Portfolio (Quarterly) Guide ↗

LAWOOD & CO

· CIK 0002109484

13F Portfolio $148M AUM 161 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 15 Added 37 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IEFA	ISHARES TR	—	3,966	$359K	0.33%	SOLD
2	ACN	ACCENTURE PLC CLASS A	Technology	1,448	$287K	0.27%	SOLD
3	PYPL	PAYPAL HLDGS INC	Financial Services	4,600	$208K	0.19%	SOLD
4	SHY	ISHARES TR	—	2,470	$204K	0.19%	SOLD

Sector Allocation

Technology 35.3%

Financial Services 14.8%

Healthcare 13.5%

Industrials 8.3%

Communication Services 7.6%

Utilities 5.7%

Consumer Defensive 5.6%

Consumer Cyclical 3.9%

Energy 3.9%

Basic Materials 1.3%