CIK 1966581
Lakewood Asset Management LLC
Institutional 13F holdings & portfolio
Holdings
105
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 105
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 23K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 354K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 110K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 50K | $1M+ | SH |
| VPLS | VANGUARD MALVERN FDS | 71K | $1M+ | SH |
| EBAY | EBAY INC. | 63K | $1M+ | SH |
| MCK | MCKESSON CORP | 7K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 28K | $1M+ | SH |
| AZO | AUTOZONE INC | 1K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 85K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 46K | $1M+ | SH |
| NVR | NVR INC | 554 | $1M+ | SH |
| AAPL | APPLE INC | 15K | $1M+ | SH |
| RTX | RTX CORPORATION | 21K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 655 | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 37K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 139K | $1M+ | SH |
| MTB | M & T BK CORP | 16K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 101K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 53K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 53K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 54K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 16K | $1M+ | SH |
| SLB | SLB LIMITED | 60K | $1M+ | SH |
| DKS | DICKS SPORTING GOODS INC | 11K | $1M+ | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 46K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 39K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| MHK | MOHAWK INDS INC | 15K | $1M+ | SH |
| LEA | LEAR CORP | 14K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 678 | $1M+ | SH |
| NICE | NICE LTD | 12K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 25K | $1M+ | SH |
| DBX | DROPBOX INC | 45K | $1M+ | SH |
| LEN | LENNAR CORP | 11K | $1M+ | SH |
| KMX | CARMAX INC | 30K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 5K | $1M+ | SH |
| CF | CF INDS HLDGS INC | 12K | $500K+ | SH |
| APA | APA CORPORATION | 39K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| BN | BROOKFIELD CORP | 18K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 26K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 9K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |