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Laraway Financial Inc

Laraway Financial Inc is an institution, managing $146.5M across 125 long positions as of Q3 2025 with 46% ETF concentration.

Portfolio Value
$146.5M
Positions
125
Top Holding
AAPL at 8.2%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Laraway Financial Inc's portfolio (38.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$12.0M
8.20%
-$38.7K
Sold
0.00%
47.2K shares
ETF
ETF
$6.7M
4.57%
+$296.9K
Bought
13.9K shares
ETF
ETF
$6.1M
4.17%
+$318.0K
Bought
32.8K shares
ETF
ETF
$5.4M
3.71%
-$10.7K
Sold
8.2K shares
Software - Infrastructure
Technology
$5.1M
3.45%
+$31.1K
Bought
0.00%
9.8K shares
6
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$4.7M
3.22%
-$167.9K
Sold
0.00%
25.2K shares
ETF
ETF
$4.7M
3.21%
+$104.0K
Bought
78.6K shares
Insurance - Diversified
Financial Services
$4.2M
2.87%
+$1.0M
Bought
0.00%
8.4K shares
ETF
ETF
$3.9M
2.66%
+$135.2K
Bought
67.6K shares
Internet Content & Information
Communication Services
$3.9M
2.63%
+$24.3K
Bought
0.00%
15.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Laraway Financial Inc's latest filing

See all changes
Market Value
$146.5M
Prior: $131.8M
Q/Q Change
+11.1%
+$14.6M
Net Flows % of MV
+2.67%
Turnover Ratio
1.83%
New Purchases
3 stocks
$1.3M
Added To
61 stocks
+$3.4M
Sold Out Of
2 stocks
$338.1K
Reduced Holdings
23 stocks
-$378.6K

Increased Positions

PositionShares Δ
New
New
New
+37.25%
+33.0%

Decreased Positions

PositionShares Δ
1
DEO
Sold
Sold
-4.5%
-4.35%
5
Nvidia logo
Nvidia
NVDA
-3.44%

Analytics

Portfolio insights and performance metrics for Laraway Financial Inc

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Sector Allocation

ETF: 46.40%ETFTechnology: 18.70%TechnologyCommunication Services: 7.60%Financial Services: 7.10%Healthcare: 5.80%Consumer Defensive: 4.30%Consumer Cyclical: 4.20%Industrials: 3.10%Utilities: 1.00%Energy: 0.80%Real Estate: 0.30%
ETF
46.40%
Technology
18.70%
Communication Services
7.60%
Financial Services
7.10%
Healthcare
5.80%
Consumer Defensive
4.30%
Consumer Cyclical
4.20%
Industrials
3.10%
Utilities
1.00%
Energy
0.80%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 38.55%Mega Cap (> $200B)Large Cap ($10B - $200B): 13.34%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.14%Nano Cap (< $50M): 0.69%N/A (ETF or Unknown): 47.28%N/A (ETF or Unknown)
Mega Cap (> $200B)
38.55%
Large Cap ($10B - $200B)
13.34%
Mid Cap ($2B - $10B)
0.14%
Nano Cap (< $50M)
0.69%
N/A (ETF or Unknown)
47.28%

Portfolio Concentration

Top 10 Holdings %
38.69%
Top 20 Holdings %
55.62%
Top 50 Holdings %
79.61%
Top 100 Holdings %
95.52%

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