LAWOOD & CO: 13F holdings

CIK 21094842026Q2

Positions95
Reported value$147.6m
Filed2026-07-13

Change since last quarter

Positions95 (+5 vs prior quarter)
Reported value$147.6m (+37.0%)

Top 10 holdings

SecuritySharesValueWeight
JCPB JP MORGAN CORE PLUS292,677$13.7m9.3%
GLW CORNING INC38,119$9.7m6.6%
JQUA JPMORGAN116,653$8.4m5.7%
DFAX DIMENSIONAL ETF TRUST205,208$7.6m5.1%
CSCO CISCO SYS INC45,234$5.3m3.6%
VOO VANGUARD7,516$5.2m3.5%
CAT CATERPILLAR INC4,507$4.8m3.3%
GOOGL ALPHABET INC11,786$4.2m2.9%
MSFT MICROSOFT CORP10,816$4.0m2.7%
JNJ JOHNSON & JOHNSON15,185$3.9m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2109484")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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