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CIK 0002109484 • 3 13F filings • Feb 5, 2026 – Jul 13, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | Common Stock | $3.1M | 2.2%Prev: 2.0% | 11,978 SH | Increased-25 SH |
| ALPHABET INC | Common Stock | $4.3M | 3.0%Prev: 3.0% | 12,628 SH | Decreased+45 SH |
| AMAZON COM INC | Common Stock | $1.5M | 1.1%Prev: 1.0% | 6,193 SH | Increased |
| AMERICAN ELEC PWR CO INC | Common Stock | $1.2M | 0.9%Prev: 1.0% | 10,374 SH | Decreased+58 SH |
| APPLE INC | Common Stock | $2.4M | 1.7%Prev: 1.4% | 7,320 SH | Increased-17 SH |
| AT&T INC | Common Stock | $389K | 0.3%Prev: 0.2% | 15,953 SH | Increased-675 SH |
| AUTOMATIC DATA PROCESSING INC | Common Stock | $490K | 0.3%Prev: 0.3% | 1,900 SH | Increased |
| BANK AMERICA CORP | Common Stock | $736K | 0.5%Prev: 0.5% | 13,527 SH | Decreased-250 SH |
| BRISTOL-MYERS SQUIBB CO | Common Stock | $437K | 0.3%Prev: 0.3% | 7,011 SH | Increased-550 SH |
| BROADCOM INC | Common Stock | $1.8M | 1.3%Prev: 1.3% | 5,152 SH | Decreased+68 SH |
| CATERPILLAR INC | Common Stock | $3.6M | 2.5%Prev: 3.3% | 4,427 SH | Decreased-80 SH |
| CHEVRON CORP NEW | Common Stock | $3.0M | 2.1%Prev: 1.7% | 14,658 SH | Increased-41 SH |
| CISCO SYS INC | Common Stock | $4.8M | 3.3%Prev: 3.6% | 44,499 SH | Decreased-735 SH |
| CITIZENS FINANCIAL SERVS INC | Common Stock | $843K | 0.6%Prev: 0.5% | 10,726 SH | Increased |
| COCA COLA CO | Common Stock | $2.1M | 1.5%Prev: 1.4% | 24,715 SH | Increased-430 SH |
| COMMUNITY FINANCIAL SYSTEM INC | Common Stock | $243K | 0.2%Prev: 0.2% | 4,088 SH | Decreased |
| CONOCOPHILLIPS | Common Stock | $760K | 0.5%Prev: 0.4% | 6,070 SH | Increased |
| CORNING INC | Common Stock | $5.8M | 4.0%Prev: 6.6% | 37,864 SH | Decreased-255 SH |
| CORTEVA INC | Common Stock | $326K | 0.2%Prev: 0.3% | 4,196 SH | Decreased-244 SH |
| CVS HEALTH CORP | Common Stock | $252K | 0.2%Prev: 0.2% | 2,940 SH | Decreased-155 SH |
| DIMENSIONAL ETF TRUST | Exchange Traded Fund | $11.1M | 7.7%Prev: 7.1% | 297,609 SH | Increased+14,224 SH |
| DISNEY WALT CO | Common Stock | $545K | 0.4%Prev: 0.4% | 5,191 SH | Increased-343 SH |
| DOLLAR GEN CORP NEW | Common Stock | $404K | 0.3%Prev: 0.3% | 3,380 SH | Increased |
| EMERSON ELEC CO | Common Stock | $217K | 0.2%Prev: 0.1% | 1,402 SH | Increased |
| EXXONMOBIL HOLDINGS CORP | Common Stock | $362K | 0.3% | 2,223 SH | New |
| FEDERATED HERMES INC | Common Stock | $295K | 0.2%Prev: 0.2% | 5,232 SH | Increased-100 SH |
| GILEAD SCIENCES INC | Common Stock | $858K | 0.6%Prev: 0.5% | 5,759 SH | Increased-25 SH |
| HERSHEY CO | Common Stock | $239K | 0.2%Prev: 0.2% | 1,514 SH | Decreased |
| HOME DEPOT INC | Common Stock | $1.4M | 1.0%Prev: 1.2% | 4,968 SH | Decreased-23 SH |
| HONEYWELL AEROSPACE INC | Common Stock | $234K | 0.2% | 1,509 SH | New |
| HONEYWELL INTL INC | Common Stock | $362K | 0.3% | 1,716 SH | New |
| IGC PHARMA INC | Common Stock | $20K | 0.0%Prev: 0.0% | 75,000 SH | Decreased |
| INTEL CORP | Common Stock | $515K | 0.4%Prev: 0.4% | 4,285 SH | Decreased-175 SH |
| INTERCONTINENTAL EXCHANGE INC | Common Stock | $785K | 0.5%Prev: 0.4% | 5,162 SH | Increased-35 SH |
| INTERNATIONAL BUSINESS MACHS | Common Stock | $1.4M | 1.0%Prev: 1.3% | 6,449 SH | Decreased-247 SH |
| ISHARES TR | Exchange Traded Fund | $5.4M | 3.7%Prev: 3.7% | 33,175 SH | Decreased-529 SH |
| JOHNSON & JOHNSON | Common Stock | $4.0M | 2.7%Prev: 2.6% | 14,978 SH | Increased-207 SH |
| JP MORGAN CORE PLUS | Exchange Traded Fund | $13.7M | 9.5%Prev: 9.3% | 305,986 SH | Decreased+13,309 SH |
| JPMORGAN | Exchange Traded Fund | $8.5M | 5.9%Prev: 5.7% | 115,305 SH | Increased-1,348 SH |
| JPMORGAN CHASE & CO | Common Stock | $1.0M | 0.7%Prev: 0.7% | 3,136 SH | Decreased-55 SH |
| LABCORP HOLDINGS INC | Common Stock | $305K | 0.2%Prev: 0.2% | 991 SH | Increased+75 SH |
| LAZARD INC | Common Stock | $406K | 0.3%Prev: 0.4% | 11,210 SH | Decreased-1,210 SH |
| LILLY ELI & CO | Common Stock | $570K | 0.4%Prev: 0.4% | 493 SH | Decreased-12 SH |
| LOCKHEED MARTIN CORP | Common Stock | $545K | 0.4%Prev: 0.4% | 1,070 SH | Increased+10 SH |
| M & T BK CORP | Common Stock | $1.8M | 1.3%Prev: 1.4% | 8,419 SH | Decreased |
| MARSH | Common Stock | $323K | 0.2%Prev: 0.2% | 1,889 SH | Decreased-300 SH |
| MCDONALDS CORP | Common Stock | $287K | 0.2%Prev: 0.2% | 1,242 SH | Decreased-63 SH |
| MERCK & CO INC | Common Stock | $3.3M | 2.3%Prev: 2.0% | 22,854 SH | Increased-444 SH |
| META PLATFORMS INC | Common Stock | $826K | 0.6%Prev: 0.5% | 1,139 SH | Increased-41 SH |
| METLIFE INC | Common Stock | $1.6M | 1.1%Prev: 1.0% | 17,433 SH | Increased-50 SH |
| MICROSOFT CORP | Common Stock | $5.5M | 3.8%Prev: 2.7% | 10,773 SH | Increased-43 SH |
| MONDELEZ INTL INC | Common Stock | $477K | 0.3%Prev: 0.3% | 8,248 SH | Decreased-285 SH |
| MORGAN STANLEY | Common Stock | $1.4M | 1.0%Prev: 1.1% | 7,641 SH | Decreased-85 SH |
| NEWMONT CORP | Common Stock | $825K | 0.6%Prev: 0.5% | 7,153 SH | Increased-160 SH |
| NEXTERA ENERGY INC | Common Stock | $2.0M | 1.4%Prev: 1.6% | 26,098 SH | Decreased-15 SH |
| NORTHWEST BANCSHARES INC MD | Common Stock | $1.1M | 0.8%Prev: 0.9% | 77,175 SH | Decreased-11,679 SH |
| NUCOR CORP | Common Stock | $257K | 0.2%Prev: 0.2% | 1,099 SH | Increased+16 SH |
| NVIDIA CORPORATION | Common Stock | $3.6M | 2.5%Prev: 2.1% | 15,588 SH | Increased-120 SH |
| ORACLE CORP | Common Stock | $275K | 0.2%Prev: 0.2% | 2,003 SH | Decreased |
| PALO ALTO NETWORKS INC | Common Stock | $2.7M | 1.8%Prev: 1.6% | 6,709 SH | Increased-5 SH |
| PAYPAL HLDGS INC | Common Stock | $242K | 0.2% | 4,600 SH | New |
| PEPSICO INC | Common Stock | $437K | 0.3%Prev: 0.3% | 3,447 SH | Decreased-25 SH |
| PFIZER INC | Common Stock | $408K | 0.3%Prev: 0.2% | 14,293 SH | Increased-525 SH |
| PHILLIPS 66 | Common Stock | $567K | 0.4%Prev: 0.3% | 2,222 SH | Increased |
| PPL CORP | Common Stock | $1.7M | 1.2%Prev: 1.3% | 50,594 SH | Decreased-678 SH |
| PROCTER AND GAMBLE CO | Common Stock | $1.1M | 0.8%Prev: 0.8% | 7,466 SH | Decreased-300 SH |
| QUALCOMM INC | Common Stock | $2.7M | 1.9%Prev: 1.9% | 14,937 SH | Decreased-108 SH |
| RTX CORPORATION | Common Stock | $410K | 0.3%Prev: 0.3% | 2,206 SH | Decreased-14 SH |
| SCHWAB STRATEGIC TR | Exchange Traded Fund | $1.2M | 0.8%Prev: 0.8% | 40,310 SH | Increased |
| STATE STREET SPDR S&P 500 ETF TR | Exchange Traded Fund | $1.2M | 0.8%Prev: 0.8% | 1,582 SH | Increased |
| STATE STREET SPDR S&P MIDCAP 400 ETF TR | Exchange Traded Fund | $466K | 0.3%Prev: 0.3% | 710 SH | Decreased |
| T ROWE PRICE ETF INC | Exchange Traded Fund | $3.5M | 2.4%Prev: 2.4% | 71,061 SH | Decreased-1,197 SH |
| TRUIST FINL CORP | Common Stock | $1.1M | 0.8%Prev: 0.8% | 23,634 SH | Decreased |
| UNITED PARCEL SERVICE INC | Common Stock | $635K | 0.4%Prev: 0.6% | 6,793 SH | Decreased-1,879 SH |
| US BANCORP DEL | Common Stock | $291K | 0.2%Prev: 0.2% | 5,045 SH | Decreased-65 SH |
| VANGUARD | Exchange Traded Fund | $6.0M | 4.2%Prev: 3.5% | 8,590 SH | Increased+1,074 SH |
| VANGUARD MORNINGSTAR | Exchange Traded Fund | $531K | 0.4% | 4,403 SH | New |
| VANGUARD MORNINGSTAR TOTAL | Exchange Traded Fund | $1.2M | 0.8% | 3,112 SH | New |
| VERIZON COMMUNICATIONS INC | Common Stock | $1.8M | 1.2%Prev: 1.1% | 38,751 SH | Increased-75 SH |
| WALMART INC | Common Stock | $611K | 0.4%Prev: 0.5% | 5,882 SH | Decreased-15 SH |
| WELLS FARGO CO NEW | Common Stock | $330K | 0.2%Prev: 0.2% | 4,118 SH | Decreased |
| ZIMMER BIOMET HOLDINGS INC | Common Stock | $328K | 0.2%Prev: 0.2% | 3,690 SH | Increased-50 SH |
| 13F-HR |
| 0002109484-26-000003 |
| $147.6M |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002109484-26-000002 | $107.8M | View |