LAWOOD & CO
CIK 2109484 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $108.2M
- Posiciones
- 95
- A fecha de
- 30 de junio de 2026
#8 235 de 9 443 por valor de 13F · top 87.2%
Valor de cartera interanual: +110.1% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 52,12%
- Peso de las 25 principales tenencias
- 75,92%
- Posiciones superiores al 1%
- 24
- Número efectivo de posiciones
- 24,1
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 14,49% Est. compras $60 290 749 · ventas $11 567 404
- Nuevas posiciones
- 9
- Aumentado
- 45
- Disminuido
- 29
- Cerrada
- 4
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Technology
11,0%
Healthcare
8,0%
Industrials
7,6%
Financials
7,1%
Communications
4,1%
Utilities
3,7%
Retail
3,0%
Energy
2,6%
Financial Services
2,0%
Consumer Staples
1,7%
Communication Services
1,6%
Telecommunication
1,2%
Consumer products
0,9%
Materials
0,7%
Logistics & Transportation
0,5%
Consumer Discretionary
0,1%
Otro/No mapeado
44,1%
Cartera completa 95 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| JCPB | $13 738 258 | 12,70% | 292 677 | Subir ×1 | |||
| JQUA | $8 431 679 | 7,80% | 116 653 | $1 040 595 | Bajar ×2 | ||
| DFAX | $7 559 863 | 6,99% | 205 208 | Subir ×1 | |||
| VOO | $5 162 064 | 4,77% | 7 516 | $814 290 | Subir ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $4 556 707 | 4,21% | 4 279 | $4 379 592 | Subir ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4 410 623 | 4,08% | 37 550 | $3 812 327 | Subir ×2 | ||
| TBUX | $3 596 281 | 3,33% | 72 258 | $571 431 | Subir ×1 | ||
| JNJ Johnson & Johnson Common Stock | $3 339 706 | 3,09% | 13 150 | $2 842 271 | Subir ×2 | ||
| DFIC | $2 912 875 | 2,69% | 78 177 | Subir ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $2 668 945 | 2,47% | 20 770 | $2 364 852 | Subir ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2 655 902 | 2,46% | 7 120 | $1 323 660 | Subir ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2 654 194 | 2,45% | 13 265 | $2 297 895 | Subir ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2 289 608 | 2,12% | 6 714 | $1 315 664 | Subir ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1 935 306 | 1,79% | 10 473 | $1 346 524 | Subir ×2 | ||
| GLW Corning Incorporated Common Stock | $1 901 932 | 1,76% | 7 446 | $908 943 | Subir ×1 | ||
| CVX Chevron Corporation Common Stock | $1 854 357 | 1,71% | 11 187 | $1 127 724 | Subir ×2 | ||
| MTB M&T Bank Corporation Common Stock | $1 701 772 | 1,57% | 7 150 | $1 439 444 | Subir ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1 523 578 | 1,41% | 4 320 | $1 302 893 | Subir ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1 508 127 | 1,39% | 18 557 | $1 061 105 | Subir ×2 | ||
| PPL PPL Corporation Common Stock | $1 485 297 | 1,37% | 40 861 | $1 179 391 | Subir ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1 475 677 | 1,36% | 16 813 | $614 679 | Subir ×1 | ||
| NWBI Northwest Bancshares, Inc. - Common Stock | $1 347 027 | 1,25% | 88 854 | $40 998 | Bajar ×2 | ||
| SPY SPY | $1 181 390 | 1,09% | 1 582 | $152 552 | |||
| VTI | $1 151 564 | 1,06% | 3 112 | $33 541 | Bajar ×1 | ||
| TFC Truist Financial Corporation Common Stock | $1 068 788 | 0,99% | 21 453 | $75 698 | Bajar ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1 055 763 | 0,98% | 7 717 | $741 302 | Subir ×2 | ||
| MS Morgan Stanley Common Stock | $1 015 934 | 0,94% | 4 860 | $557 442 | Subir ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1 001 595 | 0,93% | 23 656 | $249 398 | Subir ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $988 354 | 0,91% | 6 740 | $840 159 | Subir ×1 | ||
| IBM International Business Machines Corporation Common Stock | $949 646 | 0,88% | 3 377 | $190 965 | Subir ×1 | ||
| SCHB | $941 490 | 0,87% | 32 510 | $100 389 | Bajar ×1 | ||
| MET MetLife, Inc. Common Stock | $936 717 | 0,87% | 11 071 | $476 188 | Subir ×2 | ||
| AAPL Apple Inc. - Common Stock | $778 378 | 0,72% | 2 690 | $-262 161 | Bajar ×1 | ||
| CZFS Citizens Financial Services, Inc. - Common Stock | $769 298 | 0,71% | 10 620 | $762 804 | Subir ×1 | ||
| BAC Bank of America Corporation Common Stock | $736 467 | 0,68% | 12 925 | $694 932 | Subir ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $650 600 | 0,60% | 1 155 | $-44 538 | Bajar ×1 | ||
| IMCB | $650 428 | 0,60% | 6 736 | $88 444 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $626 999 | 0,58% | 5 093 | $610 642 | Subir ×1 | ||
| INTC Intel Corporation - Common Stock | $622 750 | 0,58% | 4 460 | $380 035 | Bajar ×2 | ||
| LLY Eli Lilly and Company Common Stock | $605 712 | 0,56% | 505 | $133 870 | Bajar ×1 | ||
| WMT Walmart Inc. - Common Stock | $556 899 | 0,51% | 4 917 | $435 105 | Subir ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $550 565 | 0,51% | 2 310 | $-241 486 | Bajar ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $540 028 | 0,50% | 1 060 | $183 438 | Subir ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $513 420 | 0,47% | 4 776 | $45 230 | Subir ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $503 534 | 0,47% | 1 409 | $-2 520 735 | Bajar ×1 | ||
| MDY | $499 371 | 0,46% | 710 | $61 471 | |||
| DIS Walt Disney Company (The) Common Stock | $499 153 | 0,46% | 5 186 | $441 229 | Subir ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $425 505 | 0,39% | 1 900 | $39 463 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $419 531 | 0,39% | 7 281 | $402 549 | Subir ×2 | ||
| DG Dollar General Corporation Common Stock | $389 072 | 0,36% | 3 380 | $-12 235 | |||
| COP ConocoPhillips Common Stock | $380 805 | 0,35% | 3 663 | $63 081 | Subir ×2 | ||
| CTVA Corteva, Inc. Common Stock | $372 467 | 0,34% | 4 398 | $368 951 | Subir ×1 | ||
| MRSH Marsh Common Stock | $364 841 | 0,34% | 2 189 | $-14 841 | |||
| PSX Phillips 66 Common Stock | $353 991 | 0,33% | 2 094 | $330 672 | Subir ×2 | ||
| ABBV AbbVie Inc. Common Stock | $306 246 | 0,28% | 1 217 | $63 310 | Subir ×1 | ||
| ZBH Zimmer Biomet Holdings, Inc. Common Stock | $301 315 | 0,28% | 3 500 | $279 614 | Subir ×1 | ||
| T AT&T Inc. | $298 225 | 0,28% | 14 407 | $246 826 | Subir ×2 | ||
| USB U.S. Bancorp Common Stock | $292 940 | 0,27% | 4 850 | $279 417 | Subir ×1 | ||
| CVS CVS Health Corporation Common Stock | $276 212 | 0,26% | 2 670 | $245 688 | Subir ×1 | ||
| CBU Community Financial System, Inc. Common Stock | $274 387 | 0,25% | 4 088 | $34 626 | |||
| FHI Federated Hermes, Inc. Common Stock | $273 891 | 0,25% | 4 960 | $252 795 | Subir ×1 | ||
| VB | $272 808 | 0,25% | 900 | $-74 760 | Bajar ×2 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $259 878 | 0,24% | 2 844 | $18 747 | |||
| LH Labcorp Holdings Inc. Common Stock | $256 480 | 0,24% | 916 | $-4 193 | Bajar ×1 | ||
| IWB | $252 252 | 0,23% | 616 | $11 574 | Bajar ×2 | ||
| RTX RTX Corporation Common Stock | $249 305 | 0,23% | 1 314 | $74 538 | Subir ×1 | ||
| HSY The Hershey Company Common Stock | $242 121 | 0,22% | 1 380 | $214 264 | Subir ×1 | ||
| NUE Nucor Corporation Common Stock | $241 238 | 0,22% | 1 083 | Subir ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $240 678 | 0,22% | 1 905 | $-246 281 | Bajar ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $239 403 | 0,22% | 576 | ||||
| IWS | $232 909 | 0,22% | 1 415 | $198 223 | Subir ×1 | ||
| SCHX | $229 554 | 0,21% | 7 800 | ||||
| JBL Jabil Inc. Common Stock | $223 964 | 0,21% | 581 | Subir ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $216 018 | 0,20% | 1 580 | $76 727 | Subir ×1 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $207 758 | 0,19% | 916 | Subir ×1 | |||
| LAZ Lazard, Inc. Common Stock | $195 860 | 0,18% | 4 670 | $-15 266 | Bajar ×1 | ||
| EMR Emerson Electric Company Common Stock | $188 385 | 0,17% | 1 316 | Subir ×1 | |||
| HON Honeywell International Inc. - Common Stock | $188 076 | 0,17% | 840 | $-23 262 | Bajar ×1 | ||
| ITOT | $167 720 | 0,16% | 1 021 | $-224 817 | Bajar ×1 | ||
| NEM Newmont Corporation | $167 186 | 0,15% | 1 790 | $-427 431 | Bajar ×1 | ||
| VO | $164 846 | 0,15% | 2 046 | $41 646 | Subir ×2 | ||
| IWR | $107 783 | 0,10% | 977 | $-369 908 | Bajar ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $97 166 | 0,09% | 275 | $-74 089 | Bajar ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $96 405 | 0,09% | 712 | $-14 161 | |||
| MCD McDonald's Corporation Common Stock | $94 609 | 0,09% | 350 | $-202 195 | Bajar ×1 | ||
| IVV | $90 616 | 0,08% | 121 | $11 578 | |||
| IJH | $77 110 | 0,07% | 1 000 | $-400 327 | Bajar ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $70 376 | 0,07% | 215 | $-805 044 | Bajar ×2 | ||
| WFC Wells Fargo & Company Common Stock | $64 459 | 0,06% | 780 | $-201 279 | Bajar ×1 | ||
| ORCL Oracle Corporation Common Stock | $59 353 | 0,05% | 405 | $-178 818 | Bajar ×1 | ||
| IJR | $49 091 | 0,05% | 331 | $-293 632 | Bajar ×2 | ||
| PFE Pfizer, Inc. Common Stock | $37 854 | 0,03% | 1 572 | $-22 658 | Bajar ×2 | ||
| IGC | $20 400 | 0,02% | 75 000 | $675 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $18 220 | 0,02% | 315 | $63 | |||
| AVGO Broadcom Inc. - Common Stock | $3 778 | 0,00% | 10 | $-1 433 896 | Bajar ×1 | ||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| QCOM | Compró más | +6K | +$1.3M |
| MSFT | Compró más | +4K | +$1.3M |
| PANW | Compró más | +639 | +$1.3M |
| PPL | Compró más | +33K | +$1.2M |
| CVX | Compró más | +8K | +$1.1M |
| KO | Compró más | +13K | +$1.1M |
| JQUA | Reducido | -4K | +$1.0M |
| GLW | Compró más | +143 | +$909K |
| VOO | Compró más | +240 | +$814K |
| AEP | Compró más | +5K | +$741K |
12 posiciones ocultas (comprobación de integridad de datos)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| GVI | 31 de marzo de 2026 | 6 218 | $667 502 | Ya no se rastrea |
| IEFA | 30 de junio de 2026 | 3 966 | $359 042 | Ya no se rastrea |
| ACN | 30 de junio de 2026 | 1 448 | $287 124 | 44,9% |
| SCHX | 31 de marzo de 2026 | 7 800 | $209 898 | Ya no se rastrea |
| COR | 31 de marzo de 2026 | 619 | $209 067 | 0,7% |
| PYPL | 30 de junio de 2026 | 4 600 | $208 058 | 42,8% |
| SHY | 30 de junio de 2026 | 2 470 | $203 948 | |
| UNH | 31 de marzo de 2026 | 611 | $201 697 | 45,9% |
| ABT | 31 de marzo de 2026 | 1 416 | $177 411 | 11,8% |