LAWOOD & CO
CIK 2109484 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $108.2M
- पोजीशन
- 95
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #8235 · शीर्ष 87.2%
पोर्टफोलियो मूल्य QoQ: +110.1% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 52.12%
- शीर्ष 25 होल्डिंग्स का भार
- 75.92%
- 1% से ऊपर की स्थितियाँ
- 24
- स्थितियों की प्रभावी संख्या
- 24.1
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 14.49% अनुमानित। खरीदें $60290749 · बेचें $11567404
- नई स्थितियाँ
- 9
- बढ़ाया
- 45
- घटा हुआ
- 29
- बंद
- 4
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
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%
अन्य/अनमैप्ड
44.1%
पूर्ण पोर्टफोलियो 95 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| JCPB | $13738258 | 12.70% | 292677 | ऊपर ×1 | |||
| JQUA | $8431679 | 7.80% | 116653 | $1040595 | नीचे ×2 | ||
| DFAX | $7559863 | 6.99% | 205208 | ऊपर ×1 | |||
| VOO | $5162064 | 4.77% | 7516 | $814290 | ऊपर ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $4556707 | 4.21% | 4279 | $4379592 | ऊपर ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4410623 | 4.08% | 37550 | $3812327 | ऊपर ×2 | ||
| TBUX | $3596281 | 3.33% | 72258 | $571431 | ऊपर ×1 | ||
| JNJ Johnson & Johnson Common Stock | $3339706 | 3.09% | 13150 | $2842271 | ऊपर ×2 | ||
| DFIC | $2912875 | 2.69% | 78177 | ऊपर ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $2668945 | 2.47% | 20770 | $2364852 | ऊपर ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2655902 | 2.46% | 7120 | $1323660 | ऊपर ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2654194 | 2.45% | 13265 | $2297895 | ऊपर ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2289608 | 2.12% | 6714 | $1315664 | ऊपर ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1935306 | 1.79% | 10473 | $1346524 | ऊपर ×2 | ||
| GLW Corning Incorporated Common Stock | $1901932 | 1.76% | 7446 | $908943 | ऊपर ×1 | ||
| CVX Chevron Corporation Common Stock | $1854357 | 1.71% | 11187 | $1127724 | ऊपर ×2 | ||
| MTB M&T Bank Corporation Common Stock | $1701772 | 1.57% | 7150 | $1439444 | ऊपर ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1523578 | 1.41% | 4320 | $1302893 | ऊपर ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1508127 | 1.39% | 18557 | $1061105 | ऊपर ×2 | ||
| PPL PPL Corporation Common Stock | $1485297 | 1.37% | 40861 | $1179391 | ऊपर ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1475677 | 1.36% | 16813 | $614679 | ऊपर ×1 | ||
| NWBI Northwest Bancshares, Inc. - Common Stock | $1347027 | 1.25% | 88854 | $40998 | नीचे ×2 | ||
| SPY SPY | $1181390 | 1.09% | 1582 | $152552 | |||
| VTI | $1151564 | 1.06% | 3112 | $33541 | नीचे ×1 | ||
| TFC Truist Financial Corporation Common Stock | $1068788 | 0.99% | 21453 | $75698 | नीचे ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1055763 | 0.98% | 7717 | $741302 | ऊपर ×2 | ||
| MS Morgan Stanley Common Stock | $1015934 | 0.94% | 4860 | $557442 | ऊपर ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1001595 | 0.93% | 23656 | $249398 | ऊपर ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $988354 | 0.91% | 6740 | $840159 | ऊपर ×1 | ||
| IBM International Business Machines Corporation Common Stock | $949646 | 0.88% | 3377 | $190965 | ऊपर ×1 | ||
| SCHB | $941490 | 0.87% | 32510 | $100389 | नीचे ×1 | ||
| MET MetLife, Inc. Common Stock | $936717 | 0.87% | 11071 | $476188 | ऊपर ×2 | ||
| AAPL Apple Inc. - Common Stock | $778378 | 0.72% | 2690 | $-262161 | नीचे ×1 | ||
| CZFS Citizens Financial Services, Inc. - Common Stock | $769298 | 0.71% | 10620 | $762804 | ऊपर ×1 | ||
| BAC Bank of America Corporation Common Stock | $736467 | 0.68% | 12925 | $694932 | ऊपर ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $650600 | 0.60% | 1155 | $-44538 | नीचे ×1 | ||
| IMCB | $650428 | 0.60% | 6736 | $88444 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $626999 | 0.58% | 5093 | $610642 | ऊपर ×1 | ||
| INTC Intel Corporation - Common Stock | $622750 | 0.58% | 4460 | $380035 | नीचे ×2 | ||
| LLY Eli Lilly and Company Common Stock | $605712 | 0.56% | 505 | $133870 | नीचे ×1 | ||
| WMT Walmart Inc. - Common Stock | $556899 | 0.51% | 4917 | $435105 | ऊपर ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $550565 | 0.51% | 2310 | $-241486 | नीचे ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $540028 | 0.50% | 1060 | $183438 | ऊपर ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $513420 | 0.47% | 4776 | $45230 | ऊपर ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $503534 | 0.47% | 1409 | $-2520735 | नीचे ×1 | ||
| MDY | $499371 | 0.46% | 710 | $61471 | |||
| DIS Walt Disney Company (The) Common Stock | $499153 | 0.46% | 5186 | $441229 | ऊपर ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $425505 | 0.39% | 1900 | $39463 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $419531 | 0.39% | 7281 | $402549 | ऊपर ×2 | ||
| DG Dollar General Corporation Common Stock | $389072 | 0.36% | 3380 | $-12235 | |||
| COP ConocoPhillips Common Stock | $380805 | 0.35% | 3663 | $63081 | ऊपर ×2 | ||
| CTVA Corteva, Inc. Common Stock | $372467 | 0.34% | 4398 | $368951 | ऊपर ×1 | ||
| MRSH Marsh Common Stock | $364841 | 0.34% | 2189 | $-14841 | |||
| PSX Phillips 66 Common Stock | $353991 | 0.33% | 2094 | $330672 | ऊपर ×2 | ||
| ABBV AbbVie Inc. Common Stock | $306246 | 0.28% | 1217 | $63310 | ऊपर ×1 | ||
| ZBH Zimmer Biomet Holdings, Inc. Common Stock | $301315 | 0.28% | 3500 | $279614 | ऊपर ×1 | ||
| T AT&T Inc. | $298225 | 0.28% | 14407 | $246826 | ऊपर ×2 | ||
| USB U.S. Bancorp Common Stock | $292940 | 0.27% | 4850 | $279417 | ऊपर ×1 | ||
| CVS CVS Health Corporation Common Stock | $276212 | 0.26% | 2670 | $245688 | ऊपर ×1 | ||
| CBU Community Financial System, Inc. Common Stock | $274387 | 0.25% | 4088 | $34626 | |||
| FHI Federated Hermes, Inc. Common Stock | $273891 | 0.25% | 4960 | $252795 | ऊपर ×1 | ||
| VB | $272808 | 0.25% | 900 | $-74760 | नीचे ×2 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $259878 | 0.24% | 2844 | $18747 | |||
| LH Labcorp Holdings Inc. Common Stock | $256480 | 0.24% | 916 | $-4193 | नीचे ×1 | ||
| IWB | $252252 | 0.23% | 616 | $11574 | नीचे ×2 | ||
| RTX RTX Corporation Common Stock | $249305 | 0.23% | 1314 | $74538 | ऊपर ×1 | ||
| HSY The Hershey Company Common Stock | $242121 | 0.22% | 1380 | $214264 | ऊपर ×1 | ||
| NUE Nucor Corporation Common Stock | $241238 | 0.22% | 1083 | ऊपर ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $240678 | 0.22% | 1905 | $-246281 | नीचे ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $239403 | 0.22% | 576 | ||||
| IWS | $232909 | 0.22% | 1415 | $198223 | ऊपर ×1 | ||
| SCHX | $229554 | 0.21% | 7800 | ||||
| JBL Jabil Inc. Common Stock | $223964 | 0.21% | 581 | ऊपर ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $216018 | 0.20% | 1580 | $76727 | ऊपर ×1 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $207758 | 0.19% | 916 | ऊपर ×1 | |||
| LAZ Lazard, Inc. Common Stock | $195860 | 0.18% | 4670 | $-15266 | नीचे ×1 | ||
| EMR Emerson Electric Company Common Stock | $188385 | 0.17% | 1316 | ऊपर ×1 | |||
| HON Honeywell International Inc. - Common Stock | $188076 | 0.17% | 840 | $-23262 | नीचे ×1 | ||
| ITOT | $167720 | 0.16% | 1021 | $-224817 | नीचे ×1 | ||
| NEM Newmont Corporation | $167186 | 0.15% | 1790 | $-427431 | नीचे ×1 | ||
| VO | $164846 | 0.15% | 2046 | $41646 | ऊपर ×2 | ||
| IWR | $107783 | 0.10% | 977 | $-369908 | नीचे ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $97166 | 0.09% | 275 | $-74089 | नीचे ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $96405 | 0.09% | 712 | $-14161 | |||
| MCD McDonald's Corporation Common Stock | $94609 | 0.09% | 350 | $-202195 | नीचे ×1 | ||
| IVV | $90616 | 0.08% | 121 | $11578 | |||
| IJH | $77110 | 0.07% | 1000 | $-400327 | नीचे ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $70376 | 0.07% | 215 | $-805044 | नीचे ×2 | ||
| WFC Wells Fargo & Company Common Stock | $64459 | 0.06% | 780 | $-201279 | नीचे ×1 | ||
| ORCL Oracle Corporation Common Stock | $59353 | 0.05% | 405 | $-178818 | नीचे ×1 | ||
| IJR | $49091 | 0.05% | 331 | $-293632 | नीचे ×2 | ||
| PFE Pfizer, Inc. Common Stock | $37854 | 0.03% | 1572 | $-22658 | नीचे ×2 | ||
| IGC | $20400 | 0.02% | 75000 | $675 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $18220 | 0.02% | 315 | $63 | |||
| AVGO Broadcom Inc. - Common Stock | $3778 | 0.00% | 10 | $-1433896 | नीचे ×1 | ||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
| सुरक्षा | कार्रवाई | शेयर Δ | मूल्य Δ |
|---|---|---|---|
| QCOM | अधिक खरीदा | +6K | +$1.3M |
| MSFT | अधिक खरीदा | +4K | +$1.3M |
| PANW | अधिक खरीदा | +639 | +$1.3M |
| PPL | अधिक खरीदा | +33K | +$1.2M |
| CVX | अधिक खरीदा | +8K | +$1.1M |
| KO | अधिक खरीदा | +13K | +$1.1M |
| JQUA | छंटनी की | -4K | +$1.0M |
| GLW | अधिक खरीदा | +143 | +$909K |
| VOO | अधिक खरीदा | +240 | +$814K |
| AEP | अधिक खरीदा | +5K | +$741K |
12 पोजीशन छिपी हुई हैं (डेटा पूर्णता जांच)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| GVI | 31 मार्च 2026 | 6218 | $667502 | अब ट्रैक नहीं किया जा रहा है |
| IEFA | 30 जून 2026 | 3966 | $359042 | अब ट्रैक नहीं किया जा रहा है |
| ACN | 30 जून 2026 | 1448 | $287124 | 48.7% |
| SCHX | 31 मार्च 2026 | 7800 | $209898 | अब ट्रैक नहीं किया जा रहा है |
| COR | 31 मार्च 2026 | 619 | $209067 | 0.5% |
| PYPL | 30 जून 2026 | 4600 | $208058 | 42.9% |
| SHY | 30 जून 2026 | 2470 | $203948 | |
| UNH | 31 मार्च 2026 | 611 | $201697 | 45.0% |
| ABT | 31 मार्च 2026 | 1416 | $177411 | 11.9% |