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LFA

Laraway Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 37.88%
This Fund
S&P 500
This Quarter Est. Return
+4.34%
1 Year Est. Return
+37.88%
3 Year Est. Return
+92.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$153M
AUM Growth
+$7.01M
Cap. Flow
+$2.46M
Cap. Flow %
1.6%
Top 10 Hldgs %
38.93%
Holding
131
New
6
Increased
36
Reduced
57
Closed
–

Top Buys

Rank Stock Value
1
FEGE
First Eagle Global Equity ETF
FEGE
+$329K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$317K
3
MU icon
Micron Technology
MU
+$306K
4
BND icon
Vanguard Total Bond Market
BND
+$292K
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$275K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$129K
2
AAPL icon
Apple
AAPL
+$100K
3
MSFT icon
Microsoft
MSFT
+$91.7K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$75.6K
5
STZ icon
Constellation Brands
STZ
+$74.1K

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Communication Services 7.72%
3 Financials 6.86%
4 Healthcare 6.81%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
126
Medtronic
MDT
$112B
$220K 0.14%
2,294
-200
-8% -$19.4K
IAU icon
127
iShares Gold Trust
IAU
$67.5B
$211K 0.14%
+2,600
New +$203K
BALL icon
128
Ball Corp
BALL
$16.8B
$189K 0.12%
3,576
– –
FICO icon
129
Fair Isaac
FICO
$22.5B
$169K 0.11%
100
– –
TOTL icon
130
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
$167K 0.11%
4,142
-148
-3% -$5.99K
INGR icon
131
Ingredion
INGR
$6.58B
$163K 0.11%
1,478
-199
-12% -$22.4K
2 3 4 5
6

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CPL
Capital & Planning LLC Jonesboro, Georgia $165M AUM 27.22% 1-Year Est. Return
SCP
Sender Company & Partners New York $165M AUM 34.66% 1-Year Est. Return
COA
Charter Oak Advisors New York City, New York $165M AUM 86.5% 1-Year Est. Return
GAAM
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OO
Obsido Oy Tampere $165M AUM 17.18% 1-Year Est. Return
CCM
Clutterbuck Capital Management Cleveland, Ohio $164M AUM

Laraway Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Laraway Financial Advisors held 131 positions worth $153M, up 4.8% from $146M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.6%. Laraway Financial Advisors opened 6 new positions and made no exits, leaving the 131-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 19% a quarter earlier, followed by Communication Services and Financials.

  • Laraway Financial Advisors's largest Q4 2025 buy was First Eagle Global Equity ETF: 7,300 shares worth $336K.
  • Laraway Financial Advisors added most to Vanguard Morningstar Growth ETF in Q4 2025, an estimated $317K increase.
  • Laraway Financial Advisors's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $129K.
  • Laraway Financial Advisors's ten largest holdings make up 39% of its $153M portfolio in Q4 2025.
  • Laraway Financial Advisors opened 6 new positions and closed 0 in Q4 2025.
  • Laraway Financial Advisors's portfolio value rose 4.8% quarter-over-quarter to $153M.

Based on Laraway Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.