Portfolio (Quarterly) Guide ↗

LAWOOD & CO

· CIK 0002109484

13F Portfolio $108M AUM 155 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 23 Added 34 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GVI	ISHARES TR	—	6,218	$668K	0.63%	SOLD
2	ABT	ABBOTT LABS	Healthcare	2,650	$332K	0.31%	SOLD
3	SCHX	SCHWAB STRATEGIC TR	—	7,800	$210K	0.20%	SOLD
4	—	CENCORA INC	—	619	$209K	0.20%	SOLD
5	UNH	UNITEDHEALTH GROUP INC	Healthcare	611	$202K	0.19%	SOLD

Sector Allocation

Technology 29.3%

Financial Services 15.6%

Healthcare 14.4%

Communication Services 8.9%

Industrials 7.2%

Utilities 6.7%

Consumer Defensive 6.5%

Energy 6.0%

Consumer Cyclical 4.0%

Basic Materials 1.4%