Laraway Financial Advisors Inc 13F Portfolio

CIK 1908275 Filing since Q4 2021 Q2 2026 filed Aug 3, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 3, 2026.

Portfolio Snapshot

82 positions · Q2 2026

Laraway Financial Advisors Inc reported 82 positions worth $85.88M for the quarter ended Jun 30, 2026, up 18.3% on the prior quarter. It opened 6 new positions, added to 12, trimmed 37 and exited 0. Its largest holding is Apple Inc. at 14.8% of the portfolio.

Portfolio Value
$85.88M
+18.3% QoQ · +24.3% YoY
Positions
82
6 new · 0 sold out
Top 10 Concentration
49.3%
of portfolio value
Largest Position
AAPL 14.8%
Apple Inc.
Net Buying
+$918.19K
$2.65M bought · $1.73M sold
Turnover
2.2%
of the portfolio traded
Top Sector
Technology
50.5% of value
Track Record
19
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
50.54%
Technology
Technology50.54%
Healthcare11.59%
Financial Services10.87%
Industrials7.51%
Consumer Staples6.83%
Consumer Discretionary6.53%
Energy2.16%
Utilities1.66%
Communication Services1.06%
Real Estate0.77%
Basic Materials0.256%
Other0.229%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyHealthcareFinancial ServicesIndustrialsConsumer StaplesConsumer DiscretionaryEnergyUtilitiesCommunication ServicesReal EstateBasic MaterialsOther

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
NEE Nextera Energy Inc +9,065 – $795.68K 0.927%
GE General Electric Co +1,318 – $492.48K 0.573%
PWR Quanta Services, Inc. +678 – $488.27K 0.569%
GEV GE Vernova Inc. +332 – $390.05K 0.454%
DAL Delta Air Lines, Inc. +2,324 – $217.67K 0.253%
AMAT Applied Materials Inc +294 – $212.56K 0.248%
ADP Automatic Data Processing Inc +100 +10.5% $22.39K 0.275%
NVO Novo Nordisk A S +300 +3.9% $14.38K 0.441%
ABBV AbbVie Inc. +23 +1.6% $5.79K 0.437%
JNJ Johnson & Johnson +14 +0.3% $3.56K 1.41%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
MU Micron Technology Inc -300 -22.5% $346.29K 1.39%
AAPL Apple Inc. -745 -1.7% $215.57K 14.82%
GOOG Alphabet Inc. -449 -6.3% $158.63K 2.77%
NVDA Nvidia Corp -700 -3.3% $140.07K 4.72%
BRK-B Berkshire Hathaway Inc -260 -3.3% $130.10K 4.41%
MSFT Microsoft Corp -238 -2.6% $88.78K 3.8%
LRCX Lam Research Corp -200 -2.5% $86.67K 3.99%
PH Parker-Hannifin Corp -70 -5.2% $68.47K 1.46%
INTC Intel Corp -400 -4.3% $55.85K 1.44%
PEP Pepsico Inc -320 -8.3% $43.33K 0.56%

New Positions

Q2 2026
Holding Shares Trade Value Weight
NEE Nextera Energy Inc +9,065 $795.68K 0.927%
GE General Electric Co +1,318 $492.48K 0.573%
PWR Quanta Services, Inc. +678 $488.27K 0.569%
GEV GE Vernova Inc. +332 $390.05K 0.454%
DAL Delta Air Lines, Inc. +2,324 $217.67K 0.253%
AMAT Applied Materials Inc +294 $212.56K 0.248%

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

82 Positions

As ofJun 30, 2026
Value$85.88M
Top 1049.3%
Avg position$1.05M
# Activity
67 more holdings Create a free account to keep reading this institution’s full portfolio.
Showing 1–15 of 82 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Laraway Financial Advisors.

About Laraway Financial Advisors Inc’s 13F Portfolio

What are Laraway Financial Advisors Inc’s largest holdings?

As of its Q2 2026 13F filing, Laraway Financial Advisors Inc’s five largest positions were Apple Inc. (AAPL) at 14.8%, Alphabet Inc. (GOOGL) at 6.0%, Nvidia Corp (NVDA) at 4.7%, Berkshire Hathaway Inc (BRK-B) at 4.4%, Lam Research Corp (LRCX) at 4.0% of the reported portfolio.

How much is Laraway Financial Advisors Inc’s portfolio worth?

Laraway Financial Advisors Inc reported a 13F portfolio worth $85.88M across 82 positions for Q2 2026. That is up 18.3% from the previous quarter.

What did Laraway Financial Advisors Inc buy in Q2 2026?

Its largest purchases by value were Nextera Energy Inc ($795.68K), General Electric Co ($492.48K), Quanta Services, Inc. ($488.27K). It opened 6 new positions.

What did Laraway Financial Advisors Inc sell in Q2 2026?

Its largest sales by value were Micron Technology Inc ($346.29K), Apple Inc. ($215.57K), Alphabet Inc. ($158.63K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Laraway Financial Advisors Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.