Lawaood & Co. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists a total of 164 positions held by the firm.
The portfolio is diversified across various sectors, with notable positions in technology, healthcare, and financial services. Key holdings include shares of Apple Inc., Microsoft Corp., and Alphabet Inc., which appear multiple times within the portfolio. In the healthcare sector, the firm holds stakes in AbbVie Inc., Gilead Sciences Inc., and Eli Lilly & Co.
The filing also details positions in major financial institutions such as JPMorgan Chase & Co., Wells Fargo & Co., and Morgan Stanley. Additionally, the portfolio includes energy companies like Chevron Corp. and ExxonMobil Holdings Corp., as well as industrial firms like Caterpillar Inc. and Lockheed Martin Corp.
Exchange-traded funds (ETFs) represent a significant portion of the portfolio, with holdings in funds managed by issuers such as iShares, Vanguard, and State Street.
