13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Pension Fund›Lakewood Asset Management LLC
DOSSIER · 13F-HR · Q1 2026

Lakewood Asset Management LLC

Lakewood Asset's pension fund based in Stamford, CT — $156M in tracked AUM across 107 positions as of Q1 2026.

LA
Lakewood Asset·Stamford, CT·Pension Fund
CIK 0001966581 · last filed Mar 31, 2026
Total AUM
$156M
▼ 7.3%
vs prior
Holdings
107
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Lakewood Asset Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDX
SCHWAB STRATEGIC TR
$10M371K6.6%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M20K6.1%
03
VBIL
VANGUARD INSTL INDEX FD
$9M117K5.6%
04
VT
VANGUARD INTL EQUITY INDEX F
$7M54K4.8%
05
VPLS
VANGUARD MALVERN FDS
$7M88K4.4%
06
COP
CONOCOPHILLIPS
$5M37K3.1%
07
EBAY
EBAY INC.
$4M48K2.8%
08
WSM
WILLIAMS SONOMA INC
$4M21K2.5%
09
AZO
AUTOZONE INC
$4M1K2.3%
10
MCK
MCKESSON CORP
$4M4K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Lakewood
haiku-4-5 · 107 positions indexed
Sector mix
  • Tech6%
  • Financials9%
  • Health Care13%
  • Communications29%
  • Industrials9%
  • Energy52%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market