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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
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LH LABCORP HOLDINGS INC Healthcare 977.0 $261K 0.24% +132.0 +15.6% $266.81 -4.1%
82 GOOG ALPHABET INC Communication Services 872.0 $250K 0.23% -15.0 -1.7% $286.86 +33.7%
83 IWS ISHARES TR 1,672.0 $244K 0.23% -82.0 -4.7% $145.74 +8.1%
84 INTC INTEL CORP Technology 5,500.0 $243K 0.23% -200.0 -3.5% $44.13 +168.5%
85 IMCV ISHARES TR 2,844.0 $241K 0.22% $84.79 +4.7%
86 CBU COMMUNITY FINANCIAL SYSTEM INC Financial Services 4,088.0 $240K 0.22% $58.65 +7.7%
87 CVS CVS HEALTH CORP Healthcare 3,095.0 $222K 0.21% -125.0 -3.9% $71.82 +29.9%
88 PYPL PAYPAL HLDGS INC Financial Services 4,600.0 $208K 0.19% -100.0 -2.1% $45.23 -1.9%
89 SHY ISHARES TR 2,470.0 $204K 0.19% $82.57 -0.5%
90 IGC IGC PHARMA INC Healthcare 75,000.0 $20K 0.02% $0.26 +9.8%
Page 5 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%