Top 50 Lawood & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JQUA | JPMORGAN | 6.86% | 120.5K | $7.4M | -3.30%(-4.12K) | $63.05(+6.42%) | 2026-03-31 | |
| GLW | CORNING INC | 5.49% | 43.5K | $5.9M | -10.07%(-4.87K) | $84.79(+91.17%) | 2026-03-31 | |
| VOO | VANGUARD | 4.03% | 7.3K | $4.3M | new | $612.34(+8.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.7% | 10.8K | $4.0M | -0.76%(-82) | $500.79(-17.85%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.47% | 15.3K | $3.7M | -3.31%(-525) | $196.18(+14.97%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 3.32% | 46.1K | $3.6M | -1.49%(-695) | $72.72(+29.67%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.23% | 4.9K | $3.5M | -6.25%(-327) | $525.01(+72.30%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.2% | 12.0K | $3.5M | +0.17%(+20) | $279.59(+38.93%) | 2026-03-31 | |
| CVX | CHEVRON CORP NEW | 2.82% | 14.7K | $3.0M | +0.68%(+100) | $154.03(+25.07%) | 2026-03-31 | |
| TBUX | T ROWE PRICE ETF INC | 2.81% | 60.8K | $3.0M | -14.75%(-10.52K) | $49.84(-0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.88% | +15.38% |
| Top 20 Holdings Unweighted | +4.29% | +13.44% |
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