Long-term investor
Lawood & Co. @lawoodco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109484).
Record
- Tracked since 2025-12-31 (261 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year n/a · all +13.1%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JCPB · 9.3% · long · since 2026-06-30
- GLW · 6.6% · long · since 2025-12-31
- JQUA · 5.7% · long · since 2025-12-31
- DFAX · 5.1% · long · since 2026-06-30
- CSCO · 3.6% · long · since 2025-12-31
- VOO · 3.5% · long · since 2025-12-31
- CAT · 3.3% · long · since 2025-12-31
- GOOGL · 2.9% · long · since 2025-12-31
- MSFT · 2.7% · long · since 2025-12-31
- JNJ · 2.6% · long · since 2025-12-31
- TBUX · 2.4% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-12-31