LAWOOD & CO
CIK 2109484 · Holdings on Dec 31, 2025 · First reported Feb 5, 2026
Top ten holdings
Q4 2025- JQUA7.46%
- MSFT4.97%
- GLW4.01%
- GOOGL3.56%
- CSCO3.41%
- TBUX3.37%
- JNJ3.11%
- CAT2.84%
- NVDA2.75%
- ABBV2.72%
Share classes counted separately38.20%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JQUAJPMORGAN US QUALITY FACTORExchange Traded Fund View history and evidence | $7.88M | 7.46% | 124.65K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $5.25M | 4.97% | 10.86K shares | Prior unavailable — | — | ↗▾ |
| 03 | GLWCORNING INCCommon Stock View history and evidence | $4.23M | 4.01% | 48.36K shares | Prior unavailable — | — | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $3.75M | 3.56% | 11.99K shares | Prior unavailable — | — | ↗▾ |
| 05 | CSCOCISCO SYSTEMS INCCommon Stock View history and evidence | $3.60M | 3.41% | 46.76K shares | Prior unavailable — | — | ↗▾ |
| 06 | TBUXT ROWE PRICE ULTRA SHORT-TERExchange Traded Fund View history and evidence | $3.56M | 3.37% | 71.32K shares | Prior unavailable — | — | ↗▾ |
| 07 | JNJJOHNSON & JOHNSONCommon Stock View history and evidence | $3.28M | 3.11% | 15.85K shares | Prior unavailable — | — | ↗▾ |
| 08 | CATCATERPILLAR INCCommon Stock View history and evidence | $3.00M | 2.84% | 5.23K shares | Prior unavailable — | — | ↗▾ |
| 09 | NVDANVIDIA CORPCommon Stock View history and evidence | $2.91M | 2.75% | 15.58K shares | Prior unavailable — | — | ↗▾ |
| 10 | ABBVABBVIE INCCommon Stock View history and evidence | $2.87M | 2.72% | 12.55K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2109484 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105574285
}Research all 93 reported holdings.
This page includes 30 of 93 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 93 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2109484","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"2109484","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.