Traded Fund View history and evidence | $13.70M | 9.48% | 305.99K shares | 9.30% → 9.48%+0.18 pp +13.31K (+4.55%) | Added | ↗▾ |
| 02 | JQUAJPMORGAN US QUALITY FACTORExchange Traded Fund View history and evidence | $8.51M | 5.89% | 115.31K shares | 5.71% → 5.89%+0.18 pp -1.35K (-1.16%) | Reduced | ↗▾ |
| 03 | DFAXDIMENSIONAL WORLD EX US COREExchange Traded Fund View history and evidence | $8.12M | 5.62% | 219.43K shares | 5.12% → 5.62%+0.50 pp +14.22K (+6.93%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFExchange Traded Fund View history and evidence | $6.02M | 4.16% | 8.59K shares | 3.50% → 4.16%+0.66 pp +1.07K (+14.29%) | Added | ↗▾ |
| 05 | GLWCORNING INCCommon Stock View history and evidence | $5.82M | 4.03% | 37.86K shares | 6.59% → 4.03%-2.56 pp -255 (-0.67%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $5.53M | 3.82% | 10.77K shares | 2.73% → 3.82%+1.09 pp -43 (-0.40%) | Reduced | ↗▾ |
| 07 | CSCOCISCO SYSTEMS INCCommon Stock View history and evidence | $4.79M | 3.31% | 44.50K shares | 3.60% → 3.31%-0.29 pp -735 (-1.62%) | Reduced | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $4.07M | 2.82% | 11.83K shares | 2.85% → 2.82%-0.03 pp +45 (+0.38%) | Added | ↗▾ |
| 09 | JNJJOHNSON & JOHNSONCommon Stock View history and evidence | $3.97M | 2.74% | 14.98K shares | 2.61% → 2.74%+0.13 pp -207 (-1.36%) | Reduced | ↗▾ |
| 10 | CATCATERPILLAR INCCommon Stock View history and evidence | $3.59M | 2.48% | 4.43K shares | 3.25% → 2.48%-0.77 pp -80 (-1.78%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -2,223 | -$303.93K | SEC filing ↗ | SEC filing ↗ |
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -576 | -$239.40K | SEC filing ↗ | SEC filing ↗ |
| JBL JABIL INC | Non-derivative | -581 | -$223.96K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2109484 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 9, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144548605
}Research all 94 reported holdings.
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