Laraway Financial Advisors Inc
Sector Allocation
- Other41.6%$68.6M
- Technology25.4%$41.8M
- Financials12.0%$19.8M
- Healthcare5.5%$9.1M
- Consumer Staples4.3%$7.0M
- Industrials3.9%$6.4M
- Consumer Discretionary3.6%$5.9M
- Communication Services1.3%$2.2M
- Energy1.1%$1.9M
- Utilities0.9%$1.4M
AUM History
13fpro.ai/research/fund/laraway-financial-advisors-inc-1908275
Conviction and streaks
Stable · top 10 = 36.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$12.7M- VANGUARD$7.6M
- VANGUARD$7.5M
SPY
$5.9M- VANGUARD$5.5M
GOOGL
$5.1MIVZ
$4.4MNVDA
$4.1M- SELECT$4.0M
BRK.B
$3.8M- SELECT$3.6M
LRCX
$3.4MMSFT
$3.3M- SELECT$3.1M
LLY
$2.8MIVZ
$2.7MSNDK
$2.5MGOOG
$2.4MAMZN
$2.2MWDC
$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/laraway-financial-advisors-inc-1908275
Laraway Financial Advisors Inc 13F holdings — Q2 2026
$164.7M portfolio (+15.8% QoQ) · 140 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
$12.7M
7.7% of stocks
-2%This quarter+13.3%Since filed7+ qtrsHeld- 2
VANGUARD INDEX FDS - VALUE ETF
$7.6M
4.6% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - GROWTH ETF
$7.5M
4.5% of stocks
+496%This quarter—Since filed—HeldAIQuality—Est. buy— $5.9M
3.6% of stocks
-1%This quarter+1.0%Since filed7+ qtrsHeld- 5
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$5.5M
3.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $5.1M
3.1% of stocks
-0.4%This quarter-15.7%Since filed7+ qtrsHeld$4.4M
2.6% of stocks
-0.1%This quarter-7.7%Since filed7+ qtrsHeld$4.1M
2.5% of stocks
-3%This quarter+4.5%Since filed7+ qtrsHeld- 9
SELECT SECTOR SPDR TR - TECHNOLOGY
$4.0M
2.4% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $3.8M
2.3% of stocks
-3%This quarter—Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $12.7M | 7.7% | -2% | +13.3% | 7+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - VALUE ETF | $7.6M | 4.6% | +0.2% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - GROWTH ETF | $7.5M | 4.5% | +496% | — | — | — | — | |
| 4 | $5.9M | 3.6% | -1% | +1.0% | 7+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.5M | 3.3% | -3% | — | — | — | — | |
| 6 | $5.1M | 3.1% | -0.4% | -15.7% | 7+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $4.4M | 2.6% | -0.1% | -7.7% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $4.1M | 2.5% | -3% | +4.5% | 7+ qtrsTrimmed 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SELECT SECTOR SPDR TR - TECHNOLOGY | $4.0M | 2.4% | +0.4% | — | — | — | — | |
| 10 | $3.8M | 2.3% | -3% | — | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Laraway Financial Advisors Inc (Q2 2026)
140 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - SBI HEALTHCAREetf/fund | — | $3.6M | 2.2% | 22K | -0.3% | — | — | 13F |
| 12 | LAM RESEARCH CORP | Technology | $3.4M | 2.1% | 7,900 | -2% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICROSOFT CORP | Technology | $3.3M | 2.0% | 8,758 | -3% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SELECT SECTOR SPDR TR - FINANCIALetf/fund | — | $3.1M | 1.9% | 58K | -0.4% | — | — | 13F |
| 15 | ELI LILLY & Co | Healthcare | $2.8M | 1.7% | 2,359 | -0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Invesco Ltd. | Financials | $2.7M | 1.6% | 13K | -0.8% | 7+ qtrs | — | 13F | |
| 17 | Sandisk Corp | Technology | $2.5M | 1.5% | 1,100 | -0.5% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Alphabet Inc. | Technology | $2.4M | 1.4% | 6,728 | -6% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMAZON COM INC | Consumer Discretionary | $2.2M | 1.3% | 9,158 | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | WESTERN DIGITAL CORP | Technology | $2.1M | 1.3% | 3,350 | -0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $2.1M | 1.3% | 26K | +295% | — | — | 13F |
| 22 | — | SPDR SER TR - PORTFOLIO SHORTetf/fund | — | $1.9M | 1.2% | 64K | -0.1% | — | — | 13F |
| 23 | — | SELECT SECTOR SPDR TR - SBI INT-UTILSetf/fund | — | $1.9M | 1.1% | 41K | +0.6% | — | — | 13F |
| 24 | Walmart Inc. | Consumer Staples | $1.8M | 1.1% | 16K | +0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $1.7M | 1.0% | 47K | -1% | — | — | 13F |
| 26 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT INC | — | $1.6M | 0.9% | 31K | +11% | |||
| 27 | — | SPDR SER TR - S&P 600 SMCP VAL | — | $1.5M | 0.9% | 14K | -2% | |||
| 28 | — | SPDR SER TR - PORTFOLIO AGRGTE | — | $1.5M | 0.9% | 60K | -0.5% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.9% | 1,594 | -2% | |||
| 30 | $STT | STATE STREET CORP | Financials | $1.5M | 0.9% | 36K | -1% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.8% | 18K | -0.8% | |||
| 32 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.8% | 2,300 | — | |||
| 33 | $PH | Parker-Hannifin Corp | Industrials | $1.3M | 0.8% | 1,278 | -5% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.8% | 17K | -0.6% | |||
| 35 | $INTC | INTEL CORP | Technology | $1.2M | 0.8% | 8,871 | -4% | |||
| 36 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.7% | 4,770 | +0.3% | |||
| 37 | $MU | MICRON TECHNOLOGY INC | Technology | $1.2M | 0.7% | 1,035 | -22% | |||
| 38 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.2M | 0.7% | 4,538 | -2% | |||
| 39 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | — | $1.2M | 0.7% | 35K | +3% | |||
| 40 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.7% | 2,759 | -3% | |||
| 41 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.7% | 7,275 | — | |||
| 42 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.1M | 0.7% | 2,188 | — | |||
| 43 | $JPM | JPMORGAN CHASE & CO | Financials | $997K | 0.6% | 3,046 | — | |||
| 44 | $ORCL | ORACLE CORP | Technology | $991K | 0.6% | 6,760 | -0.7% | |||
| 45 | $CAT | CATERPILLAR INC | Industrials | $972K | 0.6% | 913 | — | |||
| 46 | — | FIRST TR EXCHNG TRADED FD VI - TCW OPPORTUNIS | — | $954K | 0.6% | 22K | +5% | |||
| 47 | $COR | Cencora, Inc. | Consumer Staples | $821K | 0.5% | 2,900 | -3% | |||
| 48 | $NEE | NEXTERA ENERGY INC | Utilities | $796K | 0.5% | 9,065 | New | |||
| 49 | — | SPDR SER TR - BBG CONV SEC ETF | — | $795K | 0.5% | 7,375 | — | |||
| 50 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $793K | 0.5% | 14K | +4% | |||
| 51 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $751K | 0.5% | 3,745 | -0.1% | |||
| 52 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.5% | 1 | — | |||
| 53 | $V | VISA INC. | Financials | $741K | 0.5% | 2,160 | -0.5% | |||
| 54 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $721K | 0.4% | 9,828 | +6% | |||
| 55 | — | SPDR SER TR - PORTFOLI S&P1500 | — | $695K | 0.4% | 7,651 | +6% | |||
| 56 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $691K | 0.4% | 12K | -1% | |||
| 57 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $677K | 0.4% | 3,072 | +0.0% | |||
| 58 | $RTX | RTX Corp | Industrials | $667K | 0.4% | 3,514 | +0.0% | |||
| 59 | $WPC | W. P. Carey Inc. | Real Estate | $661K | 0.4% | 9,251 | — | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $648K | 0.4% | 7,976 | -0.2% | |||
| 61 | — | SPDR SER TR - PORTFOLIO S&P400 | — | $641K | 0.4% | 9,493 | +0.0% | |||
| 62 | — | SPDR SER TR - PORTFOLIO CRPORT | — | $632K | 0.4% | 22K | +8% | |||
| 63 | $XEL | XCEL ENERGY INC | Utilities | $631K | 0.4% | 7,855 | — | |||
| 64 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $631K | 0.4% | 20K | +80% | |||
| 65 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $622K | 0.4% | 3,938 | +3% | |||
| 66 | $CSCO | CISCO SYSTEMS, INC. | Technology | $622K | 0.4% | 5,296 | — | |||
| 67 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $589K | 0.4% | 22K | -0.5% | |||
| 68 | $FDX | FEDEX CORP | Industrials | $582K | 0.3% | 1,860 | — | |||
| 69 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $582K | 0.3% | 25K | -0.5% | |||
| 70 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $582K | 0.3% | 2,150 | -4% | |||
| 71 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $579K | 0.3% | 16K | — | |||
| 72 | — | AB ACTIVE ETFS INC - ULTRA SHORT INCM | — | $572K | 0.3% | 11K | +10% | |||
| 73 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $537K | 0.3% | 1,522 | — | |||
| 74 | — | FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF | — | $522K | 0.3% | 12K | +0.8% | |||
| 75 | $BNY | Bank of New York Mellon Corp | Financials | $510K | 0.3% | 3,526 | — | |||
| 76 | — | FIRST TR EXCHANGE-TRADED FD - RISNG DIVD ACHIV | — | $510K | 0.3% | 6,285 | -1% | |||
| 77 | $GE | GENERAL ELECTRIC CO | Industrials | $492K | 0.3% | 1,318 | New | |||
| 78 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $488K | 0.3% | 3,330 | — | |||
| 79 | $PWR | QUANTA SERVICES, INC. | Industrials | $488K | 0.3% | 678 | New | |||
| 80 | — | SPDR SER TR - PORTFOLIO S&P600 | — | $487K | 0.3% | 8,449 | +0.0% | |||
| 81 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $487K | 0.3% | 2,146 | — | |||
| 82 | $PEP | PEPSICO INC | Consumer Staples | $481K | 0.3% | 3,554 | -8% | |||
| 83 | — | SELECT SECTOR SPDR TR - ENERGY | — | $478K | 0.3% | 9,009 | +3% | |||
| 84 | $PM | Philip Morris International Inc. | Consumer Staples | $475K | 0.3% | 2,625 | — | |||
| 85 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $470K | 0.3% | 9,605 | +20% | |||
| 86 | — | SPDR SER TR - PORTFOLIO S&P500 | — | $463K | 0.3% | 5,267 | -1% | |||
| 87 | — | AB ACTIVE ETFS INC - DISRUPTORS ETF | — | $454K | 0.3% | 3,063 | +14% | |||
| 88 | $CVX | CHEVRON CORP | Energy | $449K | 0.3% | 2,710 | — | |||
| 89 | $ERIE | ERIE INDEMNITY CO | Financials | $446K | 0.3% | 1,860 | -5% | |||
| 90 | — | SPDR SER TR - S&P 600 SMCP GRW | — | $445K | 0.3% | 3,735 | -5% | |||
| 91 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $424K | 0.3% | 2,850 | -7% | |||
| 92 | — | SPDR SER TR - BLOOMBERG INVT | — | $420K | 0.3% | 14K | — | |||
| 93 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $407K | 0.3% | 592 | — | |||
| 94 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $400K | 0.2% | 837 | — | |||
| 95 | $USB | US BANCORP \DE\ | Financials | $400K | 0.2% | 6,617 | +0.0% | |||
| 96 | $AFL | AFLAC INC | Financials | $399K | 0.2% | 3,400 | — | |||
| 97 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $394K | 0.2% | 17K | -1.0% | |||
| 98 | $GEV | GE Vernova Inc. | Industrials | $390K | 0.2% | 332 | New | |||
| 99 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $389K | 0.2% | 7,810 | -0.6% | |||
| 100 | $NVS | NOVARTIS AG | Healthcare | $387K | 0.2% | 2,467 | — | |||
| 101 | $NVO | NOVO NORDISK A S | Healthcare | $379K | 0.2% | 7,906 | +4% | |||
| 102 | $ABBV | AbbVie Inc. | Healthcare | $375K | 0.2% | 1,491 | +2% | |||
| 103 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $374K | 0.2% | 4,522 | +1% | |||
| 104 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $359K | 0.2% | 1,512 | — | |||
| 105 | $IVZ | Invesco Ltd. | Financials | $355K | 0.2% | 1,170 | New | |||
| 106 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $351K | 0.2% | 2,524 | -0.0% | |||
| 107 | $MRK | Merck & Co., Inc. | Healthcare | $351K | 0.2% | 2,729 | +0.2% | |||
| 108 | — | SPDR SER TR - PRTFLO S&P500 GW | — | $348K | 0.2% | 2,929 | +0.1% | |||
| 109 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $345K | 0.2% | 8,154 | -0.3% | |||
| 110 | $CDW | CDW Corp | Consumer Discretionary | $333K | 0.2% | 2,370 | -3% | |||
| 111 | — | AB ACTIVE ETFS INC - US HIGH DIVIDEND | — | $321K | 0.2% | 3,620 | +0.2% | |||
| 112 | — | ALPS ETF TR - RIVRFRNT STR INC | — | $320K | 0.2% | 14K | +0.0% | |||
| 113 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $313K | 0.2% | 3,789 | +0.1% | |||
| 114 | $MMM | 3M CO | Healthcare | $307K | 0.2% | 1,896 | +0.1% | |||
| 115 | — | FIRST TR MORNINGSTAR DIVID L - SHS | — | $306K | 0.2% | 6,297 | -2% | |||
| 116 | $DIS | Walt Disney Co | Communication Services | $286K | 0.2% | 2,972 | -2% | |||
| 117 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $280K | 0.2% | 4,812 | -2% | |||
| 118 | $CCZ | COMCAST CORP | Communication Services | $277K | 0.2% | 11K | -2% | |||
| 119 | $EMR | EMERSON ELECTRIC CO | Industrials | $257K | 0.2% | 1,797 | -3% | |||
| 120 | $CVS | CVS HEALTH Corp | Healthcare | $254K | 0.1% | 2,456 | -4% | |||
| 121 | $TSLA | Tesla, Inc. | Consumer Discretionary | $251K | 0.1% | 596 | — | |||
| 122 | $BA | BOEING CO | Industrials | $246K | 0.1% | 1,138 | — | |||
| 123 | $GS | GOLDMAN SACHS GROUP INC | Financials | $243K | 0.1% | 240 | — | |||
| 124 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $236K | 0.1% | 1,055 | +10% | |||
| 125 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - CORE S&P TTL STK | — | $225K | 0.1% | 1,372 | -8% | |||
| 126 | — | WISDOMTREE TR - EMER MKT HIGH FD | — | $224K | 0.1% | 4,158 | New | |||
| 127 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $220K | 0.1% | 1,611 | -11% | |||
| 128 | $BALL | BALL Corp | Industrials | $220K | 0.1% | 3,526 | -1% | |||
| 129 | $DAL | DELTA AIR LINES, INC. | Industrials | $218K | 0.1% | 2,324 | New | |||
| 130 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $213K | 0.1% | 294 | New | |||
| 131 | — | AB ACTIVE ETFS INC - US LARGE CAP STR | — | $211K | 0.1% | 2,529 | New | |||
| 132 | — | AB ACTIVE ETFS INC - US LOW VOLATIL | — | $206K | 0.1% | 2,588 | New | |||
| 133 | — | SELECT SECTOR SPDR TR - STATE STREET CON | — | $203K | 0.1% | 2,445 | New | |||
| 134 | $IAU | ISHARES GOLD TRUST | Financials | $196K | 0.1% | 2,600 | — | |||
| 135 | $NKE | NIKE, Inc. | Consumer Discretionary | $190K | 0.1% | 4,620 | -6% | |||
| 136 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $185K | 0.1% | 1,100 | — | |||
| 137 | $PFE | PFIZER INC | Healthcare | $172K | 0.1% | 7,159 | — | |||
| 138 | — | SSGA ACTIVE ETF TR - SPDR TR TACTIC | — | $164K | 0.1% | 4,144 | +0.0% | |||
| 139 | $MDT | Medtronic plc | Healthcare | $144K | 0.1% | 1,841 | -20% | |||
| 140 | $INGR | Ingredion Inc | Consumer Staples | $140K | 0.1% | 1,480 | +0.1% |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 38 added to, 60 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$NEENEXTERA ENERGY INC$796K
first bought this quarter
$GEGENERAL ELECTRIC CO$492K
first bought this quarter
$PWRQUANTA SERVICES, INC.$488K
first bought this quarter
$GEVGE Vernova Inc.$390K
first bought this quarter
- WISDOMTREE TR - EMER MKT HIGH FD$224K
first bought this quarter
$DALDELTA AIR LINES, INC.$218K
first bought this quarter
+4 more in the Excel export
Added to (38)
- VANGUARD INDEX FDS - GROWTH ETF+496%
now $7.5M
- VANGUARD INDEX FDS - MID CAP ETF+295%
now $2.1M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+80%
now $631K
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT INC+11%
now $1.6M
- RBB FUND TRUST - FIRST EAGLE GBL+20%
now $470K
- AB ACTIVE ETFS INC - DISRUPTORS ETF+14%
now $454K
+32 more in the Excel export
Trimmed (60)
$MUMICRON TECHNOLOGY INC-22%
now $1.2M · held 3 qtrs
$AAPLApple Inc.-2%
now $12.7M · held 7+ qtrs, 2 trims in a row
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-3%
now $5.5M
$GOOGAlphabet Inc.-6%
now $2.4M · held 7+ qtrs, 2 trims in a row
$NVDANVIDIA CORP-3%
now $4.1M · held 7+ qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-3%
now $3.8M · held 7+ qtrs, 2 trims in a row
+54 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Laraway Financial Advisors Inc has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Laraway Financial Advisors?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Laraway Financial Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Laraway Financial Advisors Inc disclosed 140 positions worth $164.7M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.7% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 0 — including a new stake in $NEE. The portfolio is most concentrated in Other (41.6% of disclosed assets). All figures are sourced directly from Laraway Financial Advisors Inc’s Form 13F-HR filing with the SEC under CIK 1908275.
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