Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JCPBJp Morgan Core Plus | $13.7M | 9.3% | New |
| GLWCorning Inc | $9.7M | 6.6% | −12.3% |
| JQUAJpmorgan | $8.4M | 5.7% | −3.2% |
| DFAXDimensional Etf Trust | $7.6M | 5.1% | New |
| CSCOCisco Sys Inc | $5.3M | 3.6% | −1.8% |
| VOOVanguard | $5.2M | 3.5% | +3.3% |
| CATCaterpillar Inc | $4.8M | 3.3% | −8.1% |
| GOOGLAlphabet Inc | $4.2M | 2.9% | −1.9% |
| MSFTMicrosoft Corp | $4.0M | 2.7% | |
| JNJJohnson & Johnson | $3.9M | 2.6% | |
| TBUXT Rowe Price Etf Inc | $3.6M | 2.4% | +18.8% |
| NVDANvidia Corporation | $3.1M | 2.1% | |
| ABBVAbbvie Inc | $3.0M | 2.0% | |
| MRKMerck & Co Inc | $3.0M | 2.0% | |
| DFICDimensional Etf Trust | $2.9M | 2.0% | New |
| QCOMQualcomm Inc | $2.8M | 1.9% | |
| CVXChevron Corp New | $2.4M | 1.7% | |
| NEENextera Energy Inc | $2.3M | 1.6% | |
| PANWPalo Alto Networks Inc | $2.3M | 1.6% | +10.5% |
| AAPLApple Inc | $2.1M | 1.4% | +5.3% |
| KOCoca Cola Co | $2.0M | 1.4% | +2.5% |
| MTBM & T Bk Corp | $2.0M | 1.4% | |
| AVGOBroadcom Inc | $1.9M | 1.3% | +9.2% |
| IBMInternational Business Machs | $1.9M | 1.3% | +2.9% |
| PPLPpl Corp | $1.9M | 1.3% | +4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2025 | +191.7% | $9.7M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $4.8M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $2.3M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $5.3M |
| NWBINorthwest Bancshares Inc Md | December 31, 2025 | +26.3% | $1.3M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $3.9M |
| MRKMerck & Co Inc | December 31, 2025 | +22.1% | $3.0M |
| AEPAmerican Elec Pwr Co Inc | December 31, 2025 | +18.6% | $1.4M |
| MTBM & T Bk Corp | December 31, 2025 | +18.1% | $2.0M |
| MSMorgan Stanley | December 31, 2025 | +17.7% | $1.6M |
Sold off last quarter
- IEFAIshares Tr was $359K
- Accenture PLC Class ACUSIP G1151C101 was $287K
- PYPLPaypal Hldgs Inc was $208K
- SHYIshares Tr was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.6% | +14.8% |
| March 31, 2026 | +1.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lawood & Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109484&type=13F-HR&dateb=&owner=include&count=40CIK 2109484
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109484/000210948426000003/Filed July 13, 2026 · accession 0002109484-26-000003