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Portfolio (Quarterly) Guide ↗

LAWOOD & CO

· CIK 0002109484
13F Portfolio $108M AUM 155 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 23 Added 34 Reduced 5 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HSY HERSHEY CO Consumer Defensive 1,514.0 $315K 0.29% +134.0 +9.7% $207.89 -7.3%
22 VO VANGUARD INDEX FDS 983.0 $282K 0.26% +205.0 +26.4% $287.18 -73.2%
23 LH LABCORP HOLDINGS INC Healthcare 977.0 $261K 0.24% +132.0 +15.6% $266.81 -4.9%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 15.6%
Healthcare 14.4%
Communication Services 8.9%
Industrials 7.2%
Utilities 6.7%
Consumer Defensive 6.5%
Energy 6.0%
Consumer Cyclical 4.0%
Basic Materials 1.4%